JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,403 $1.36M 0.01% +347 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 8,345 $1.35M 0.45% +2 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 8,228 $1.35M 0.52% +456 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 8,242 $1.33M 0.88% 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 8,230 $1.33M 0.08% +443 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,157 $1.32M 0.17% -759 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 8,146 $1.32M 0.06% -367 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 8,109 $1.31M 0.78% +32 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 8,088 $1.31M 0.44% +5 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 8,087 $1.31M 0.03% 0 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 8,082 $1.31M 1.11% 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 8,006 $1.3M 0.01% +3,496 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 7,974 $1.29M 0.3% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,965 $1.29M 0.04% -301 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 7,956 $1.29M 0.16% +254 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,933 $1.28M 0.34% 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,914 $1.28M 0.01% +611 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,914 $1.28M 0.14% +642 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 7,853 $1.27M 0.02% -7,689 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 7,864 $1.27M +37 Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 7,842 $1.27M 0.03% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,809 $1.26M <0.01% +817 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,670 $1.24M 0.07% +20 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 7,594 $1.23M 0.02% new 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 7,590 $1.23M 0.94% -4 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,574 $1.23M 0.1% -229 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,483 $1.21M 0.01% +4,064 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,437 $1.2M 0.12% -794 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 7,393 $1.2M 0.26% +45 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,373 $1.19M 0.15% +432 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 7,285 $1.18M 0.08% -593 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 7,250 $1.17M 1.03% +42 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 7,250 $1.17M 0.17% 0 13F-HR/A Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 7,215 $1.17M 0.39% +3,457 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 7,081 $1.16M 0.09% +3,542 13F-HR Timeline Group American Trust More: the full row for American Trust 7,156 $1.16M 0.09% +4,997 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 7,140 $1.16M 0.07% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,115 $1.15M 0.07% 0 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 7,077 $1.14M 0.43% +137 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 7,032 $1.14M 0.11% -461 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 7,027 $1.14M 0.07% +126 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 7,014 $1.13M 0.12% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 6,984 $1.13M 0.46% -120 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 6,965 $1.13M 0.33% -133 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,960 $1.13M 0.67% -56 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,941 $1.12M 0.24% +602 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 6,930 $1.12M 0.26% -63 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,929 $1.12M 0.01% -20 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 6,839 $1.11M 0.04% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 6,711 $1.09M 0.15% +182 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 6,677 $1.08M 0.59% 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,670 $1.08M 0.16% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,680 $1.08M 0.05% -294 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 6,582 $1.06M 1% 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 6,580 $1.06M 0.81% -559 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 6,574 $1.06M 0.02% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,511 $1.05M 0.05% -15 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,497 $1.05M 0.78% -30 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 6,467 $1.05M 0.45% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 6,467 $1.04M 0.17% -11 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,451 $1.04M 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,397 $1.03M 0.03% +2,043 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 6,222 $1.01M 0.33% -5,808 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 6,172 $998K 0.28% +38 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 6,137 $993K 0.83% -246 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,135 $992K 0.03% +268 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 6,038 $988K 0.74% 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 6,039 $977K <0.01% -180 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 6,028 $975K 0.28% -24 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,963 $965K +245 Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,961 $964K 0.09% +43 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 5,947 $962K 0.34% +218 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 5,908 $956K 0.49% -6,022 13F-HR/A Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 5,877 $951K 0.13% +370 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,831 $943K 0.03% -1,573 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 5,790 $937K 0.69% +11 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,789 $937K 0.17% -304 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,781 $935K 0.01% +266 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 5,745 $929K 0.13% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,742 $929K 0.03% +24 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 5,724 $926K 0.37% +21 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 5,699 $922K 0.67% -91 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,694 $921K 0.07% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 5,680 $919K 0.08% -260 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,678 $919K 0.08% -2,568 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 5,674 $918K 0.18% +62 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,673 $918K 0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,648 $914K 0.05% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 5,639 $912K <0.01% -125 13F-HR Timeline Group WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 5,638 $912K 0.39% +1,447 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 5,630 $911K 0.02% -481 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 5,595 $905K 0.4% +1,116 13F-HR Timeline CROBAN More: the full row for CROBAN 5,548 $897K 0.88% 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 5,543 $897K 0.44% -184 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,539 $896K 0.02% +259 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 5,516 $892K 0.03% +1,113 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 5,508 $891K 0.27% +42 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,479 $886K 0.03% +315 13F-HR Timeline Group Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 5,470 $883K 0.24% -1,106 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,417 $876K 0.1% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,404 $874K 0.04% +47 13F-HR Timeline Friday Financial More: the full row for Friday Financial 5,366 $868K 0.6% 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 5,361 $867K 0.38% +735 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 5,355 $866K 0.41% 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,336 $863K 0.08% -68 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,315 $860K 0.08% -54 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 5,313 $859K 0.28% +524 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,307 $858K 0.02% +32 13F-HR Timeline Group COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 5,318 $858K 0.06% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,299 $857K 0.1% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,289 $856K 0.01% -32 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,288 $855K 0.03% +287 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,280 $854K 0.04% -271 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 5,276 $854K 0.36% +916 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 5,275 $853K 0.61% 0 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 5,241 $848K 0.46% +32 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 5,176 $837K 0.28% -222 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,130 $837K 0.33% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,155 $834K 0.03% +15 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 5,111 $827K 0.12% -121 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 5,070 $820K <0.01% -347 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,047 $817K 0.06% +38 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,011 $811K 0.06% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,978 $805K 0.03% -193 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,907 $794K 0.26% +238 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,878 $789K <0.01% new 13F-HR/A Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,687 $786K 0.26% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,840 $783K 0.04% -196 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 4,815 $779K 0.82% 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,802 $777K 0.27% +5 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,778 $773K 0.08% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 4,740 $767K 0.12% +230 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 4,738 $766K 0.33% +398 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,728 $765K 0.02% 0 13F-HR Timeline Group Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 4,725 $764K 0.75% 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,721 $764K 0.28% +35 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 4,699 $760K 0.07% +920 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,689 $759K 0.01% +243 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,689 $758K 0.02% -1,300 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 4,689 $758K 0.3% +227 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,664 $755K 0.21% +4,227 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 4,568 $739K 0.19% -69 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 4,520 $731K 0.32% -5,200 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 4,481 $725K 0.37% -405 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,402 $712K 0.5% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,389 $710K 0.06% -240 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,351 $704K 0.49% +6 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 4,291 $694K 0.26% -86 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 4,267 $690K 0.61% 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 4,231 $684K 0.08% new 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 4,214 $682K 0.02% new 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 4,210 $681K 0.08% -108 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 4,187 $677K 0.35% +4 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,157 $673K 0.05% -229 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,131 $668K 0.15% -52 13F-HR/A Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 4,117 $666K 0.16% -219 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,093 $662K 0.02% 0 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 4,069 $658K 0.1% 0 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 4,066 $658K 0.03% 0 13F-HR Timeline Group Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,066 $658K 0.14% +1,304 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 4,065 $658K 0.37% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,961 $657K 0.03% +1,589 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 4,047 $655K 0.07% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,037 $653K 0.01% -5 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,024 $650K 0.05% -534 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 4,015 $650K 0.19% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,967 $642K 0.05% +1,390 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,975 $633K 0.03% +1,054 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,909 $632K 0.01% -60 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 3,891 $629K 0.31% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 3,885 $629K 0.29% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,861 $625K 0.04% +64 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,859 $624K 0.05% -1,933 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,825 $619K 0.01% +520 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 3,795 $614K 0.27% -5,419 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 3,784 $612K 0.27% -87 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,771 $610K 0.13% +5 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,759 $608K 0.25% 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,732 $604K 0.01% +800 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 3,729 $603K <0.01% +2,138 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,707 $600K 0.02% -4,742 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 3,695 $598K <0.01% new 13F-HR Timeline Group Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 3,613 $597K 0.38% -232 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,672 $594K 0.02% -88 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,569 $593K 0.05% -127 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 3,663 $593K 0.08% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,659 $592K 0.27% +103 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,655 $591K 0.2% 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 3,636 $588K 0.19% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 3,633 $588K 0.36% +20 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,623 $586K 0.02% +3 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 3,619 $585K 0.34% -436 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,618 $585K 0.13% -16 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,602 $583K 0.07% +99 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,561 $576K 0.03% +239 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 3,534 $572K 0.04% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,530 $571K 0.14% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,518 $569K 0.01% +108 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 3,516 $569K 0.48% 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,508 $567K 0.02% 0 13F-HR Timeline