VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 23,794 $1.3M 0.04% -23,325 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 23,196 $1.27M 0.22% +1,840 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 23,038 $1.26M 0.35% +1,870 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 23,001 $1.26M 0.03% +2,228 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 22,737 $1.24M 0.28% -10,979 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 22,736 $1.24M 0.05% -6,544 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 22,464 $1.23M 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 21,626 $1.18M 0.15% -84 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 21,408 $1.17M <0.01% -1,195 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 20,936 $1.14M 0.01% +3,430 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 20,521 $1.12M <0.01% +7,497 13F-HR Timeline Group KKM Financial LLC More: the full row for KKM Financial LLC 19,856 $1.08M 0.15% +555 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,466 $1.06M <0.01% new 13F-HR/A Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 18,831 $1.03M 0.15% 0 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 18,777 $1.03M 0.28% -796 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18,703 $1.02M 0.01% -1,077 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 19,560 $966K 0.12% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 17,640 $964K 0.06% +2,522 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,473 $955K 0.02% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 17,250 $942K 0.01% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 17,195 $939K 0.08% -671 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 16,402 $896K 0.02% -6,555 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 16,289 $892K <0.01% -4,721 13F-HR Timeline Group Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 15,994 $874K 0.26% -821 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 15,724 $859K 0.04% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 15,662 $856K 0.04% -1,878 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/ 14,975 $818K <0.01% +12,524 13F-HR Timeline Group Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 14,958 $817K 0.11% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 14,830 $810K 0.25% +548 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,827 $810K 0.02% 0 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 14,821 $810K 0.25% -160 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 14,450 $789K 0.02% new 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 14,449 $789K <0.01% -667 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 14,232 $788K 0.1% -1,746 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 14,395 $786K 0.01% -557 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 14,218 $777K <0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 14,044 $769K 0.02% -13,444 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 14,039 $767K 0.24% +119 13F-HR Timeline Group Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 13,141 $718K 0.59% -1,701 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 12,982 $709K 0.03% +6,898 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 14,349 $709K 0.12% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 12,800 $699K 0.07% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 12,677 $693K 0.02% -740 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12,466 $681K 0.08% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,261 $670K 0.01% -6,020 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12,166 $665K <0.01% +2,234 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 12,106 $661K 0.27% -352 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 11,924 $651K 0.03% +203 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 11,869 $648K 0.06% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 11,467 $626K 0.14% -211 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 11,384 $622K 0.34% -4,622 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 11,341 $620K 0.03% 13F-HR Timeline Sentinel Advisory Group, LLC More: the full row for Sentinel Advisory Group, LLC 11,317 $618K 0.25% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 11,219 $613K 0.2% -1,687 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 11,120 $607K 0.12% +170 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,002 $601K 0.03% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 10,911 $596K 0.41% -33 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 10,866 $594K 0.22% -2,174 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 10,839 $592K 0.21% +4,402 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 10,782 $589K 0.09% -1,300 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 10,705 $585K <0.01% 0 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 10,688 $584K 0.17% +1,200 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 10,677 $583K 0.25% +2,921 13F-HR/A Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,669 $583K 0.03% +671 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,478 $572K 0.01% +616 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 10,469 $572K 0.03% 0 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 9,969 $563K 0.37% -11,707 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 10,118 $553K 0.5% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 10,103 $552K 0.07% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 9,973 $545K 0.22% -82,404 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,909 $541K 0.01% +1,983 13F-HR/A Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 9,898 $541K 0.03% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 9,531 $521K 0.03% +641 13F-HR Timeline Group AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 9,238 $505K 0.15% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 9,083 $503K 0.02% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 9,153 $500K 0.11% -649 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 9,090 $497K 0.04% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 9,027 $493K 0.02% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 9,000 $492K <0.01% 0 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 8,946 $489K 0.01% -1,595 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,933 $488K 0.03% -418 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 8,862 $484K 0.13% -32 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,845 $483K 0.02% -102 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,785 $480K <0.01% -163 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,760 $479K <0.01% -2,113 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 8,700 $475K 0.02% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 8,644 $472K 0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 8,638 $471K <0.01% +2,819 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 8,585 $469K 