Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 124,802 $9.19M 0.18% +63,133 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 124,893 $9.12M 0.34% -22,784 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 123,674 $9.11M 1.08% +4,342 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 123,654 $9.1M 7.03% -6,381 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 120,966 $8.91M 5.07% +1,428 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 120,163 $8.85M 5.92% +3,839 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 120,100 $8.84M 0.46% -930 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 119,910 $8.83M 0.24% +46,013 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 118,900 $8.75M 5.36% +55,976 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 118,367 $8.72M 2.12% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 118,021 $8.69M 0.98% +5,620 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 118,216 $8.67M 5.42% -864 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 117,430 $8.65M <0.01% +7,515 13F-HR Timeline Group DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 115,680 $8.52M 1.51% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 114,206 $8.41M 0.14% new 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 113,769 $8.38M 2.87% -65,773 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 112,522 $8.28M 4.88% -8,612 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 111,892 $8.24M 0.21% -482 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 111,361 $8.2M 5.24% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 109,133 $8.04M 2.41% +2,885 13F-HR/A Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 108,791 $8.01M 1.79% +32,348 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 106,399 $7.83M 0.24% +12,980 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 106,000 $7.8M 0.54% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 105,826 $7.79M 0.5% -571 13F-HR Timeline Group Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 105,441 $7.76M 6.23% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 105,155 $7.74M 0.51% -4,518 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 104,966 $7.73M 8.08% +3,478 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 104,775 $7.71M 0.01% -9,474 13F-HR Timeline City State Bank More: the full row for City State Bank 104,425 $7.69M 2.41% -3,635 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 104,260 $7.68M 3.04% +97,421 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 103,758 $7.64M 3.61% -1,551 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 101,964 $7.51M 0.33% 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 101,812 $7.5M 0.62% -2,832 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 101,763 $7.49M 0.92% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 101,612 $7.48M 0.63% +13,825 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 100,769 $7.42M 0.1% +1,081 13F-HR Timeline Group Note Advisors, LLC More: the full row for Note Advisors, LLC 100,229 $7.38M 5.1% +8,927 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 100,117 $7.37M 1.89% +6,414 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 100,007 $7.36M 1.49% +17,141 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 98,660 $7.24M 0.64% +22,530 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 98,138 $7.23M 0.1% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 97,499 $7.18M 0.04% -10,866 13F-HR Timeline Group LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 96,269 $7.09M 6.74% +19,826 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 128,510 $7.08M 0.17% +39,631 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 94,974 $6.99M 0.06% -5,765 13F-HR Timeline Group Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 94,405 $6.95M 5.21% +7,089 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 94,174 $6.93M 2.64% +4,451 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 93,694 $6.9M 1.1% +800 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 93,693 $6.9M 0.86% +216 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 93,548 $6.89M 0.31% +5,251 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 92,658 $6.82M 5.23% -12,008 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 92,524 $6.81M 0.1% +1,199 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 92,268 $6.79M 1.44% -152 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 92,209 $6.79M 1.51% +6,035 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 91,597 $6.74M 8.09% +1,410 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 92,122 $6.74M 0.11% +30,468 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 91,422 $6.73M 0.19% +7,698 13F-HR Timeline Group CIBC WORLD MARKETS CORP More: the full row for CIBC WORLD MARKETS CORP 91,138 $6.71M 0.04% +654 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 90,850 $6.69M 3.03% +8,279 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 89,557 $6.59M 3.64% +50,843 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 89,300 $6.58M 0.96% +5,982 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 89,190 $6.57M 0.3% +16,443 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 89,454 $6.57M 0.44% -12,902 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 88,780 $6.54M 0.91% -968 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 87,386 $6.43M 1.2% +41,648 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 86,793 $6.39M 3.92% +16,538 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 86,791 $6.37M 0.21% -2,256 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 86,301 $6.35M 3.57% +1,716 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 85,825 $6.32M 0.98% +17,036 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 85,817 $6.32M 0.61% -27,414 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 85,515 $6.3M 0.47% -247 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 86,415 $6.27M 5.53% +45,978 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 85,628 $6.23M 1.29% +3,062 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 84,312 $6.21M 0.25% -7,049 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 84,212 $6.2M 0.85% 0 13F-HR Timeline Group B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 83,763 $6.17M 1.55% +4,053 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 83,640 $6.16M 2.8% -11,445 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 83,628 $6.16M 6.19% +5,569 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 83,434 $6.14M 0.1% +10,444 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 82,991 $6.11M 2.47% +39,313 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 82,701 $6.09M 4.09% +7,772 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 82,208 $6.05M 0.24% -12,341 13F-HR Timeline Group PFW Advisors LLC More: the full row for PFW Advisors LLC 81,510 $6M 1.85% -1,062 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 79,685 $5.87M 0.16% -62,101 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 78,303 $5.77M 1.76% -8,277 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 77,997 $5.74M 0.51% +42,087 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 77,761 $5.73M 0.37% -3,060 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 77,590 $5.71M 4.13% +866 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 77,092 $5.68M 2.11% +4,671 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 76,902 $5.66M 3.66% +9,911 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 76,893 $5.66M 0.1% +6,033 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 76,583 $5.64M 1.31% 0 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 76,153 $5.61M 0.78% +1,404 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 