Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 7,285 $601K 0.01% -160 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,247 $598K <0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,243 $597K 0.01% +107 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 7,125 $588K 0.27% 0 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 7,120 $587K 0.44% 0 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 7,092 $585K 0.58% new 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 7,001 $577K 0.41% -123 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,965 $575K 0.01% +3 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,841 $567K 0.01% -4,687 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 6,784 $560K 0.08% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,770 $558K <0.01% +2,543 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,749 $557K 0.03% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,716 $554K 0.05% +105 13F-HR Timeline Thayer Financial, L.L.C. More: the full row for Thayer Financial, L.L.C. 6,691 $552K 0.58% 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 6,648 $548K 0.28% +239 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 6,593 $544K 0.21% -146 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 6,543 $540K 0.65% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,500 $536K 0.01% -134 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 6,450 $532K 0.4% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 6,445 $532K 0.03% -1,022 13F-HR Timeline Group SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 6,390 $527K 0.4% -689 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 6,357 $524K 0.48% 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,295 $519K 0.01% 0 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 6,276 $518K 0.32% 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 5,963 $513K 0.56% 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 6,075 $501K 0.04% -24 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 6,062 $500K 0.08% +60 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,037 $498K 0.08% -534 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 5,931 $489K 0.18% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 5,826 $481K 0.17% -681 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,826 $481K 0.02% -4,915 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,807 $479K 0.05% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,794 $478K <0.01% +840 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 5,784 $477K 0.22% -20,887 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,782 $477K 0.1% +1,124 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,772 $476K 0.03% -599 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,760 $475K 0.09% +672 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 5,752 $474K 0.18% +21 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 5,736 $473K 0.17% +926 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,494 $453K 0.01% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,484 $452K 0.01% +42 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 5,400 $445K 0.14% -8,103 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,384 $444K 0.03% +831 13F-HR Timeline City State Bank More: the full row for City State Bank 5,362 $442K 0.12% -15 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 5,357 $442K 0.32% +32 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,344 $441K 0.01% -200 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,260 $434K 0.03% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 5,248 $433K 0.1% +654 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,061 $433K 0.02% +1,459 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,214 $430K 0.01% +25 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 5,210 $430K 0.31% +95 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,152 $425K 0.01% new 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 5,099 $421K 0.39% 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 5,070 $418K 0.08% -34 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 5,044 $416K 0.09% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,003 $413K 0.13% +9 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,000 $412K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,978 $411K <0.01% -778,525 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,864 $401K 0.13% -68 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,837 $399K <0.01% +453 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 4,836 $399K 0.04% +621 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,779 $394K <0.01% +221 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 4,690 $387K 0.39% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,538 $376K 0.01% +3,013 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 4,551 $375K 0.28% +229 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 4,502 $371K 0.11% +82 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 4,485 $370K 0.11% new 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 4,361 $360K 0.15% -90 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 4,315 $356K 0.11% -8 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,118 $351K 0.04% -397 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 4,256 $351K <0.01% new 13F-HR/A Timeline Group Lynx Investment Advisory More: the full row for Lynx Investment Advisory 4,256 $351K 0.19% -30 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,247 $350K 0.08% +300 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,194 $346K 0.01% +64 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,160 $343K <0.01% +229 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,147 $342K 0.08% -4 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,133 $341K 0.07% +75 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 4,070 $336K 0.27% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,064 $335K <0.01% 0 13F-HR Timeline Group Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 4,051 $334K 0.07% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,050 $334K 0.01% +107 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,017 $331K <0.01% -40 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 4,008 $331K 0.01% +65 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 3,959 $327K 0.32% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,901 $322K 0.05% +45 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 3,886 $321K 0.11% -195 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 3,860 $318K 0.23% -453 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 3,847 $317K 0.27% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,719 $314K <0.01% -170 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,787 $312K 0.01% +36 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,783 $312K 0.02% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,751 $309K 0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,734 $308K <0.01% +146 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,720 $307K <0.01% +2,847 13F-HR Timeline Group Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 3,710 $306K 0.45% 0 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 3,627 $299K 0.08% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,618 $298K 0.04% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,591 $296K 0.02% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 3,585 $296K 0.01% -132 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,581 $295K 0.17% -205 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 3,494 $288K 0.18% +25 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,491 $288K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,429 $284K 0.01% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,400 $280K <0.01% 0 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 3,351 $276K 0.03% 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,321 $274K 0.03% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,315 $273K <0.01% +2,574 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,270 $270K 0.4% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,249 $268K 0.2% +147 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 3,240 $267K 0.04% new 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 3,222 $266K 0.09% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,208 $265K 0.05% 0 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 3,191 $263K 0.11% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,186 $263K 0.07% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,139 $259K 0.08% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 3,124 $258K 0.04% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,113 $257K 0.02% +82 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,101 $256K 0.01% -3 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,076 $254K <0.01% new 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 3,069 $253K <0.01% -2,251 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,000 $247K 0.04% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,992 $247K <0.01% +876 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 2,975 $245K 0.04% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,964 $244K 0.01% -3,662 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,948 $243K <0.01% +2,511 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,906 $240K 0.19% -32 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2,903 $239K 0.01% -465 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 2,902 $239K 0.19% +53 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 122,901 $238K 0.17% new 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 2,867 $236K 0.07% +261 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,861 $236K <0.01% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,704 $236K <0.01% +96 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,826 $233K 0.02% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,823 $233K <0.01% +191 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,780 $229K 0.02% 0 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 2,756 $227K 0.15% -7 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,716 $224K 0.01% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,689 $222K 0.04% new 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 2,648 $218K 0.25% 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,620 $216K 0.07% +3 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,607 $215K 0.04% -35 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,604 $215K 0.06% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,559 $211K 0.05% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,543 $210K 0.04% +34 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,526 $208K <0.01% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,521 $208K 0.02% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,448 $202K 0.02% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,427 $200K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,327 $192K 0.02% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 2,256 $186K 0.09% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,951 $161K 0.01% -32 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,800 $148K 0.01% 13F-HR Timeline Trust Co More: the full row for Trust Co 1,768 $146K 0.01% -873 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,733 $143K <0.01% -1,286 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,716 $142K 0.03% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,664 $137K <0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 1,610 $133K 0.13% 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,569 $132K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,548 $128K <0.01% +1,201 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 1,547 $128K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,478 $122K 0.07% 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,419 $117K <0.01% new 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,372 $113K <0.01% -400 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,430 $113K 0.01% +634 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 1,337 $110K 0.11% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,240 $102K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,204 $99.3K 0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,183 $97.6K <0.01% -3,418 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,177 $97.1K 0.03% -44 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 1,133 $93.5K 0.04% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 976 $80.5K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 972 $80.2K 0.02% +119 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 900 $74.2K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 852 $70.3K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 831 $68.5K <0.01% -131 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 835 $68K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 785 $64.7K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 689 $56.9K <0.01% +307 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 665 $54.8K <0.01% -402 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 659 $54.4K <0.01% +149 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 626 $51.6K 0.03% -370 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 603 $49.7K 0.04% +11 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 582 $48K <0.01% new 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 522 $43.1K 0.03% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 517 $42.6K 0.02% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 511 $42.1K 0.03% 0 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 508 $41.9K 0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 462 $38.1K 0.02% +32 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 463 $38K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 397 $32.7K <0.01% 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 392 $32.3K <0.01% -31 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 379 $31.3K 0.01% -429 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 384 $31K 0.01% +234 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 368 $30.4K 0.02% new 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 344 $28.4K 0.01% +72 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 341 $28.1K <0.01% -166 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 341 $28K <0.01% +68 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 336 $27.7K <0.01% -305 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 323 $26.6K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 307 $25.3K 0.01% 0 13F-HR Timeline