EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 10,274 $981K 0.03% +772 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 10,242 $978K 0.35% +429 13F-HR/A Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 10,099 $964K 0.07% +776 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 10,087 $963K 0.03% -1,514 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 10,043 $959K <0.01% -14,457 13F-HR Timeline Group Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 9,967 $951K 0.48% -212 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,942 $949K 0.03% +3,091 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 9,841 $939K 0.17% new 13F-HR Timeline Phil A. Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 9,705 $926K 0.62% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 9,683 $924K 0.01% -140 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 9,678 $924K 0.95% +1,279 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 9,671 $923K 0.31% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,584 $915K 0.01% +262 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 9,500 $907K 0.03% +32 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 9,410 $898K 0.29% -673 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 9,309 $888K 0.27% +2,141 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 9,303 $888K 0.06% -508 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 9,157 $874K 0.63% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 9,067 $865K 0.11% -193 13F-HR Timeline Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 8,986 $858K 0.36% -284 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 8,955 $855K 0.13% +387 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 8,950 $854K <0.01% +2,991 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,833 $843K 0.03% -85 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 8,794 $839K 0.63% 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 8,771 $837K 0.03% -1,662 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,751 $835K <0.01% -1,880 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 8,675 $822K 0.44% +2,052 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 8,612 $822K 0.38% -4 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 8,565 $817K 0.14% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,514 $817K 0.01% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 8,494 $811K 0.11% +2,013 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,483 $810K 0.07% +319 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 8,301 $798K 0.08% new 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 8,133 $776K 1.08% -294 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 8,073 $770K 0.27% +925 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 8,031 $766K 0.77% +5,066 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,021 $766K 0.03% +241 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,949 $760K 0.05% +14 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 7,934 $757K <0.01% +456 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,912 $755K 0.03% -38,889 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 7,885 $753K <0.01% -3,811 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,882 $751K 0.05% new 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 7,859 $750K 0.58% +2,837 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 7,700 $735K 0.01% new 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 7,690 $734K 0.15% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 7,686 $734K 0.53% -6,468 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,645 $730K 0.03% -74 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,595 $725K 0.02% -2,458 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,594 $725K 0.05% -1,712 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 7,508 $717K 0.07% -759 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 7,478 $714K 0.57% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 7,400 $706K <0.01% +2,000 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 7,378 $704K 0.09% +1,531 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 7,298 $697K 0.08% -396 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 7,295 $696K 0.03% 0 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 7,237 $691K 0.42% +374 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,230 $690K 0.01% -4,187 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 7,222 $689K 0.18% +72 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,179 $685K 0.05% +3,014 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,136 $681K 0.02% +255 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,164 $679K 0.04% +186 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,096 $677K 0.1% +914 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,998 $668K 0.04% +2,130 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 6,894 $658K 0.12% -126 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 6,827 $652K 0.19% -2,889 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,824 $651K <0.01% -1,202 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,797 $649K 0.05% +286 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 6,763 $645K 0.11% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 6,753 $645K 0.21% -503 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 6,751 $644K 0.01% new 13F-HR Timeline Group Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 6,740 $643K 0.3% -2,095 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 6,735 $643K 0.37% +452 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 6,735 $643K 0.25% +1,096 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 6,720 $641K 0.04% new 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,635 $633K 0.41% +853 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,628 $633K <0.01% +798 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,620 $632K 0.07% +412 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 6,614 $631K 0.09% -43 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 6,572 $627K 0.1% -75 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 6,571 $627K 0.12% 0 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 6,553 $625K 0.29% -3,135 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 6,440 $615K 0.23% +2,133 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 6,432 $614K +3,283 Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,397 $611K 0.04% +239 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 6,399 $608K 0.1% -451 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 6,372 $608K 0.03% new 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 6,349 $606K 0.1% +1,124 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 6,323 $603K 0.15% -19,884 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 6,304 $602K 0.18% +2 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 6,285 $600K 0.36% -68,574 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 6,282 $600K 0.46% -17 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,269 $598K 0.03% -157 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,255 $597K 0.01% -327 13F-HR/A Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,249 $596K 0.03% -1,275 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,153 $587K 0.01% -100 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,064 $579K 0.03% +2,313 13F-HR Timeline Group Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 6,026 $575K 0.14% +3,860 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,956 $568K 0.08% +2,307 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 5,954 $568K 0.5% -7,628 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 