Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 33,502 $840K 0.18% -1,396 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 33,394 $837K <0.01% -2,800 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 33,116 $830K 0.02% 0 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 33,008 $827K 0.12% +2,097 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 32,647 $818K <0.01% -550 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 32,289 $809K 0.03% +4,163 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 31,941 $800K 0.13% +198 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 31,527 $790K 0.01% +24,316 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 30,686 $769K <0.01% +4,077 13F-HR/A Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 30,486 $764K 0.03% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 30,113 $755K 0.04% +226 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 29,836 $748K 0.02% +7,859 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 29,511 $740K <0.01% +3,354 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 29,399 $737K 0.13% +780 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 29,219 $732K 0.41% -15,150 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 28,730 $720K 0.01% +14,016 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 28,497 $714K 0.01% -27,851 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 28,273 $708K <0.01% -73,315 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 27,737 $695K <0.01% -20,939 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 27,729 $695K <0.01% +262 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 27,588 $691K 0.01% +3,788 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 27,578 $691K <0.01% -31,400 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 27,560 $691K 0.1% +377 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 27,392 $686K <0.01% +9,629 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,158 $681K <0.01% -14,154 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 27,021 $677K 0.08% +398 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 26,931 $675K <0.01% 0 13F-HR/A Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 317,500 $670K 0.1% 0 13F-HR/A Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 26,258 $658K <0.01% -9,570 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 25,572 $641K <0.01% -2,066 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 25,541 $640K <0.01% +13,952 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 25,020 $627K 0.49% -2,375 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 24,840 $622K 0.2% +1,526 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 24,509 $614K 0.42% +4,210 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 24,421 $612K 0.16% +1,531 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 24,094 $604K <0.01% +13,685 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 24,014 $602K 0.05% +3,500 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 23,891 $599K <0.01% +17,934 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 23,819 $597K 0.05% +212 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 22,601 $566K <0.01% +525 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 22,288 $559K 0.02% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 21,843 $547K 0.06% -907 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 19,299 $547K 0.03% +296 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 21,744 $545K <0.01% +73 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 21,241 $532K 0.05% +3,337 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 21,188 $531K 0.02% +222 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 20,926 $524K 0.01% +176 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 20,776 $521K 0.1% -25 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 20,778 $521K <0.01% +224 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 20,014 $502K 0.07% +2,146 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 19,956 $500K 0.03% -10,371 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 19,952 $500K <0.01% -6,912 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 18,808 $490K 0.01% +252 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 19,532 $489K <0.01% +7 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 19,458 $488K 0.37% new 13F-HR/A Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 19,175 $481K 0.12% +827 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 18,599 $466K 0.01% +1,769 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 18,376 $460K 0.09% +3,670 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 18,366 $460K 0.05% -52,849 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 18,323 $459K <0.01% -125,937 13F-HR/A Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 18,199 $456K 0.02% +7,356 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 18,027 $452K 0.01% +1,151 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 17,994 $451K 0.02% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 17,243 $432K 0.01% +2,523 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 17,164 $430K 0.12% +5,139 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 16,896 $423K 0.01% -1,918 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 16,834 $422K <0.01% -707 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 16,731 $419K 0.02% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 16,678 $418K 0.01% +966 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 16,258 $418K 0.01% -2,031 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 16,496 $413K <0.01% +2,217 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 16,173 $405K 0.01% +184 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 15,989 $401K <0.01% +1,702 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 15,940 $399K <0.01% -61,768 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 15,862 $398K <0.01% -1,300 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 15,828 $397K 0.27% +130 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 15,820 $396K 0.09% +1,034 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 15,765 $395K 0.06% +2,511 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 15,749 $395K <0.01% 13F-HR/A Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 15,644 $392K 0.03% +2,936 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 15,567 $390K 0.02% +2,180 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 15,434 $387K 0.02% +50 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 15,396 $385K <0.01% -32 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 15,270 $383K 0.08% -912 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 15,217 $381K 0.03% +2,633 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 15,040 $377K 0.05% -242 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 15,000 $376K 0.05% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 14,984 $375K 0.05% +3,506 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 14,831 $372K 0.12% +970 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 14,718 $369K 0.03% +1,047 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14,392 $361K <0.01% -182 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 14,336 $359K 0.03% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 14,303 $358K 0.01% +109 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 14,243 $357K 0.01% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 13,737 $344K 0.01% +3,459 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 13,659 $342K 0.15% 0 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 13,310 $334K 0.19% +246 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 13,052 $327K 0.22% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 12,815 $321K 0.02% -1,613 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 12,785 $320K <0.01% 0 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 12,682 $318K 0.1% -1,116 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 12,676 $318K <0.01% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 12,675 $318K 0.03% -1,399 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 12,511 $314K 0.1% -61 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 12,394 $311K <0.01% +2,045 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,386 $310K 0.01% -615 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,315 $309K <0.01% +432 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 12,307 $308K 0.1% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 12,264 $307K 0.12% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 12,216 $306K 0.04% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 12,180 $305K 0.04% -302 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 12,140 $304K <0.01% +657 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,967 $300K 0.02% -295 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 11,960 $300K 0.21% +878 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11,942 $299K 0.01% +1,878 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 11,925 $299K 0.03% new 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 11,721 $294K 0.24% 0 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 11,697 $293K 0.15% -1,014 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 11,694 $293K 0.03% +662 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 11,610 $291K 0.02% -1,000 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 11,560 $290K 0.01% -482 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 11,191 $280K 0.02% -1,672 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,144 $279K <0.01% +632 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 11,065 $277K 0.02% +351 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 11,026 $276K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 11,022 $276K <0.01% +3,159 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 11,015 $276K <0.01% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 11,000 $276K 0.14% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 10,807 $271K 0.03% new 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 10,786 $270K 0.19% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 10,703 $268K <0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,623 $266K <0.01% +641 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,477 $263K 0.02% -6,153 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 10,474 $262K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 10,293 $258K 0.02% -3,672 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,903 $258K 0.01% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,276 $258K <0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 10,210 $256K 0.01% -3,277 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 10,206 $255K 0.06% +160 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,796 $245K <0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,966 $245K <0.01% +338 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 9,752 $244K 0.01% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 9,699 $243K 0.02% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 9,670 $242K 0.05% -46 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,448 $237K <0.01% -45 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 9,424 $236K 0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,415 $236K 0.01% 0 13F-HR Timeline Group VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 9,400 $236K 0.08% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,335 $234K <0.01% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 8,969 $225K 0.02% +649 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,919 $224K 0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,885 $223K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,653 $217K 0.03% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 8,647 $217K <0.01% -78 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,643 $217K 0.01% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 8,631 $216K 0.03% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 8,604 $216K 0.02% -5,248 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 8,586 $215K 0.01% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,471 $212K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,343 $209K <0.01% -23 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 8,320 $209K 0.08% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 8,293 $208K <0.01% new 13F-HR/A Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 8,271 $207K 0.11% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 8,259 $207K 0.03% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 8,211 $206K <0.01% new 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 8,192 $205K 0.02% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 8,126 $204K 0.02% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,100 $203K 0.01% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,996 $200K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 7,742 $194K 0.01% +344 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 6,784 $187K 0.11% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6,424 $161K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6,338 $159K 0.06% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 6,048 $152K 0.03% 0 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 5,777 $145K 0.08% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,671 $142K <0.01% +746 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,306 $133K <0.01% +1,956 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 5,259 $132K 0.04% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,160 $129K <0.01% -1,326 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,883 $122K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 4,518 $113K 0.08% +363 13F-HR/A Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,419 $111K 0.01% -7,688 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,275 $107K <0.01% -1,173 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,460 $86.7K <0.01% +3 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,147 $78.6K 0.01% +692 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 14,369 $70.8K 0.01% +12,022 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,722 $68.2K <0.01% -13 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,664 $66.8K 0.04% -923 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,533 $63.5K <0.01% +363 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,432 $60.9K <0.01% -10 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,316 $58K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,288 $57.3K <0.01% +240 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,216 $55.5K 0.03% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,185 $54.8K 0.01% -572 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 2,142 $53.7K 0.04% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,093 $52.5K 0.01% +72 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,975 $49.5K 0.03% +64 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,916 $48K <0.01% +332 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,905 $47.7K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,821 $45.6K <0.01% +1,447 13F-HR Timeline