Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 39,545 $3.81M 0.05% 0 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 39,286 $3.79M +20,887 Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 38,716 $3.73M 0.19% -63,480 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 38,685 $3.73M 0.02% -1,805 13F-HR/A Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 38,215 $3.69M 0.11% -7,696 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 37,995 $3.66M 1.15% new 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 37,700 $3.64M 0.01% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 37,354 $3.6M 0.11% +2,225 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 36,556 $3.53M 0.61% +1,868 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 36,230 $3.49M 0.47% -10,791 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 36,074 $3.48M 1.63% -15,863 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 35,509 $3.42M -38,966 Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 35,216 $3.4M 1.17% -35 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 34,960 $3.37M 0.13% 0 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 34,750 $3.35M 0.71% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 33,929 $3.27M 0.16% -1,561 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 33,143 $3.2M 2.63% +2,227 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 32,745 $3.16M 1.13% +700 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 32,613 $3.15M -28,570 Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 32,368 $3.12M 0.1% -2,905,204 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 32,299 $3.11M 0.07% +6,384 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 32,276 $3.11M 0.01% +18 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 32,199 $3.11M 0.02% -427 13F-HR Timeline Group Farrell Financial LLC More: the full row for Farrell Financial LLC 32,089 $3.09M 1.67% +1,197 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 31,878 $3.07M 0.19% +361 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 31,305 $3.02M 1.51% +1,054 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 31,138 $3M 0.18% +1,473 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 30,860 $2.98M 0.01% -10,238 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 30,805 $2.97M +336 Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 30,600 $2.95M 0.62% -9,308 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 30,432 $2.93M 0.05% +1,808 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 30,161 $2.91M 0.01% +2,666 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 29,438 $2.84M 0.01% +4,115 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 29,081 $2.8M 0.09% -1,355 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 28,292 $2.73M 0.07% +4,704 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 28,060 $2.71M 0.13% -31 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 27,849 $2.69M 0.15% +5,280 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 27,743 $2.68M 0.38% +959 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 27,612 $2.66M 1.67% +1,744 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 27,515 $2.65M 0.22% -7,473 13F-HR Timeline Group Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 27,134 $2.62M 1.62% +1,609 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 26,547 $2.56M 1.74% +1,525 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 26,282 $2.53M 0.98% -7,599 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 26,282 $2.53M 0.98% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 26,124 $2.52M 0.22% -10,142 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 25,949 $2.5M 0.94% -1,159 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 25,943 $2.5M 0.07% +17,128 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 25,917 $2.5M 0.02% +699 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 25,153 $2.43M 0.48% -4,075 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 25,011 $2.41M 0.03% -3,043 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 25,003 $2.41M <0.01% -1,794 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 24,881 $2.4M <0.01% -127,828 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 24,644 $2.38M 0.01% +1,073 13F-HR Timeline Group ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 24,656 $2.38M 1.36% +19,002 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 24,597 $2.37M 0.58% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 24,062 $2.32M 0.43% +1,629 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 23,882 $2.3M 0.22% +630 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 23,876 $2.3M <0.01% -3,066 13F-HR/A Timeline Group Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 23,440 $2.26M 0.46% +4,034 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 23,440 $2.26M 0.01% -9,544 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 23,412 $2.26M 0.68% +6,466 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 23,372 $2.25M 0.35% +320 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 23,326 $2.25M 0.7% -57 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 22,822 $2.2M 0.44% +642 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 22,793 $2.2M 1.19% +2,724 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 22,678 $2.19M 0.04% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 22,599 $2.18M 0.02% -971 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,247 $2.15M 0.02% +162 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 22,243 $2.15M 1% +455 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 22,009 $2.12M 0.08% +788 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 21,697 $2.09M 0.79% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 21,633 $2.09M 0.04% +4,217 13F-HR Timeline Group Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 21,422 $2.07M 0.94% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 21,286 $2.05M 0.29% +2,842 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 21,268 $2.05M 0.63% +474 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 20,436 $1.97M 0.03% 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 20,327 $1.96M 0.06% +9,755 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 20,179 $1.95M 0.02% new 13F-HR Timeline Group Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 19,928 $1.92M 1.07% +284 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 19,377 $1.87M 0.09% +17,071 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 18,892 $1.82M 0.22% +1,016 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 18,873 $1.82M 0.17% +52 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 18,788 $1.81M +5,915 Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 18,755 $1.81M 0.23% +1,852 13F-HR/A Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 18,657 $1.8M 1.17% new 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 18,500 $1.78M 1.18% +100 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 18,495 $1.78M 0.07% -102 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 18,491 $1.78M 0.61% +494 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 18,430 $1.78M 0.12% +1,089 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 18,385 $1.77M 0.07% +1,855 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 18,256 $1.76M 0.78% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 18,399 $1.73M 0.22% 0 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 17,754 $1.71M 0.48% +1,244 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 17,726 $1.71M 0.03% -18,402 