Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 29,922 $5.22M 0.05% +2,922 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 29,895 $5.22M 0.73% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 29,750 $5.19M 0.01% +1,060 13F-HR Timeline Group TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 29,349 $5.15M 2.04% +171 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 29,362 $5.13M 2.29% +518 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 29,358 $5.13M 0.1% +715 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 28,971 $5.06M 0.9% +14,666 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 28,971 $5.06M 0.17% -367 13F-HR Timeline Group Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 28,813 $5.03M 1.36% -3,362 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 28,679 $5.01M 0.08% +23,600 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 28,494 $4.97M 0.1% +1,472 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 28,368 $4.95M 0.07% +1,871 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 28,321 $4.94M 0.02% +18,680 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 28,061 $4.9M 2.34% +162 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 27,961 $4.88M 1.58% +1,806 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 27,919 $4.87M 0.06% +2,924 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 27,424 $4.79M <0.01% -859 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 27,160 $4.77M 0.02% +22 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 27,045 $4.72M 0.1% -48 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 26,939 $4.7M 3.37% +409 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 26,855 $4.69M 0.07% -495 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 26,840 $4.69M 0.33% +1,261 13F-HR/A Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 26,836 $4.68M 0.01% +1,381 13F-HR Timeline Group NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 26,579 $4.64M 1.14% -604 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 26,422 $4.61M 1.11% +514 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 26,293 $4.59M 0.07% +143 13F-HR Timeline Group ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 26,206 $4.58M 0.84% -794 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 25,877 $4.52M 0.09% +204 13F-HR Timeline Group Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 25,762 $4.5M 1.48% -591 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 25,658 $4.48M 3.14% +404 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 25,570 $4.46M 1.03% -2,333 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 25,455 $4.44M 1.86% +1,132 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 25,257 $4.41M 0.17% -573 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 25,040 $4.37M 0.4% -289 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 24,928 $4.35M 0.09% +1,312 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 24,719 $4.32M 0.08% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 24,513 $4.28M <0.01% +618 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 24,332 $4.27M 0.06% -36 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 24,184 $4.22M 0.06% +1,656 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 24,051 $4.2M 0.44% -125 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 23,976 $4.19M 2.53% +790 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 23,831 $4.16M 2.67% +78 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 23,818 $4.16M 1.15% -684 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 23,790 $4.14M 0.03% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 23,727 $4.14M 0.05% +2,343 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 23,675 $4.13M <0.01% +21,075 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 23,650 $4.13M 0.42% -6,874 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 23,585 $4.12M 0.1% +3,095 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 23,610 $4.11M 0.1% +19,110 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 23,415 $4.09M 0.09% +7,270 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 23,412 $4.09M 0.08% -1,632 13F-HR/A Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 23,111 $4.03M 0.02% -721 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 22,950 $4.01M 0.02% +888 13F-HR/A Timeline Group Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 22,900 $4M 0.03% -300 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 22,663 $3.96M 1.2% +2,323 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 22,618 $3.95M 2.3% -153 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 22,603 $3.95M 0.37% +25 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 22,580 $3.94M +427 Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 22,290 $3.89M 0.14% +5,978 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 22,094 $3.86M 0.09% +1,110 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 21,993 $3.84M 1.02% +520 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 21,543 $3.76M 0.97% -114 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 21,521 $3.76M 0.22% -798 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 21,458 $3.75M 1.29% 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 21,233 $3.71M 0.58% 0 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 21,155 $3.69M 2.12% -931 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 21,096 $3.68M 0.01% +6,761 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 21,063 $3.68M 0.67% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 20,555 $3.59M 1.13% +226 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 20,538 $3.59M 2.62% -90 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 20,381 $3.56M 0.95% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 19,849 $3.47M 0.16% -35,553 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 19,506 $3.42M 1.51% -3,532 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 18,888 $3.3M 0.51% -33 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 18,584 $3.24M 0.49% -406 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 18,511 $3.23M 2.5% -8,555 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 18,508 $3.23M 0.11% -5,460 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 18,356 $3.2M 0.36% +206 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 18,251 $3.19M 0.09% +190 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 18,116 $3.16M 2.23% +43 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 18,112 $3.16M 0.36% -354 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 18,000 $3.14M 0.22% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 17,930 $3.13M 0.74% -222 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 17,859 $3.12M 0.36% 0 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 17,833 $3.11M 1.55% -292 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 17,644 $3.08M 1.03% +3,220 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 17,504 $3.05M 0.11% -335 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 17,343 $3.03M <0.01% +4,388 13F-HR Timeline Group Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 17,047 $2.98M 0.77% -4,088 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 16,835 $2.94M 0.04% +840 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 16,776 $2.93M 0.42% +776 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 16,726 $2.92M 0.03% +203 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 