Dakota Wealth Management More: the full row for Dakota Wealth Management 53,784 $17.7M 0.36% +1,235 13F-HR/A Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 53,626 $17.6M 11.57% +617 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 53,574 $17.6M 3.77% -2,352 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 53,393 $17.5M 2.04% +843 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 53,307 $17.5M 0.43% -10,023 13F-HR Timeline Group Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 53,032 $17.4M 5.58% +1,469 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 52,895 $17.4M 3.33% -755 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 52,851 $17.3M 0.44% -4,098 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 52,532 $17.3M 2.59% -1,689 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 52,161 $17.1M 0.66% +5,392 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 52,104 $17.1M 4.47% +2,024 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 52,000 $17.1M 0.75% -993 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 51,324 $16.8M 2.22% -1,328 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 51,288 $16.8M 6.06% -50 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 51,247 $16.8M 0.79% 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 50,821 $16.7M 0.01% +37,797 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 50,628 $16.6M 2.98% -595 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 50,441 $16.6M 0.46% +152 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 50,402 $16.5M 2.74% -1,000 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 50,165 $16.5M 0.25% +6,546 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 49,974 $16.4M 0.96% -371 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 49,806 $16.3M 0.62% +8,811 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 49,789 $16.3M 1.87% -874 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 49,744 $16.3M 4.48% +695 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 49,725 $16.3M 2.08% -225 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 49,374 $16.3M 2.52% +1,304 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 49,513 $16.2M 3.87% -342 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 49,507 $16.2M 3.54% -777 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 49,331 $16.2M 7.9% +30,685 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 49,379 $16.2M 14.49% -873 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 49,266 $16.2M 0.54% 0 13F-HR Timeline Group Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 49,044 $16.1M 7.24% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 48,984 $16.1M 0.34% -555 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 48,838 $16M 0.01% +27,934 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 48,740 $16M 14.89% -18,641 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 48,735 $16M 8.45% +565 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 48,646 $16M 0.5% -25 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 48,543 $15.9M 0.67% +81 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 48,539 $15.9M 2.76% -955 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 48,528 $15.9M 0.04% -2,403 13F-HR Timeline Group Bulwark Capital Corp More: the full row for Bulwark Capital Corp 48,481 $15.9M 12.38% +576 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 48,465 $15.9M 0.56% -69 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 48,386 $15.9M 10.63% +1,232 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 48,327 $15.9M 0.19% +5,292 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 48,102 $15.9M 0.1% +2,508 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 47,773 $15.7M 6.84% +1,679 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 47,668 $15.6M 4.87% +601 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 47,437 $15.6M 0.76% +34,834 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 46,894 $15.4M 0.16% -30,605 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 46,734 $15.3M 12.1% +184 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 50,321 $15.3M 5.63% -5 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 46,281 $15.2M 8.58% +657 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 46,236 $15.2M 3.14% +993 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 46,092 $15.1M 0.76% -157 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 45,912 $15.1M 6.4% +4,956 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 45,802 $15M 1.75% +3,303 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 45,681 $15M 2.59% -6,361 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 45,632 $15M 2.45% +6 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 45,604 $15M 4.63% -628 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 45,351 $14.9M 1.28% +299 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 45,216 $14.8M 0.78% +202 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 45,105 $14.8M 0.09% +9,986 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 45,088 $14.8M 8.87% +5,722 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 44,899 $14.7M 0.18% -760 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 44,878 $14.7M 1.22% -226 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 44,838 $14.7M -3,997 Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 44,775 $14.7M 0.3% -32 13F-HR Timeline Independence Asset Advisors, LLC More: the full row for Independence Asset Advisors, LLC 44,720 $14.7M 6.23% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 44,693 $14.7M 0.38% -422 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 44,077 $14.5M 0.06% -1,823 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 44,075 $14.5M 2.03% +7,221 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 44,071 $14.5M 2.04% -715 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 43,850 $14.4M 3.23% 0 13F-HR Timeline Group Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 43,592 $14.3M 4.14% -1,759 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 43,699 $14.3M 0.73% +162 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 43,575 $14.3M 4.65% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 43,479 $14.3M 0.03% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 43,464 $14.3M 3.57% +776 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 43,442 $14.3M 4.56% +158 13F-HR Timeline CX Institutional More: the full row for CX Institutional 43,365 $14.2M 0.43% +21,474 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 43,350 $14.2M 1.82% 0 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 42,967 $14.1M 0.48% +32,663 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 43,066 $14.1M 0.4% +1,192 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 42,982 $14.1M 0.01% -114 13F-HR/A Timeline Group Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 42,885 $14.1M 7.79% +328 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 42,465 $14M 0.59% -1,800 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 42,281 $13.9M 1.95% 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 42,212 $13.9M 8.78% +704 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 42,107 $13.8M 0.13% -45,352 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 41,793 $13.7M 0.28% -1,258 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 41,660 $13.7M 0.29% -579 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 41,703 $13.7M +2,077 Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 41,458 $13.6M 0.2% -393 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 41,008 $13.5M 4.5% -480 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 40,800 $13.4M 6.08% 0 