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 17,672 $1.7M <0.01% -287 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 17,592 $1.7M 0.03% +536 13F-HR Timeline Group Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 17,218 $1.66M 1.53% -60 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 17,073 $1.65M <0.01% -171 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 16,640 $1.6M 0.06% +582 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 16,537 $1.59M 0.01% -271 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 16,462 $1.59M 0.09% 0 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 16,394 $1.58M 0.2% +207 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 16,384 $1.58M 0.02% -207 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 16,310 $1.57M 0.44% -202 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 16,002 $1.54M 0.03% -148 13F-HR Timeline Group Napier Financial, LLC More: the full row for Napier Financial, LLC 16,000 $1.54M 0.32% +381 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 15,899 $1.53M 0.7% +1,232 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 15,808 $1.52M 0.18% -980 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 15,771 $1.52M 0.05% +306 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 15,827 $1.52M 0.7% +218 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 15,516 $1.5M 0.04% -36,087 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 15,493 $1.49M 0.63% +3,637 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 15,172 $1.46M 0.1% +360 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 15,161 $1.46M 0.62% +311 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 15,043 $1.45M 0.08% +36 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 15,016 $1.45M 1.23% +520 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 14,718 $1.42M 0.06% +856 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 14,361 $1.39M 0.55% +6 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 14,178 $1.37M 0.05% -1,832 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 14,127 $1.36M 0.17% +1,085 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 13,867 $1.34M 0.06% -91,615 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 13,833 $1.33M 0.8% +2,114 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 13,692 $1.32M 0.47% +1,030 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 13,556 $1.31M 0.37% -5,851 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 13,514 $1.3M 0.03% +1,427 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 13,466 $1.3M 0.03% new 13F-HR Timeline Group Custos Family Office, LLC More: the full row for Custos Family Office, LLC 13,389 $1.29M 0.78% +1,725 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 13,732 $1.29M 0.04% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 13,358 $1.29M 0.27% -938 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 13,350 $1.29M 0.04% -558 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,279 $1.28M 0.02% +84 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 13,278 $1.28M 0.3% -1,995 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 13,251 $1.28M 0.65% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 13,064 $1.26M 0.02% +6,632 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 13,050 $1.26M +1,087 Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 12,981 $1.25M 0.24% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 12,981 $1.25M 0.24% 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 12,943 $1.25M 0.05% +4,141 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 12,838 $1.24M 0.03% -139 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 12,798 $1.23M 0.05% +5,870 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 12,763 $1.23M 0.05% -418,706 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,577 $1.21M 0.02% -1,669 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 12,506 $1.21M 0.55% -9,820 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 12,361 $1.19M 0.02% +1,208 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 12,348 $1.19M 0.09% +1,045 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 12,276 $1.18M 0.1% +1,587 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 12,175 $1.17M 0.37% 0 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 11,937 $1.17M 0.21% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 12,099 $1.17M 0.06% -368 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 12,035 $1.16M 0.1% +4,707 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,065 $1.14M 0.02% -146 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 11,765 $1.13M 0.76% +7,411 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 11,762 $1.13M 0.01% -744 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 11,630 $1.12M 0.68% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,615 $1.12M <0.01% -28 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 11,449 $1.1M 0.05% +109 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 11,221 $1.09M 0.01% +732 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 11,025 $1.06M 0.39% +2,832 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 10,947 $1.06M 0.03% +6 13F-HR/A Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 10,870 $1.05M 0.76% -8 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 10,731 $1.03M 0.19% +600 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 10,474 $1.01M 0.07% -354 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 10,429 $1.01M 0.38% -6,960 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 10,305 $994K 0.03% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 9,912 $956K 0.1% +782 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 9,704 $936K <0.01% +669 13F-HR Timeline Group City State Bank More: the full row for City State Bank 9,620 $928K 0.21% +400 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 9,590 $925K 0.09% -2,095 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 9,573 $923K 0.1% -213 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,563 $922K 0.01% +7,201 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 9,490 $915K 0.02% +660 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,456 $912K 0.04% -402 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,386 $905K <0.01% -78 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 9,350 $902K 0.01% +157 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 9,348 $902K 0.07% +901 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 9,332 $900K 0.07% 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 9,043 $872K 0.01% -4,820 13F-HR Timeline Group POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 9,000 $868K 0.35% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,921 $860K 0.02% -1,256 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 8,820 $851K <0.01% -4,200 13F-HR Timeline Group Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 8,682 $837K 0.34% 0 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 8,615 $831K 0.56% +220 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 8,511 $821K <0.01% -624 13F-HR Timeline Group Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 8,494 $819K 0.35% +228 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 8,436 $814K 0.42% +854 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,414 $811K 0.01% -626 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,384 $809K 0.01% -558 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,383 $808K 0.03% -576 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. 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