Clarius Group, LLC More: the full row for Clarius Group, LLC 22,143 $3.82M 0.24% -416 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 22,098 $3.82M 1.82% -454 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 22,064 $3.81M 2.38% -33 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 22,017 $3.8M 1.64% 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 21,975 $3.8M 0.1% -1,139 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 21,954 $3.79M 0.17% +133 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 21,829 $3.77M 0.55% -7,659 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 21,815 $3.77M 0.76% -1,500 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 21,765 $3.76M 2.16% +2,023 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 21,745 $3.76M 0.46% +503 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 21,704 $3.75M 2.72% +1,634 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 21,944 $3.75M 0.36% +4,629 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 21,654 $3.74M 1.86% +94 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 21,612 $3.73M 0.05% +5,191 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 21,473 $3.71M 0.35% +220 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 21,402 $3.7M 0.13% -80 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 21,329 $3.68M 0.36% +402 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 21,311 $3.68M 0.72% -22 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 21,304 $3.68M 0.51% -22 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 21,278 $3.68M 0.39% +3,046 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 21,204 $3.66M 0.56% +871 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 21,200 $3.66M 1.92% +2,040 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 21,172 $3.66M 3.53% +3,079 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 21,165 $3.66M 0.22% +3,646 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 21,153 $3.65M 1.73% +126 13F-HR Timeline United Bank More: the full row for United Bank 21,054 $3.64M 1.5% +80 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 20,974 $3.62M 0.96% +2,468 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 20,952 $3.62M 1.53% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 20,951 $3.62M 0.15% -1,896 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 20,868 $3.6M 0.41% -84 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 20,813 $3.6M 0.15% -392 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 20,810 $3.59M 3.03% +1,509 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 20,709 $3.58M 0.73% +1,928 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 20,709 $3.58M 0.1% +8,950 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 20,636 $3.56M 1.13% -150 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 20,624 $3.56M 1.12% +2,418 13F-HR Timeline City State Bank More: the full row for City State Bank 20,563 $3.55M 1.17% +1,525 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 20,562 $3.55M 1.97% +2,693 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 20,532 $3.55M 0.48% +11,536 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 20,520 $3.54M 0.22% +1,274 13F-HR Timeline Group Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 21,678 $3.54M 2.45% -1,186 13F-HR Timeline LifeSteps Financial, Inc. 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More: the full row for MV CAPITAL MANAGEMENT, INC. 20,208 $3.49M 0.37% +3,781 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 20,066 $3.47M 0.26% +4,327 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 20,052 $3.46M 2.5% -988 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 19,959 $3.45M 1.45% -276 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 19,953 $3.45M 0.24% -1,154 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 19,919 $3.44M 0.96% -381 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 19,794 $3.42M 1.8% -86 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 19,714 $3.41M 0.9% +5,453 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 19,590 $3.38M 0.33% -99 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 19,590 $3.38M 0.23% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 21,166 $3.38M 0.74% +13,870 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 19,461 $3.36M 0.41% -550 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 19,422 $3.35M 0.29% +1 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 19,346 $3.34M 0.63% +1,739 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 19,277 $3.33M 1.5% +1,810 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 19,220 $3.32M 0.58% +4 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 19,169 $3.31M 0.15% +5,605 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 19,095 $3.3M 0.01% +691 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 18,984 $3.28M 0.23% -34,439 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 18,915 $3.27M 0.79% +1,390 13F-HR Timeline Tradewinds, LLC. 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Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 18,511 $3.2M 2.21% -1,721 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 18,453 $3.19M 0.41% -4,901 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 19,043 $3.18M 1.52% +690 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 18,349 $3.17M 0.24% +433 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 18,345 $3.17M 1.31% +85 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 18,327 $3.17M 0.21% +16,262 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 18,235 $3.15M 0.06% -1,282 13F-HR/A Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 18,220 $3.15M 0.33% -807 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 18,168 $3.14M 0.23% -21 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 18,105 $3.13M 0.44% +1,542 13F-HR Timeline Group Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 18,034 $3.12M 1.08% -571 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 17,994 $3.11M 0.14% +94 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 17,993 $3.11M 2.15% +2,357 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 18,447 $3.11M 0.92% +825 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 17,846 $3.08M 0.93% +2,349 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 18,777 $3.08M 0.7% +614 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 