VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 21,409 $12.8M 11.88% +428 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 21,407 $12.8M 7.57% -36,176 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 21,357 $12.8M 0.74% -207 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 21,246 $12.7M 6.31% +3,071 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 21,245 $12.7M 0.36% +1,466 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 21,215 $12.7M 0.76% -157 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 21,208 $12.7M 3.59% +2,683 13F-HR Timeline Up Capital Management, Inc. More: the full row for Up Capital Management, Inc. 21,193 $12.7M 14.21% -3,429 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 21,188 $12.7M 0.89% -186 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 18,535 $12.6M 1.23% -38 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 21,143 $12.6M 1.36% -876 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 21,118 $12.6M 0.39% +840 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 21,100 $12.6M 10.75% +1,321 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 200,814 $12.6M 4.72% +55,249 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 21,028 $12.6M 2.44% -2,453 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 25,989 $12.5M 2.45% +25,226 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 20,870 $12.5M 2.42% -45 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 20,830 $12.4M +593 Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 20,735 $12.4M 0.58% +4,713 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 20,623 $12.3M 0.03% -35 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 20,540 $12.3M 0.98% +33 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 20,454 $12.2M 5.71% -1,126 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 20,881 $12.2M 7.97% -5,455 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 20,318 $12.1M 2.57% -430 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 20,308 $12.1M 1.07% +7,966 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 20,259 $12.1M 6.42% +3,267 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 20,169 $12.1M 3.52% -173 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 20,099 $12M 0.57% +851 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 20,063 $12M 1.05% 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 18,195 $11.9M 11.21% +2,279 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 19,039 $11.9M 1.18% 0 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 19,953 $11.9M 1.32% -587 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 19,884 $11.9M 4.5% -344 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 19,833 $11.9M 2.6% -192 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 19,808 $11.8M 8.49% -2,775 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 19,799 $11.8M 9% -468 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 19,707 $11.8M 2% -85 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 19,706 $11.8M 0.29% +37 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 19,669 $11.8M 4.38% +93 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 20,215 $11.7M 0.76% -387 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 20,172 $11.7M 0.7% +189 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 19,605 $11.7M 1.1% +550 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 19,585 $11.7M 5.47% 0 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 19,575 $11.7M 11.56% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 19,540 $11.7M 2.62% -11 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 19,455 $11.6M 0.42% +1,146 13F-HR Timeline Group GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 19,409 $11.6M 6.68% -222 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 19,340 $11.6M 1.33% +383 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 19,313 $11.5M 0.75% +499 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 19,272 $11.5M 2.7% -8,263 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 19,229 $11.5M 15.97% +72 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 19,200 $11.5M 1% 0 13F-HR Timeline J. Mark Nickell & Co. More: the full row for J. Mark Nickell & Co. 19,161 $11.4M 10.34% -1,477 13F-HR/A Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 19,131 $11.4M 0.59% +2,617 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 19,125 $11.4M 0.22% -1,293 13F-HR/A Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 19,092 $11.4M 0.71% -53 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 19,061 $11.4M 0.83% +2,301 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 18,992 $11.3M 5.95% 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 18,979 $11.3M 0.55% +514 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 18,898 $11.3M 3.78% -261 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 18,872 $11.3M 1.43% +2,038 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 18,857 $11.3M 1.45% -6,595 13F-HR Timeline Group Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 18,819 $11.2M 5.65% -2 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 18,815 $11.2M 3.22% +712 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 18,812 $11.2M 1.56% +177 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 18,796 $11.2M 0.36% +698 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 18,771 $11.2M 0.91% +742 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 18,688 $11.2M 0.13% +4,914 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 18,682 $11.2M 0.23% +1,518 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 18,675 $11.2M 0.68% +473 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 18,670 $11.2M 2.23% +428 13F-HR Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 17,758 $11.1M 9.37% 0 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 18,576 $11.1M 9.86% +3,150 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 18,575 $11.1M 0.58% +1,102 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 18,519 $11.1M 0.44% +262 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 18,510 $11.1M 3.59% -2,144 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 17,044 $11M 7.75% 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 18,332 $11M 4.72% +1,588 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 18,299 $10.9M 0.16% +2,122 13F-HR Timeline Cannon Capital Management, Inc. More: the full row for Cannon Capital Management, Inc. 18,075 $10.8M 8.78% +1,804 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 18,059 $10.8M 2.32% -324 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 17,987 $10.7M 9.34% +249 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 17,951 $10.7M 5.7% +2,656 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 17,842 $10.7M 4.17% +7,718 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 17,838 $10.7M 0.94% -494 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 17,626 $10.6M 3.91% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 350,676 $10.6M 0.8% -13,116 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 17,738 $10.6M 0.95% -580 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 17,719 $10.6M 6.58% +449 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 17,715 $10.6M 2.38% +873 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 17,684 $10.6M 6.59% -696 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 16,811 $10.5M 0.97% 0 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 17,622 $10.5M 0.14% +260 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 17,596 $10.5M 0.03% -1,182 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 17,533 $10.5M 1.97% +881 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 17,484 $10.4M 1.05% +82 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 17,479 $10.4M 5.21% +549 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 17,432 $10.4M 3.78% +1,217 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 17,857 $10.4M 4.58% -281 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 17,337 $10.4M 0.56% +30 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 