SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 69,115 $2.99M 0.07% +1,321 13F-HR Timeline Group BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 68,354 $2.95M +19,529 Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 66,756 $2.85M 0.78% -195 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 65,104 $2.81M 0.01% +11,203 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 65,095 $2.81M 2.51% +3,176 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 64,492 $2.79M 1.66% 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 64,445 $2.79M 0.48% -320 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 64,219 $2.78M 0.64% +1,494 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 64,174 $2.77M 0.58% -5,026 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 63,751 $2.76M 0.79% +44,410 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 63,144 $2.73M 0.05% +4,385 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 62,632 $2.71M +4,601 Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 60,355 $2.61M 0.09% -239,333 13F-HR Timeline Group My Personal CFO, LLC More: the full row for My Personal CFO, LLC 59,711 $2.58M 1.17% +4,511 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 59,685 $2.58M 1.36% +5,730 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 58,218 $2.52M 0.46% +22,480 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 56,710 $2.45M 0.02% +6,718 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 56,623 $2.45M 0.24% +4,112 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 56,286 $2.43M 0.01% -815 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 55,356 $2.39M 1.74% -2,563 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 54,854 $2.37M 0.02% -14,717 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 54,049 $2.34M 0.01% -2,820 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 53,766 $2.32M 0.9% -507 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 53,184 $2.3M 0.17% +1,734 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 52,868 $2.28M 0.59% -77 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 51,863 $2.24M 1.74% -338 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 51,711 $2.23M 0.13% -5,016 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 51,426 $2.22M 0.15% -2,234 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 51,401 $2.22M 0.11% -13,220 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 50,946 $2.2M 1.37% +636 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 50,489 $2.18M 0.05% -164 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 50,260 $2.17M 0.31% +2,368 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 49,661 $2.15M 0.09% -1,725 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 49,197 $2.13M 0.4% -24,770 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 48,293 $2.12M 0.06% +318 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 48,702 $2.1M 0.1% -441 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 48,526 $2.1M 0.14% -115,142 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 47,331 $2.05M 0.1% +865 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 46,166 $2M <0.01% +8,375 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 46,051 $1.99M <0.01% +4,959 13F-HR Timeline Group Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 45,359 $1.96M 0.91% +152 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 45,025 $1.95M 0.13% -284 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 43,900 $1.9M 1.24% new 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 43,829 $1.89M 0.34% -8,231 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 43,634 $1.89M 0.15% -2,071 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 43,610 $1.88M 1.22% +10,472 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 42,053 $1.82M 0.17% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 41,099 $1.78M 0.14% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 40,775 $1.76M 0.15% +11,238 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 40,304 $1.74M 0.97% +13,039 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 38,985 $1.68M 0.47% -891 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 38,353 $1.66M 0.48% -5,818 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 37,975 $1.64M 0.12% +2,751 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 37,723 $1.63M 0.02% +1,798 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 37,661 $1.63M 1.3% +1,615 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 36,909 $1.6M 0.07% +1,666 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 36,588 $1.58M 0.78% +2,381 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 35,684 $1.54M 0.1% +13,254 13F-HR Timeline Group Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 35,662 $1.54M 0.25% +3,032 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 34,732 $1.5M 0.33% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 37,744 $1.5M 0.12% -196 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 34,518 $1.49M 0.55% +5,851 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 33,967 $1.47M 1.25% +229 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 33,668 $1.46M 0.01% -6,184 13F-HR/A Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 32,827 $1.42M 0.21% +25,003 13F-HR Timeline Group Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 32,767 $1.42M 0.67% +13,858 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 32,666 $1.41M 0.09% -306 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 32,146 $1.39M 0.72% -458 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 32,134 $1.39M 0.13% -60,701 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 32,012 $1.38M 0.49% +2,072 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 36,817 $1.37M 0.94% +2,683 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 30,270 $1.31M 0.34% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 30,269 $1.31M 0.06% -626 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 30,231 $1.31M <0.01% +1,844 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 30,125 $1.3M 0.03% 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 29,635 $1.28M 0.13% +6,050 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 29,434 $1.27M 0.01% +1,130 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 29,431 $1.27M 0.03% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 29,122 $1.26M 0.16% +3,710 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 28,836 $1.25M 0.01% +10,619 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 27,815 $1.2M 0.36% +16,848 13F-HR/A Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 26,879 $1.16M 0.94% +759 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 26,634 $1.15M 0.16% +29 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 25,953 $1.12M 0.08% -293 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 25,864 $1.12M 0.03% -2,098 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 25,763 $1.11M 0.12% -38,567 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 25,559 $1.1M <0.01% +5,151 13F-HR Timeline Group Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 25,439 $1.1M 0.43% +221 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 25,475 $1.1M 0.18% -189,665 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 24,906 $1.08M 1.48% -1,155 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 24,702 $1.07M 0.21% -31,921 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 24,509 $1.06M 0.07% -9,304 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 24,505 $1.06M 0.02% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 24,502 $1.06M 0.01% +7,053 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 24,421 $1.06M 0.01% new 