PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 50,589 $506K 0.02% -7,874 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 50,285 $503K 0.02% +15,740 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 49,562 $496K 0.01% new 13F-HR Timeline Group Cardinal Capital Management More: the full row for Cardinal Capital Management 49,161 $492K 0.06% +838 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 48,499 $485K <0.01% +22,763 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 48,255 $483K 0.02% new 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 47,086 $471K 0.12% -200 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 46,876 $469K 0.03% +5,654 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 45,434 $456K 0.19% -4,900 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 45,494 $455K 0.01% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 45,058 $451K 0.01% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 43,689 $437K 0.19% -27,793 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 43,714 $435K <0.01% +5,230 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 43,277 $433K 0.01% +6,728 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 42,940 $430K 0.05% -900 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 42,584 $426K <0.01% -14,105 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 41,583 $416K 0.13% +7,029 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 41,252 $413K <0.01% -13,589 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 40,820 $408K 0.01% -618 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 40,396 $404K 0.01% +971 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 40,028 $401K 0.16% 13F-HR/A Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 39,991 $400K 0.02% +8,808 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 39,744 $398K 0.01% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 39,362 $394K 0.01% +2,573 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 39,266 $393K <0.01% -14,033 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 38,423 $385K 0.07% +2,315 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 37,899 $379K 0.11% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 37,722 $378K <0.01% -859 13F-HR Timeline Group AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 36,876 $369K 0.05% -200 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 36,478 $365K 0.01% +282 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 36,000 $360K 0.06% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 34,900 $349K 0.02% -8,805 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 34,883 $349K 0.07% -456 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 33,747 $337K 0.01% +859 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 33,681 $337K 0.02% +1,309 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 33,170 $332K 0.1% -9,175 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 33,068 $331K 0.03% +7,574 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 32,950 $330K 0.1% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 32,124 $322K 0.01% -729 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 31,874 $319K 0.02% +5,428 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 31,406 $314K <0.01% +511 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 31,187 $312K <0.01% +8,894 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 30,787 $308K 0.03% -350 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 30,523 $306K 0.02% -13,608 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 30,373 $304K <0.01% -5,475 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 30,272 $303K 0.01% +5,134 13F-HR/A Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 29,924 $300K <0.01% +2,964 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 29,728 $298K <0.01% -6,500 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 29,472 $295K 0.01% +8,148 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 29,271 $293K 0.17% +34 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 29,305 $292K <0.01% +6,383 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 28,804 $288K 0.06% -300 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28,640 $287K <0.01% +7,986 13F-HR Timeline Group Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 28,464 $285K 0.04% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 28,109 $281K 0.02% -612 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 27,895 $279K <0.01% +5,845 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 27,708 $277K <0.01% +337 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 27,480 $275K 0.07% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 26,868 $269K 0.17% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 26,580 $266K 0.18% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 25,986 $260K <0.01% +2,706 13F-HR Timeline Group MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 25,934 $260K 0.13% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 25,130 $254K <0.01% +184 13F-HR Timeline Group Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 25,066 $251K +24,666 Timeline Haverford Trust Co More: the full row for Haverford Trust Co 24,454 $245K <0.01% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 24,375 $244K 0.06% +10,628 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 24,189 $242K 0.01% -300 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 23,693 $237K <0.01% -1,272 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 23,450 $235K 0.01% -7,105 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 23,363 $234K <0.01% -557,294 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 23,277 $233K <0.01% -725 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 23,242 $233K 0.03% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 22,560 $226K <0.01% -11 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 22,522 $225K <0.01% +791 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 22,510 $225K 0.05% -375 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 22,395 $224K 0.01% -50 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 22,289 $223K <0.01% +404 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 22,220 $222K 0.01% -4,055 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 22,355 $217K 0.05% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 21,392 $214K -2,140 Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 21,271 $213K <0.01% +4,101 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 20,979 $210K <0.01% -280 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $207K 0.12% -20,721 13F-HR Timeline Amount filed as zero, left out of ratios. Keystone Financial Group More: the full row for Keystone Financial Group 20,581 $206K 0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 20,524 $205K 0.15% 0 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 20,211 $202K 0.02% -4,340 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 20,141 $202K 0.15% new 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 19,784 $198K 0.18% -23 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 19,682 $197K <0.01% +1,364 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 19,679 $197K <0.01% +8,004 13F-HR Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 19,546 $196K 0.01% 0 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 19,564 $196K <0.01% 0 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 19,427 $194K 0.01% -413 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 19,419 $194K <0.01% -603 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 19,339 $194K 0.01% +749 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 18,954 $190K 