75,017 $5.52M 0.51% -200 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 74,912 $5.52M 3.73% -998 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 74,453 $5.48M 0.84% +262 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 74,324 $5.47M 0.1% +11,273 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 73,336 $5.4M 0.25% -1,969 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 74,164 $5.38M 1.56% +49,051 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 72,989 $5.37M 0.13% -3,177 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 72,703 $5.35M 0.26% -6,182 13F-HR Timeline Group Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 72,445 $5.33M 3.59% +3,457 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 72,350 $5.33M 0.44% -3,270 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 72,279 $5.32M 0.21% +63,064 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 71,472 $5.26M 3.55% -718 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 71,093 $5.23M 0.09% +5,342 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 71,556 $5.21M 0.55% +49,186 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 69,674 $5.13M 0.14% +1,085 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 69,275 $5.1M 2.33% -7 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 69,174 $5.09M 0.35% -2,640 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 69,727 $5.08M 2.35% -110,491 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 68,634 $5.05M 4.21% +2,752 13F-HR/A Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 68,516 $5.04M 3.09% -6,496 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 67,977 $5.01M 0.03% -11,272 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 67,792 $4.99M 1.54% +12,391 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 67,338 $4.96M 1% +22,547 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 67,239 $4.95M 0.3% -53,037 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 66,879 $4.92M 0.25% +17,461 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 66,760 $4.92M 0.8% +2,221 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 66,691 $4.91M 0.35% -16,307 13F-HR Timeline Group ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 66,598 $4.9M 1.36% -352 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 66,383 $4.89M 2.91% 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 66,251 $4.88M 4.27% +11,337 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 66,238 $4.88M 1.47% +38,086 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 66,130 $4.87M 0.13% +5,542 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 65,931 $4.85M 0.67% +4,875 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 65,597 $4.83M 1.25% +7,704 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 65,406 $4.82M 2.65% +4,993 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 65,235 $4.8M 0.32% -3,262 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 65,108 $4.79M 3.32% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 65,037 $4.79M 0.1% +28,909 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 64,725 $4.77M 2.94% +6,557 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 64,722 $4.77M 1.83% +1 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 64,633 $4.76M 1% +1,750 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 64,432 $4.74M 1.83% +12,324 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 64,226 $4.73M 1.47% -94 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 63,686 $4.69M 2.34% -797 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 63,615 $4.68M 0.74% +3,533 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 63,280 $4.66M 0.31% -2,620 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 62,833 $4.63M 0.02% -4,268 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 62,703 $4.62M 0.56% +10,155 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 62,146 $4.58M 0.01% +58,773 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 61,985 $4.56M 1.36% +605 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 61,366 $4.52M 0.04% -4,400 13F-HR Timeline Group Manuka Financial, LLC More: the full row for Manuka Financial, LLC 61,291 $4.51M 2.46% +3,489 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 60,966 $4.49M 0.12% +21,609 13F-HR Timeline Group Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 60,940 $4.49M 2.88% +8,903 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 60,721 $4.47M 1.1% +97 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 60,026 $4.42M 3.25% 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 59,440 $4.38M 0.2% +3,165 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 59,427 $4.38M 1.62% +148 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 59,197 $4.36M 0.34% -582 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 58,964 $4.34M <0.01% -23,801 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 58,877 $4.34M 7.06% -9,990 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 58,774 $4.33M 0.57% +1,518 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 58,987 $4.33M 1.54% -4,858 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 58,633 $4.32M 3.77% +1,270 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 58,055 $4.27M 0.16% +45,628 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 57,381 $4.22M 0.17% -1,578 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 57,176 $4.21M 1.49% +5,217 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 57,043 $4.2M 0.17% +38,793 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 56,835 $4.18M 1.05% +42 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 56,422 $4.15M 0.21% +30,565 13F-HR/A Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 55,999 $4.12M 0.07% +10,270 13F-HR Timeline Group Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 55,996 $4.12M 0.52% -1,621 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 55,847 $4.11M 2.93% -8,264 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 55,833 $4.11M 6.72% -23,373 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 55,808 $4.11M 1.35% -21,982 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 55,692 $4.1M 1.08% +21,301 13F-HR Timeline CANTOR FITZGERALD, L. P. group of 2 filers holding More: the full row for CANTOR FITZGERALD, L. P. 55,677 $4.1M -76,710 Timeline Balentine LLC More: the full row for Balentine LLC 55,038 $4.05M 0.16% +11,446 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 54,668 $4.03M 0.08% +3,150 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 54,568 $4.02M 2.08% -3,237 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 54,083 $3.98M 0.05% -7,015 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 54,366 $3.96M 0.21% +19,207 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 53,475 $3.94M 0.38% -15,700 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 53,192 $3.9M <0.01% +18,792 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 52,712 $3.88M 0.1% +6,755 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 52,535 $3.87M 0.03% -23,970 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 52,521 $3.87M 1.23% +3,014 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 51,915 $3.82M 0.49% +628 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 51,904 $3.82M 0.23% -492 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 51,793 $3.81M 0.52% -1,760 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 51,781 $3.81M 3.78% -361 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 51,727 $3.81M 0.33% +3,020 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 51,609 $3.8M 2.98% +2,984 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. 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