VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 21,807 $1.7M 0.06% +623 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 21,788 $1.7M 0.52% +527 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 21,714 $1.7M 0.28% -2,560 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 21,576 $1.68M 1.23% -16 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 21,314 $1.66M 0.79% -8,698 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 20,981 $1.64M 1.3% +15,618 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 20,700 $1.62M <0.01% -57,800 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 20,611 $1.61M 0.23% -104 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 20,356 $1.59M 0.29% +68 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 20,565 $1.59M 0.98% +8,618 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 19,984 $1.56M 0.02% +10,596 13F-HR Timeline Group TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 19,920 $1.56M 0.79% -60,006 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 19,805 $1.55M 0.26% -183 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 19,754 $1.54M 1.12% +40 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 19,641 $1.53M 0.05% -192 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 19,633 $1.53M 0.3% +11 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 17,939 $1.51M 0.49% +193 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 19,286 $1.51M 0.12% -1,108 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 19,260 $1.5M 0.05% -15,885 13F-HR Timeline Group Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 19,256 $1.5M 1.3% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 19,240 $1.5M 1.04% -1,954 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 19,000 $1.48M 1.15% 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 18,877 $1.47M 0.99% +269 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 18,837 $1.47M 0.07% 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 18,257 $1.43M 0.02% +1,802 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 18,220 $1.42M 1.22% -3,071 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 18,034 $1.41M 0.24% +87 13F-HR Timeline Busey Bank More: the full row for Busey Bank 17,985 $1.4M 0.04% -493 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 17,975 $1.4M 0.19% -1,011 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 17,940 $1.4M 0.54% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 17,862 $1.39M 0.03% +2,304 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 17,705 $1.38M 0.58% +2,654 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 17,425 $1.36M 0.08% 0 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 17,220 $1.34M 0.59% -223 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 17,008 $1.33M 0.21% -15,818 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 17,004 $1.33M 0.04% -326 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 16,777 $1.31M 0.01% new 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 16,548 $1.29M 0.27% +2,365 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 16,524 $1.29M 0.63% +154 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 16,379 $1.28M 0.08% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 16,310 $1.27M 0.12% +6,050 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 16,245 $1.27M 1.06% +591 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 16,204 $1.27M 0.01% -318 13F-HR/A Timeline Group FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 16,031 $1.25M 1.3% +33 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 16,012 $1.25M 0.34% +1,966 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 15,984 $1.25M 0.22% -2,043 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 15,878 $1.24M 1.2% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 15,874 $1.24M 0.06% -9,992 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 15,714 $1.23M 0.11% -3,115 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 15,734 $1.23M 0.05% +570 13F-HR Timeline Lighthouse Wealth Management Inc. 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More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 15,296 $1.19M 0.39% -128 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 15,295 $1.19M 0.02% -42 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,221 $1.19M 0.03% +2 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15,108 $1.18M 0.1% +4,284 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 15,025 $1.17M 0.16% -157 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 14,866 $1.16M <0.01% +5,810 13F-HR Timeline Group Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 14,730 $1.15M 1.01% -19,389 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,682 $1.15M <0.01% +407 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 14,461 $1.13M <0.01% +1,348 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 14,418 $1.13M 0.04% +1,479 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 14,245 $1.11M 0.02% +1,506 13F-HR Timeline Group MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 14,110 $1.1M 0.17% +352 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 14,081 $1.1M 0.05% +1,863 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 14,048 $1.1M 0.17% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 13,941 $1.09M 0.14% -1,083 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 13,886 $1.08M 0.06% -693 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13,815 $1.08M 0.02% -2,075 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 13,782 $1.08M 0.16% +1,454 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 13,710 $1.07M 0.09% 0 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 13,651 $1.07M 0.21% -8,689 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 13,610 $1.06M 0.46% -269 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,664 $1.05M 0.08% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 13,331 $1.04M 0.04% +799 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 13,274 $1.04M 0.02% +9,014 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 13,196 $1.03M 0.07% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 13,194 $1.03M 0.07% +141 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 13,106 $1.02M 0.79% -330 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 13,038 $1.02M <0.01% +3,284 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 12,726 $994K 0.16% -147 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 12,724 $994K 0.4% +330 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 12,709 $992K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12,668 $989K 0.03% +149 13F-HR/A Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 12,256 $957K 0.29% +54 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 