CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 24,357 $555K 0.01% -21,676 13F-HR Timeline Group True Blue Financial, LLC More: the full row for True Blue Financial, LLC 24,218 $552K 0.23% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 24,314 $547K 0.01% -5,085 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 23,972 $546K 0.29% -9,338 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 23,925 $545K 0.01% -302,603 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 23,922 $545K 0.11% +195 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 23,694 $540K 0.34% +14,493 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 23,243 $529K 0.03% -2,573 13F-HR Timeline ZENITH SOLUTIONS, INC. More: the full row for ZENITH SOLUTIONS, INC. 23,216 $529K 0.48% 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 23,028 $525K 0.13% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 22,947 $523K 0.04% -287 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 22,839 $520K 0.08% -1,924 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 22,844 $519K 0.02% -6,448 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 22,684 $517K 0.52% +2,904 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 22,583 $514K 0.12% +2,236 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 22,527 $513K 0.03% -1,625 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 22,057 $502K 0.25% -457 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 22,026 $502K 0.28% -2,583 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 22,014 $501K 0.11% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 21,976 $501K 0.1% +1,183 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 21,828 $497K 0.01% -16,573 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 21,353 $486K 0.02% -5,592 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 21,341 $486K 0.03% -1,133 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 21,324 $486K 0.09% -8,030 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 21,290 $485K <0.01% 0 13F-HR Timeline Group TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 21,264 $484K 0.41% +1,325 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 21,222 $483K 0.07% -2,168 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 21,144 $482K 0.02% -1,510 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 20,991 $478K 0.01% -918 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 20,960 $477K 0.22% +179 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 20,862 $475K 0.03% +42 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 20,813 $474K 0.12% +6,853 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 20,775 $473K 0.06% -1,393 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 20,661 $471K 0.2% +1,537 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 20,553 $468K 0.01% +3,047 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 20,482 $467K 0.47% -877 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 20,465 $466K 0.02% -1,674 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 20,423 $465K 0.08% -41,029 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 20,321 $463K 0.09% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 20,282 $462K 0.18% +4,358 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 20,282 $462K 0.18% -31,154 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 20,206 $457K 0.15% +2,692 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 19,978 $455K 0.01% new 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 19,947 $454K 0.08% -5,831 13F-HR/A Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 19,910 $447K 0.06% -394 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 19,616 $447K 0.04% +1,618 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 19,609 $447K 0.29% +2,330 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 19,588 $442K 0.04% -1,016 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 19,370 $441K 0.18% +6,439 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 19,328 $440K 0.18% +9,020 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 19,252 $439K 0.03% -2,596 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 19,130 $436K 0.04% +975 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 18,944 $432K 0.2% +3,876 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 18,826 $429K 0.12% +1,060 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 18,533 $422K 0.09% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 18,397 $419K 0.04% +2,164 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 18,192 $414K 0.04% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 18,157 $414K 0.07% -381 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 18,070 $412K 0.08% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 18,057 $411K 0.1% 0 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 18,034 $411K 0.1% +1,285 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 18,024 $411K <0.01% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 17,994 $410K 0.33% +1,994 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 17,785 $405K 0.07% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 17,723 $404K 0.13% +5,730 13F-HR Timeline City State Bank More: the full row for City State Bank 17,691 $403K 0.09% +2,000 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 17,259 $393K 0.37% +1,906 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 16,974 $387K <0.01% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 16,878 $384K 0.08% -37,545 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 16,818 $383K 0.01% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 16,814 $383K 0.23% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 16,574 $378K 0.24% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 16,460 $375K <0.01% +600 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 16,193 $369K 0.01% +631 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 16,181 $369K 0.07% +281 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 16,043 $365K 0.03% +429 13F-HR/A Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 15,722 $358K 0.26% +2,777 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 15,635 $357K 0.03% +1,689 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 15,687 $357K 0.11% -18,762 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 15,618 $356K 0.17% -735 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 15,617 $356K <0.01% -3,011 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 15,592 $355K 0.03% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 15,551 $354K <0.01% +5,831 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 15,325 $349K 0.14% +3,674 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 15,256 $348K 0.15% +3,889 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 15,137 $345K 0.06% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 15,062 $343K 0.01% +2 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 14,993 $342K 0.02% +1,645 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 14,893 $339K 0.09% -28,059 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14,913 $338K 0.02% +191 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 14,791 $337K <0.01% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 14,649 $334K 0.09% +946 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 14,646 $334K 0.22% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 14,560 $332K 0.15% +1,660 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 14,442 $329K 0.16% +2,664 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 14,437 $329K 0.09% +2,772 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 14,406 $328K 0.03% -733 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 14,365 $327K 0.06% -10,582 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 