Leo Wealth, LLC More: the full row for Leo Wealth, LLC 29,960 $961K 0.07% +5,441 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 29,955 $960K 0.03% +632 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 30,251 $959K 0.1% +7,317 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 29,880 $958K 0.09% -2,080 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 29,853 $957K 0.65% +1,317 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 29,840 $957K 0.08% +37 13F-HR Timeline Group King Wealth Management Group More: the full row for King Wealth Management Group 29,824 $956K 0.12% +7,972 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 29,647 $950K 0.23% 0 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 29,566 $948K 0.6% 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 29,218 $937K 0.07% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 29,061 $932K 0.46% -3,976 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 28,947 $928K 0.21% 0 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 28,752 $922K 0.27% -1,112 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 28,746 $922K 0.04% -13,514 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 28,402 $911K 0.57% 0 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 27,978 $897K 0.48% 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 27,960 $896K 0.23% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 27,911 $895K 0.01% +882 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 27,903 $895K 0.23% -3,852 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 27,002 $894K 0.32% new 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 27,816 $892K +13,196 Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 27,670 $887K 0.1% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 27,576 $884K 0.01% -16,276 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 27,534 $883K 0.13% +85 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 27,498 $882K 0.02% -400 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 27,265 $877K 0.14% +12,734 13F-HR/A Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 27,200 $872K 0.01% -28,560 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 27,098 $869K <0.01% new 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 26,974 $865K 0.09% +102 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 26,905 $863K 0.04% +1,272 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 26,849 $861K 0.03% +20,100 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 26,758 $858K 0.02% +32 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 26,750 $858K 0.04% new 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 26,705 $856K 0.12% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 26,682 $855K 0.22% +8,996 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 26,610 $853K 0.02% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 26,429 $847K 0.02% -600 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 26,320 $844K 0.25% -1,115 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 26,209 $840K 0.04% +5,106 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 25,932 $831K 0.91% -372 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 25,876 $830K 0.5% -1,600 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 25,839 $828K 0.69% 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 25,776 $826K 0.01% 0 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 25,749 $826K 0.01% 0 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 22,931 $825K 0.67% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 25,701 $824K 0.01% +1,453 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 25,653 $822K 0.03% -1,521 13F-HR Timeline Group Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 25,640 $822K 0.48% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 25,618 $821K 0.1% +113 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 25,599 $821K 0.17% -350 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 25,492 $817K 0.16% +667 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 22,940 $813K 0.14% +12,153 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 25,319 $812K 0.11% +56 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 25,170 $807K 0.48% +22 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 25,000 $802K 0.04% 0 13F-HR/A Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 24,968 $800K 0.02% -2,500 13F-HR Timeline Group BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 24,933 $799K 0.22% -840 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 24,874 $797K 0.14% -2,610 13F-HR/A Timeline MUHLENKAMP & CO INC More: the full row for MUHLENKAMP & CO INC 24,855 $797K 0.21% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 24,837 $796K 0.01% -1,961 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 24,756 $794K 0.03% +108 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 24,720 $793K 0.07% +410 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 24,639 $790K 0.15% +701 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 24,614 $789K 0.09% 0 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 24,410 $783K 0.11% +520 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 23,703 $781K 0.05% +158 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 24,327 $780K 0.06% +4,943 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 23,519 $776K 0.04% +223 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 24,156 $774K 0.06% 0 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 24,000 $769K <0.01% -9,000 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 23,971 $769K 0.14% -2,379 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 23,956 $768K 0.28% -343 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 23,882 $766K 0.03% +300 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 23,851 $765K 0.19% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 23,773 $762K <0.01% +3,231 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 23,732 $761K 0.12% +381 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 23,695 $760K 0.13% +340 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 23,688 $759K 0.13% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 23,638 $758K 0.04% +1,906 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 23,607 $757K 0.09% -6,908 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 23,604 $757K 0.65% -994 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 23,512 $754K 0.27% +2,446 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 23,341 $748K 0.14% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 23,318 $748K 0.01% +209 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 23,257 $746K 0.26% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 23,249 $745K 0.03% -2,471 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 23,156 $742K 0.01% -125 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 23,127 $741K 0.17% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 23,082 $740K 0.28% +285 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 23,080 $740K 0.17% 0 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 23,069 $740K 0.51% 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 23,046 $739K 0.22% +288 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 23,283 $738K 0.03% +79 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 22,826 $732K 0.43% +600 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 22,822 $732K 0.03% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 22,714 $728K 0.39% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 22,700 $728K 0.2% 0 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 22,668 $727K 0.17% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 22,631 $726K 0.08% -962 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 