ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 32,123 $696K 0.08% -13,651 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 31,743 $688K 0.13% -192 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 30,915 $670K 0.01% +1,179 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 30,911 $670K 0.09% +135 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 30,327 $657K 0.03% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 29,967 $649K 0.14% -5,888 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 29,887 $647K 0.04% +956 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 29,781 $645K 0.01% +4,583 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 28,943 $627K <0.01% +6,615 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 28,619 $620K 0.13% +1,376 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 28,467 $617K 0.08% -5,859 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 28,126 $609K 0.03% +2,533 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 27,638 $599K <0.01% +2,020 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 27,467 $595K <0.01% -2,306 13F-HR Timeline Group JMN Financial LLC More: the full row for JMN Financial LLC 27,395 $593K 0.58% -10,951 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 27,183 $589K 0.09% -720 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 26,931 $583K <0.01% 0 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 26,864 $582K <0.01% +9,053 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 26,623 $577K 0.11% -1,927 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 26,609 $576K <0.01% -602 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 26,157 $567K <0.01% +7,356 13F-HR/A Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 24,621 $533K 0.01% +9,059 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 23,800 $516K 0.01% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 23,607 $511K 0.04% +5,145 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 23,314 $505K 0.18% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 22,890 $496K 0.15% -1,178 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 22,750 $493K 0.07% +3,835 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 22,076 $478K <0.01% +5,116 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 21,977 $476K 0.02% -3,129 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 21,671 $469K <0.01% -630 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 21,402 $464K 0.18% 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 20,966 $454K 0.02% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 20,801 $451K 0.09% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 20,750 $449K 0.01% +381 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 20,554 $445K <0.01% +2,463 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 20,514 $444K 0.04% +1,532 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 18,556 $443K 0.01% -31 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 20,299 $440K 0.3% +6,558 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 18,289 $428K 0.01% -79 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 19,525 $423K <0.01% -2,309 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 19,003 $414K 0.02% +279 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 18,814 $408K 0.02% -3,375 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 18,348 $397K 0.12% +196 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 18,000 $390K 0.06% -9,500 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 17,957 $388K <0.01% +4,522 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 17,904 $388K 0.07% +2,877 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 17,868 $387K 0.06% +3,343 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 17,763 $385K <0.01% +3,561 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 17,541 $380K <0.01% +4,272 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 17,162 $372K <0.01% -35,763 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 16,876 $366K 0.01% -5,348 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 16,830 $365K <0.01% -661 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 16,731 $362K 0.02% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 16,630 $360K 0.02% +892 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 16,182 $351K 0.08% -466 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 15,989 $346K 0.01% -2,930 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 15,712 $340K 0.01% +1,820 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 15,698 $340K 0.25% +190 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 15,600 $338K <0.01% new 13F-HR/A Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 15,428 $337K <0.01% +14,124 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 15,384 $333K 0.02% +27 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 14,074 $332K 0.05% -929 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 15,282 $331K 0.05% +55 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 15,130 $328K 0.01% -6,579 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 15,066 $326K 0.05% -2,014 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 14,825 $321K 0.01% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 14,786 $320K 0.11% -8,354 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 14,720 $319K 0.01% -342 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 14,714 $319K 0.01% +380 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 14,706 $319K 0.08% +1,109 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14,574 $316K <0.01% +12 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 14,428 $313K 0.02% -410 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 14,336 $311K 0.03% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,287 $309K <0.01% -2,456 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14,279 $309K <0.01% +1,506 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 14,243 $309K 0.01% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 14,194 $307K 0.01% +26 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 13,965 $302K 0.03% -4,707 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 13,861 $300K 0.13% -1,147 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 13,852 $300K 0.03% -116 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 13,798 $299K 0.1% +1,944 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 13,749 $298K 0.01% +839 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 13,671 $296K 0.03% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 13,659 $296K 0.17% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 13,487 $292K 0.01% -6,677 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 13,499 $292K <0.01% +92 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 13,414 $291K 0.01% +3,720 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,387 $290K 0.02% +3,882 13F-HR Timeline Group SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 13,254 $287K 0.04% +3,721 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 13,195 $286K 0.01% +471 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 13,064 $283K 0.19% -326 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,001 $282K 0.01% -6,036 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 13,000 $282K 0.34% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 12,863 $279K 0.01% +1,811 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 12,785 $277K <0.01% 0 13F-HR Timeline Group Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 12,711 $275K 0.15% -191 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 12,708 $275K 0.03% -3,439 