ANB BANK More: the full row for ANB BANK 15,984 $759K 0.34% +926 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 15,955 $758K 0.32% +1,012 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 15,893 $755K 0.43% +5,840 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 15,758 $748K 0.05% +1,231 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 15,595 $740K 0.01% +388 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 15,504 $736K 0.01% +41 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 15,092 $717K 0.04% +1,237 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 14,835 $704K <0.01% +2,745 13F-HR Timeline Group Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 14,580 $692K 0.37% +8,786 13F-HR Timeline Trust Co More: the full row for Trust Co 14,543 $691K 0.08% -470 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14,500 $688K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,489 $688K 0.02% -3,452 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,312 $680K <0.01% +1,012 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 14,292 $679K 0.06% +3,531 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 14,159 $672K 0.06% -1,662 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 13,960 $663K 0.12% -108 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 13,952 $662K 0.06% -575 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 13,835 $657K 0.02% +1,825 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 13,591 $645K 0.11% +982 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 13,574 $644K 0.03% +3,145 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 13,589 $642K 0.28% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 13,238 $629K 0.01% +333 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 12,810 $608K 0.02% +462 13F-HR Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 12,510 $594K <0.01% -9,357 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 12,300 $584K 0.02% +1,956 13F-HR Timeline Group Hilltop Partners LLC More: the full row for Hilltop Partners LLC 12,060 $573K 0.19% +2,476 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,011 $570K 0.02% +548 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 11,902 $565K 0.08% +4,910 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 11,908 $565K <0.01% new 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 11,831 $562K 0.18% -35 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 11,697 $555K 0.04% +10,297 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 11,696 $555K 0.27% -2 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 11,684 $555K 0.27% +57 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 11,585 $550K 0.26% +3,544 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 11,580 $550K 0.15% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 11,435 $543K 0.21% +5,871 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 11,377 $540K 0.05% +1,077 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 11,452 $534K 0.31% +3,160 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 11,086 $526K 0.06% -1,356 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 11,044 $524K 0.12% +1,034 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,734 $510K <0.01% +2,058 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 10,692 $508K 0.02% +3,436 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,467 $497K 0.01% +1,345 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,453 $496K 0.06% +4,094 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,287 $488K <0.01% +4,843 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 10,264 $487K 0.07% +2,900 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 10,027 $476K 0.06% +73 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,965 $473K 0.01% -5,268 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 9,981 $468K 0.06% new 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 9,825 $466K 0.05% +3,500 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 9,786 $465K <0.01% +1,148 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,766 $464K 0.05% -3,848 13F-HR/A Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,761 $463K 0.04% +386 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 9,753 $463K 0.25% +4,573 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 9,720 $462K 0.26% +25 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 9,794 $457K 0.22% new 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 9,593 $455K 0.09% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,466 $449K 0.02% +1,835 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 9,376 $445K 0.01% +845 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 9,352 $444K 0.06% 0 13F-HR/A Timeline Group MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 9,320 $443K 0.21% new 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 9,284 $441K 0.2% -3,359 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,217 $437K 0.08% -39 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 9,169 $435K 0.02% +1,888 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 8,969 $426K 0.22% -136 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 8,827 $419K 0.11% +2,247 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 8,531 $405K 0.42% -673 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,285 $393K 0.01% +1,959 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 8,403 $392K 0.17% -176 13F-HR/A Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 8,224 $390K 0.04% -1,007 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 8,183 $389K 0.04% -720 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,126 $386K 0.01% +3,370 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 8,080 $384K 0.04% +237 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 7,942 $377K 0.31% +2,441 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 7,855 $373K 0.13% -657 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,681 $365K 0.02% +813 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 7,592 $360K <0.01% +3,099 13F-HR/A Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 7,609 $358K 0.08% -17 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,442 $353K <0.01% +469 13F-HR Timeline Group WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 7,433 $353K 0.34% new 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 7,400 $351K 0.2% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 7,382 $350K 0.07% +225 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,242 $344K 0.05% +152 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 7,140 $339K 0.03% -1,303 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 7,132 $339K 0.25% +1,088 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 7,119 $338K 0.31% -2,628 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 6,901 $328K 0.12% +512 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 6,775 $322K 0.02% +50 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 6,729 $319K 0.1% -521 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 6,644 $315K 0.22% +446 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,643 $315K 0.01% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 6,563 $312K 0.02% -303 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 6,483 $308K 0.03% +191 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,432 $305K 0.02% -115 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 6,330 $301K 0.11% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,313 $300K <0.01% +775 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 6,185 $294K 0.02% +34 