22,598 $724K 0.41% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 22,570 $724K 0.06% -4,019 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 22,559 $723K 0.63% 0 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 22,538 $723K 0.6% 0 13F-HR Timeline Group ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 22,312 $715K 0.45% -30,346 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 22,270 $714K 0.28% -1,000 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 22,088 $708K 0.03% -985 13F-HR Timeline Group Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 22,081 $708K 0.16% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 22,000 $705K 0.05% -4,068 13F-HR/A Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 20,000 $703K 0.15% 0 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 21,850 $701K 0.02% 0 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 21,860 $701K 0.33% 0 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 21,809 $699K 0.42% -1,527 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 21,783 $698K 0.01% +857 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 21,772 $698K <0.01% 0 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 21,749 $697K 0.07% new 13F-HR/A Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 21,712 $696K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 21,698 $696K 0.16% +55 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 21,532 $690K 0.05% +231 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 21,459 $688K 0.22% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 21,443 $687K 0.04% +201 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 21,384 $686K 0.06% -585 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 21,304 $683K 0.18% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 21,263 $682K 0.45% 0 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 21,203 $680K 0.58% 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 21,183 $679K 0.4% 13F-HR/A Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 21,160 $678K 0.45% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 21,150 $678K 0.13% 0 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 21,165 $676K 0.06% -1,798 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 21,010 $674K 0.01% -11,902 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 20,890 $670K 0.19% +16 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 20,783 $666K 0.36% +1,371 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 20,655 $662K 0.04% new 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 20,597 $660K 0.2% -1,963 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 20,583 $660K 0.17% +6 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 20,485 $657K 0.42% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 20,407 $654K 0.14% -4,840 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 18,721 $654K 0.23% +1,505 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 20,382 $653K 0.08% +107 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 20,370 $653K 0.52% +6,301 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 20,357 $653K 0.01% -18,896 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 20,302 $651K 0.05% -326 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 20,296 $651K 0.16% -1,230 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 20,284 $650K 0.05% -861 13F-HR/A Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 20,274 $650K 0.04% 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 20,247 $649K 0.09% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 20,220 $648K 0.04% -142 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 20,075 $644K 0.01% +6,290 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 20,054 $643K 0.12% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 20,048 $643K 0.1% -805 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 20,006 $641K 0.08% 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 19,945 $639K 0.11% +1,031 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 19,880 $637K 0.47% 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 19,818 $635K 0.58% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 19,759 $633K 0.07% +95 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 19,678 $631K 0.34% +326 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 19,670 $631K 0.43% 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 19,618 $629K 0.15% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 19,596 $628K 0.04% +1,499 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 19,481 $625K 0.01% +652 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 19,430 $623K 0.29% +282 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 19,357 $621K 0.31% +2,092 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 19,300 $619K 0.11% +6,700 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 19,295 $618K <0.01% +115 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 19,251 $617K 0.05% +266 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 19,211 $616K 0.7% -11,918 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 19,134 $613K 0.01% -11,097 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 19,095 $612K 0.11% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 19,077 $612K 0.11% 0 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 19,077 $612K 0.63% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 19,015 $610K 0.05% -1,758 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 18,987 $609K 0.01% 0 13F-HR Timeline Group FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 18,947 $607K 0.16% -1,755 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 17,388 $607K 0.01% -586 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,904 $606K 0.02% +446 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 18,901 $606K 0.03% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 18,835 $604K 0.03% +3,335 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 18,811 $603K 0.1% +25 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 18,787 $602K 0.36% +3,133 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 18,744 $601K 0.35% 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 18,700 $600K 0.05% 0 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 18,458 $592K 0.43% +390 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 18,229 $584K 0.2% +3,317 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 18,219 $584K 0.25% +942 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 18,035 $578K 0.18% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 18,000 $577K 0.06% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 18,160 $576K 0.01% +8,999 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 17,849 $572K 0.09% 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 17,760 $569K 0.09% 0 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 17,729 $568K 0.57% 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 17,642 $566K 0.07% 0 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 17,583 $564K 0.37% -5,883 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 17,570 $561K 0.02% 0 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 17,471 $560K 0.23% -926 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 17,427 $559K 0.01% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 16,905 $559K 0.02% -300 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 17,405 $558K 0.04% -3,511 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 17,386 $557K 0.22% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 17,290 $554K 0.03% +550 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 17,279 $554K <0.01% +1,681 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 17,267 $554K 0.1% -6 13F-HR Timeline