NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 17,233 $5.06M <0.01% +1,232 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 16,829 $4.94M 0.06% +6,840 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 16,645 $4.89M 0.24% +572 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 16,344 $4.8M 0.42% +64 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 16,246 $4.77M 3.25% -2,231 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 16,026 $4.71M 0.01% -1,862 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 15,885 $4.67M +1,062 Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 15,867 $4.66M 0.57% -1,232 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 15,760 $4.63M 0.39% -428 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 15,582 $4.58M 1.94% -242 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 15,454 $4.54M 1.18% -135 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 15,369 $4.52M 0.03% -832 13F-HR/A Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 14,908 $4.38M 0.13% +12,835 13F-HR Timeline Group MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 14,905 $4.38M 2.99% -46 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 14,784 $4.34M 0.04% -291 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 14,729 $4.33M 2.95% +626 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,724 $4.33M 0.11% +9,400 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 14,557 $4.28M 0.26% +388 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 14,439 $4.25M 0.02% -1,406 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 14,404 $4.23M 0.26% -1,857 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,285 $4.2M 0.08% +174 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. 14,208 $4.17M 0.08% +932 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 14,503 $4.17M 0.16% new 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 14,113 $4.15M 2.2% -6 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 14,029 $4.12M 1.38% -1,919 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 13,959 $4.1M 0.97% -443 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 13,645 $4.01M 0.27% -525 13F-HR Timeline Group Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 13,565 $3.99M 0.12% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,386 $3.93M 0.08% +881 13F-HR Timeline Group LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 13,372 $3.93M 1.65% -107 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 0 $3.85M 1.68% -13,577 13F-HR Timeline Amount filed as zero, left out of ratios. Wedmont Private Capital More: the full row for Wedmont Private Capital 13,029 $3.83M 0.14% +1,721 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,015 $3.82M 0.06% +3,823 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 12,950 $3.8M 0.47% +8,035 13F-HR/A Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 12,926 $3.8M 0.44% -188 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 12,902 $3.79M 1.02% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 12,770 $3.74M 1.09% -5,711 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 12,605 $3.7M 1.13% -47 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 12,478 $3.67M -325 Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,350 $3.62M 0.08% +236 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 12,152 $3.57M 1.78% -454 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 12,097 $3.55M <0.01% +10,026 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 12,017 $3.53M 0.1% +753 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 11,992 $3.52M 0.54% -440 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,904 $3.5M 0.05% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,828 $3.49M 0.09% +962 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,867 $3.49M 0.08% +265 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 11,849 $3.48M 0.29% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 11,808 $3.47M 0.05% -1,421 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,756 $3.45M 0.12% -63 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 11,712 $3.45M 0.02% +6 13F-HR/A Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 11,530 $3.39M 0.01% +2,326 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 11,493 $3.38M 0.79% -480 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 11,486 $3.37M 0.57% +186 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,471 $3.37M 0.07% -99,734 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 11,192 $3.29M 0.06% -263 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 11,168 $3.28M 0.13% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,965 $3.22M 0.21% -7 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 10,893 $3.2M 0.22% -15,702 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 10,807 $3.17M 0.28% 0 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 10,800 $3.17M 1.36% new 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 10,722 $3.15M 0.99% -301 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 10,674 $3.14M 1.18% +4,976 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10,657 $3.13M <0.01% +255 13F-HR Timeline Group Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 10,630 $3.12M 1.62% +1,221 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 10,593 $3.11M 1.17% -150 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,565 $3.1M 0.32% -962 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 10,443 $3.07M 0.14% +238 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,427 $3.06M 0.05% +326 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 10,419 $3.06M 0.35% -509 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 10,289 $3.02M 0.45% +48 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 10,235 $3.01M 1.93% +177 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 10,204 $3M 0.34% -99 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 10,176 $2.99M 0.41% -232 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 10,070 $2.96M 2.22% +403 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,969 $2.93M 0.02% +488 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,700 $2.85M 0.02% -14 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,697 $2.85M 0.09% +2,674 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,659 $2.84M 0.04% -334 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 9,656 $2.84M 1.85% +229 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 9,615 $2.82M 0.87% +1 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,574 $2.81M 0.04% -332 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 9,510 $2.79M 0.45% +122 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 9,481 $2.79M 0.87% -83 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,462 $2.78M 0.05% -56 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 9,108 $2.68M 0.21% -11 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 9,080 $2.67M 0.33% +38 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 8,991 $2.64M <0.01% +1,250 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 8,898 $2.61M 1.47% -90 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 8,841 $2.6M 1.94% -1,335 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,811 $2.59M 0.06% +150 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 8,765 $2.58M 0.41% -1,971 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,678 $2.55M 0.16% -58 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,660 $2.54M 0.17% +3,890 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,572 $2.52M 0.08% -392 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 8,541 $2.51M 0.5% +1 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 8,481 $2.49M 0.38% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 8,442 $2.48M 0.21% -787 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,389 $2.46M 0.19% 0 