CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 22,803 $3.6M 8.12% +46 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 22,791 $3.6M 0.48% +624 13F-HR Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 22,678 $3.58M 1.55% +3,653 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 22,499 $3.56M 0.25% +75 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 22,258 $3.52M 2.08% +2,023 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 22,102 $3.49M 0.09% +276 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 22,032 $3.48M 0.08% +6,344 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 21,939 $3.47M 0.03% +296 13F-HR Timeline Group Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 21,870 $3.46M 3.27% -5,300 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 21,826 $3.45M 0.18% +650 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 21,791 $3.44M 0.25% -32 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 21,772 $3.44M 0.38% -405 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 21,709 $3.43M 0.56% -146 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 21,594 $3.41M 0.08% -1,208 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 21,539 $3.4M 2.06% +405 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 21,537 $3.4M 0.44% +70 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 21,513 $3.4M 0.29% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 21,440 $3.39M 0.13% -8 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 21,350 $3.37M 0.58% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 21,341 $3.37M 0.42% -481 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 21,337 $3.37M 0.25% -1,783 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 21,307 $3.37M 0.11% -2,150 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 21,258 $3.36M 0.86% +1,168 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 21,185 $3.35M 0.06% +550 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 21,112 $3.34M 3.75% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 21,059 $3.33M 0.04% +1,769 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 21,042 $3.33M <0.01% +2,206 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 20,952 $3.31M 0.17% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 20,952 $3.31M 0.49% -659 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 20,938 $3.31M 0.55% +93 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 20,798 $3.29M 0.49% -100 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 20,797 $3.29M 0.01% +627 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 20,765 $3.29M 0.16% -393 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 20,722 $3.28M 0.2% -93 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 20,708 $3.27M 0.65% -4,407 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 20,686 $3.27M <0.01% +242 13F-HR Timeline Group Livet Wealth, LLC More: the full row for Livet Wealth, LLC 20,675 $3.27M 1.88% -966 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 20,620 $3.26M 0.51% -704 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 20,544 $3.25M 1.65% +1,192 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 20,542 $3.25M 0.03% +2,163 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 20,330 $3.21M 0.12% +310 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 20,274 $3.2M 0.18% +7,436 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 20,228 $3.2M 1.5% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 20,197 $3.19M 0.1% -72 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 20,087 $3.17M 0.07% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 20,015 $3.16M 0.2% -317 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 19,934 $3.15M 0.31% -3,766 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 19,855 $3.14M 1.12% -364 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 19,765 $3.12M 0.15% new 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 19,544 $3.09M 2.33% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 19,536 $3.09M 0.27% +5,562 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 19,473 $3.08M 1.65% -236 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 19,468 $3.08M 1.05% +2,887 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 19,445 $3.07M <0.01% -875 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 19,418 $3.07M 0.61% -169 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 19,402 $3.07M 0.73% +165 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 19,253 $3.04M 1.26% +379 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 19,194 $3.03M 1.75% +2 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 19,175 $3.03M 0.12% -27 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 19,058 $3.01M 0.03% -1,886 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 19,013 $3M 0.25% +13,361 13F-HR/A Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 18,996 $3M 0.98% +172 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 18,959 $3M 0.04% -99 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 18,944 $2.99M 0.12% 0 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 18,897 $2.99M 2.45% -53 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 18,717 $2.96M 0.75% -243 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 18,693 $2.95M 0.07% +2,050 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 18,683 $2.95M 0.05% -1,200 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 18,639 $2.95M 2.27% +6,039 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 18,526 $2.93M 2.44% +384 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 18,386 $2.91M 0.06% -3,334 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 18,352 $2.9M 0.16% -515 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 17,986 $2.84M 0.18% +170 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 19,386 $2.84M 0.44% +9,693 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 17,942 $2.84M 0.16% +17 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 17,894 $2.83M 0.38% +1 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 17,815 $2.82M 0.34% +1,838 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 17,756 $2.81M 0.53% +48 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 17,737 $2.8M 0.8% +1,046 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 17,635 $2.79M 2.33% +415 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 17,593 $2.78M 0.97% +1,493 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 17,417 $2.78M 1.46% +1,595 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 17,545 $2.77M 0.57% +1,089 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 17,542 $2.77M 0.18% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 17,498 $2.77M 1.6% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 17,442 $2.76M 0.08% +758 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 17,313 $2.74M 1.78% -245,073 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 17,170 $2.71M 0.55% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 17,145 $2.71M 0.13% +56 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 17,142 $2.71M 1.31% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 17,055 $2.7M 1.13% +53 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 17,018 $2.69M 0.81% -93 13F-HR Timeline Group Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 16,977 $2.68M 1.08% +170 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 16,971 $2.68M 0.05% -705 13F-HR Timeline Group Elite Financial, Inc. More: the full row for Elite Financial, Inc. 16,965 $2.68M 1.08% -403 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 16,935 $2.68M 0.45% -1,469 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 16,915 $2.67M 0.14% +3,392 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 16,828 $2.66M 0.54% +184 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 16,824 $2.66M 0.73% -660 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 16,787 $2.65M 1.83% +497 