5,924 $565K 0.51% +1,113 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 5,871 $560K 0.23% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 5,862 $559K 0.12% -200 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,833 $557K 0.01% +2,556 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 5,833 $557K 0.11% 0 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 5,781 $552K 0.12% +1,988 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 5,756 $549K 2.12% +4 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 5,723 $546K 0.16% +1,035 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 5,715 $545K 0.09% -525 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 5,688 $543K <0.01% -11,338 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 5,620 $536K 0.3% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,514 $526K 0.11% -271 13F-HR Timeline Markin Asset Management, LP in group Markin Asset Management, LP More: the full row for Markin Asset Management, LP 5,512 $526K 0.58% -30,472 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,474 $522K 0.06% -313 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 5,469 $522K 0.02% new 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 5,456 $521K 0.01% 0 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 5,380 $513K 0.29% -2,403 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,373 $513K 0.01% 0 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,314 $507K 0.01% -50 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,275 $503K <0.01% new 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,220 $498K 0.24% +885 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,210 $497K 0.01% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 5,202 $496K 0.05% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 5,199 $496K 0.31% +52 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,154 $492K <0.01% 0 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 5,140 $491K 0.2% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,139 $490K 0.01% -11,191 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 5,110 $488K 2.66% -60,255 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 5,072 $484K 0.45% +287 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,068 $484K 0.03% -2,975 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 5,016 $479K 0.43% +52 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 5,001 $477K 0.23% +220 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 4,975 $475K 0.11% -405 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 4,969 $474K 0.2% 0 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 4,952 $473K 0.19% -70 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 4,936 $471K 0.31% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 4,980 $471K 0.28% +958 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 4,893 $467K 0.15% +1,400 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,829 $461K 0.08% -72 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 4,815 $460K 0.36% +388 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 4,795 $458K 0.28% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,756 $454K 0.02% +1 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 4,754 $454K 0.24% -123 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 4,740 $452K 0.02% +427 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,723 $451K 0.03% +2,096 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 4,721 $451K 0.16% +1 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4,707 $449K 0.07% +2,610 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 4,706 $449K 0.11% new 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 4,702 $449K 0.32% -126 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,619 $441K 0.02% +56 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,601 $439K 0.07% -967 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,594 $439K 0.01% -42 13F-HR/A Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,545 $434K 0.01% +155 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,513 $431K 0.01% -906 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,510 $430K 0.05% -117 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,445 $424K 0.12% -3,500 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 4,432 $423K 0.2% -1,278 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 4,423 $422K 0.31% -659 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 4,399 $419K 0.12% -360 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,377 $418K 0.02% -304 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,354 $416K 0.05% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,349 $415K <0.01% +143 13F-HR/A Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,329 $413K 0.09% new 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 4,296 $410K 0.18% +1,257 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,296 $410K 0.21% -26 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,289 $409K 0.02% +210 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,278 $408K 0.03% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,264 $407K 0.25% +604 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,238 $404K <0.01% -217 13F-HR Timeline Group J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 4,226 $403K 0.27% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,194 $400K 0.07% +4,129 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,168 $398K <0.01% -10 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 4,135 $395K <0.01% 13F-HR Timeline Group Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 4,121 $393K 0.05% -12 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 4,100 $391K 0.01% 0 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,077 $389K 0.02% +1,011 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,075 $389K 0.01% -515 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 4,032 $385K 0.04% +1 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 4,017 $383K 0.03% -1,320 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,995 $381K 0.01% new 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,998 $380K 0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 3,969 $379K 0.24% new 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,952 $377K 0.05% +20 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 3,931 $375K 0.28% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 3,890 $371K 0.26% -24 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 3,883 $371K 0.14% -19 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,818 $364K 0.01% +557 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,772 $360K 0.03% +1,008 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,726 $357K 0.16% -858 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 3,723 $355K 0.05% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,719 $355K 0.07% -558 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,699 $353K 0.02% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 3,702 $353K 0.05% +917 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,696 $353K 0.06% +371 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 3,670 $352K 0.25% 0 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 3,684 $352K 0.18% -9,677 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,677 $351K 0.01% +461 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,675 $351K 0.1% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,660 $349K 0.03% -65,312 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 3,650 $348K 0.06% -1,874 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,630 $346K 0.03% new 13F-HR Timeline