RFG Advisory, LLC More: the full row for RFG Advisory, LLC 43,584 $3.17M 0.07% +6,881 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 43,400 $3.16M 0.01% new 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 43,379 $3.16M 1.18% +27,801 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 42,900 $3.12M 0.28% new 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 42,700 $3.11M 2.25% +432 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 41,903 $3.05M 0.72% +2,657 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 42,225 $3.05M 2.19% +355 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 41,759 $3.04M 0.82% +527 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 41,739 $3.04M 0.24% +12,517 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 41,652 $3.03M 1.04% 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 41,193 $3M 0.34% +18,085 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 41,021 $2.99M 0.16% +15,902 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 40,881 $2.97M 0.35% +9,591 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 40,190 $2.92M 0.11% +220 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 40,170 $2.92M 0.1% +1,213 13F-HR Timeline Group Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 37,275 $2.88M 1.22% +11,521 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 39,479 $2.87M 1.5% +14,025 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 39,324 $2.86M 0.06% +29,807 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 39,270 $2.86M 0.15% +4,848 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 39,174 $2.85M 0.42% +14,456 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 39,029 $2.84M 0.64% +157 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 38,910 $2.83M 0.8% +1,778 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 38,809 $2.82M 0.23% +190 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 38,785 $2.82M 0.45% -146 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 38,730 $2.82M 1.23% +10,813 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 38,390 $2.79M 1.47% -196 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 38,204 $2.78M 0.01% +2,650 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 37,674 $2.74M 1.19% +475 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 37,671 $2.74M 0.66% -1,670 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 37,561 $2.73M 0.65% -46 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 37,527 $2.73M 0.17% +5,744 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 37,506 $2.73M 0.01% +31,728 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 37,270 $2.71M 0.06% +2,001 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 37,179 $2.71M 0.1% -2,059 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 36,940 $2.69M 0.13% +9,481 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 36,913 $2.69M 1.83% +1,889 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 36,895 $2.68M 0.27% -364 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 36,775 $2.68M 0.02% +4,941 13F-HR/A Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 36,652 $2.67M 0.22% -1,200 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 36,569 $2.66M 0.61% +9,814 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 36,566 $2.66M 0.86% +3,803 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 36,527 $2.66M 0.48% 0 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 36,493 $2.66M 0.04% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 36,443 $2.65M 0.3% +5,957 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 36,312 $2.64M 0.17% -505 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 36,086 $2.63M 0.65% +16,904 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 35,592 $2.59M 0.2% -1,794 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 35,110 $2.55M 0.48% 0 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 35,050 $2.55M 0.01% -5,500 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 34,771 $2.53M 1.71% +663 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 34,639 $2.52M 0.03% +4,530 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 34,447 $2.51M 2.48% -919 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 34,528 $2.5M 1.39% -1,432 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 34,334 $2.5M 1.39% +25,204 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 34,246 $2.49M 0.53% -700 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 34,237 $2.49M 0.35% +8,914 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 34,221 $2.49M 0.16% -2,929 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 34,131 $2.48M 0.1% new 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 33,867 $2.46M 1.47% +12,776 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 33,837 $2.46M 0.77% new 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 33,785 $2.46M 1.39% +10,824 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 33,681 $2.45M 0.32% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 33,596 $2.44M 0.86% -70 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 33,417 $2.43M 0.7% -31,502 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 43,516 $2.43M 0.54% -18,856 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 33,277 $2.42M 1.32% +2,866 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 33,159 $2.41M 0.36% +10,456 13F-HR/A Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 33,017 $2.4M 0.14% +334 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 32,987 $2.4M 0.98% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 32,965 $2.4M 0.04% -2,089 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 32,761 $2.38M 0.03% +2,694 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 32,678 $2.38M 0.1% -1,399,691 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 32,663 $2.38M 1.07% +12,133 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 32,337 $2.35M 1.84% -68 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 32,198 $2.34M 1.38% +2,287 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 32,197 $2.34M 1.48% +61 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 31,905 $2.32M 0.05% +1,350 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 31,744 $2.31M 0.41% +21,842 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 31,644 $2.3M 1.17% +9,945 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 31,505 $2.29M 0.24% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 31,500 $2.29M 0.7% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 31,276 $2.28M 0.53% -655 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 31,253 $2.27M 0.45% -583 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 31,210 $2.27M 0.26% +30 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 31,117 $2.26M 0.08% +4,775 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 27,747 $2.25M 0.05% +7,347 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 30,695 $2.23M 1.54% 0 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 35,801 $2.23M 2.52% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 30,625 $2.23M 0.05% +789 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 30,579 $2.23M 0.04% +3,406 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 30,519 $2.22M 0.43% +3,204 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 30,372 $2.21M 1.45% +1,024 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 30,272 $2.2M 0.21% new 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 30,227 $2.2M 1.66% -198 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 30,140 $2.19M 1.03% +11,207 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 29,927 $2.18M 0.39% +1,652 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 29,918 $2.18M 0.17% +4,069 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 29,894 $2.18M 0.37% -154 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 29,660 $2.16M <0.01% +1,852 13F-HR Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 29,645 $2.16M 0.67% +9,906 