0.06% -14,525 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 18,794 $188K <0.01% new 13F-HR/A Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 18,600 $186K <0.01% +299 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 18,474 $185K 0.01% -1,601 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 18,167 $182K 0.04% -1,001 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 17,883 $179K <0.01% -3,478 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 17,493 $175K <0.01% -2,252 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 17,477 $175K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 17,285 $173K 0.01% +4,244 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 17,213 $172K <0.01% -1,098 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 19,888 $171K 0.1% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 17,073 $171K 0.22% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 17,016 $170K <0.01% +10 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 16,850 $169K 0.01% +1,014 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 16,654 $167K 0.01% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 16,407 $164K <0.01% +1,195 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 16,909 $164K 0.02% -4,033 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 16,364 $164K 0.03% +747 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 16,176 $162K 0.01% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 16,162 $162K 0.03% +659 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 16,107 $161K <0.01% -98 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 16,069 $161K +93 Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 15,673 $157K 0.02% +1,620 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 15,533 $155K 0.02% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 15,349 $154K 0.02% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 15,232 $152K <0.01% +7,245 13F-HR Timeline Group DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 16,091 $150K <0.01% new 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 14,922 $149K <0.01% +1,861 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 14,885 $149K 0.01% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 14,803 $148K 0.03% +2,820 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 14,816 $148K <0.01% +9,122 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 14,339 $145K 0.01% new 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 14,327 $143K <0.01% -3,456 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 14,583 $143K <0.01% +1,720 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 13,901 $139K 0.03% +777 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 13,875 $139K 0.01% -650 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 13,659 $137K <0.01% -2,281 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 13,628 $136K 0.01% +1,729 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 13,603 $136K 0.01% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 13,464 $135K 0.01% new 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 13,373 $134K 0.02% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 13,344 $134K 0.01% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 13,260 $133K 0.05% -221 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 13,247 $133K <0.01% +509 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 13,000 $130K <0.01% 0 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,982 $130K <0.01% +1,708 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,960 $130K <0.01% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 12,900 $129K <0.01% -591 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 12,851 $129K 0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,759 $128K 0.01% -3,575 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 12,582 $126K <0.01% new 13F-HR/A Timeline Group Holistic Financial Partners More: the full row for Holistic Financial Partners 12,562 $126K 0.05% +1,375 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 12,473 $125K 0.07% -27,103 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 13,405 $125K <0.01% +1,091 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 12,411 $124K 0.07% 0 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 12,303 $123K 1.25% new 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12,224 $122K <0.01% +927 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 12,060 $121K 0.07% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 12,004 $120K 0.01% -94 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 12,000 $120K <0.01% 0 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 11,938 $119K 0.03% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 11,914 $119K 0.01% -259 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 11,913 $119K 0.02% +1,159 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 11,748 $118K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,656 $117K <0.01% -23,599 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 11,621 $116K <0.01% -35 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 11,630 $116K 0.02% -9 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,534 $115K <0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,514 $115K <0.01% +862 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 11,490 $115K 0.09% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 11,292 $113K 0.01% +296 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 11,117 $111K 0.1% -1,544 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,009 $110K <0.01% +982 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 11,001 $110K 0.01% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,933 $109K <0.01% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 10,871 $109K 0.07% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 10,795 $108K -386 Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 11,076 $107K 0.01% -600 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 10,562 $106K 0.02% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 10,412 $104K 0.09% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 10,349 $104K <0.01% -3,337 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 10,190 $102K 0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,197 $102K <0.01% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 10,092 $101K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,077 $101K 0.01% -395 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 10,062 $101K 0.04% -147 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,748 $97.8K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 9,648 $96.6K 0.01% +2,412 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 9,209 $92K <0.01% -14,068 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 9,114 $91.2K <0.01% new 13F-HR/A Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 9,055 $90.6K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 8,922 $89.3K <0.01% +1,122 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,643 $86.5K 0.01% -16 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 8,470 $84.8K <0.01% +6,867 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,896 $79K <0.01% +567 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,567 $75.7K <0.01% +98 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,427 $74.3K 0.02% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 6,865 $69K 0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 6,830 $68.4K 0.04% -62,221 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,492 $65K <0.01% +530 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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