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 24,283 $1.05M 0.73% +4,224 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 24,275 $1.05M 0.1% -3,308 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 24,215 $1.05M 0.32% +222 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 24,232 $1.03M 0.4% -4,642 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 23,550 $1.02M 0.04% -449,188 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 23,534 $1.02M 0.32% new 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 23,257 $1.01M 0.15% +1,598 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 22,768 $984K 0.03% +964 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 22,737 $983K 0.23% +2,426 13F-HR Timeline Trust Co More: the full row for Trust Co 22,649 $979K 0.11% -1,137 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 22,450 $968K 0.01% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 22,349 $966K 0.02% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 22,152 $957K 0.01% +2,353 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 21,998 $951K 0.12% +2,045 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 21,899 $946K 0.09% +14 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 21,868 $945K 0.05% +2,783 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 21,686 $937K 0.08% -557 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 21,088 $911K 0.41% -62 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 20,895 $903K 0.01% -479 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 20,856 $901K 0.05% +967 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 20,579 $889K 0.23% -757 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 20,346 $879K 0.05% +1,951 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 19,884 $857K <0.01% +8,605 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 19,786 $855K 0.58% -1,028 13F-HR Timeline CLG LLC More: the full row for CLG LLC 19,730 $853K 0.27% new 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 19,383 $838K 0.38% 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 19,048 $823K 0.07% +2,833 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 18,388 $795K 0.01% +12,514 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 18,274 $790K 0.01% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 18,259 $789K 0.05% +311 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 18,202 $787K 0.14% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 17,885 $773K 0.41% +1,569 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 17,817 $770K 0.51% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 17,256 $746K 0.02% -1,406 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 17,071 $738K 0.06% +142 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 16,967 $733K 0.18% +1,886 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 16,782 $725K 0.12% -1,334 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 16,542 $715K <0.01% -463 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 16,259 $703K 0.06% -2,541 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 16,200 $700K 0.47% new 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 16,010 $692K 0.19% -2,549 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 15,846 $685K 0.17% +550 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 15,691 $678K 0.03% -2,464 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 15,474 $669K 0.3% +1 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 15,303 $657K 0.05% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 15,070 $651K 0.02% -5,065 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 14,942 $646K 0.2% +57 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 14,508 $627K 0.12% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 14,122 $610K 0.09% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 13,948 $601K 0.06% -1,203 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 13,752 $594K 0.34% -5,208 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 13,619 $589K 0.17% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 13,607 $588K 0.01% -10,585 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,601 $588K <0.01% +759 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,349 $577K <0.01% +2,540 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 13,239 $572K 0.01% +2,040 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 13,160 $569K 0.06% -32,714 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 13,072 $565K 0.27% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,851 $555K 0.01% +8,671 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 12,698 $549K 0.45% 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 12,667 $547K <0.01% +2,065 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 12,524 $541K <0.01% new 13F-HR Timeline Group Burt Wealth Advisors More: the full row for Burt Wealth Advisors 12,489 $540K 0.12% +689 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 12,130 $524K 0.02% -250 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 12,128 $524K 0.11% -5,383 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 12,083 $522K 0.04% -151 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 11,996 $518K 0.22% 0 13F-HR Timeline American Trust More: the full row for American Trust 11,912 $515K 0.05% new 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 11,890 $514K 0.41% -3,767 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11,814 $511K <0.01% +4,309 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 11,800 $510K 0.01% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 11,607 $502K 0.06% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,585 $501K 0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,337 $490K <0.01% +4,237 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,047 $477K 0.02% -264 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10,725 $464K 0.06% -620 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 10,723 $463K 0.35% +181 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 10,690 $462K 0.28% -8 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,596 $458K <0.01% +378 13F-HR Timeline Friday Financial More: the full row for Friday Financial 10,592 $458K 0.23% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 10,459 $452K <0.01% +683 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 10,446 $451K 0.05% -427 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 10,162 $439K 0.24% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,096 $436K 0.02% -1,149 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10,041 $434K 0.01% new 13F-HR/A Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 9,959 $430K 0.07% +320 13F-HR/A Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 9,938 $429K 0.05% +3,940 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 9,876 $427K 0.02% +4,517 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,720 $420K 0.01% +2,558 13F-HR Timeline Group Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 9,702 $419K 0.47% -780 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 9,760 $415K 0.17% +3,164 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 9,406 $407K <0.01% +1,086 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 9,387 $406K 0.02% +68 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 9,383 $406K 0.02% 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,236 $399K 0.01% +17 13F-HR Timeline Group Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 9,229 $399K 0.1% -109 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 9,203 $398K 0.3% 0 13F-HR Timeline Coordinated Financial Services, Inc. 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