STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 26,931 $518K <0.01% 0 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 25,537 $492K <0.01% -2,106 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 25,472 $490K <0.01% +6,522 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 25,403 $489K 0.05% +978 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 25,407 $488K 0.07% new 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 24,449 $471K 0.01% +405 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 24,112 $464K <0.01% +1,830 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 23,967 $461K <0.01% +1,141 13F-HR/A Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 23,627 $455K <0.01% -23,542 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 23,258 $448K 0.06% -23 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 23,039 $443K 0.15% +553 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 23,006 $443K 0.01% -7,892 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 22,980 $442K 0.02% +2,885 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 22,817 $439K 0.02% +1,621 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 22,810 $439K 0.12% -1,253 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 22,365 $431K 0.02% +374 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 22,167 $427K 0.11% +243 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 22,145 $426K <0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 22,077 $425K 0.02% +2,391 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 21,780 $419K 0.06% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 21,753 $419K <0.01% +3,545 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 21,713 $418K 0.18% +3,566 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 21,654 $417K 0.01% +8,131 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 21,509 $414K 0.01% -246 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 21,353 $411K 0.01% +13,648 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 20,966 $404K 0.02% -78 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 20,772 $400K 0.01% +1,652 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 20,550 $396K <0.01% -1,023 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 20,380 $392K <0.01% +445 13F-HR/A Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 20,303 $391K 0.04% -1,806 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 20,265 $390K 0.02% -2,045 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 19,748 $380K 0.01% -2,901 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 19,289 $371K 0.01% +1,558 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 19,264 $371K 0.02% -1,114 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 19,199 $370K <0.01% -16,561 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 17,801 $368K 0.03% +424 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 18,837 $367K 0.01% +9 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 18,978 $365K <0.01% +979 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 18,809 $362K 0.06% +139 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 18,582 $358K 0.17% +831 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 18,440 $355K 0.13% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 18,419 $355K 0.01% +3,737 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 18,374 $354K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 18,099 $348K 0.01% +12,986 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 17,434 $336K <0.01% new 13F-HR Timeline Group Syverson Strege & Co More: the full row for Syverson Strege & Co 17,414 $335K 0.08% -3,451 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 17,302 $333K 0.13% -30 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 17,086 $329K 0.06% -3,427 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 16,895 $325K 0.09% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 16,819 $324K 0.03% -52,658 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 16,764 $323K 0.14% -4,000 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 16,731 $322K 0.02% -325 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 16,685 $321K 0.03% +1,762 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,636 $320K 0.01% +1,368 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 16,499 $318K 0.02% +1,800 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 16,834 $313K 0.01% +86 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 16,000 $308K <0.01% +286 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 15,354 $307K 0.02% +20 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 15,925 $307K 0.04% -21,500 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 15,696 $302K 0.01% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 15,350 $296K <0.01% +1,046 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 15,336 $295K 0.05% +95 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 15,116 $291K 0.05% +269 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 15,050 $290K 0.03% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 14,864 $286K 0.02% +2,926 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 14,840 $285K 0.01% +11,265 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 14,743 $284K 0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 14,644 $282K 0.01% +544 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 14,564 $280K 0.06% -392 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 14,548 $280K 0.02% -1,355 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14,381 $277K <0.01% +294 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 14,336 $276K 0.03% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 14,221 $274K <0.01% -4,277 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 13,917 $268K 0.03% +29 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 17,469 $267K 0.04% -316 13F-HR/A Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 13,705 $264K 0.01% +1,634 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,689 $264K 0.01% -651 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 13,659 $263K 0.14% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 13,630 $262K 0.08% -6,712 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 13,626 $262K 0.01% -1,770 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 13,530 $260K 0.03% +280 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 13,390 $258K 0.08% -1,193 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 13,329 $257K 0.09% -267 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 12,921 $249K 0.17% -493 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,912 $249K <0.01% +2,519 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 12,910 $249K 0.01% +70 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 12,837 $247K 0.04% -12,129 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 12,785 $246K <0.01% 0 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 12,752 $245K <0.01% +1,620 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 12,722 $244K <0.01% new 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 12,530 $241K <0.01% 0 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 12,374 $238K 0.03% new 13F-HR/A Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 12,263 $236K 0.11% +54 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 12,135 $234K 0.14% -67 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,014 $231K <0.01% +642 13F-HR Timeline Group GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 