MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 30,160 $1.14M 0.27% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 30,152 $1.14M 0.14% +328 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 30,085 $1.14M 0.12% +205 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 29,957 $1.13M 0.06% -1,026 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 29,873 $1.13M 0.08% +33 13F-HR Timeline Group Leisure Capital Management More: the full row for Leisure Capital Management 29,859 $1.13M 0.4% -3,784 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 29,802 $1.13M 0.03% -153 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 29,787 $1.13M 0.06% -97,169 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 29,463 $1.11M 0.24% -23,691 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 29,407 $1.11M 0.03% -7,840 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 29,391 $1.11M 0.01% -4,913 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 29,295 $1.11M 0.01% new 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 29,228 $1.11M 0.08% +10 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 29,111 $1.1M 0.01% +1,200 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 29,061 $1.1M 0.54% 0 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 28,947 $1.1M 0.25% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 28,911 $1.09M 0.12% -1,340 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 28,772 $1.09M 0.04% +26 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 28,608 $1.08M 0.03% -5,016 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 28,484 $1.08M 0.08% +14,700 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 28,402 $1.07M 0.66% 0 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 28,390 $1.07M 0.16% +3,980 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 28,329 $1.07M 0.78% +9,118 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 28,324 $1.07M 0.09% -19,490 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 27,265 $1.07M 0.16% 0 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 27,978 $1.06M 0.55% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 27,903 $1.06M 0.27% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 27,751 $1.05M 0.02% -15,630 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 27,740 $1.05M 0.31% -1,012 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 27,670 $1.05M 0.13% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 27,537 $1.04M 0.03% -329 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 27,518 $1.04M 0.05% -4,000 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 27,498 $1.04M 0.02% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 27,442 $1.04M 0.51% -6,110 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 27,108 $1.04M 0.06% +3,405 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 27,363 $1.04M 0.07% -3,173 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 27,260 $1.03M 0.26% -700 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 27,109 $1.03M 0.01% +1,408 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 27,045 $1.02M 0.4% +43 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 26,939 $1.02M 0.05% +34 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 26,849 $1.02M 0.04% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 26,844 $1.02M 0.05% +635 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 31,611 $1.01M 0.42% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 26,767 $1.01M <0.01% -150,500 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 26,711 $1.01M 0.03% +1,058 13F-HR Timeline Group DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 26,682 $1.01M 0.26% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 26,679 $1.01M 0.64% +6,861 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 26,656 $1.01M -3,543 Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 26,588 $1.01M 0.02% +839 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 26,578 $1.01M 0.04% +2,696 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 26,550 $1M 0.01% -650 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 26,456 $1M 0.07% +2,300 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 26,318 $996K 1.1% +386 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 25,904 $990K 0.02% -525 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 26,105 $988K 0.13% +487 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 26,074 $987K 0.01% +1,237 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 25,996 $984K 0.28% -324 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 25,776 $975K 0.02% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 25,733 $974K 0.18% +241 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 25,642 $970K 0.11% new 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 25,640 $970K 0.62% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 25,599 $969K 0.2% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 25,536 $966K 0.1% -5,210 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 25,403 $961K 0.27% +2,357 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 25,380 $960K 0.6% -4,186 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 25,370 $960K 0.13% +51 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 25,319 $958K 0.33% +1,807 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 25,208 $954K 0.01% -2,368 13F-HR Timeline Group Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 25,135 $951K 0.54% -35 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 25,092 $949K 0.09% +372 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 25,008 $946K 0.17% +369 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 25,000 $946K 0.05% 0 13F-HR/A Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 24,968 $945K 0.03% 0 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 24,874 $941K 0.16% 0 13F-HR Timeline MUHLENKAMP & CO INC More: the full row for MUHLENKAMP & CO INC 24,855 $941K 0.25% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 24,778 $938K 0.04% -1,832 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 24,760 $937K 0.55% 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 24,304 $920K 0.35% +348 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 24,194 $915K 0.14% +462 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 24,078 $911K 0.08% +2,329 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 $908K <0.01% 0 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 23,986 $908K 0.34% +1,716 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 23,869 $903K 0.23% +18 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 23,868 $903K 0.07% -459 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 23,815 $901K 0.18% -8,990 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 23,688 $896K 0.18% 0 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 23,604 $893K 0.45% -2,272 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 23,465 $888K 0.02% new 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 23,339 $888K 0.03% +56 