12,126 $955K 0.06% +3,681 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 12,079 $943K 0.25% -2,023 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 12,079 $943K 0.09% +4,656 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 11,983 $937K 0.03% -17,695 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 11,956 $934K 0.48% +716 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 11,939 $932K 0.69% -560 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 11,827 $924K 0.71% +2,444 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,818 $923K 0.05% -640 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 11,806 $922K 0.06% +2,972 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 11,733 $916K 0.05% -600 13F-HR Timeline InvesTrust More: the full row for InvesTrust 11,660 $911K 0.33% 0 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 11,639 $909K 0.38% -51 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 11,605 $906K 0.39% +115 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 11,564 $903K 0.01% +85 13F-HR Timeline Group VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 11,486 $897K 0.01% 0 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 11,866 $897K 0.61% -4,445 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 10,058 $894K 0.31% +4,496 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 11,384 $889K 0.02% -3,681 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 11,089 $873K 0.06% -1,543 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 11,170 $872K 0.72% +3,274 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 11,077 $865K 0.01% +17 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,949 $855K 0.08% +199 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 10,917 $853K 0.01% +28 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 10,900 $851K 0.19% 0 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 10,838 $846K 0.01% +503 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 10,770 $841K <0.01% +42 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 10,768 $841K 0.2% -1,056 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 10,722 $837K 0.31% -63 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 10,379 $810K 0.76% 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 10,320 $806K 0.02% +585 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 10,280 $803K 0.2% -63 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 10,220 $798K 0.33% +1,607 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 10,194 $796K 0.24% +18 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 10,053 $792K 0.21% +3,964 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,107 $789K 0.03% +121 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 10,005 $780K 0.13% +1,131 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 9,969 $778K 0.07% +256 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 9,939 $776K 0.24% +6,388 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 9,816 $767K 0.01% 0 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 9,773 $763K 0.11% +139 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 9,729 $760K 0.3% -431 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,725 $759K 0.02% +6,155 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 9,673 $755K <0.01% -500 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 9,642 $753K 0.24% +142 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,618 $751K 0.05% +6,660 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 9,597 $749K 0.37% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 9,564 $747K 0.44% +417 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 9,543 $745K 0.37% +1,157 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 9,450 $738K 0.03% +1,120 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,412 $735K 0.01% -1,993 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 9,367 $731K 0.65% -202 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 9,252 $722K 0.19% -442 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 9,250 $722K 0.02% new 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 9,186 $717K 0.39% +143 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 9,127 $715K 0.17% -6,449 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 8,897 $695K 0.31% -1,645 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 8,927 $695K 0.34% +91 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 8,857 $692K 0.15% +1,905 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,837 $690K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 8,830 $690K 0.51% -6,604 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 8,790 $686K 0.03% +45 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 8,746 $683K 0.11% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,722 $681K 0.1% -1,371 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,683 $678K <0.01% -76 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 8,478 $662K 0.19% +207 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,408 $657K 0.08% -418 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 8,405 $656K 0.11% +472 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 8,342 $651K 0.33% +1,888 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 8,306 $649K 0.1% -62 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 8,289 $647K 0.5% -360 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8,255 $645K 0.23% +98 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 8,236 $643K 0.08% new 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 8,163 $643K 0.01% -9,011 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,182 $639K 0.01% -2,681 13F-HR Timeline Group SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 8,171 $638K 0.24% +100 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,093 $632K 0.01% +517 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,039 $628K <0.01% +3,156 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,994 $624K 0.01% -12,248 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 7,979 $623K 0.07% +1,211 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,928 $619K <0.01% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 7,923 $619K 0.04% +3,035 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 7,880 $615K 0.04% +897 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 7,877 $615K 1.35% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,785 $608K 0.02% -635 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 7,757 $606K 0.32% +300 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 7,740 $604K 0.39% -2,725 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,726 $603K 0.04% +1,321 13F-HR Timeline Stockman Wealth Management, Inc. 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