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 29,254 $2.13M 0.05% +1,264 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 29,221 $2.13M 1.99% +13,673 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 29,106 $2.12M 0.28% -755 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 28,882 $2.1M 0.05% -387 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 28,661 $2.09M 0.51% -4,894 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 28,634 $2.08M 0.02% +19,169 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 28,584 $2.08M 0.01% +2,093 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 28,566 $2.08M 0.45% +9,790 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 28,556 $2.08M 0.1% -16,187 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 28,501 $2.07M 0.09% +580 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 28,358 $2.06M 0.14% -204 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 28,348 $2.06M 0.23% -1,005 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 28,203 $2.05M 0.96% 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 28,105 $2.05M 1.09% 13F-HR Timeline COURAGE CAPITAL MANAGEMENT LLC More: the full row for COURAGE CAPITAL MANAGEMENT LLC 28,000 $2.04M 2.69% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 28,000 $2.04M 0.12% 0 13F-HR Timeline Group Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 27,860 $2.03M 1.82% +12,676 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 27,795 $2.02M 0.15% -937 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 27,656 $2.01M 1.65% +2,277 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 27,631 $2.01M 0.69% +10,022 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 24,157 $1.99M 1.42% +2,692 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 27,219 $1.98M 0.06% +1,053 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 27,161 $1.98M 0.31% +145 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 27,096 $1.97M 0.18% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 25,425 $1.97M 0.6% +8,674 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 27,037 $1.97M 0.05% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 27,024 $1.97M 0.07% +5,000 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 26,969 $1.96M 0.07% +22,343 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 26,874 $1.96M 1.14% +1,188 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 26,849 $1.95M 0.15% +5,492 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 26,834 $1.95M 1.47% +506 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 26,808 $1.95M 0.57% +12,537 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 26,765 $1.95M 0.01% +2,099 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 26,393 $1.92M 0.1% +1,751 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 26,253 $1.91M 0.09% +1,531 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 26,179 $1.91M 0.04% +231 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 26,097 $1.9M +383 Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 26,044 $1.9M 0.27% -1,653 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 25,978 $1.89M 0.16% +1,381 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 25,805 $1.88M 0.06% +275 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 25,702 $1.87M 1.5% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 25,605 $1.86M 0.09% 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 25,476 $1.85M 0.03% +1,596 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 25,311 $1.84M 0.16% +155 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 25,238 $1.84M 1.07% +249 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 25,216 $1.83M 0.48% 0 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 25,196 $1.83M 1.1% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 25,166 $1.83M 0.22% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 24,883 $1.81M 0.42% +416 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 24,871 $1.81M 1% +1,888 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 24,787 $1.8M 0.21% +12,766 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 24,700 $1.8M 0.16% +3,701 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 24,654 $1.79M 0.02% +3,271 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 24,634 $1.79M 0.02% +6,273 13F-HR Timeline Group MYECFO, LLC More: the full row for MYECFO, LLC 24,522 $1.78M 0.81% -734 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 24,378 $1.77M 0.41% 0 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 24,352 $1.77M 0.37% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 24,331 $1.77M 0.11% +2,131 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 24,225 $1.76M 0.46% -640 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 24,140 $1.76M 0.65% +3,885 13F-HR/A Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 24,086 $1.75M +5,465 Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 23,944 $1.74M 0.06% +13,511 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 22,864 $1.73M 0.28% +21,891 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 23,773 $1.73M 1.22% -2,194 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 23,712 $1.73M 1.42% +3,072 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 23,646 $1.72M 0.14% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 23,640 $1.72M 0.71% +13,327 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 23,422 $1.7M 0.55% +8,959 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 23,417 $1.7M 0.91% +323 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 23,414 $1.7M 0.39% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 23,392 $1.7M 0.78% -995 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 23,187 $1.69M 0.08% +2,440 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 23,185 $1.69M 0.03% -128,505 13F-HR Timeline Group HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 23,132 $1.68M 0.29% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 22,915 $1.67M 0.51% +4,826 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 22,898 $1.67M 0.02% +14,781 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 22,983 $1.66M 0.1% +1,220 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 22,751 $1.66M 0.87% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 22,687 $1.65M 0.03% -461,676 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 22,634 $1.65M 0.27% -441 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 22,496 $1.64M 0.08% 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 22,426 $1.63M +1,828 Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 22,357 $1.63M 0.2% +2,262 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 22,267 $1.62M 2.62% +552 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 22,217 $1.62M 0.64% +6,048 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 21,897 $1.59M 0.02% 0 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 21,835 $1.59M 0.21% +7,397 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 21,766 $1.58M 1% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 21,718 $1.58M <0.01% +8,254 13F-HR/A Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 21,603 $1.57M 0.1% +7 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 21,461 $1.56M 0.08% -143 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 21,291 $1.55M 2.45% -600 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 21,033 $1.53M 0.4% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 21,189 $1.53M 0.18% +6,782 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 21,070 $1.52M 0.16% -5,136 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 20,874 $1.52M 0.84% +5,534 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 18,672 $1.52M 0.08% +2,608 13F-HR/A Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 20,807 $1.51M <0.01% +8,947 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 20,775 $1.51M 0.33% +147 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 20,769 $1.51M 0.09% +2,212 13F-HR Timeline