Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 26,837 $700K <0.01% +2,669 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 26,739 $697K 0.41% -3,470 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 26,224 $684K 0.04% +318 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,117 $681K <0.01% +13,500 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 25,890 $675K 0.02% +4,588 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 25,632 $668K <0.01% +553 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 25,437 $663K 0.26% +2,879 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 25,040 $653K 0.01% +17,878 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 24,851 $648K <0.01% +191 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 24,800 $647K 0.06% 0 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 24,625 $642K 0.3% +1,450 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 24,585 $641K 0.01% +713 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 23,951 $625K 0.01% -7,496 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 23,142 $604K 0.02% -17 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 23,137 $603K 0.07% -492 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 23,075 $602K 0.19% -694 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 22,870 $596K 0.06% +747 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 22,686 $592K 0.07% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 22,517 $587K <0.01% +3,700 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 22,276 $581K 0.08% -801 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 22,202 $579K 0.13% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 21,837 $570K 0.14% +132 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 21,340 $557K 0.03% -2,328 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 21,267 $555K 0.01% +120 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 21,123 $551K <0.01% -2,130 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 20,982 $547K 0.08% -2,249 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 20,727 $541K 0.01% -1,250 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 20,557 $536K 0.01% -1,767 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 20,442 $533K 0.07% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19,761 $515K <0.01% +10,514 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 22,313 $490K 0.07% +86 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 18,485 $482K 0.03% -492 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 18,443 $481K 0.03% -415 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 18,100 $472K <0.01% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 17,952 $468K 0.16% +184 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 17,902 $467K 0.09% -147 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 17,717 $462K 0.07% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 17,430 $455K 0.25% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 17,315 $452K 0.01% -2,702 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,285 $451K 0.01% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 17,243 $450K 0.04% -289 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 16,894 $441K 0.03% +1,043 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 16,862 $440K <0.01% +410 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 16,852 $440K 0.12% +29 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 16,847 $439K 0.01% +56 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 16,725 $436K 0.03% +7,451 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,714 $436K 0.01% -777 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 16,537 $431K 0.13% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 16,456 $429K 0.03% +151 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 16,250 $424K 0.01% +250 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 16,240 $424K 0.12% -728 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 16,228 $423K <0.01% +1,587 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 16,020 $418K 0.03% -31,016 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 15,891 $414K <0.01% +132 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 15,878 $414K 0.03% +3,252 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 15,737 $410K 0.01% +785 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 15,609 $407K 0.02% +1,697 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 15,550 $406K <0.01% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 15,542 $405K 0.01% new 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 15,161 $402K 0.38% +180 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 15,407 $402K 0.13% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 15,406 $402K 0.07% +68 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 15,383 $401K 0.01% +2,238 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,703 $384K 0.01% +516 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 14,429 $376K 0.14% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 14,249 $372K 0.02% -690 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 14,131 $369K 0.02% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 15,129 $366K 0.16% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 13,886 $362K 0.02% +2,079 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 13,758 $359K 0.01% +26 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 13,620 $355K <0.01% -7,153 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 13,559 $354K 0.01% -652 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 13,389 $349K 0.01% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 13,347 $348K 0.02% -1,931 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 13,253 $346K 0.06% +1,107 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 13,236 $345K 0.01% +4,676 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13,212 $345K 0.01% +5,087 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 13,156 $343K 0.03% -3,337 13F-HR Timeline Group Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 13,046 $340K 0.01% -32,218 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 12,986 $339K 0.02% -82 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 12,889 $336K 0.02% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 12,586 $328K 0.01% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 12,573 $328K <0.01% +194 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 12,446 $325K 0.07% +329 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 11,814 $308K 0.08% -332 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 11,667 $304K <0.01% -52,010 13F-HR/A Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 11,629 $303K 0.04% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 11,605 $303K 0.14% +11 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,526 $301K 0.01% +153 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,479 $299K 0.01% +286 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 11,223 $293K 0.01% new 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 11,149 $291K 0.03% -783 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 11,138 $290K 0.02% +688 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 11,023 $287K 0.21% -105 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 11,012 $287K <0.01% +1,066 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,963 $286K <0.01% +221 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,445 $280K 0.01% +3 