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 12,610 $273K 0.02% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 12,584 $273K 0.02% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 12,572 $272K 0.09% -572 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 12,482 $270K 0.04% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 12,307 $267K 0.1% +169 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 12,264 $266K 0.11% -1,000 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,262 $266K 0.02% +7,414 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 12,216 $265K 0.04% +31 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 12,107 $262K 0.02% +93 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,042 $261K 0.01% -633 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 12,025 $260K 0.09% -26,060 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,883 $257K <0.01% -71,005 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 11,721 $254K 0.24% -16 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 $252K 0.02% -1,536 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,589 $251K <0.01% -13,466 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 11,483 $249K <0.01% +10,504 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 11,478 $249K 0.04% -256 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 11,205 $243K 0.12% -26,193 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 11,082 $240K 0.19% +1,079 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) 11,077 $240K 0.01% +10,106 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 11,032 $239K 0.02% +175 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 11,015 $239K <0.01% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 11,000 $238K 0.14% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,843 $235K 0.01% new 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 10,786 $234K 0.21% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 10,714 $232K 0.01% +389 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,628 $230K <0.01% -5,893 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,512 $228K <0.01% +5,431 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 10,474 $227K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 10,467 $227K 0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,409 $225K <0.01% -8,672 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 10,349 $224K <0.01% new 13F-HR Timeline Group Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 10,317 $223K 0.03% -3,353 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,278 $223K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 10,064 $218K <0.01% -10,125 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 10,035 $217K <0.01% +704 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 10,046 $217K 0.05% -243 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,982 $216K <0.01% -510 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 9,716 $210K 0.05% +432 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,493 $206K <0.01% +78 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,415 $204K 0.01% 0 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 9,287 $201K <0.01% -376,610 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 8,725 $189K <0.01% +848 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,653 $187K 0.03% -6 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,366 $181K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 8,320 $180K 0.08% -215 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 8,320 $180K 0.02% -215 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,863 $170K <0.01% +3,079 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 7,398 $160K 0.01% -1,117 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,211 $157K <0.01% -9,317 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 6,784 $150K 0.09% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,654 $145K 0.03% +104 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,486 $140K <0.01% +1,885 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6,424 $139K 0.01% +42 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6,338 $137K 0.06% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 6,048 $131K 0.03% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,957 $129K <0.01% +616 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 $125K 0.09% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,448 $118K <0.01% +4,189 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 5,259 $114K 0.04% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,925 $107K <0.01% -2,397 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,883 $106K <0.01% -507 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 4,155 $90K 0.06% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,051 $87.7K 0.02% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,587 $77.7K 0.05% -2,079 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,457 $74.9K <0.01% +96 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,350 $72.6K <0.01% +181 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,757 $59.7K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,735 $59.2K <0.01% -968 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,568 $55.6K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,455 $53.8K <0.01% -4 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,442 $52.9K <0.01% +83 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,347 $50.8K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,316 $50.8K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,170 $47K <0.01% +374 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 2,142 $46.7K 0.04% +2,020 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 2,125 $46K 0.04% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,048 $44.3K <0.01% +148 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,021 $43.8K 0.01% -24 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,911 $41.4K 0.03% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,935 $41.4K 0.01% +234 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,552 $34.3K <0.01% -1,681 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,584 $34.3K <0.01% +128 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,550 $33.6K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,542 $33.4K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,462 $31.7K <0.01% -265 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,444 $31.3K 0.01% +586 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,401 $30.3K 0.01% -602 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,320 $28.6K <0.01% -173 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,314 $28.5K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,300 $28.4K <0.01% -257 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,289 $27.9K 0.01% -263 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,289 $27.9K <0.01% +178 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,266 $27.4K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,253 $27.1K 0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,231 $26.7K 0.01% +1,091 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,187 $26K <0.01% +327 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,165 $25.2K <0.01% +900 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,148 $24.9K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,014 $22K <0.01% -127 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 965 $20.9K <0.01% +290 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 928 $20.1K <0.01% -216 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 898 $19.4K <0.01% +453 13F-HR Timeline Group