13F-HR Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 6,168 $293K 0.12% +808 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 6,154 $292K 0.03% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6,140 $292K 0.11% -1,226 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 5,985 $284K 0.1% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 5,949 $282K -12,984 Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,865 $278K 0.03% -253 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 5,842 $277K 0.16% -634 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 5,837 $277K 0.08% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,777 $274K <0.01% +1,348 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,744 $273K <0.01% new 13F-HR Timeline Group My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 5,685 $270K 0.1% new 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,678 $270K 0.08% +282 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 5,545 $263K 0.02% +1,012 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 5,515 $262K 0.1% +20 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,453 $259K 0.02% new 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 5,360 $254K 0.02% +274 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,354 $254K 0.02% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,274 $250K <0.01% -1,082 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,267 $250K 0.02% +1,177 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 5,267 $250K 0.07% -3 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 5,261 $250K 0.04% -674 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 5,157 $245K 0.12% -66 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,151 $245K <0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 5,097 $242K 0.05% +606 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,092 $242K 0.02% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 5,087 $242K 0.07% 0 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 5,083 $241K 0.12% +100 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,077 $241K <0.01% 0 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 5,008 $238K 0.14% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,985 $237K 0.01% +80 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,966 $236K 0.04% new 13F-HR/A Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,946 $235K 0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,946 $235K 0.03% -3,374 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 4,915 $233K 0.17% +31 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,854 $230K 0.03% new 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 4,826 $229K 0.09% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 4,802 $228K 0.13% -156 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,790 $227K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,783 $227K 0.01% +1,505 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 4,770 $226K 0.02% 0 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 4,711 $224K 0.14% -106 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 4,694 $223K 0.02% -542 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 4,616 $219K 0.07% -163 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 4,604 $219K 0.13% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,595 $218K 0.02% -78 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,487 $213K 0.01% -425 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,483 $213K 0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,414 $210K 0.01% new 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 4,397 $209K 0.01% new 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 4,346 $206K 0.1% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,247 $202K 0.03% -3,473 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,179 $198K <0.01% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 3,942 $187K 0.06% +20 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 3,532 $164K -8,710 Timeline MAI Capital Management More: the full row for MAI Capital Management 3,401 $161K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,080 $146K 0.02% +677 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,021 $143K 0.06% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 2,944 $140K 0.11% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,876 $137K 0.06% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,742 $130K 0.03% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,647 $126K 0.01% 0 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 2,196 $104K <0.01% 0 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 1,862 $88.4K 0.06% +145 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,860 $88.3K <0.01% +6 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,508 $71.6K <0.01% -969 13F-HR Timeline MOTCO More: the full row for MOTCO 1,317 $62.5K 0.01% +789 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,161 $55.1K 0.02% +224 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 385 $54.8K <0.01% -225 13F-HR Timeline Amount filed as zero, left out of ratios. Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,154 $54.7K 0.03% +7 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,115 $52.9K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,106 $52.5K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 998 $47.4K 0.01% -46 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 969 $46K 0.02% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 961 $45.6K 0.01% -96 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 793 $37.7K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 752 $35.7K 0.02% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 747 $35.5K 0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 697 $33.1K 0.03% +206 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 693 $32.2K <0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 644 $30.6K 0.02% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 596 $28.3K <0.01% -115 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 552 $26.2K <0.01% +9 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 552 $26.2K <0.01% +4 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 510 $24K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 495 $24K 0.02% +32 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 482 $22.9K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 480 $22.8K <0.01% +201 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 450 $21.4K <0.01% +2 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 447 $21.2K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 447 $21.2K 0.01% +3 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 443 $21K <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 425 $20.2K <0.01% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 327 $15.5K <0.01% +234 13F-HR Timeline Group Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 306 $14.5K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 215 $10.2K <0.01% +38 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 200 $9.5K <0.01% 0 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 184 $8.74K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 176 $8.24K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 169 $8.04K <0.01% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 159 $7.55K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 148 $7.03K <0.01% new 13F-HR/A Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 148 $7.03K <0.01% -243 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 144 $6.83K <0.01% +1 13F-HR Timeline