TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 8,326 $782K 0.05% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 8,319 $781K 0.09% -180 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 8,271 $777K 1% +9 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 8,266 $776K 0.39% -102 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 8,193 $770K 0.32% -2,408 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,157 $766K 0.03% -9,981 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 8,152 $766K 0.66% -152 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,006 $752K 0.02% -260 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,983 $750K 0.03% new 13F-HR Timeline SONA ASSET MANAGEMENT (US) LLC in group SONA ASSET MANAGEMENT (US) LLC More: the full row for SONA ASSET MANAGEMENT (US) LLC 7,951 $747K 0.03% new 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 7,938 $746K 0.24% -1,028 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 7,858 $738K 0.33% -68 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 7,755 $738K 0.1% +35 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,770 $730K 0.15% +75 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 7,759 $729K 0.07% +187 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,648 $718K <0.01% +549 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 7,642 $718K 0.04% +893 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 7,582 $712K 0.44% -232 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 7,455 $712K 0.35% -576 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 7,544 $709K 0.01% -99 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,206 $697K 0.05% -52,856 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. 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More: the full row for Frisch Financial Group, Inc. 6,032 $567K 0.12% -6 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5,951 $559K 0.1% +12 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 5,892 $553K 0.15% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 5,806 $545K 0.34% +244 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 5,718 $537K 0.06% -101 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 5,669 $532K 0.02% -2,026 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,665 $532K 0.01% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,569 $532K -16,586 Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 5,654 $531K 0.4% -3,246 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5,539 $520K 0.37% +1 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 5,457 $513K 0.17% -24,164 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 5,332 $509K 0.11% -16,480 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,436 $506K <0.01% +289 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 5,381 $505K 0.1% +9 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,377 $505K 0.03% +1,568 13F-HR Timeline Navigation Wealth Management, Inc. 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More: the full row for Graham Capital Management, L.P. 5,188 $487K 0.02% new 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 5,181 $487K 0.01% -1,469 13F-HR Timeline Group IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 5,170 $486K 0.04% +1,846 13F-HR Timeline Yukon Wealth Management, Inc. 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More: the full row for Strategic Financial Services, Inc. 4,305 $404K 0.02% -131 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 4,300 $404K 0.16% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 4,260 $400K 0.17% +299 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 4,243 $399K 0.36% +377 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,243 $399K 0.01% +21 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,204 $395K 0.02% +284 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 4,191 $394K 0.02% new 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 4,181 $393K 0.11% -242 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 4,165 $391K 0.24% -632 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,163 $391K <0.01% -282 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,150 $390K 0.04% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,117 $387K 0.06% +71 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,078 $383K 0.02% +181 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4,039 $379K 0.06% +12 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,004 $376K 0.04% +88 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 3,987 $374K 0.21% 0 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 3,908 $367K 0.1% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,874 $364K <0.01% +33 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 3,873 $364K 0.08% -342 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,845 $361K 0.12% -12 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,834 $360K 0.08% -2,544 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,812 $358K 0.11% +7 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,806 $358K 0.01% -68 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,801 $357K 0.02% +12 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,778 $355K 0.18% +268 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,777 $355K 0.05% 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,761 $353K 0.01% +90 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,710 $348K 0.01% new 13F-HR Timeline Group DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,687 $346K 0.05% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,641 $342K <0.01% -109 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,612 $339K 0.02% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,600 $338K 0.01% -95 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 3,534 $332K 0.04% +870 13F-HR Timeline Facet Wealth, Inc. 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More: the full row for PINNEY & SCOFIELD, INC. 3,186 $299K 0.16% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,182 $299K 0.11% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,145 $295K 0.03% -30,662 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,118 $293K 0.07% -615 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,011 $290K 0.08% +217 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 3,054 $287K 0.09% -220 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,003 $282K 0.02% -1,220 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,990 $281K 0.05% -1,416 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 2,970 $279K 0.14% -215 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,970 $279K 0.06% +2,232 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,966 $279K <0.01% -186 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,966 $279K 0.11% -398 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,945 $277K 0.01% -739 13F-HR/A Timeline Group WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,930 $275K 0.08% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,922 $275K <0.01% -1,586 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 2,915 $274K 0.33% -1,031 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,900 $272K 0.05% -1,563 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,894 $272K 0.19% -511 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,763 $266K 0.03% -194 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,832 $266K 0.01% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,823 $265K 0.04% -10,785 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,818 $265K 0.01% +20 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,808 $264K 0.01% -31,766 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,766 $260K 0.03% -8,984 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,738 $257K 0.01% -900 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 2,719 $255K 0.07% -424 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 2,714 $255K 0.2% +34 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 2,707 $254K 0.14% -640 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 2,685 $252K 0.07% -897 13F-HR Timeline EQ LLC More: the full row for EQ LLC 2,676 $251K 0.07% -50,898 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,666 $250K 0.04% -497 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 2,654 $249K 0.09% -1,570 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2,651 $249K 0.03% new 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 2,640 $248K 0.1% -172 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,631 $247K <0.01% -1,302 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 2,621 $246K 0.16% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. 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