STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,699 $723K 0.01% -14 13F-HR Timeline Group FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 10,688 $722K 0.18% -10,555 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,595 $717K 0.01% -5,978 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 10,536 $712K <0.01% -183 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,525 $711K 0.02% +1,103 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 10,505 $710K 0.12% +7,000 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,974 $697K 0.05% -673 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 10,298 $696K 0.1% 0 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,013 $677K 0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 10,009 $677K 0.03% -141 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 9,985 $675K 0.18% -414 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,820 $664K 0.15% -91 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,716 $657K 0.05% -68 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9,621 $650K <0.01% -1,663 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,540 $645K 0.02% -888 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 9,467 $640K 0.06% -446 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 9,437 $638K 0.07% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 9,407 $636K 0.06% -30,174 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 9,407 $636K 0.18% +1,152 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 9,206 $622K 0.21% +1,301 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 9,181 $621K 0.51% new 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 9,150 $618K 0.25% 0 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 9,001 $608K 0.12% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,997 $608K 0.01% -1,734 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 8,917 $603K 0.29% +100 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 8,654 $596K 0.34% +365 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 8,615 $582K 0.07% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 8,610 $582K 0.03% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,525 $576K 0.02% -135 13F-HR/A Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 8,352 $565K 0.48% -1,203 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,245 $557K 0.02% -19 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,168 $552K 0.01% +4,946 13F-HR Timeline Group INTERACTIVE FINANCIAL ADVISORS, INC. 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More: the full row for CALTON & ASSOCIATES, INC. 7,195 $486K 0.07% -4,331 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 7,139 $483K 0.02% +7,018 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,123 $481K 0.01% +2,272 13F-HR Timeline Group Trust Co More: the full row for Trust Co 7,055 $477K 0.04% -31 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,934 $475K 0.36% -230 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 7,023 $475K 0.08% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,978 $472K <0.01% -2,021 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,971 $471K <0.01% -1,946 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,956 $470K 0.04% -1,040 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,899 $466K <0.01% +2,015 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,769 $458K 0.04% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,716 $454K 0.01% -20 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,707 $453K <0.01% -6,805 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,695 $453K <0.01% -3,030 13F-HR/A Timeline Group TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 6,683 $452K 0.05% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,665 $450K 0.01% -472 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 6,631 $448K 0.06% -228 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 6,589 $445K 0.15% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,584 $445K 0.01% -68 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,565 $444K 0.01% -344 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 6,551 $443K <0.01% +468 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,511 $440K 0.01% -349 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,509 $440K 0.01% -30 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,425 $434K <0.01% +1,380 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,401 $433K 0.01% -743 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,372 $431K 0.02% +2,875 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 6,316 $427K 0.08% -1,674 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 6,286 $425K 0.07% -766 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,274 $424K 0.01% -3,808 13F-HR Timeline Edgestream Partners, L.P. 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More: the full row for Focus Financial Network, Inc. 5,663 $383K 0.01% -1,051 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,655 $382K 0.08% +554 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 5,625 $380K 0.21% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,619 $380K 0.01% -649 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,512 $373K <0.01% -81 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 5,427 $367K 0.18% +3,671 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 5,351 $362K 0.06% -125 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,325 $360K 0.06% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,290 $358K <0.01% -5,695 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,285 $357K 0.04% -35 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,286 $357K <0.01% -173 13F-HR Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 5,240 $354K 0.04% +1,575 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 5,210 $352K 0.05% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,162 $349K 0.17% -223 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 5,152 $348K 0.21% -50 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,385 $348K 0.01% -977 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 5,136 $347K 0.28% +2,000 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,129 $347K 0.1% -7 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,059 $342K <0.01% -3,214 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,043 $341K 0.03% +312 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,874 $329K 0.04% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for Essex Financial Services, Inc. 4,726 $319K 0.02% -20 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,128 $319K 0.01% +276 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,671 $316K 0.01% -606 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,632 $313K <0.01% +1,250 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,475 $302K 0.01% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,861 $302K 0.01% -901 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,460 $301K 0.07% -133 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 4,447 $301K 0.15% +67 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 4,433 $300K 0.07% 0 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 4,433 $300K 0.06% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,384 $296K 0.03% -34 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,376 $296K 0.12% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 4,351 $294K 0.17% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,338 $293K 0.21% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,318 $292K <0.01% -13 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,286 $290K <0.01% +118 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,259 $288K <0.01% -4,274 13F-HR Timeline Group Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 4,250 $287K 0.15% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,234 $286K 0.01% -316 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,226 $286K 0.01% +286 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,214 $285K 0.02% -443 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,159 $281K <0.01% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,124 $279K 0.01% +315 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 4,121 $279K 0.17% -136 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,108 $278K 0.01% new 13F-HR/A Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,081 $276K 0.04% 0 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 4,078 $276K 0.09% -399 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,071 $275K <0.01% -8,563 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,006 $271K <0.01% -250 13F-HR/A Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,000 $270K 0.17% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,998 $270K <0.01% +191 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,992 $270K <0.01% new 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 3,972 $268K 0.06% 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,942 $266K 0.01% +128 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 3,934 $266K 0.02% +85 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 3,900 $264K 0.13% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,839 $263K <0.01% -1,720 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,865 $261K 0.01% -275 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,847 $260K 0.17% -65 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 3,794 $256K <0.01% 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,752 $254K 0.02% +295 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,745 $253K 0.07% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,644 $246K <0.01% 0 13F-HR Timeline Group CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,639 $246K 0.16% -7 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,584 $242K 0.03% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,084 $242K 0.08% +1,032 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,577 $242K <0.01% +15 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,567 $241K 0.04% -44 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,557 $240K 0.05% +552 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 3,524 $238K 0.15% -1,015 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,491 $236K 0.01% +20 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,491 $236K 0.03% -120 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,480 $235K 0.05% -307 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,464 $234K 0.02% -200 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,460 $234K 0.01% +187 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,415 $231K 0.21% +159 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 3,366 $227K 0.03% -1,520 13F-HR/A Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 3,352 $227K 0.03% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,350 $226K 0.02% +719 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,343 $226K 0.03% -38 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,314 $224K 0.01% -182 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,299 $223K 0.01% new 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 3,293 $223K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,282 $222K <0.01% -169 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,248 $220K 0.07% 0 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 3,234 $219K 0.1% +91 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,204 $217K 0.02% 0 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 3,057 $215K 0.17% -30 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,154 $213K 0.04% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 3,151 $213K 4.07% -17,914 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,149 $213K 0.11% -100 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,145 $213K 0.01% -38,128 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,120 $211K 0.16% +180 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,103 $210K 0.01% -113 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 3,033 $205K 0.07% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,031 $205K 0.02% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,015 $204K 0.1% -220 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,002 $203K <0.01% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 3,001 $203K 0.34% +3,000 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 3,000 $203K 0.02% 0 13F-HR Timeline Group Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 3,000 $203K 0.17% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 2,620 $202K 0.14% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,969 $201K 0.02% -710 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,840 $192K 0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 2,752 $186K 0.09% +8 13F-HR Timeline