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 16,777 $2.65M 1.03% -388 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 16,694 $2.64M 0.1% +6 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 16,453 $2.6M 0.45% -200 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 16,418 $2.59M 0.31% +25 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 16,403 $2.59M 0.9% -118 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 16,305 $2.58M 1.77% -412 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 16,299 $2.58M 1.67% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 16,287 $2.57M 0.14% -207 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 16,247 $2.57M 0.47% -11,318 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 16,202 $2.56M 0.08% -132 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 16,173 $2.56M 0.93% +926 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 16,150 $2.55M 0.58% +658 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 16,135 $2.55M 0.16% -28 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 16,119 $2.55M 0.22% -898 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 16,097 $2.54M 0.17% -58 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 16,084 $2.54M 0.16% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 16,050 $2.54M 0.11% +7,660 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 15,992 $2.53M 0.52% -30 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 15,978 $2.52M <0.01% +785 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 15,685 $2.48M 0.16% +2,905 13F-HR/A Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 15,640 $2.47M 0.21% -156 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 15,637 $2.47M 0.79% +70 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 15,635 $2.47M 0.09% -1,087 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 15,582 $2.46M 0.09% -112 13F-HR Timeline InvesTrust More: the full row for InvesTrust 15,579 $2.46M 0.95% +2,114 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 15,570 $2.46M 0.2% +95 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 15,551 $2.46M 0.08% +2,092 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 15,440 $2.44M <0.01% +140 13F-HR Timeline Group Carr Financial Group Corp More: the full row for Carr Financial Group Corp 15,323 $2.42M 0.56% +354 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 15,252 $2.41M 1.12% +1,151 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 15,245 $2.41M 0.4% +87 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 15,239 $2.41M 0.29% +812 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 15,225 $2.41M 0.21% -2,538 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 15,218 $2.4M 0.53% -724 13F-HR Timeline Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 15,172 $2.4M <0.01% 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 15,118 $2.39M 0.01% -5,694 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 15,110 $2.39M 0.73% +64 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 15,076 $2.39M 0.01% +88 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 15,052 $2.38M 0.21% +3,130 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 15,021 $2.37M 0.05% -4,214 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 14,979 $2.37M 0.02% +1,698 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 14,954 $2.37M <0.01% -436 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 14,889 $2.35M 0.56% -148 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 14,882 $2.35M 0.21% +2,660 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 14,852 $2.35M 0.04% -248 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,763 $2.33M 0.09% +648 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 14,723 $2.33M 1% +489 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 14,715 $2.33M 1.12% -339 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,658 $2.32M <0.01% +2,109 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 14,641 $2.31M 1.51% +2,510 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 14,581 $2.3M 0.09% +2,981 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 14,548 $2.3M 0.87% -62 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 13,847 $2.29M 0.92% +9,020 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 14,496 $2.29M 0.48% +62 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 14,477 $2.29M 0.86% 0 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 14,467 $2.29M 0.56% -99 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 14,466 $2.29M 0.03% -73 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 14,436 $2.28M 0.85% +72 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 14,435 $2.28M 0.39% +424 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 14,401 $2.28M 0.2% -608 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,369 $2.27M 0.02% -2,692 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 14,316 $2.26M 0.86% +676 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 14,148 $2.24M 0.64% +1,444 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 14,086 $2.23M 0.94% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 14,080 $2.23M 0.13% +19 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 14,068 $2.22M 0.59% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 14,065 $2.22M 0.12% -19 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14,026 $2.22M 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 14,018 $2.22M 0.33% -492 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 13,992 $2.21M 0.35% -509 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 13,984 $2.21M 0.8% +286 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 13,857 $2.19M 0.36% -1,470 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 13,833 $2.19M 0.97% 0 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 13,812 $2.18M 1.62% +1,617 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 13,794 $2.18M 0.74% -1,532 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 13,787 $2.18M 0.13% -43 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 13,777 $2.18M 0.62% -1,778 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 13,764 $2.18M 0.99% +182 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 13,754 $2.17M 0.09% +5,461 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 13,686 $2.16M 1.66% -306 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 13,641 $2.16M 1.14% -100 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 13,634 $2.15M -947 Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 13,577 $2.15M 0.41% +9,987 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 13,552 $2.14M 0.04% +368 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 13,550 $2.14M 0.25% +328 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 13,470 $2.13M 0.88% -70 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 13,464 $2.13M 0.5% +253 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 13,454 $2.13M 0.13% -77 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 13,371 $2.11M 0.24% +149 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 13,325 $2.11M 0.08% -323 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 13,314 $2.1M 0.21% new 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 13,306 $2.1M 1.37% +5,410 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 13,292 $2.1M 1.3% +854 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 13,215 $2.09M 0.53% -111 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 13,213 $2.09M 0.66% -855 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 13,145 $2.08M 0.38% -157 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 13,104 $2.07M 0.11% +457 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 13,092 $2.07M 0.05% +3,001 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 13,028 $2.06M 0.09% +382 13F-HR Timeline Group ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 13,000 $2.05M 0.07% +406 13F-HR Timeline