BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 15,881 $4.66M 0.03% +2,503 13F-HR Timeline Group WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 15,875 $4.66M 1.8% +4,292 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 15,840 $4.65M 0.15% +41 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 15,801 $4.64M 3.05% -100 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 15,761 $4.63M 0.3% -429 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 15,730 $4.62M 0.69% +1,930 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 15,727 $4.62M 0.22% 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 15,620 $4.59M 0.26% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 15,613 $4.59M 0.99% +75 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 15,566 $4.57M 0.15% +212 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 15,500 $4.55M 2.61% +132 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 15,483 $4.55M 0.57% -868 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 15,449 $4.53M 0.27% -457 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15,411 $4.53M 0.21% -2,364 13F-HR Timeline Group Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 15,377 $4.52M 1.18% -43 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 15,323 $4.5M 0.06% +702 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 15,315 $4.5M 0.15% +3,228 13F-HR Timeline Group MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 15,174 $4.46M 0.97% +969 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 15,123 $4.44M 0.23% +921 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 15,088 $4.43M 0.02% +284 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 15,065 $4.43M 1.06% +624 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 15,057 $4.42M 0.33% -91 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 15,055 $4.42M 0.48% +387 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 15,035 $4.42M 0.04% +41 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 14,980 $4.4M 1.24% -1,487 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,966 $4.4M 0.09% +962 13F-HR Timeline Group Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 14,964 $4.4M 1.18% -156 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 14,958 $4.39M 3.71% -123 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 14,954 $4.39M 3.86% -17,468 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 14,953 $4.39M 2.87% -358 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 14,876 $4.37M <0.01% +9,799 13F-HR Timeline Group CAP Partners, LLC More: the full row for CAP Partners, LLC 14,855 $4.36M 2.48% +317 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 14,839 $4.36M 0.01% +2,404 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 14,824 $4.35M 0.29% +411 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 14,737 $4.35M 0.39% -211 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 14,786 $4.34M 3.81% +67 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 14,774 $4.34M 0.24% +335 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 14,753 $4.33M 0.28% +41 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 14,659 $4.31M 0.12% -52 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 14,649 $4.3M 0.15% -118 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 14,533 $4.27M 0.09% -885 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 14,498 $4.26M 0.48% +5,832 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 14,479 $4.25M 2.1% +1,781 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 14,467 $4.25M 3.31% -497 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 14,462 $4.25M 0.02% +6,605 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 14,690 $4.24M 0.16% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 14,389 $4.23M 0.72% 0 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 14,372 $4.22M 3.72% -496 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 14,366 $4.22M 1.95% +50 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 14,321 $4.21M 1.14% +4,253 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 14,312 $4.2M 0.39% +35 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 14,294 $4.2M 0.17% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 14,150 $4.16M 0.21% +250 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 14,147 $4.16M 0.15% +1,072 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 14,142 $4.15M 3.12% +41 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 14,113 $4.15M 0.72% -195 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 14,018 $4.12M 0.73% -13,651 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 14,008 $4.11M 0.7% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 13,882 $4.1M 0.26% +2 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 13,875 $4.09M 0.09% -23 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 13,973 $4.08M 2.62% +286 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13,856 $4.07M 0.11% +42 13F-HR/A Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 13,854 $4.07M 0.49% +2,248 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 13,842 $4.07M 0.12% -5 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 13,842 $4.07M -7 Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 13,825 $4.06M 1.43% -72 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,821 $4.06M 0.1% -4,044 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 13,762 $4.04M 0.05% +989 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 13,655 $4.01M 0.13% 0 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 13,595 $3.99M 0.14% -1,685 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 13,524 $3.99M 0.49% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 13,564 $3.98M 0.06% -583 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 13,676 $3.98M 0.67% +6,543 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 13,514 $3.97M 0.12% +944 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 13,500 $3.97M 0.01% -7,100 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 13,493 $3.96M 0.17% -98 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 13,448 $3.95M 0.47% -163 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 13,449 $3.95M 0.63% -556 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 13,438 $3.95M 2.31% +257 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 13,416 $3.94M 0.58% -738 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 13,379 $3.93M 1.02% -131 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 13,372 $3.93M 2.57% +3,128 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 13,369 $3.93M 2.05% -66 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 13,296 $3.91M 0.25% +368 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 13,286 $3.9M 0.26% -190 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 13,280 $3.9M 0.09% +703 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 13,232 $3.89M 1.14% +446 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 13,232 $3.89M 2.5% -53 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 13,218 $3.88M 0.02% +2,661 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13,128 $3.86M 0.02% -588 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 13,112 $3.85M 0.6% -55 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 13,110 $3.85M 1.42% -298 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 13,109 $3.85M 0.65% -1,050 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 13,104 $3.85M 0.6% +410 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 12,995 $3.83M 1.24% -34 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 12,957 $3.81M 0.26% +2,064 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 12,902 $3.79M 0.22% -9,385 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 12,885 $3.78M 0.39% -290 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 12,857 $3.78M 0.26% -13 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 12,849 $3.77M 0.01% +1,269 