Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,728 $4.56M 0.2% +355 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 17,710 $4.56M 0.06% -2,148 13F-HR Timeline Group Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 17,595 $4.53M 1.51% -2,140 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 17,509 $4.51M 2.76% +513 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 17,271 $4.44M 0.04% -1,968 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 17,172 $4.42M -7,195 Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 17,063 $4.39M <0.01% +3,871 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 16,649 $4.28M 0.32% +295 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 16,476 $4.24M 0.1% -1,917 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 16,320 $4.2M 2.85% +295 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 16,249 $4.18M 0.01% +580 13F-HR Timeline CX Institutional More: the full row for CX Institutional 16,223 $4.17M 0.13% -13,840 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 16,165 $4.16M 0.32% -83 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 15,654 $4.03M 0.01% +5,017 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 15,532 $4M 0.17% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 15,302 $3.94M 0.02% +29 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 14,978 $3.85M 0.09% new 13F-HR/A Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 14,886 $3.83M 2.64% -154 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 14,884 $3.83M 1.51% +1,215 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 14,814 $3.81M 0.06% +4,834 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,739 $3.79M 0.08% +561 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. 14,721 $3.79M 0.07% +671 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 14,666 $3.77M 0.27% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 14,643 $3.77M 0.25% -51 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 14,641 $3.77M 1% -515 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 14,342 $3.69M 0.04% +7,496 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 14,426 $3.68M 0.1% -2,001 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 14,289 $3.68M 0.01% 0 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 13,157 $3.66M 0.12% -122 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 14,194 $3.65M 0.05% +12,980 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 14,117 $3.63M 0.8% -951 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 13,856 $3.57M 0.12% +71 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 13,768 $3.56M 0.13% +10,611 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,835 $3.56M 0.07% +1,144 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,769 $3.54M <0.01% +2,617 13F-HR Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 13,644 $3.51M 0.48% -190 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 12,953 $3.51M 0.11% +108 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 13,534 $3.48M 1.92% +14 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 13,376 $3.44M 0.73% +485 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 13,213 $3.4M 0.47% +513 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 11,852 $3.37M 0.26% +554 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 13,039 $3.36M 1.46% -221 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 12,971 $3.34M 0.19% -828 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 12,913 $3.32M 1.5% +1,880 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 12,894 $3.32M 2.45% -413 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 12,880 $3.31M 0.1% new 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 12,857 $3.31M 1.11% -262 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,558 $3.28M 0.07% -97 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,548 $3.23M 0.03% +1,475 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 12,540 $3.23M <0.01% +1,516 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 12,512 $3.22M 0.01% +1,882 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 12,232 $3.15M 0.03% +554 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 12,170 $3.13M 0.2% -627 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 12,132 $3.12M 0.35% -231 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 12,129 $3.12M 0.49% +74 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 12,091 $3.11M 0.3% -164 13F-HR Timeline Group STEPH & CO More: the full row for STEPH & CO 11,957 $3.08M 0.88% -859 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 11,934 $3.07M 0.7% +401 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 11,871 $3.06M -366 Timeline PFG Advisors More: the full row for PFG Advisors 11,849 $3.05M 0.15% +1,295 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,543 $2.97M 0.04% +1,626 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 11,366 $2.92M 2.35% +467 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,331 $2.92M 0.03% -4,322 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 11,302 $2.91M 0.86% +7 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 11,247 $2.89M 2.01% -7,246 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 11,241 $2.89M 1.41% -258 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 11,213 $2.89M 0.05% +1 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 11,201 $2.88M 1.73% +474 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,124 $2.86M 0.05% +766 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,965 $2.82M 0.18% 0 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 10,762 $2.77M -5,644 Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 10,711 $2.76M 0.02% +276 13F-HR Timeline Group Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 10,642 $2.74M 1.41% +226 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,156 $2.74M 0.15% +545 13F-HR/A Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 10,540 $2.71M 0.38% +509 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,380 $2.67M 0.04% -870 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,334 $2.66M 0.04% -551 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,270 $2.64M 0.12% +900 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,243 $2.64M 0.1% -1,051 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 10,029 $2.58M 0.29% -66 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 9,922 $2.55M 0.07% +5,576 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 9,917 $2.55M 0.29% -207 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 9,915 $2.55M 0.04% -606 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,884 $2.54M 0.01% +721 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 9,853 $2.54M 0.53% +3,251 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 9,776 $2.52M 0.31% -3,445 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,775 $2.52M 0.1% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,753 $2.51M 0.07% +3,013 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 9,706 $2.5M 1.84% +878 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,669 $2.49M 0.01% -680 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 9,622 $2.48M 0.89% -407 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 9,565 $2.46M 0.49% +8,460 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 9,504 $2.45M 1.58% +8,711 