PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,654 $859K 0.05% -1,095 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,621 $856K 0.03% +1,662 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 9,299 $827K 0.04% 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,276 $825K 0.01% +6,588 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,243 $822K 0.01% -446 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 8,911 $793K 0.5% -3,727 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 8,891 $791K 0.28% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,777 $781K 0.04% +497 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,740 $777K 0.02% +4,037 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 8,710 $775K 0.01% -602 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 8,664 $771K 0.26% -56 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,502 $756K 0.01% +302 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 8,496 $756K 0.05% +956 13F-HR/A Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 8,495 $756K <0.01% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 8,459 $753K 0.28% -68 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,326 $741K 0.05% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,260 $735K 0.2% +694 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 7,995 $711K 0.27% +980 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 7,951 $704K 0.03% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 7,868 $700K 0.01% -260 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 7,806 $694K 0.07% -40 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 7,800 $694K 0.25% +75 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,793 $693K 0.04% +563 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 7,790 $693K 0.69% -235 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,762 $691K 0.03% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 7,736 $688K 0.04% +5,238 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,660 $681K 0.05% -587 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,576 $674K 0.17% -419 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 7,556 $672K 0.27% -548 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,478 $665K 0.1% +591 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 7,461 $664K 0.01% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 7,453 $663K <0.01% +137 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,433 $661K 0.02% -350 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 7,401 $658K 0.07% +1,492 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 7,353 $654K 0.03% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,302 $650K 0.02% +13 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 7,305 $650K 0.28% +2,258 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,285 $648K 0.03% -159 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 7,207 $641K 0.03% +1,024 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,156 $640K 0.01% -59 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 7,069 $629K 0.17% +335 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 7,050 $627K 0.09% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,009 $624K 0.03% +10 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,921 $616K 0.1% 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 6,896 $613K 0.07% +28 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 6,878 $612K 0.03% -26 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,838 $608K 0.03% +203 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,772 $602K 0.05% -107 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 6,674 $594K 0.18% +3,030 13F-HR Timeline Group 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 6,579 $585K <0.01% -216,279 13F-HR Timeline Group New World Advisors LLC More: the full row for New World Advisors LLC 6,566 $584K 0.11% 0 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 6,505 $579K 0.27% +24 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,489 $575K 0.01% 0 13F-HR/A Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 6,418 $571K 0.31% -2,661 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 6,415 $571K 0.09% +4 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 6,391 $569K 0.08% 0 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 6,386 $568K <0.01% +115 13F-HR Timeline Group DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 6,300 $560K 0.09% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,298 $560K <0.01% +29 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 6,280 $559K 0.04% -2,433 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,193 $551K 0.01% -15 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,189 $551K 0.02% -984 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,162 $548K 0.02% -956 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 6,066 $540K 0.19% +177 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 6,000 $534K 0.12% 0 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,972 $531K <0.01% +278 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,952 $529K 0.02% +83 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,935 $528K <0.01% +2,335 13F-HR Timeline Group Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,828 $518K 0.1% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 5,822 $518K 0.12% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 5,821 $518K 0.29% -150 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 5,789 $515K 0.13% -14 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 5,712 $508K 0.09% -1,258 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 5,680 $505K 0.24% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,585 $498K <0.01% +386 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,589 $497K 0.31% -55 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,583 $497K 0.02% +270 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 5,565 $495K 0.03% 0 13F-HR Timeline Fox Financial, Inc More: the full row for Fox Financial, Inc 5,565 $495K 0.39% -298 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 5,528 $492K 0.05% -94 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 5,523 $491K 0.06% -509 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,510 $490K 0.03% -1,830 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,416 $482K 0.01% 0 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 5,402 $481K 0.07% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,369 $478K 0.03% new 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 5,357 $477K 0.25% +216 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 5,319 $473K 0.04% +1,530 13F-HR Timeline Group Friday Financial More: the full row for Friday Financial 5,300 $471K 0.2% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 5,250 $467K 0.01% -499 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,187 $461K 0.12% -42 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 5,146 $458K 0.14% -4 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,139 $457K 0.03% +500 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 5,059 $450K 0.04% 0 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 5,054 $450K 0.01% -555 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 5,053 $450K 0.24% +389 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,031 $448K 0.03% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,002 $445K 0.03% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,980 $443K 0.02% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,933 $439K 0.1% -100 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,886 $435K <0.01% +200 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 4,878 $434K 0.45% +31 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4,871 $433K 0.09% -33 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 4,813 $428K 0.04% -56 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 4,806 $428K 0.15% 0 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 4,755 $422K 0.01% -129 13F-HR Timeline Group CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 4,722 $420K 0.11% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,667 $415K 0.01% 0 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 4,595 $409K 0.19% -5 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 4,560 $406K 0.18% -800 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,545 $404K 0.09% -75 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,545 $404K 0.02% -7,591 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,543 $404K 0.16% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,536 $404K 0.03% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,535 $403K 0.01% +362 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,530 $403K 0.02% -132 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 4,500 $400K 0.07% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,411 $392K <0.01% -750 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 4,405 $392K 0.08% -973 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 4,400 $391K 0.03% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,387 $390K 0.15% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 4,370 $389K 0.08% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,365 $388K 0.03% -1,051 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,312 $384K 0.15% +1,712 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,280 $381K 0.09% -761 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,268 $380K 0.1% +872 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 4,222 $376K 0.13% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,228 $376K <0.01% 0 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,219 $375K 0.01% +9 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 4,219 $375K 0.18% +7 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 4,179 $374K 0.11% +1,476 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 4,192 $373K 0.12% -13 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,175 $371K 0.03% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,157 $370K <0.01% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,127 $367K 0.11% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,115 $366K 0.01% +155 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,103 $365K 0.03% +922 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,078 $363K 0.04% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 4,070 $362K 0.09% +1 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,028 $358K 0.04% +202 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,994 $355K 0.04% -6,472 13F-HR/A Timeline Group Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 3,962 $352K 0.15% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,933 $350K 0.02% new 13F-HR Timeline Group Farrell Financial LLC More: the full row for Farrell Financial LLC 3,926 $349K 0.22% +14 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 3,914 $348K 0.19% -2,769 13F-HR/A Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 3,892 $346K 0.1% +9 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,878 $345K 0.02% +282 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 3,836 $341K 0.32% +8 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,796 $338K 0.05% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,757 $334K 0.02% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 3,700 $329K 0.02% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,653 $325K 0.11% -765 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 3,605 $321K 0.02% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,576 $318K 0.02% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,518 $313K 0.04% -802 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,428 $305K 0.24% -144 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,425 $305K 0.02% -4,111 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,408 $303K <0.01% 0 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 3,400 $302K <0.01% 0 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,370 $300K 0.04% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,365 $299K 0.01% -34 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,365 $299K 0.02% +22 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,337 $297K 0.05% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,332 $296K 0.08% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,329 $296K 0.05% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,300 $294K 0.03% -262 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,246 $289K <0.01% 0 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,225 $287K 0.03% -96,989 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,162 $281K 0.1% +1,198 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,116 $277K <0.01% -300 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,096 $275K <0.01% -351 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,080 $274K 0.01% -45 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 3,035 $270K 0.04% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,034 $270K 0.01% -135 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,016 $268K 0.03% -737 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 3,000 $267K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,905 $258K 0.02% +673 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 2,896 $258K 0.13% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,893 $257K 0.03% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 2,865 $255K 0.06% -16 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,850 $254K 0.14% 0 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 2,823 $251K 0.1% +11 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,818 $251K 0.02% -900 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,707 $241K 0.03% new 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 2,700 $240K 0.04% 0 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 2,700 $240K 0.16% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,687 $239K 0.02% +4 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,682 $239K 0.01% +10 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 2,671 $238K 0.13% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,654 $237K <0.01% +1 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 2,623 $233K 0.15% -305 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,618 $233K <0.01% new 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 2,586 $230K 0.03% +43 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,562 $228K 0.05% +64 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,543 $226K 0.02% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,537 $226K 0.05% +7 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,537 $226K 0.03% +1 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,523 $224K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,504 $223K <0.01% -1 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,499 $222K 0.02% 0 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 2,492 $222K 0.07% new 13F-HR Timeline