EASTERN BANK More: the full row for EASTERN BANK 40,450 $3.05M 0.05% -189 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 40,211 $3.04M 1.8% +770 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 39,910 $3.03M 0.4% -953 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 40,114 $3.03M 0.88% +125 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 39,920 $3.01M 0.2% +2,454 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 39,784 $3M 0.08% -14,013 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 39,653 $2.99M 0.08% +5 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 39,637 $2.99M 0.16% +5,661 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 39,432 $2.98M 2.5% -3,900 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 39,188 $2.96M 0.17% -7,581 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 39,139 $2.96M 1.29% +919 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 39,118 $2.95M 2.52% +3,091 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 38,956 $2.94M 0.05% +10,263 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 38,947 $2.94M 0.34% +1,341 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 38,750 $2.93M 2.02% +766 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 38,616 $2.92M 0.22% +585 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 38,472 $2.91M 2.58% +402 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 38,467 $2.9M 0.17% +10,372 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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More: the full row for Skyline Advisors, Inc. 35,574 $2.69M 0.84% +17,160 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 35,557 $2.68M 1.81% +3,563 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 35,451 $2.68M 0.05% -11,512 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 35,299 $2.67M 0.04% +868 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 35,180 $2.66M 0.84% +200 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 34,894 $2.63M 0.29% -1,115 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 34,847 $2.63M 0.32% +764 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 34,729 $2.62M 0.03% +18,748 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 34,528 $2.61M 0.46% -574 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 34,445 $2.6M 0.01% +3,380 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 34,341 $2.59M 0.09% 0 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 34,284 $2.59M 0.63% +42 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 34,186 $2.58M 0.23% +6,695 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 34,162 $2.58M 0.49% -9,308 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 33,681 $2.57M 0.25% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 32,359 $2.56M 0.29% +4,412 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 33,772 $2.55M 0.38% +520 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 33,693 $2.54M 0.05% +10,334 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 33,600 $2.54M 0.21% -3,156 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 33,544 $2.53M 0.16% +4,781 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 33,481 $2.53M 0.07% +319 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 33,480 $2.53M 1.43% +460 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 33,316 $2.52M 0.21% +1,496 13F-HR/A Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 33,303 $2.51M 0.15% +550 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 33,281 $2.51M 0.04% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 33,248 $2.51M 1.74% +1,323 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 33,238 $2.51M 0.72% +454 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 33,200 $2.51M 0.86% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 33,077 $2.5M 0.5% +3,206 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 32,882 $2.48M 0.71% +3,304 13F-HR/A Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 32,818 $2.48M 0.16% +2,496 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 32,806 $2.48M 0.33% +1,214 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 32,725 $2.47M 0.02% -291,817 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 32,678 $2.47M 0.04% -77,340 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 32,530 $2.46M 0.17% +6,521 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 32,421 $2.45M 0.4% +3,672 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 32,090 $2.42M 1.37% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 32,082 $2.42M 0.15% +5,851 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 32,013 $2.42M 1.19% -87 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 31,875 $2.41M 0.19% -495 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 31,832 $2.4M 1.24% +3,913 13F-HR Timeline BANK OZK More: the full row for BANK OZK 31,777 $2.4M 0.71% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 31,758 $2.4M 0.05% +1,699 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 31,727 $2.4M 2.13% -2,001 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 31,654 $2.39M 0.12% -2,977 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 31,440 $2.37M 0.32% +220 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 30,972 $2.34M <0.01% +4,417 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 30,937 $2.34M 0.43% -510 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 94,545 $2.32M 0.36% +4,740 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 30,688 $2.32M 0.04% -552 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 30,519 $2.3M 0.21% +21,121 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 30,496 $2.3M 0.37% -63 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 30,471 $2.3M 0.29% 0 13F-HR/A Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 30,432 $2.3M 0.63% +5,587 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 30,374 $2.29M 1.43% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 30,322 $2.29M 1.4% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 30,166 $2.28M 0.48% +3,080 13F-HR Timeline Verus Financial Partners, Inc. 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More: the full row for Redhawk Wealth Advisors, Inc. 27,978 $2.11M 0.21% +9,827 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 27,945 $2.11M 0.5% -4,614 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 27,941 $2.11M 1.44% -20 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 27,670 $2.09M 0.2% +2,393 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 27,558 $2.08M 0.06% +588 13F-HR/A Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 27,404 $2.07M 0.08% +1,346 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 27,189 $2.05M 0.06% -204 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 27,184 $2.05M 0.18% -63,678 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 27,150 $2.05M 0.27% +64 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 26,955 $2.04M 1.12% +1,363 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 26,889 $2.03M 0.02% -93 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 26,707 $2.02M -146 Timeline Invst, LLC More: the full row for Invst, LLC 26,590 $2.01M 0.2% +5,489 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 26,416 $1.99M 0.17% +6,019 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 26,358 $1.99M 0.17% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 26,312 $1.99M 0.21% +3,283 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 26,183 $1.98M 0.13% -571 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 26,158 $1.98M 0.08% -3,462 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 26,157 $1.98M 0.97% +3,069 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 26,108 $1.97M 1.23% +3,704 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 26,026 $1.97M 0.13% new 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 25,970 $1.96M 1.55% -1,122 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 25,960 $1.96M 1.11% +2,415 13F-HR Timeline Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 25,886 $1.95M 1.23% 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 25,803 $1.95M 0.33% -1,945 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 25,788 $1.95M 1% -5,170 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 25,766 $1.95M 1.84% 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 25,759 $1.95M 0.37% -1,191 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 25,659 $1.94M 0.46% -20,031 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 25,490 $1.92M 1.48% +765 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 25,206 $1.9M 0.1% +689 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 25,178 $1.9M 0.11% -18,927 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 25,009 $1.89M 0.7% -4,268 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 24,904 $1.88M 0.09% +9,895 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 21,246 $1.87M 0.08% -1,242 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 24,795 $1.87M 1.2% -896 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 24,790 $1.87M 0.45% +1,175 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 24,706 $1.87M 0.03% +2,665 13F-HR Timeline Values First Advisors, Inc. 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More: the full row for Asset Management One Co., Ltd. 24,150 $1.82M <0.01% +900 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 24,097 $1.82M 0.03% -727 13F-HR/A Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 24,068 $1.82M 0.01% -1,000 13F-HR Timeline Group Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 24,021 $1.81M 0.86% -2,232 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 23,920 $1.81M <0.01% +548 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 23,882 $1.8M 2.03% new 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 23,852 $1.8M 0.77% +412 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 23,647 $1.8M 0.1% +1,799 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 23,701 $1.79M 1.61% -11,500 13F-HR Timeline BEAM WEALTH ADVISORS, INC. 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More: the full row for Moors & Cabot, Inc. 22,022 $1.66M 0.06% -3,102 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 22,007 $1.66M 1.28% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 21,876 $1.65M 0.05% -7 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 21,865 $1.65M 0.55% new 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 21,766 $1.64M 1.01% 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 21,660 $1.64M +151 Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 21,564 $1.63M 0.34% +396 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 21,481 $1.62M <0.01% 0 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 21,437 $1.62M 0.74% -213 13F-HR Timeline