HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 25,273 $388K <0.01% +2,756 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 24,966 $384K 0.04% +12,802 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 24,826 $382K 0.04% -441 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 24,425 $375K 0.04% +2,989 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 24,063 $370K 0.13% +2,090 13F-HR/A Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 24,044 $370K 0.01% +3,634 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 23,587 $363K 0.01% 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 23,281 $358K 0.05% -115 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 22,826 $351K <0.01% +8,406 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 22,649 $348K 0.01% +1,323 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 22,486 $346K 0.12% +438 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 22,282 $342K <0.01% +924 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 22,145 $340K <0.01% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 22,125 $340K 0.01% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 22,109 $340K 0.04% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 22,019 $338K 0.03% -213,341 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 21,991 $338K 0.02% +4,200 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 21,924 $337K 0.1% -135 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 21,872 $336K <0.01% +532 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 22,310 $336K 0.02% +533 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 21,755 $334K 0.01% +6,503 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 21,573 $332K <0.01% +574 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 21,392 $329K <0.01% -8,839 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 21,196 $326K 0.02% +74 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 21,044 $323K 0.02% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 20,865 $321K 0.08% new 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 20,764 $319K 0.15% -3,000 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 20,513 $315K 0.06% -1,601 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 20,378 $313K 0.02% +5,411 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 20,342 $313K 0.08% +1,559 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 20,219 $311K 0.03% -882 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 20,095 $309K 0.02% +3,960 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 19,935 $306K <0.01% -39,787 13F-HR/A Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 19,686 $303K 0.01% +1,779 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 19,120 $294K 0.01% +1,803 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 18,950 $291K <0.01% new 13F-HR/A Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 18,828 $290K 0.01% +192 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 18,670 $287K 0.17% -807 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 18,498 $284K <0.01% +7,138 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 18,440 $283K 0.12% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 18,208 $280K <0.01% -412 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 18,147 $279K 0.13% +5,383 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 17,999 $277K <0.01% new 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 17,880 $275K 0.01% +602 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 17,785 $273K 0.04% +11,074 13F-HR/A Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 17,751 $273K 0.14% +870 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 17,731 $273K <0.01% -1,439 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 17,377 $272K 0.02% +54 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 17,543 $270K 0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 16,748 $267K 0.01% +101 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 17,332 $266K 0.12% +844 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 17,056 $262K 0.02% -1,900 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 17,028 $262K <0.01% -1,058 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 16,895 $260K 0.08% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 17,992 $245K 0.18% +1,154 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 15,903 $244K 0.02% +796 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 15,714 $242K <0.01% +364 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 15,396 $237K 0.02% +1,867 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 15,334 $236K 0.02% +207 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,268 $235K <0.01% new 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 15,241 $234K 0.04% +1,096 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 15,050 $231K 0.03% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 14,956 $230K 0.05% +584 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 14,923 $229K 0.02% +1,845 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 14,847 $228K 0.04% +2,998 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 14,808 $228K 0.01% +5,268 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 14,743 $227K 0.01% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 14,699 $226K 0.01% -1,877 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 14,682 $226K 0.01% +8,681 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 14,583 $224K 0.07% -232 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 14,340 $220K 0.01% -9,114 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 14,336 $220K 0.02% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 14,304 $220K <0.01% +563 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 14,100 $217K 0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14,087 $217K <0.01% -650 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 13,947 $214K 0.1% +278 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 13,888 $213K 0.02% +2,711 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 13,659 $210K 0.13% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 13,596 $209K 0.08% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 13,523 $208K 0.01% -103 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 13,414 $206K 0.16% +568 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 13,250 $204K 0.03% +19 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 12,840 $197K 0.01% -3,415 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 12,785 $197K <0.01% 0 13F-HR/A Timeline Group GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 12,530 $193K <0.01% -1,416 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 12,209 $188K 0.1% -505 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 12,202 $188K 0.12% -1,783 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 12,071 $186K <0.01% +318 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 12,058 $185K 0.03% +212 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 12,000 $184K 0.02% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 11,938 $183K 0.02% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 11,827 $182K 0.01% -1,173 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 11,556 $178K 0.16% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 11,468 $176K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 11,372 $175K <0.01% -998 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 