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 9,503 $2.45M 0.06% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 9,481 $2.44M 0.72% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,480 $2.44M 0.07% +14 13F-HR/A Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 9,471 $2.44M 1.62% +3 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,419 $2.42M 0.04% +2,336 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9,404 $2.42M 0.15% +945 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 9,307 $2.4M 0.73% -310 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,141 $2.35M 0.01% +1 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 9,109 $2.34M 0.19% +2 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,045 $2.33M 0.01% -2,038 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,963 $2.31M 0.23% -1,070 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,929 $2.3M 0.03% +48 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 8,891 $2.29M 0.16% -1,836 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 8,850 $2.28M 0.01% +5,398 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 8,834 $2.27M 0.1% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,815 $2.27M 0.24% +1,812 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 8,804 $2.27M 1.65% -73 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,775 $2.26M 0.09% +293 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 8,521 $2.19M 0.32% -1,856 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 8,455 $2.18M 0.52% +508 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 8,433 $2.17M 0.23% -59 13F-HR Timeline Group ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 8,429 $2.17M 0.81% +180 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 8,336 $2.15M 1.17% -466 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 8,289 $2.13M 0.4% -179 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 8,223 $2.12M 0.31% +1,229 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 8,114 $2.09M 1.92% -102 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 8,080 $2.08M 0.4% -300 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,926 $2.05M 0.07% -12,883 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,958 $2.05M 0.15% -222 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 7,933 $2.04M 0.34% -154 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,910 $2.04M 0.11% +1,048 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 7,895 $2.03M 0.1% -20 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 7,875 $2.03M 0.31% -674 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 7,849 $2.02M 0.18% 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 7,807 $2.01M <0.01% +3,918 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 7,755 $2M 0.05% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 7,705 $1.98M 0.14% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 7,644 $1.97M <0.01% -766 13F-HR Timeline Group Causey Wealth LLC More: the full row for Causey Wealth LLC 7,633 $1.96M 0.83% -427 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,611 $1.96M 0.06% -61 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 7,411 $1.91M new Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 7,399 $1.9M 1.09% +95 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 7,381 $1.9M 0.83% -80 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 7,331 $1.89M 0.28% +333 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 7,329 $1.89M 0.7% 0 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 7,285 $1.87M 1.15% -2 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,242 $1.86M 0.06% -73 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 7,240 $1.86M 0.12% -181 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,191 $1.85M 0.12% -294 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,173 $1.85M 0.13% 0 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 7,063 $1.82M 1.1% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,989 $1.8M 0.42% +1,265 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 6,957 $1.79M 0.16% -93 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,909 $1.78M 0.05% +3,293 13F-HR/A Timeline Group Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 6,860 $1.77M 0.66% -826 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,858 $1.76M 0.02% -2,720 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 6,852 $1.76M 0.14% +28 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 6,003 $1.76M 1.58% -77 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,784 $1.75M 0.11% +84 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 6,758 $1.74M 0.79% +3,213 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,756 $1.74M 0.23% -160 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 6,700 $1.72M 0.27% +284 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 6,661 $1.71M 1.66% +1,039 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,640 $1.71M 0.89% -6,207 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,592 $1.7M 0.02% +1,228 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 6,502 $1.67M 0.13% +446 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 6,452 $1.66M +3,226 Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,393 $1.65M 0.21% +509 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 6,350 $1.63M 0.59% +2 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 6,231 $1.62M 0.29% +643 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 6,301 $1.62M 1.16% +1 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 6,292 $1.62M 1.45% -190 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 6,285 $1.62M 0.21% +145 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 6,248 $1.61M 0.2% +195 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,181 $1.59M 0.05% +2,000 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,166 $1.59M 0.01% -8 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 6,182 $1.58M 0.44% -8,321 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 6,128 $1.58M 0.27% +21 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 6,061 $1.56M 0.1% -3,765 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 6,058 $1.56M 1.14% -294 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,005 $1.55M 0.05% -20 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 5,997 $1.54M 1.01% +1,262 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 5,978 $1.54M 0.18% -30 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,902 $1.52M 0.01% +223 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 5,813 $1.5M 1% +326 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 5,780 $1.49M 1% -37 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,767 $1.48M 0.35% +35 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,697 $1.47M 0.07% +53 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 5,669 $1.46M 1.11% +752 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,605 $1.44M 0.01% -197 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,557 $1.43M 0.03% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 5,500 $1.42M 0.15% +157 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 5,483 $1.41M 0.3% -384 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 5,463 $1.41M 0.12% +1 13F-HR Timeline Novak & Powell Financial Services, Inc. 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