CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 14,144 $968K 0.01% -2,500 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 14,077 $963K 0.08% -86 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 14,072 $963K 0.52% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 14,069 $962K 0.03% new 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 13,976 $956K 0.51% -4,123 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 13,941 $954K 0.67% +2,040 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 13,880 $950K 0.38% +800 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 13,876 $949K 0.04% 0 13F-HR/A Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 17,169 $949K 0.34% -10,107 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 13,870 $949K 0.03% +4,400 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 14,699 $948K 0.23% +2,942 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 13,849 $947K 0.2% +685 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 13,788 $943K 0.71% -14,124 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 13,740 $940K 0.11% -500 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 13,727 $939K 0.1% -625 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 13,724 $939K 0.55% -186 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 13,692 $937K 0.04% +1,153 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 13,668 $935K 0.17% -168 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 13,660 $934K 0.19% -233 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 13,653 $934K 0.04% -130 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 13,582 $929K 0.85% +135 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 13,576 $929K 0.36% +105 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 13,495 $923K 0.11% -65 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 13,477 $922K 0.02% -675 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 13,467 $921K 0.03% +20 13F-HR Timeline Group Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 13,453 $920K 0.34% -113 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 13,430 $919K 0.1% +37 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 13,417 $918K 0.12% 0 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 13,400 $917K 0.04% 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 13,262 $907K +1,752 Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 13,261 $907K 0.38% +276 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 14,033 $905K 0.02% new 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 13,174 $901K 0.25% -2,854 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 13,150 $900K 0.02% -13,498 13F-HR Timeline Trust Co More: the full row for Trust Co 13,149 $900K 0.08% -23 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 13,110 $897K 0.03% +926 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 13,087 $895K 0.38% +461 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 13,046 $892K 0.03% -4,540 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 12,968 $887K 0.08% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 12,960 $887K 0.14% -105 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 12,959 $886K 0.26% -472 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 12,894 $882K 0.04% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 12,784 $875K 0.01% +4,580 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 12,783 $874K +4,955 Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 12,721 $870K 0.09% -122 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 12,702 $869K 0.23% +74 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 12,683 $868K 0.04% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,617 $861K 0.05% +1,197 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 12,534 $857K 0.14% -72 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 12,475 $853K 0.1% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 12,436 $851K 0.03% +360 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 12,403 $848K 0.45% +88 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 12,400 $848K 0.13% +400 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 12,391 $848K 0.24% -16 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 12,386 $847K 0.39% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 12,351 $845K 0.01% -502 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 12,300 $841K 0.05% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 12,270 $839K 0.02% 0 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 12,250 $838K 0.07% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 12,225 $836K 0.01% +65 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 12,201 $835K 0.09% -14,999 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 12,192 $834K 0.36% -297 13F-HR Timeline ANB BANK More: the full row for ANB BANK 12,189 $834K 0.31% -100 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 12,583 $827K 0.06% -17 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 12,079 $826K 0.06% +29 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 11,983 $820K 0.4% -13,153 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 11,976 $819K 0.53% +119 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,939 $817K 0.01% -26,287 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,917 $815K 0.02% +1,460 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11,798 $807K 0.05% +54 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 11,769 $805K 0.02% new 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 11,764 $805K 0.01% -363 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 11,753 $804K 0.18% -50 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 11,708 $801K 0.1% -1,325 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 11,624 $795K 0.08% -1,416 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 11,620 $795K 0.13% -259 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 11,577 $792K 0.78% -610 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 11,568 $791K 0.08% -5 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 11,707 $791K 0.45% -7,840 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 11,509 $787K 0.06% +180 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 11,502 $787K 0.13% +19 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,495 $786K <0.01% +490 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 11,491 $786K 0.11% -49,225 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,650 $786K 0.04% +7 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 11,456 $784K 0.2% +19 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 11,390 $779K 0.04% -857 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 11,299 $773K 0.06% -1,164 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 11,247 $769K 0.17% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 11,247 $769K 0.04% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 11,227 $768K 0.07% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,192 $766K 0.03% -250 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,121 $761K 0.06% -3,138 13F-HR Timeline Group TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 11,105 $760K 0.23% -35 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 11,073 $757K 0.16% +3,283 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,064 $757K 0.01% +1,053 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 11,000 $753K 0.36% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 10,992 $752K 0.13% +6 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 10,991 $752K 0.04% +457 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 10,977 $751K 0.17% -8,528 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 10,976 $751K +3,267 Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 10,925 $747K 0.25% -239 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 10,921 $747K 0.02% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 10,861 $743K 0.06% -195 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 10,830 $741K 0.07% 0 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 10,829 $741K 0.57% +6 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 10,820 $740K 0.14% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 10,793 $738K 0.14% -165 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 10,748 $735K 0.23% -81 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 10,723 $734K 0.04% +1,654 13F-HR Timeline Group 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 10,712 $733K 0.22% -952 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 10,681 $731K 0.02% +2,781 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10,648 $728K 0.01% -1,077 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 12,749 $724K 0.03% +2,848 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 11,608 $724K 0.05% +289 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 10,571 $723K 0.06% 0 13F-HR Timeline Group QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 10,495 $718K 0.37% 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 11,105 $716K 0.29% -155 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 10,448 $715K 0.03% +126 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 10,400 $711K 0.17% 0 13F-HR/A Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 10,397 $711K 0.18% +603 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 10,670 $711K 0.3% +20 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 10,852 $707K 0.29% +3,496 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 10,300 $705K 0.05% +158 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 10,294 $704K 0.02% +2 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10,581 $695K 0.01% +220 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 9,974 $691K 0.01% +1,192 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 10,058 $688K 0.24% +701 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 10,037 $687K 0.34% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 10,026 $686K 0.32% -15,436 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 10,018 $685K 0.02% 0 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 10,000 $684K <0.01% -98,039 13F-HR Timeline Group LuminArx Capital Management LP More: the full row for LuminArx Capital Management LP 10,000 $684K 0.32% -10,000 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 9,958 $681K 0.43% -487 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 9,926 $679K 1.02% 0 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 9,907 $678K 0.23% -83,981 13F-HR Timeline CROBAN More: the full row for CROBAN 9,852 $674K 0.3% +194 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 9,796 $670K 0.28% +3,342 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 9,780 $669K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 9,776 $669K 0.07% +1,075 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,774 $669K 0.01% +495 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,753 $667K 0.05% +2,966 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. 9,728 $665K 0.01% +323 13F-HR Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 9,713 $664K 0.03% -540 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 9,706 $664K 0.04% -1,011 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 9,687 $662K 0.19% -7,381 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 9,660 $661K 0.35% -75 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 9,631 $659K 0.09% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 9,904 $658K 0.09% +1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 9,586 $656K 0.2% -245 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 9,721 $655K 0.71% +5,984 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 9,570 $655K 0.16% -1,143 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 9,542 $653K 0.14% -1,252 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 9,516 $651K 0.32% +1,569 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,509 $651K 0.01% -9,441 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 9,500 $650K 0.18% +3,000 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,481 $649K 0.02% -67 13F-HR Timeline Group Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 9,450 $646K 0.09% +1,839 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 9,405 $643K 0.18% 0 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 9,377 $641K 0.01% -741 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 9,375 $641K 0.24% -1,982 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 9,360 $640K 0.29% +2,805 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 9,990 $640K 0.17% -70 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 9,321 $638K 0.3% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,316 $637K <0.01% -7,503 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 9,294 $636K 0.2% +41 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 9,250 $633K 0.08% +4 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 9,463 $632K 0.08% +39 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 9,190 $629K 0.13% +2,850 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 9,149 $626K 0.18% +3,586 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,113 $623K 0.01% -15,274 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 9,085 $622K <0.01% new 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,077 $621K 0.03% +27 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 9,465 $621K 0.07% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,051 $619K 0.05% +429 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,011 $616K 0.01% +2 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 8,936 $611K 0.04% -138 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 8,930 $611K 0.35% -404 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 8,898 $609K 0.17% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 8,883 $608K 0.16% +42 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 8,865 $606K 0.08% -18 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 8,863 $606K 0.05% -200 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 8,836 $604K 0.23% -64 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 8,834 $604K 0.11% -100 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,795 $602K 0.14% +17 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 8,727 $597K <0.01% +7,066 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 8,723 $597K <0.01% +1,825 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 8,703 $595K 0.07% +17 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 8,688 $594K 0.03% +2,455 13F-HR/A Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,677 $594K 0.07% +1,014 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 8,669 $593K 0.12% 0 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 8,647 $592K 0.22% +42 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 8,631 $590K 0.02% -642 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 8,610 $589K 0.15% 0 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 8,600 $588K 0.15% 0 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 8,575 $587K 0.24% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 8,573 $586K 0.12% -11 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 8,558 $585K 0.03% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 8,531 $584K 0.02% +438 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 8,525 $583K 0.29% -281 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 8,524 $583K 0.35% -181 13F-HR Timeline