Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,330,540 $463M 5.24% -487,752 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,946,388 $289M 0.09% +3,354,413 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,201,616 $161M 0.01% +184,954 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 966,504 $70.8M 0.14% +4,563 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 927,022 $67.9M <0.01% +15,505 13F-HR/A Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 912,522 $66.8M 0.01% -30,760 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 655,922 $48M 0.49% +19,716 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 558,045 $40.9M 0.04% +13,675 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 489,530 $35.8M 1.33% +16,183 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 399,183 $29.2M 0.03% -72 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 385,208 $28.2M 0.04% +161,676 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 342,376 $25.1M 1.11% -7,732 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 211,923 $15.5M 3.54% +27,856 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 196,848 $14.4M <0.01% +2,484 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 177,057 $13M 1.41% +11,765 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 173,738 $12.7M 0.82% +11,008 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 166,222 $12.2M <0.01% +77,547 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 160,491 $11.7M <0.01% +16,285 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 144,347 $10.6M 0.63% +1,214 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 140,197 $10.3M 0.1% -3,959 13F-HR Timeline Group Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 138,990 $10.2M 3.19% +2,699 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 135,687 $9.93M 0.43% -766 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 129,624 $9.49M 1.27% +5,234 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 125,728 $9.2M 0.01% -54,362 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 115,635 $8.47M <0.01% +10,411 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 106,136 $7.77M <0.01% +18,249 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 86,838 $6.36M 0.7% -148 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 85,027 $6.22M 0.01% -3,287 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 84,537 $6.19M 0.09% +4,721 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 81,712 $5.98M 0.04% -870 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 77,956 $5.71M 1.3% -626 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 71,997 $5.27M 0.06% +79 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 70,763 $5.18M 0.09% +885 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 58,846 $4.31M <0.01% -2,338 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 57,834 $4.23M 0.81% +3,199 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 53,851 $3.94M 0.13% new 13F-HR Timeline ES4, LLC More: the full row for ES4, LLC 51,110 $3.74M 2.58% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 44,200 $3.24M 0.01% +36,315 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 40,065 $2.93M <0.01% -20 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 38,621 $2.83M 0.08% -507 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 37,754 $2.59M 0.87% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 33,348 $2.44M 0.15% +117 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 29,264 $2.34M 1.04% +1,266 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 30,439 $2.23M 0.98% -941 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 28,264 $2.07M 0.38% -238 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 27,064 $1.98M <0.01% +22,269 13F-HR Timeline Group Family Legacy, Inc. More: the full row for Family Legacy, Inc. 24,607 $1.8M 0.54% +518 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 23,773 $1.74M 0.3% -2,137 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 23,480 $1.72M 0.19% +7,361 13F-HR/A Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 23,164 $1.7M 0.19% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 22,582 $1.65M 0.58% +4,296 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 21,397 $1.57M <0.01% -11,213 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 20,091 $1.47M <0.01% -9,197 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 19,612 $1.44M <0.01% -527 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 19,429 $1.43M 0.46% -121 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 18,319 $1.34M 0.6% +10,116 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 17,059 $1.25M <0.01% -4,672 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 16,895 $1.24M 1.19% 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 15,381 $1.13M 0.04% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 14,811 $1.08M <0.01% +826 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 12,557 $919K 0.56% -1,551 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 11,574 $847K 0.08% +939 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 11,174 $818K 0.71% +2,778 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,110 $813K <0.01% -471 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,907 $799K <0.01% +202 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 10,565 $773K <0.01% 0 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 9,393 $688K 0.06% -53 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 9,365 $686K 0.52% -1,400 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 9,276 $679K 0.87% +55 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 9,061 $663K 0.27% +183 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 9,011 $660K 0.27% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,985 $658K <0.01% +1,517 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 8,978 $657K <0.01% -563 13F-HR/A Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 8,786 $644K 0.05% +6,049 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 8,772 $642K <0.01% +302 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 8,568 $627K <0.01% +926 13F-HR Timeline Group INVESTED ADVISORS More: the full row for INVESTED ADVISORS 8,414 $616K 0.64% +4,656 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 8,317 $612K 0.01% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 8,258 $605K <0.01% +989 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 8,043 $589K 0.11% +41 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 7,944 $582K 0.01% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 7,726 $566K 0.04% -6,296 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,705 $564K 0.01% 0 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,521 $551K <0.01% +138 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 7,240 $530K <0.01% 0 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 7,048 $519K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,030 $515K <0.01% -141 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,360 $466K 0.02% +2,084 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,360 $466K 0.07% +2,084 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,112 $447K <0.01% +1,174 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,089 $446K 0.02% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 5,431 $398K 0.06% +2,460 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 5,434 $393K <0.01% 0 13F-HR Timeline Group Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 5,310 $389K 0.03% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,997 $366K <0.01% -413 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,847 $355K 0.05% +75 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,623 $338K <0.01% -11 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,596 $336K 0.01% +83 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,548 $333K <0.01% +2,325 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,469 $327K <0.01% +299 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,351 $319K <0.01% -15 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,102 $300K 0.06% -76 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,077 $298K 0.02% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,053 $297K <0.01% -149 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,930 $288K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,880 $284K <0.01% -117 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,788 $277K <0.01% +134 13F-HR Timeline Group ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 3,750 $275K 0.04% +393 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,707 $271K <0.01% -1,821 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,617 $265K 0.01% -33 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,549 $260K <0.01% +2,062 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,491 $256K <0.01% new 13F-HR/A Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 3,371 $247K 0.17% -459 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,356 $246K 0.01% +20 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,355 $246K 0.02% +2,177 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,204 $240K <0.01% +420 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 3,167 $232K 0.11% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,026 $222K <0.01% +647 13F-HR Timeline Group Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 2,958 $217K 0.03% 0 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,918 $214K 0.06% -61 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,883 $211K <0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,879 $211K 0.01% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,854 $209K 0.02% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 2,565 $188K 0.04% -20 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,787 $131K <0.01% -111 13F-HR/A Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,543 $120K 0.02% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,632 $119K 0.01% -14 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,291 $94.5K 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 1,093 $80K <0.01% -217 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,085 $79.4K 0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 921 $67.4K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 827 $60.5K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 779 $57K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 710 $52K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 601 $44K 0.01% +601 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 507 $37K 0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 488 $35.7K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 482 $35.3K 0.01% -104 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 482 $35.3K <0.01% 0 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 456 $33.4K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 432 $31.6K <0.01% +83 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 381 $27.9K <0.01% -1 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 329 $24.1K <0.01% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 288 $21.1K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 254 $18.6K <0.01% +8 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 247 $18.1K <0.01% +12 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 215 $15.7K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 196 $14.3K <0.01% +1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 194 $14.2K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 190 $13.9K <0.01% +174 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 102 $7.5K <0.01% 0 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 80 $5.86K <0.01% -5 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 63 $4.61K <0.01% +32 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 58 $4.25K <0.01% +2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 52 $3.81K <0.01% new 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 44 $3.23K <0.01% +44 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 43 $3.15K <0.01% 0 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 41 $3K <0.01% new 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 39 $2.87K <0.01% 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 38 $2.78K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 32 $2.32K <0.01% +1 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 28 $2.05K <0.01% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 32 $2K <0.01% 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 22 $1.61K <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 13 $951 <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10 $755 <0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 10 $733 <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 9 $659 <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4 $293 <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2 $146 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1 $73 <0.01% -20 13F-HR Timeline