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 23,445 $887K 0.1% -1,169 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 23,416 $886K 0.54% +347 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 23,341 $883K 0.15% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 23,341 $883K 0.31% +259 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 23,331 $883K 0.32% +74 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 23,249 $880K 0.04% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 23,127 $875K 0.21% 0 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 23,112 $875K 0.16% +6,793 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 23,073 $873K 0.06% +1,689 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 23,080 $873K 0.2% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 23,249 $870K 0.01% -69 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 22,995 $870K 0.1% -612 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 22,947 $868K 0.01% +1,164 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 22,853 $865K 0.22% -2,080 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 22,845 $864K 0.01% +5,418 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 22,826 $864K 0.51% 0 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 22,822 $864K 0.04% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 22,741 $861K 0.47% +143 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 22,714 $859K 0.46% 0 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 22,668 $858K 0.19% 0 13F-HR/A Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 22,647 $857K 0.09% +16 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 22,606 $855K 0.04% -1,032 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 22,559 $854K 1.02% 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 $853K 0.72% 0 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 22,514 $852K 0.05% new 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 22,484 $851K 0.72% -447 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 22,209 $840K 0.22% +905 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 22,191 $840K 0.06% +1,536 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 22,097 $836K 0.21% +3,150 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 22,081 $836K 0.18% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 22,036 $834K 0.02% -1,120 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 21,874 $828K 0.06% -126 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 21,860 $827K 0.39% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 21,752 $823K 0.06% +220 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 21,705 $821K 0.05% +4,300 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 21,699 $821K 0.18% +1 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 21,675 $820K 0.1% +4,881 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 21,626 $818K 0.05% +183 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 21,459 $812K 0.26% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 21,444 $811K 0.02% -268 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 21,433 $811K 0.14% -2,262 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 21,396 $810K 0.1% +1,390 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 21,368 $809K 0.01% +1,887 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 21,350 $808K 0.16% +200 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 21,342 $808K 0.06% -1,228 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 21,298 $806K 0.14% -1,642 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 21,283 $805K 0.03% -3,473 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 21,208 $802K 0.1% new 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 21,200 $802K 0.23% -1,500 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 21,183 $802K 0.51% 0 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 21,160 $801K 0.53% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 21,143 $800K 0.53% -120 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 21,121 $799K 0.15% -2,850 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 20,904 $791K 0.22% +14 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 20,895 $791K 0.24% +298 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 20,889 $790K 0.56% -8,964 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 20,864 $790K 0.69% -2,740 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 20,860 $789K 0.54% +375 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 20,726 $784K 0.69% -477 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 20,691 $783K 0.48% -1,118 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 20,089 $779K +8,086 Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 20,561 $778K 0.01% +486 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 20,407 $772K 0.16% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 20,398 $772K 0.09% +2,756 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 20,336 $770K 0.63% -34 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 20,296 $768K 0.19% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 20,270 $767K 0.04% +50 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 20,247 $766K 0.11% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 20,000 $764K 0.16% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 20,150 $762K 0.07% +10,150 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 20,112 $761K 0.12% +167 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 19,974 $756K 0.41% +296 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 19,926 $754K 0.52% +46 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 19,864 $752K 0.09% +105 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 19,850 $751K 0.02% -2,000 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 19,784 $749K 0.06% -500 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 19,781 $749K 0.03% +877 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 19,670 $744K 0.46% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 19,493 $738K 0.06% +242 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 19,342 $732K 0.02% +3,779 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 19,307 $731K 0.43% -1,476 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 19,077 $722K 0.14% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 19,000 $719K 0.37% -357 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 18,987 $718K 0.01% 0 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 18,863 $714K 0.4% +119 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 18,862 $714K 0.44% +75 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 18,834 $713K 0.1% +23 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 18,764 $710K 0.01% +3,972 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 18,761 $710K 0.05% +4,449 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 18,721 $708K 0.26% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. 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