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 10,480 $273K 0.01% -214 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 10,381 $271K 0.02% new 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 10,386 $271K <0.01% -830 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 10,354 $270K 0.04% +1,139 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 10,334 $270K <0.01% new 13F-HR Timeline Group Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 10,250 $267K 0.06% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,249 $267K 0.01% -473 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 10,240 $267K 0.01% -2,244 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 10,102 $263K 0.03% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 10,028 $262K 0.04% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 10,000 $261K 0.01% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,811 $256K 0.01% -189 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 9,678 $252K 0.03% +485 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 9,558 $249K 0.1% -23 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 9,440 $246K <0.01% 0 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 9,430 $246K 0.01% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,542 $245K 0.02% +29 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 9,154 $239K <0.01% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 8,948 $233K <0.01% -471,270 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 8,888 $232K 0.06% -1,364 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,887 $232K 0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 8,725 $228K 0.02% new 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 8,700 $227K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 8,598 $224K 0.05% -1,182 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 8,592 $224K <0.01% new 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 8,416 $219K <0.01% new 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,412 $219K 0.01% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,409 $219K 0.02% new 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 8,382 $219K <0.01% +283 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 8,373 $218K <0.01% +1,865 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 8,212 $214K 0.05% new 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 8,209 $214K 0.15% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,024 $209K 0.01% new 13F-HR Timeline Group Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 7,917 $206K 0.02% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 7,861 $205K <0.01% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 7,760 $202K 0.04% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 7,729 $202K 0.01% new 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 7,699 $201K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,726 $175K <0.01% -154 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,603 $172K 0.09% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 6,330 $165K 0.1% 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 5,859 $153K 0.02% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,854 $153K <0.01% +437 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 5,200 $136K 0.03% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,001 $130K <0.01% +1,069 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,863 $127K <0.01% +4,368 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 4,835 $126K 0.04% 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,562 $119K <0.01% new 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,047 $106K <0.01% +662 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,000 $104K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,977 $104K <0.01% -5,006 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,779 $98.6K 0.01% +1,815 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,167 $82.6K <0.01% +81 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,766 $72.1K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,365 $61.7K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,287 $59.6K <0.01% -501 13F-HR/A Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,270 $59.2K <0.01% -2,199 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,865 $48.6K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,695 $44.2K 0.04% +24 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,670 $43.6K 0.01% -2,228 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,626 $42.4K <0.01% +1,102 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,601 $41.8K <0.01% +42 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,578 $41.2K <0.01% -33 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,518 $39.6K <0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,489 $38.8K 0.03% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,485 $38.7K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,414 $36.9K 0.03% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,322 $34.5K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,259 $32.8K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,245 $32.1K <0.01% +1,196 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1,167 $30.4K 0.02% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,124 $29.3K 0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,088 $28.4K 0.02% +395 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,068 $27.9K 0.02% -4 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,059 $27.6K <0.01% -2 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,005 $26.2K <0.01% +118 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 1,000 $26.1K <0.01% +181 13F-HR Timeline Group MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 996 $26K <0.01% +33 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 971 $25.3K <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 943 $24.6K 0.01% +910 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 925 $24.1K <0.01% +46 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 898 $24K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 915 $23.9K <0.01% -455 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 900 $23.5K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 854 $22.3K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 842 $22K 0.01% +268 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 776 $20.2K <0.01% new 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 743 $19.4K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 722 $18.8K <0.01% -8,707 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 712 $18.6K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 659 $17.2K <0.01% -500 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 614 $16K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 572 $14.9K <0.01% -72 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 554 $14.4K 0.01% +307 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 552 $14.4K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 536 $14K <0.01% +7 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 523 $13.6K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 560 $13.5K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 506 $13K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 490 $12.8K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 455 $11.9K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 452 $11.5K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 441 $11.5K <0.01% +6 13F-HR Timeline