11,285 $173K 0.01% +1,261 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 11,221 $172K 0.02% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 11,132 $171K <0.01% +182 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 11,075 $170K 0.01% +266 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 11,045 $170K 0.05% +334 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 11,015 $169K <0.01% -846 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 11,000 $169K 0.13% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,989 $169K <0.01% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 10,972 $169K 0.03% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 10,950 $168K 0.04% +516 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,690 $164K 0.01% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 10,602 $163K <0.01% -1,879 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,600 $163K <0.01% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 10,474 $161K 0.01% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,424 $160K 0.06% -20 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,393 $160K <0.01% new 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 10,261 $158K 0.05% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 10,179 $156K 0.01% -17,662 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 10,081 $154K 0.04% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,889 $137K <0.01% +4,579 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,060 $124K <0.01% +1,305 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,705 $118K <0.01% +7,210 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,574 $101K <0.01% +748 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,530 $100K 0.04% +306 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6,514 $100K 0.06% +322 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6,382 $98.1K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,634 $86.6K <0.01% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 5,200 $79.9K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,113 $78.6K <0.01% +2,206 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,835 $74.3K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 4,747 $73K 0.05% -133 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,669 $71.8K <0.01% -393 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,643 $71.4K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,901 $60K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,573 $54.9K <0.01% +312 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,575 $54K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,343 $51.4K <0.01% 0 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,254 $50K <0.01% +386 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,172 $48.8K <0.01% +74 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,092 $47.1K 0.03% +38 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,840 $43.7K <0.01% -256,000 13F-HR/A Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,757 $42.4K 0.01% -1,142 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,723 $41.9K <0.01% +116 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,980 $36.4K 0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,347 $36.1K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2,088 $32.1K 0.02% +469 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,938 $29.8K <0.01% +204 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,845 $28.4K <0.01% +949 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,837 $28.2K 0.02% +1,756 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,803 $27.7K 0.02% +611 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,794 $27.6K <0.01% +126 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,749 $26.9K <0.01% new 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,454 $22.3K <0.01% -1 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,381 $21.2K <0.01% +704 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,374 $21.1K <0.01% +233 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,266 $19.5K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,237 $19K <0.01% +1,006 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,231 $18.9K <0.01% +35 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 1,143 $18K <0.01% +33 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,158 $17.6K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,044 $16K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,182 $16K 0.01% -973 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,000 $15.4K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 999 $15.4K <0.01% +816 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 864 $13.1K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 852 $13.1K 0.01% +386 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 860 $13K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 842 $12.9K <0.01% +28 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 709 $10.9K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 675 $10.4K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 657 $10.1K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 564 $9.75K <0.01% +55 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 628 $9.65K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 622 $9.56K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 612 $9.41K 0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 604 $9.28K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 598 $9.19K <0.01% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 588 $9.04K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 578 $8.88K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 564 $8.67K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 542 $8.33K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 538 $8.27K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 500 $7.68K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 491 $7.55K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 477 $7.33K <0.01% 0 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 452 $6.95K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 428 $6.51K <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 420 $6.46K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 418 $6.42K <0.01% +284 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 404 $6.21K <0.01% -642 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 400 $6.09K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 393 $6.04K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 387 $5.95K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 378 $5.81K <0.01% +34 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 357 $5.49K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 355 $5.46K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 346 $5.32K <0.01% -255 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 335 $5.15K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 321 $4.93K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 317 $4.87K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 272 $4.55K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 269 $4.11K <0.01% -75 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 265 $4.07K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 259 $3.98K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 251 $3.86K <0.01% 0 13F-HR Timeline