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12,735 $3.74M 0.25% +516 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 12,667 $3.73M 0.13% +1,481 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 12,671 $3.72M 0.07% +47 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 12,640 $3.71M 0.45% +90 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 12,585 $3.7M 0.78% -307 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 12,571 $3.69M 0.07% -211 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 12,564 $3.69M <0.01% new 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 12,530 $3.68M 0.52% +2,919 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,462 $3.67M 0.1% +372 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 12,367 $3.63M 2.75% +299 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 12,290 $3.61M 0.02% +3,227 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 12,188 $3.58M 1.51% +995 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 12,179 $3.58M 1.54% -205 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 12,071 $3.55M 1.26% -691 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 12,067 $3.54M 0.47% +9,454 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 12,037 $3.54M 1.67% +952 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 12,023 $3.53M 0.21% +163 13F-HR Timeline Group Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 11,947 $3.51M 0.99% +548 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 11,884 $3.49M 0.44% +67 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 11,815 $3.47M 1.81% +3,574 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 11,775 $3.46M 0.07% -592 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 11,719 $3.44M 0.23% -6,106 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 11,600 $3.42M 0.61% -248 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 11,595 $3.41M 2.4% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 11,595 $3.41M 0.92% -64 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 11,580 $3.4M 2% +312 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 11,577 $3.4M 1.62% +191 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 11,524 $3.39M 1% +353 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 2,005 $3.36M 2.52% -8,219 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 11,469 $3.34M 0.74% +10,598 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 11,382 $3.34M 3.46% +42 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 11,374 $3.34M 0.26% -586 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 11,372 $3.34M 0.26% -3,130 13F-HR/A Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 11,364 $3.34M 0.67% +81 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 11,321 $3.33M 2.2% +455 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 11,289 $3.32M 0.03% +669 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,227 $3.3M 0.13% -58 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 11,197 $3.29M 1.37% +537 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 11,175 $3.28M 1.56% -44 13F-HR Timeline City State Bank More: the full row for City State Bank 11,155 $3.28M 0.95% -287 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 11,066 $3.25M 0.65% +419 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 11,028 $3.24M 0.6% -2,054 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 11,025 $3.24M 2.53% -122 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 11,020 $3.24M 0.83% +730 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 11,020 $3.24M 0.55% -238 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 10,983 $3.23M 1.1% +37 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 10,969 $3.22M 0.46% +1,449 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 10,950 $3.22M 0.38% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 10,917 $3.21M 0.27% +2,012 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 10,916 $3.21M 0.1% -705 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 10,903 $3.2M 0.35% -532 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 10,826 $3.18M 0.24% -29 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 10,684 $3.14M 0.57% -258 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 10,681 $3.14M 0.38% -307 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 10,598 $3.11M 0.18% -913 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 10,567 $3.1M 1.32% -3,727 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 10,552 $3.1M 0.62% +473 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 10,544 $3.1M 0.86% +91 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 10,535 $3.09M 0.1% 0 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 10,529 $3.09M 0.19% +139 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 10,509 $3.09M 0.04% -255 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 10,464 $3.07M 1.38% +593 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 10,432 $3.06M 1.53% -50 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 10,357 $3.04M 0.01% -78 13F-HR Timeline Group PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 10,337 $3.04M 1.12% -313 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 10,309 $3.03M 0.11% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,303 $3.03M 0.73% +659 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 10,266 $3.02M 0.77% -112 13F-HR/A Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 10,261 $3.01M 1.81% -63 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 10,247 $3.01M 2.08% +1,695 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 10,223 $3M 2.48% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10,213 $3M 0.04% +222 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. American Money Management, LLC More: the full row for American Money Management, LLC 10,141 $2.98M 0.5% -137 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,102 $2.97M 0.26% +1,721 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 10,090 $2.96M 0.52% -142 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 10,074 $2.96M 1.65% +313 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 10,067 $2.96M 0.01% +2,507 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,991 $2.95M 0.31% +1,098 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 10,038 $2.95M 1.07% -622 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 10,031 $2.95M 1.77% -123 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 10,164 $2.94M 0.26% +600 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 9,988 $2.93M 0.99% -365 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 9,977 $2.93M 0.03% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 9,967 $2.93M 1.18% -69 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 9,959 $2.93M 0.11% +69 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 9,953 $2.92M 0.54% +249 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9,952 $2.92M 0.35% -548 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 9,949 $2.92M 0.91% +477 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,834 $2.89M 0.07% +135 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 9,821 $2.88M 0.03% +235 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 9,813 $2.88M 0.73% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 9,757 $2.87M 0.18% +751 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 9,737 $2.86M 2.45% +99 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 9,722 $2.86M 0.15% -142 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 9,714 $2.85M 1.45% +207 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 9,692 $2.85M 0.12% -135 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 9,688 $2.85M 1.21% -374 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 9,665 $2.84M 0.06% -443 13F-HR/A Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 9,662 $2.84M 0.24% +99 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 9,659 $2.84M 0.08% +456 13F-HR Timeline Group