0.07% +1,270 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 8,309 $454K <0.01% +1 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 8,278 $452K 0.01% 0 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 8,262 $451K 0.02% 0 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 8,170 $446K 0.11% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,076 $441K <0.01% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,057 $440K <0.01% -696 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,019 $438K 0.01% new 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 7,958 $435K 0.3% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 7,667 $419K 0.19% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 7,602 $415K 0.02% -7,974 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 7,440 $406K 0.02% -2,220 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,437 $406K <0.01% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 7,398 $404K 0.05% +583 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 7,343 $401K 0.04% +338 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,332 $401K 0.01% -40 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,298 $399K <0.01% -648 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,194 $393K <0.01% 0 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 6,876 $376K 0.25% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 6,840 $374K 0.02% new 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 6,830 $373K +46 Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 6,795 $371K 0.05% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,494 $355K <0.01% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,449 $352K 0.01% -48 13F-HR Timeline Group Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 6,400 $350K 0.28% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,379 $348K 0.01% -80 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 6,331 $346K 0.09% 0 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 6,242 $341K 0.08% +1 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,241 $341K 0.01% +414 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 6,220 $340K 0.16% +750 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 6,124 $335K 0.05% 0 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 6,118 $334K 0.24% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,100 $333K 0.01% +332 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,065 $331K <0.01% -4,612 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,048 $330K <0.01% +551 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 6,028 $329K 0.08% +1 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 6,000 $328K 0.1% 0 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 5,983 $327K 0.27% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,967 $326K 0.03% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 5,910 $323K 0.1% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 5,708 $312K 0.13% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,675 $310K 0.06% -1,974 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,583 $305K 0.01% -607 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 5,567 $304K 0.21% 0 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 5,504 $301K 0.14% -2,400 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 5,486 $300K 0.17% +1,114 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 5,336 $292K 0.1% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,250 $287K 0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,175 $283K 0.09% -300 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 5,079 $277K 0.11% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 8,511 $274K 0.02% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,978 $272K <0.01% -2,131 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,915 $268K 0.01% 0 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 4,866 $266K 0.08% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 4,774 $261K 0.03% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,726 $258K 0.01% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,707 $257K 0.04% +15 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,552 $249K 0.02% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,492 $245K <0.01% -1 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,462 $244K <0.01% -1,140 13F-HR Timeline Group TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE… in group TIAA More: the full row for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 4,357 $238K <0.01% +122 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,345 $237K 0.02% -1,607 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 4,272 $233K <0.01% -177 13F-HR Timeline Group SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 4,200 $229K 0.11% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,198 $229K 0.02% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,181 $228K <0.01% 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,027 $220K <0.01% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,024 $220K <0.01% -1,250 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,956 $216K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,917 $214K 0.01% -290 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 3,900 $213K 0.05% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,870 $211K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 3,835 $210K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,808 $208K 0.02% -820 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,765 $206K 0.07% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,738 $204K <0.01% new 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,656 $200K <0.01% +261 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,513 $192K 0.13% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,375 $184K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,083 $168K <0.01% +183 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,046 $166K <0.01% +1,765 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 2,700 $148K 0.04% 0 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 2,625 $143K 0.09% -8,953 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,495 $136K 0.03% -1,950 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,428 $133K 0.04% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,382 $130K <0.01% -1,086 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 2,342 $128K 0.03% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,770 $96.7K 0.01% -100 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,544 $84.3K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,418 $77.1K 0.01% -165 13F-HR Timeline MOTCO More: the full row for MOTCO 1,346 $73.5K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,346 $73.5K 0.02% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,331 $72K <0.01% new 13F-HR Timeline Group IMA Advisory Services, Inc. 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