Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 14,341 $8.99M +2,209 Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 14,334 $8.99M 11.43% 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 14,312 $8.98M 0.7% -523 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 14,310 $8.97M 1.32% +129 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 14,302 $8.97M 1.43% +9,429 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 14,286 $8.96M 1.14% +5,606 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 14,277 $8.95M 1.1% -110 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 14,251 $8.94M 0.36% +90 13F-HR Timeline Harvey Partners, LLC More: the full row for Harvey Partners, LLC 14,200 $8.91M 0.8% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 13,971 $8.89M 0.76% -2,994 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 14,157 $8.88M 0.32% -282 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 14,138 $8.87M 3.81% +100 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 14,080 $8.83M 0.6% +487 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 14,040 $8.8M 0.84% -1,573 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 14,028 $8.8M 1.37% +1,742 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 13,985 $8.77M 0.4% +210 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 13,954 $8.75M 4.65% +3,369 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 13,933 $8.74M 5.77% +1,522 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 13,920 $8.73M 3.53% +185 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 13,858 $8.69M 4.37% +1,703 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 13,857 $8.69M 4.75% +1,676 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 13,855 $8.69M 7.74% 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 13,817 $8.67M 1.18% -423 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 13,801 $8.65M 3.21% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 13,774 $8.64M 0.11% +302 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 13,543 $8.61M 0.41% +5,427 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 13,646 $8.56M 1.34% +331 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 13,608 $8.53M 1.18% +219 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 13,503 $8.51M 0.01% +1,895 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 13,554 $8.5M 2.81% +2,569 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 13,530 $8.48M 0.16% +841 13F-HR Timeline Group Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 13,517 $8.48M 1.13% +381 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 13,512 $8.47M 2.26% -2,051 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 13,506 $8.47M 3.76% +185 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 13,500 $8.47M 1.98% -7,949 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 13,500 $8.47M 6.06% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 13,310 $8.47M 0.49% +10,957 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 13,474 $8.45M 1.2% -14 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 13,472 $8.45M 0.07% +13,472 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 13,460 $8.44M 1.87% -1,831 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 13,420 $8.42M 1.93% -908 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 13,399 $8.4M 2.56% +2,072 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 13,365 $8.38M 26.99% 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 13,340 $8.37M 1.35% +458 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 13,320 $8.35M 8.44% 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 13,319 $8.35M 1.21% -3,298 13F-HR Timeline Group MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 13,263 $8.32M 0.43% -443 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 13,249 $8.31M 3.08% +34 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 13,249 $8.31M 4.51% -6,798 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 13,237 $8.3M 1.65% +579 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 13,207 $8.28M 6.39% -347 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 13,160 $8.25M 0.76% +266 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 13,140 $8.24M 7.73% 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 13,117 $8.23M 0.75% -857 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 13,014 $8.22M 0.56% +1,548 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 12,886 $8.2M 1.56% +484 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 13,061 $8.19M 2.37% -381 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 13,041 $8.18M 4.89% +275 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 13,003 $8.16M 2.57% +134 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 12,876 $8.12M 1.06% -85 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 12,940 $8.11M 1.81% +2,128 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 12,918 $8.1M 0.03% -2,479 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 12,729 $8.1M 1% -432 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 12,895 $8.09M 1.7% +274 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 12,883 $8.08M 4.95% -4 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 12,830 $8.05M 3.95% -9,230 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 12,815 $8.04M 8.9% 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 12,776 $8.01M 0.28% +920 13F-HR Timeline Group Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 12,775 $8.01M 4.62% 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 12,755 $8M 2.06% +27 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,748 $7.99M 0.18% new 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 12,736 $7.99M 6.85% 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 12,718 $7.98M 4.21% +913 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 12,692 $7.96M 0.09% +237 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 12,679 $7.95M 0.37% +285 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 13,966 $7.93M 2.65% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 12,603 $7.9M 2.74% +240 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 12,591 $7.9M 0.43% -2 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 12,586 $7.89M 2.11% +299 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 12,561 $7.88M 1.64% -18 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 12,498 $7.86M 0.05% +1,152 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 12,519 $7.85M 0.88% -3,991 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 12,500 $7.84M <0.01% -26,200 13F-HR Timeline Group Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 12,465 $7.82M 2% -2,404 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 12,204 $7.76M 0.08% +1,616 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 12,342 $7.74M 0.84% 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 12,341 $7.74M 0.99% +76 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 12,310 $7.72M 8.57% 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 12,299 $7.71M 3.86% +2,430 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 12,275 $7.7M 1.43% -1,155 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 12,266 $7.69M 0.2% -197 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 12,262 $7.69M 0.23% -67 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 12,258 $7.69M 1.92% +3 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 12,257 $7.69M 0.86% +2,581 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 12,251 $7.68M 1.93% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 12,251 $7.68M 0.1% +114 13F-HR Timeline Group Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 