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 8,313 $2.44M 1.19% -127 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 8,309 $2.44M 0.02% +1,698 13F-HR/A Timeline Group Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 8,185 $2.4M 2.32% 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 8,149 $2.39M 0.87% -949 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,140 $2.39M 0.11% -1 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 7,938 $2.33M 0.86% +2,995 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 7,915 $2.33M 0.12% 0 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 7,909 $2.32M 1.32% +564 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 7,903 $2.32M 0.17% -12 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,998 $2.32M 0.2% +305 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,876 $2.31M 0.03% +522 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 7,814 $2.3M <0.01% +502 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 7,755 $2.28M 0.07% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 7,738 $2.27M 0.15% -506 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 9,249 $2.25M 0.32% +28 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 7,643 $2.25M 0.13% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,622 $2.24M 0.15% +446 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 7,590 $2.23M 0.16% +1,219 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,578 $2.23M 0.08% +10 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,548 $2.22M 0.08% -897 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 7,542 $2.22M 2.08% -1,150 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 7,432 $2.18M 0.65% +263 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,423 $2.18M 0.01% +406 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 7,418 $2.18M 0.87% -31 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 7,316 $2.16M 0.35% +1,077 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 7,329 $2.15M 0.91% 0 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 7,318 $2.15M 0.85% -141 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 7,300 $2.14M <0.01% -2,900 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 7,222 $2.12M 0.53% +369 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 7,199 $2.12M 1.22% +102 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,450 $2.11M 0.14% +208 13F-HR Timeline Group Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 7,119 $2.09M 1.66% +1,724 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 7,078 $2.08M 1.21% -72 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 7,030 $2.07M 0.54% -344 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 7,004 $2.06M 0.33% +123 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 6,988 $2.05M 0.05% +13 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,939 $2.04M 0.14% -41 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 6,835 $2.01M 0.15% +160 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 6,828 $2.01M 1.21% +439 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,786 $1.99M 0.21% -10 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 6,703 $1.97M 0.42% -678 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,566 $1.93M <0.01% +203 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 6,556 $1.93M 0.12% -231 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,499 $1.9M 0.3% +3,479 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,426 $1.89M 0.05% +668 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 6,416 $1.89M 0.34% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 6,352 $1.87M 1.52% -8 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 6,343 $1.86M 0.79% -11 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 6,296 $1.85M 1.43% -246 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,294 $1.85M 0.01% -353 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 6,286 $1.85M 1.23% -145 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 6,274 $1.84M 0.67% +565 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 6,257 $1.84M 0.22% -78 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 6,195 $1.82M 0.25% -87 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 6,162 $1.81M 0.33% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,150 $1.81M 0.06% -125 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 6,095 $1.79M 0.85% -2,385 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 6,093 $1.79M 0.23% -7 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,064 $1.78M 0.05% -59 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,024 $1.77M 0.4% +78 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 6,010 $1.77M 0.55% +9 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,996 $1.76M 0.02% +252 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,962 $1.75M 0.02% +3,912 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 5,883 $1.73M 0.4% -319 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,861 $1.72M 0.27% +86 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 5,820 $1.71M 0.61% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,814 $1.71M 0.01% +636 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,783 $1.7M 0.08% -730 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,780 $1.7M 0.04% -1 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,779 $1.7M 0.1% -3,682 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,773 $1.7M 0.02% +1,953 13F-HR Timeline Group Center For Asset Management LLC More: the full row for Center For Asset Management LLC 5,710 $1.68M 0.89% -3,156 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 5,699 $1.67M 0.31% -60 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 5,691 $1.67M +146 Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,680 $1.67M 0.06% -280 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,659 $1.66M 0.13% +319 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,617 $1.65M <0.01% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 5,616 $1.65M 0.15% -632 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,531 $1.62M 0.4% +39 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 5,437 $1.6M 0.84% +3,375 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,424 $1.59M 0.01% -230 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 5,416 $1.59M 0.18% +793 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 5,403 $1.59M 0.14% +5 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 5,391 $1.58M 0.52% +166 13F-HR/A Timeline Busey Bank More: the full row for Busey Bank 5,375 $1.58M 0.04% -469 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,304 $1.56M 0.02% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,300 $1.56M 0.18% +119 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 5,261 $1.55M 0.45% +240 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,247 $1.54M 0.04% +79 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 5,150 $1.51M 0.17% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,133 $1.51M 0.15% +215 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 5,117 $1.5M 0.08% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,058 $1.49M 0.01% +1,226 13F-HR Timeline Group Next Capital Management LLC More: the full row for Next Capital Management LLC 5,020 $1.47M 0.49% -1,410 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,001 $1.47M <0.01% +1,699 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,969 $1.46M 0.01% -59 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 4,954 $1.46M 0.16% +1,030 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 4,950 $1.45M 0.43% +10 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 4,922 $1.45M 0.35% +308 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 4,919 $1.45M 0.54% +817 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 4,894 $1.44M 0.97% +97 13F-HR Timeline