17,327 $10.4M 1.67% +3,299 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 15,729 $10.3M 2.15% -7 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 17,292 $10.3M 2.44% +4,289 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 17,244 $10.3M 0.35% -200 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 15,764 $10.3M 1.28% +2,888 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 17,218 $10.3M 6.01% +2,745 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 17,193 $10.3M 0.74% +53 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 17,179 $10.3M 0.92% +2,473 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 17,176 $10.3M 3.36% +1,940 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 17,085 $10.2M 0.4% +13,751 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 17,081 $10.2M 2.9% +874 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 17,068 $10.2M 0.76% -4,555 13F-HR/A Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 17,058 $10.2M 2.92% +203 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 17,039 $10.2M 0.8% +2,220 13F-HR Timeline Thomist Capital Management, LP More: the full row for Thomist Capital Management, LP 17,000 $10.2M 3.47% new 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 16,963 $10.1M 2.1% +567 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 16,900 $10.1M 1.05% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 16,876 $10.1M 0.93% +148 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 16,842 $10.1M 1.94% -23 13F-HR/A Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 16,809 $10M 4.72% +6,295 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 16,776 $10M 0.46% +782 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 16,727 $10M 4.48% -2,583 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 16,719 $9.99M 5.1% -9 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 16,707 $9.98M 1.7% +86 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 16,702 $9.98M 0.54% +6,943 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 16,686 $9.97M 1.07% +801 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 16,630 $9.94M 0.24% -1,753 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 16,601 $9.92M 4.33% -19,822 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 16,547 $9.89M 2.74% +62 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 16,507 $9.86M 0.21% +124 13F-HR/A Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 16,490 $9.85M 1.47% -2,298 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 16,490 $9.85M 1.47% +435 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 16,478 $9.85M 4.55% +355 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 16,511 $9.83M 4% +826 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 16,439 $9.82M 0.27% +2,016 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 16,354 $9.77M 1.88% -541 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 16,353 $9.77M 4.1% +657 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 16,295 $9.74M 0.41% +193 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 16,282 $9.73M 1.3% +198 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 16,272 $9.72M 2.74% +804 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 16,251 $9.71M 2.22% -507 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 16,140 $9.64M 3.9% +132 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 16,082 $9.61M 0.15% +242 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 16,080 $9.61M 0.35% -467 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 14,516 $9.59M 0.75% +545 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 15,961 $9.54M 6.13% +2,028 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 15,941 $9.53M 0.69% -2,167 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 14,802 $9.52M 0.57% +282 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 15,930 $9.52M 5.25% +2,681 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 15,920 $9.51M 7.65% -477 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 15,895 $9.5M 2.09% -284 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 15,722 $9.39M 0.54% +395 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 15,670 $9.36M 1.01% +24 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 15,664 $9.36M 0.21% 0 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 15,635 $9.34M 0.08% -625 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 15,585 $9.31M 0.29% +4,631 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 15,523 $9.28M 0.54% +154 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 15,519 $9.27M 2.7% +667 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 15,490 $9.26M 0.61% -1,528 13F-HR Timeline Group Causey Wealth LLC More: the full row for Causey Wealth LLC 15,469 $9.24M 3.92% +842 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 19,890 $9.23M 2.64% +9,367 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 15,443 $9.23M 0.53% +560 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 15,436 $9.22M 1.52% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 15,396 $9.2M 0.16% -993 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 15,365 $9.18M 5.38% +142 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 15,361 $9.18M 5.66% +860 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 15,357 $9.18M 0.38% -10,702 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 15,301 $9.14M 2% +2,361 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 15,286 $9.13M 5.67% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 15,262 $9.12M 1.61% +436 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 15,257 $9.12M 2.79% +87 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 15,183 $9.07M 0.02% -955 13F-HR Timeline Group Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 15,142 $9.05M 1.72% -945 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 15,137 $9.05M 1.32% +88 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 15,137 $9.04M 4.85% -110 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 15,101 $9.02M 0.39% +850 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 15,052 $8.99M 3.43% -586 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 15,025 $8.98M 1.02% -73,126 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 14,995 $8.96M 1.02% +515 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 14,989 $8.96M 3.52% -1,184 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 14,980 $8.95M 4.58% -116 13F-HR/A Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 14,971 $8.95M 2.56% +4,698 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 14,971 $8.95M 2.56% -400 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14,950 $8.93M 0.12% -464 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 14,898 $8.9M 3.51% -1,491 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 14,890 $8.9M 1.83% +2,954 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 14,868 $8.88M 1.63% +1,982 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 14,866 $8.88M 0.09% new 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 14,857 $8.88M 7.93% -1,671 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 14,848 $8.87M 0.23% +2,582 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 14,835 $8.86M 0.39% -155 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 14,784 $8.83M 1.25% +1,176 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 14,783 $8.83M 3.68% -2,466 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 14,769 $8.83M 0.13% -3,196 13F-HR Timeline Ategra Capital Management, LLC in group Ategra Capital Management, LLC More: the full row for Ategra Capital Management, LLC 14,724 $8.8M 4.9% 0 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 14,688 $8.78M 1.06% -1,595 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 12,907 $8.76M 0.25% -26,859 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 14,655 $8.76M 0.36% -322 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 14,651 $8.75M 0.13% -5,653 13F-HR/A Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 14,647 $8.75M 0.01% +1,144 13F-HR Timeline