14,298 $326K 0.02% +4,150 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 14,260 $325K 0.1% +969 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 14,241 $324K 0.18% new 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 14,127 $322K 0.24% +1,322 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 14,122 $322K 0.03% -261 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 14,106 $321K 0.03% new 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 13,957 $318K 0.01% -13 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 13,834 $315K 0.03% -2,250 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 13,829 $315K 0.02% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 13,678 $312K <0.01% 0 13F-HR Timeline Group LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 13,534 $308K 0.21% +1,348 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 13,502 $308K 0.14% +3,324 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 13,431 $306K 0.06% 0 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 13,382 $305K 0.08% -3,407 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 13,377 $305K 0.08% +1,726 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 13,331 $304K 0.63% +2,253 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 13,316 $303K 0.46% +2,500 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 13,274 $302K 0.01% +492 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 13,242 $302K 0.17% +230 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 13,131 $299K 0.01% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 12,975 $296K 0.06% -620 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 12,841 $293K 0.05% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 12,836 $292K 0.1% +150 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 12,829 $292K 0.02% new 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 12,799 $292K 0.2% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 12,792 $291K 0.01% -737 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 12,739 $290K 0.03% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 12,693 $289K <0.01% -4,897 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 12,584 $286K 0.05% new 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 12,456 $284K 0.13% -1,086 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 12,406 $283K 0.03% +1,095 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 12,335 $281K 0.01% -329 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 12,316 $281K <0.01% -621 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 12,306 $280K 0.16% +4,257 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 12,300 $280K 0.1% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 12,182 $278K 0.07% -459 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 12,100 $276K 0.11% -1,149 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,078 $275K 0.01% -1,788 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 12,031 $274K 0.05% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11,983 $273K 0.01% +58 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 11,921 $272K 0.06% +1,600 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 11,869 $270K 0.01% -4,082 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 11,815 $269K 0.13% -2,304 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 11,740 $267K 0.19% -7,586 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 11,614 $265K 0.14% +5,598 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 11,600 $264K 0.08% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 11,586 $264K 0.02% new 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 11,490 $261K 0.04% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 11,453 $261K 0.05% -2,050 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 11,452 $261K <0.01% +1,021 13F-HR Timeline Group Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 11,401 $260K 0.1% new 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 11,204 $255K 0.09% -82,373 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 11,163 $254K 0.06% -2,268 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 11,018 $251K 0.06% +1,001 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,894 $248K <0.01% -11,536 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 10,877 $248K 0.15% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 10,736 $245K 0.02% +46 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 10,706 $244K 0.06% -248 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 10,680 $243K 0.12% +35 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 10,495 $239K 0.09% -3,990 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 10,452 $238K 0.01% +1,049 13F-HR Timeline American Trust More: the full row for American Trust 10,407 $237K 0.02% -381 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 10,345 $236K 0.03% -75 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,336 $235K 0.01% +5,342 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 10,246 $233K 0.03% -261 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 10,175 $232K 0.03% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 10,160 $231K <0.01% +566 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 10,113 $230K 0.05% +8,587 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 10,032 $229K 0.16% +54 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 10,025 $228K 0.09% +22 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 9,982 $227K 0.04% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,962 $227K <0.01% +862 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 9,905 $226K <0.01% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,724 $222K <0.01% +493 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 9,708 $221K 0.07% -19,912 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 9,665 $220K 0.03% new 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 9,600 $219K 0.13% new 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 9,557 $217K 0.12% 0 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 9,509 $217K 0.12% 0 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 9,500 $216K 0.12% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 9,443 $215K 0.06% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,472 $214K <0.01% new 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 9,364 $213K 0.1% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 9,300 $212K 0.17% -20 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 9,266 $211K 0.26% +954 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 9,169 $209K 0.06% +81 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,136 $208K 0.01% -100 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 9,097 $207K 0.03% -1,202 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,053 $206K 0.01% +671 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 8,966 $204K 0.02% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 8,933 $203K 0.03% +178 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 8,885 $202K <0.01% -132 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 8,500 $194K 0.1% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 7,941 $181K 0.73% +527 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 7,590 $173K 0.01% +590 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 7,581 $173K 0.08% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,324 $167K 0.02% -365 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 6,909 $157K 0.04% +517 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 6,872 $157K 0.02% -2,790 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 6,454 $147K 0.06% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 6,380 $145K -834 Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,349 $145K 0.01% -9,858 13F-HR Timeline Group