12,246 $7.68M 3.83% +126 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 12,240 $7.68M 0.25% -5,788 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 12,235 $7.67M 0.01% -1,782 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 12,182 $7.64M 0.08% +259 13F-HR Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 12,181 $7.64M 1.6% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 12,177 $7.64M 5.93% +508 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 12,176 $7.64M 0.52% +4,356 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 12,166 $7.63M 1.6% -1,061 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 12,145 $7.62M 2.54% +980 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 12,095 $7.59M 6.93% +422 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 12,048 $7.56M 0.26% +142 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 12,033 $7.55M 2.01% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 11,917 $7.53M 0.74% -62 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 12,000 $7.53M 1.37% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 11,977 $7.51M 0.51% +43 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 11,951 $7.49M 0.44% -295 13F-HR Timeline Group KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 11,948 $7.49M 6.84% -4,830 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 11,936 $7.49M 1.59% 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 11,896 $7.46M 3.05% +5,005 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 11,874 $7.45M 0.17% +5,754 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 11,872 $7.45M 9.18% +248 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 11,867 $7.44M 0.26% +955 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 11,863 $7.44M 0.75% -141 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 11,834 $7.42M 2.89% +728 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 11,827 $7.42M 6.63% -281 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 11,818 $7.41M <0.01% -3,628 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 11,803 $7.4M 0.42% +1,198 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 11,790 $7.39M 0.51% -523 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 11,786 $7.39M 4.17% +1,279 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 11,783 $7.39M 0.6% +845 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 11,776 $7.38M 0.89% -26 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 11,764 $7.38M 0.21% -357 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 11,738 $7.36M 2.11% +99 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 11,715 $7.35M 0.43% -157 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 11,706 $7.34M 0.53% +876 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 11,635 $7.3M 6.71% 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 11,628 $7.29M 2.34% +5,602 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 11,595 $7.27M 1.3% 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 11,588 $7.27M 0.22% -1,047 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 11,585 $7.27M 2.05% +345 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 11,582 $7.26M 0.64% -642 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 11,580 $7.26M 0.42% +7,330 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 11,530 $7.23M 6.26% +3,328 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,513 $7.22M 0.17% -373 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 11,507 $7.22M +108 Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 11,497 $7.21M 0.01% -2,716 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 11,493 $7.21M 1.55% -457 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 11,491 $7.21M 2.46% +2,430 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 11,481 $7.2M 0.04% +467 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 11,372 $7.13M 0.46% +344 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 11,371 $7.13M 0.93% -5,961 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 11,329 $7.1M 4.08% +364 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 11,323 $7.1M 0.56% -25 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 11,317 $7.1M 0.67% -420 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 11,315 $7.1M 0.64% +232 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 11,290 $7.08M 1.04% +633 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11,281 $7.07M 1.04% +120 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 11,272 $7.07M 1.33% +119 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 11,241 $7.05M 3.98% +576 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 11,156 $7.01M 2.04% +417 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 11,159 $7M 2.88% +1,105 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 11,116 $6.97M 0.01% +4,079 13F-HR Timeline Group Helium Advisors LLC More: the full row for Helium Advisors LLC 11,092 $6.96M 7.04% -8,521 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 11,081 $6.95M 0.39% +48 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 11,071 $6.94M 2.86% +381 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 11,055 $6.93M 0.33% -57 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 10,954 $6.93M 0.32% +5,662 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 11,031 $6.92M 0.64% -39 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 10,960 $6.87M 6.14% 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 10,958 $6.87M 1.07% -265 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 10,935 $6.86M 5.38% +234 13F-HR Timeline Marino Management, LLC More: the full row for Marino Management, LLC 10,836 $6.85M 1.36% 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 10,909 $6.84M 0.34% +69 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 10,884 $6.83M 2.64% 13F-HR/A Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,855 $6.81M 0.29% +288 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,853 $6.81M 0.1% -752 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 10,843 $6.8M 0.21% +199 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 10,832 $6.79M 1.03% +92 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 10,814 $6.78M 4.4% +947 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 10,791 $6.77M 1.73% +23 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 10,767 $6.75M 2.66% -40 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 10,765 $6.75M 1.27% +3 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 10,754 $6.74M 1.64% +93 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 10,738 $6.73M 2.01% -56 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 10,711 $6.72M 2.32% +299 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 10,704 $6.71M 0.34% -82 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 10,636 $6.67M 0.66% +816 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 10,626 $6.66M 1.42% +1,004 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 10,588 $6.64M 0.12% +3,167 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 10,584 $6.64M 0.7% +1,934 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 10,575 $6.63M 1.12% -35 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 10,569 $6.63M 1.93% +82 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 10,514 $6.63M 3.37% +1,501 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 10,561 $6.62M 1.46% +834 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 10,405 $6.62M 1.01% +801 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 10,546 $6.61M 0.88% new 13F-HR Timeline Group Armbruster Capital Management, Inc. 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