17,806 $3.08M 0.59% +136 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 17,738 $3.06M 1% -363 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 17,692 $3.06M 3.02% +7,610 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 19,408 $3.02M 0.07% +449 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 17,504 $3.02M 0.37% +95 13F-HR/A Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 17,499 $3.02M 0.74% +354 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 17,412 $3.01M 0.7% -2,640 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 17,326 $2.99M 2.77% +84 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 17,250 $2.98M 0.02% -489 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 17,232 $2.98M 0.54% -70 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 17,103 $2.95M 1.76% +4,105 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 17,067 $2.95M 0.59% +745 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 17,051 $2.95M 1.21% +527 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 17,047 $2.94M 0.31% -1,196 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 17,020 $2.94M 1.52% +14,999 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 16,943 $2.93M 1.89% +1,170 13F-HR/A Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 16,939 $2.93M 0.05% +3 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 16,937 $2.93M 0.33% +97 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 16,857 $2.91M 2.41% +2,755 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 16,828 $2.91M 0.09% +446 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 16,799 $2.9M 0.87% -119 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 16,798 $2.9M 0.18% +486 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 16,787 $2.9M 0.23% +12,533 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16,779 $2.9M 0.3% +827 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 16,763 $2.9M 1.44% -208 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 16,758 $2.89M 0.55% -974 13F-HR/A Timeline McAdam, LLC More: the full row for McAdam, LLC 16,679 $2.88M 0.18% -930 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 16,668 $2.88M 0.29% -4,589 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 16,666 $2.88M 0.25% -4,393 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 16,614 $2.87M 0.89% +13 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 17,245 $2.87M +420 Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 16,452 $2.84M 2.41% +2,620 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 16,400 $2.83M 3.41% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 16,396 $2.83M 0.03% +2,581 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 16,391 $2.83M 1.74% -450 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 16,312 $2.82M 0.61% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 16,269 $2.81M 0.56% -240 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 16,254 $2.81M 0.24% -4,027 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 16,211 $2.8M 0.15% -109 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 16,186 $2.8M 0.19% -447 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 16,167 $2.79M 1.82% -4,189 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 16,100 $2.78M 1.27% +400 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 15,991 $2.76M 2.98% +345 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 15,989 $2.76M 0.13% -14 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 15,969 $2.76M 0.92% -60 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 15,918 $2.75M 1.97% +2,408 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 15,828 $2.73M 2.04% +301 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 15,805 $2.73M 0.67% +5,735 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 15,660 $2.71M 2.06% 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 15,621 $2.7M 1.5% -25 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 15,581 $2.69M 1.54% +1,268 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 15,569 $2.69M 0.04% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 15,558 $2.69M 0.84% -842 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 15,518 $2.68M 2.54% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 15,418 $2.66M 1.98% +754 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 15,402 $2.66M 0.94% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 15,363 $2.65M 0.39% +11 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 15,339 $2.65M 0.25% +387 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 15,305 $2.64M 1.3% +1,055 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 15,298 $2.64M 0.2% +233 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 15,195 $2.62M 1.19% +578 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 15,173 $2.62M 0.5% -673 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 15,169 $2.62M 0.1% +281 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 15,006 $2.59M 0.31% +155 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 14,999 $2.59M 0.23% +361 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 14,857 $2.57M 2.07% -834 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 14,833 $2.56M 0.77% +330 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 14,846 $2.56M 1.16% +2,084 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 14,707 $2.54M 1.46% -183 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 14,660 $2.53M 0.09% -2,348 13F-HR/A Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 14,628 $2.53M 1.34% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 14,593 $2.52M 0.36% -1,401 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 14,520 $2.51M 1.78% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 14,491 $2.5M 0.24% +11,924 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 14,449 $2.5M 0.38% -77 13F-HR Timeline North Star Investment Management Corp. 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A. 14,196 $2.45M 0.27% -126 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 14,177 $2.45M 0.18% +8 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 14,159 $2.45M 0.83% +297 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 14,045 $2.43M 0.03% new 13F-HR Timeline Group KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 14,035 $2.42M 0.2% +1,278 13F-HR Timeline SMITH, MOORE & CO. 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