16,698 $2.92M 0.34% -783 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 16,606 $2.9M 0.41% +398 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,562 $2.89M 0.02% +775 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 0 $2.89M 1.26% -16,963 13F-HR Timeline Amount filed as zero, left out of ratios. CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 16,420 $2.87M 0.06% new 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 16,339 $2.85M 0.44% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 16,272 $2.84M 0.46% +1,812 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 16,206 $2.83M 0.03% -2,611 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 16,027 $2.81M 0.24% 0 13F-HR Timeline Group AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 16,052 $2.8M 0.88% +2,096 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 16,027 $2.8M 0.11% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 15,989 $2.78M 0.07% -957 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 15,778 $2.75M 0.19% -307 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 15,584 $2.73M 2.59% -287 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 15,467 $2.7M 0.21% +223 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 15,439 $2.7M 0.18% -930 13F-HR Timeline Group Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 15,412 $2.69M 2.01% -1,680 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15,384 $2.69M 0.06% -10 13F-HR Timeline Group Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 15,282 $2.67M 0.75% +688 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 15,084 $2.63M 0.13% +287 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 15,072 $2.63M 1.79% +2,977 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 15,008 $2.62M 1.23% +3,998 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 14,756 $2.58M 0.16% -3,034 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 14,530 $2.54M +641 Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 14,377 $2.51M 0.13% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 14,370 $2.51M 0.12% -10,004 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 14,287 $2.49M 0.3% +70 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 14,260 $2.49M 1.45% +633 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 14,147 $2.47M -1,206 Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 13,962 $2.44M 0.06% +57 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 13,871 $2.42M 0.25% -808 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 13,802 $2.41M 1.08% -1,549 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,725 $2.4M <0.01% -1,394 13F-HR Timeline Group GENERAL AMERICAN INVESTORS CO INC More: the full row for GENERAL AMERICAN INVESTORS CO INC 13,700 $2.39M 0.15% 0 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 13,441 $2.36M 1.87% +3,629 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 13,823 $2.32M 0.08% +9,321 13F-HR Timeline Group Empirical Finance, LLC More: the full row for Empirical Finance, LLC 13,181 $2.3M 0.11% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 13,023 $2.27M 0.16% -275 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,914 $2.25M 0.03% -653 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 12,639 $2.21M 0.12% +573 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 12,513 $2.18M 0.26% -7,322 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 12,460 $2.18M 1.18% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 12,331 $2.15M 0.17% +579 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 12,300 $2.15M 0.58% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 12,257 $2.14M 0.15% +4,402 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 12,120 $2.12M 1.48% +762 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 12,056 $2.1M <0.01% +1,559 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 11,864 $2.07M 0.28% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 11,828 $2.06M 0.05% -734 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 11,786 $2.06M 0.14% -545 13F-HR Timeline Group SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 11,732 $2.05M 0.35% -337 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 11,715 $2.05M 1.59% +30 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,694 $2.04M 0.03% -1,396 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 11,621 $2.03M 0.08% +2,942 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 11,565 $2.02M <0.01% -253 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 11,565 $2.02M 0.1% +45 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 11,545 $2.02M 1.07% +15 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 11,525 $2.01M 0.99% -36 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,502 $2M 0.08% +494 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 11,420 $1.99M 0.02% +2,300 13F-HR Timeline Group Center For Asset Management LLC More: the full row for Center For Asset Management LLC 11,294 $1.97M 1.05% -3,287 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11,146 $1.95M 0.04% +444 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 11,112 $1.94M <0.01% 0 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 11,031 $1.93M 0.13% +137 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,991 $1.92M 0.03% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 10,700 $1.87M 0.45% +950 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,538 $1.85M 0.07% +91 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 10,586 $1.85M 0.1% +378 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 10,520 $1.84M 0.58% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 10,500 $1.83M 0.14% new 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 10,382 $1.81M 1.59% -10,800 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,309 $1.8M 0.03% +8,064 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 10,285 $1.8M 0.07% 0 13F-HR Timeline Stonegate Management LLC More: the full row for Stonegate Management LLC 10,200 $1.79M 1.19% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,160 $1.77M 0.02% -808 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,091 $1.76M 0.02% -607 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 10,021 $1.76M 0.02% -78 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,027 $1.75M 0.03% 0 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 10,069 $1.75M 0.28% +2,031 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 10,002 $1.75M 0.06% -710 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 9,985 $1.74M 0.27% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 9,957 $1.74M 1.16% -250 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,956 $1.74M 0.11% +4,223 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 9,888 $1.73M 0.57% +253 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 9,865 $1.73M 0.1% +4,567 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 9,880 $1.72M 0.82% -967 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 9,860 $1.72M 0.29% -172 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,959 $1.71M 0.02% +4,510 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,800 $1.71M 0.06% -403 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 9,586 $1.67M 0.2% -473 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 9,555 $1.67M 0.07% -255 13F-HR Timeline SCOTIA CAPITAL INC. 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