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 40,771 $13.4M 10.4% -231 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 40,563 $13.3M 1.28% +1,172 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 40,338 $13.2M 7.21% -466 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 40,276 $13.2M 1.09% -1,050 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 40,244 $13.2M 0.71% -370 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 40,149 $13.2M 2.79% -1,342 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 40,079 $13.2M 9.91% +420 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 39,151 $13.1M +8,027 Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 39,786 $13.1M 7.76% -765 13F-HR/A Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 39,745 $13M 0.47% +3,097 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 38,630 $13M 4.38% +121 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 39,607 $13M 5.92% +2,640 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 39,648 $13M 8.99% -2,442 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 39,500 $13M 4.64% +4,194 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 39,494 $13M 1.15% +701 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 39,395 $12.9M 1.83% -381 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 39,273 $12.9M 0.37% -4,273 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 39,255 $12.9M 0.48% +17,039 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 39,001 $12.8M 7.86% +5,392 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 38,996 $12.8M 7.04% +2,450 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 38,968 $12.8M 0.59% +2,743 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 38,807 $12.8M 0.52% +811 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 38,786 $12.7M 0.41% -680 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 38,550 $12.7M 2.8% +649 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 38,539 $12.6M 6.2% 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 38,202 $12.6M 1.27% +94 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 38,278 $12.6M 7.91% +61 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 38,242 $12.5M 0.08% +25,616 13F-HR Timeline Group Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 38,238 $12.5M 2.54% -99 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 38,064 $12.5M 0.31% -20 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 38,051 $12.5M 6.55% +485 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 37,928 $12.4M 2.34% 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 37,907 $12.4M 0.28% -176 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 37,757 $12.4M 2.23% +15 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 37,576 $12.4M 5.21% +1,032 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 37,139 $12.2M 0.86% +111 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 37,059 $12.2M 2.38% -2,069 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 36,865 $12.1M 0.85% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 36,683 $12M 0.26% +817 13F-HR Timeline Group WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 36,674 $12M 1.8% +513 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 39,069 $11.9M 0.96% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 36,087 $11.8M 0.77% +3,150 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 36,065 $11.8M 5.67% -2,512 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 35,893 $11.8M 1.23% +16 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 35,885 $11.8M 3.07% +308 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 35,686 $11.7M 2.16% +7,660 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 35,770 $11.7M 5.98% +832 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 35,758 $11.7M 3.19% -230 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 35,688 $11.7M 4.33% -45 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 35,665 $11.7M 2.02% -504 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 35,641 $11.7M 3.1% +1,886 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 35,629 $11.7M 2.78% -566 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 35,541 $11.7M 0.57% +142 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 35,419 $11.6M 0.38% +1,262 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 35,359 $11.6M 0.6% -827 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 35,013 $11.5M 6.46% +4,396 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 34,976 $11.5M 0.57% -405 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 34,920 $11.5M 2.03% +4,431 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 34,918 $11.5M 1.65% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 34,838 $11.4M 0.79% +4,995 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 34,749 $11.4M 9.84% -803 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 34,668 $11.4M 7.77% -1,540 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 34,453 $11.3M 1.23% +544 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 34,451 $11.3M 0.17% +2,635 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 34,389 $11.3M 0.91% -18 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 34,343 $11.3M 2.05% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 34,282 $11.3M 1.29% -3,931 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 34,302 $11.3M 6.82% +1,547 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 34,270 $11.2M 0.29% +2,426 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 34,254 $11.2M 0.33% +996 13F-HR Timeline Group CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 34,180 $11.2M 3.11% +824 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 33,793 $11.1M 4.79% -1,125 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 33,754 $11.1M 3.27% +178 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 33,706 $11.1M 0.61% +17 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 33,517 $11M 0.34% -131 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 33,384 $11M 0.19% -871 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 33,338 $10.9M 0.06% +1,235 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 33,224 $10.9M 1.82% +139 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 33,187 $10.9M 1.48% -1,905 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 33,056 $10.8M 4.91% -492 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 32,995 $10.8M 2.75% +4,124 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 32,986 $10.8M 1.65% -3,091 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 32,949 $10.8M 5.56% +61 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 32,877 $10.8M 1.98% +458 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 32,797 $10.8M 1.13% -250 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 32,576 $10.7M 0.9% -179 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 32,456 $10.7M 0.38% +699 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 32,521 $10.7M 0.37% +1,101 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 32,520 $10.7M 1.16% -356 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 32,300 $10.6M 0.16% +2,649 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 32,190 $10.6M 1.04% -349 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 32,070 $10.6M 3.81% +4,060 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 31,957 $10.5M 0.33% -1,644 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 31,930 $10.5M 4.04% +601 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 31,835 $10.5M 2.78% -313 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 31,849 $10.5M 0.56% -1,092 13F-HR Timeline First Heartland Consultants, Inc. 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