12,000 $231K 0.03% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 11,952 $230K <0.01% +1,350 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 11,614 $224K 0.02% new 13F-HR Timeline Group Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 14,375 $221K 0.18% -3,617 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 11,468 $221K 0.01% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 11,151 $215K <0.01% -5,877 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 11,075 $213K 0.01% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,066 $213K 0.01% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 11,015 $212K <0.01% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 11,000 $212K 0.15% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 10,977 $211K 0.04% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 10,654 $205K <0.01% new 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,513 $202K 0.02% -708 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 10,500 $202K 0.01% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 10,474 $202K 0.01% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 10,436 $201K 0.05% -514 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,402 $200K 0.01% -288 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 10,386 $200K 0.03% new 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 10,261 $198K 0.06% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 10,208 $197K 0.01% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,189 $196K <0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,099 $194K <0.01% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 10,069 $193K 0.05% -12 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 10,015 $193K 0.06% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,000 $192K <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 $181K 0.01% new 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 8,535 $164K 0.07% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 8,515 $164K 0.01% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,488 $125K 0.04% -42 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6,382 $123K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6,338 $122K 0.06% -176 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,457 $105K <0.01% -1,117 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,409 $104K <0.01% +1,508 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 5,200 $100K 0.02% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,042 $97.1K 0.06% +1,950 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,931 $94.9K <0.01% -3,958 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 4,906 $94.4K 0.03% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,737 $91.2K <0.01% +2,988 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,643 $89.4K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 4,407 $84.8K 0.06% +3,225 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,612 $69.5K <0.01% +39 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,343 $64.4K <0.01% 0 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,196 $61.5K <0.01% new 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,169 $61K <0.01% -3 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,918 $56.2K <0.01% +195 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,757 $53.1K 0.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,624 $50.5K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,348 $45.2K <0.01% +2,272 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,347 $45.2K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,316 $44.5K 0.01% +1,158 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,116 $40.7K <0.01% -2,553 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,964 $37.8K 0.01% +26 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,911 $36.8K 0.03% +108 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,765 $34K <0.01% -29 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,719 $33.1K <0.01% -126 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,597 $31.8K 0.01% +1,033 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,645 $31.7K <0.01% +408 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,444 $27.8K 0.12% -644 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,433 $27.6K <0.01% +52 13F-HR Timeline Group Navigoe, LLC More: the full row for Navigoe, LLC 1,369 $26K 0.02% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,266 $24.4K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,261 $24.3K 0.01% +409 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,232 $23.7K <0.01% -142 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 1,231 $23.7K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,144 $22K <0.01% -310 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 1,067 $21K <0.01% -76 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,000 $19.2K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 936 $18K <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 930 $17.9K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 892 $17.2K <0.01% +50 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 860 $17K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 862 $16.6K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 864 $16.6K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 854 $16.4K <0.01% +450 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 819 $15.8K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 796 $15.3K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 761 $14.6K <0.01% -7,299 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 715 $13.8K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 710 $13.7K <0.01% +292 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 709 $13.6K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 684 $13.2K <0.01% +193 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 675 $13K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 628 $12.1K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 622 $12K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 612 $11.8K 0.02% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 604 $11.6K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 578 $11.1K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 564 $10.9K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 538 $10.4K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 542 $10K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 513 $9.88K 0.01% +254 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 500 $9.62K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 477 $9.18K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 422 $8.12K <0.01% +87 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 416 $8.01K <0.01% -12 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 408 $7.85K <0.01% +62 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 400 $7.7K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 387 $7.45K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 357 $6.87K <0.01% -231 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 357 $6.87K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 350 $6.74K <0.01% +54 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 325 $6.26K <0.01% -68 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 321 $6.18K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 317 $6.1K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 287 $5.53K <0.01% +255 13F-HR Timeline