Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,329 $224K 0.09% new 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,325 $223K 0.03% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,318 $223K 0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,317 $223K 0.03% new 13F-HR Timeline AXIOM INVESTORS LLC /DE More: the full row for AXIOM INVESTORS LLC /DE 2,304 $221K <0.01% -600 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,302 $221K 0.05% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,262 $220K 0.03% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,280 $219K 0.03% new 13F-HR/A Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,260 $217K 0.05% -16,682 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,255 $217K 0.01% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,255 $217K 0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,239 $215K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,228 $214K 0.1% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,405 $212K <0.01% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,189 $211K 0.02% new 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,200 $211K 0.03% new 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,150 $211K 0.03% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,192 $211K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,170 $209K 0.02% +105 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,170 $209K 0.01% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,167 $208K 0.03% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,165 $208K 0.06% new 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 2,164 $208K 0.15% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,149 $207K 0.05% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,145 $206K <0.01% new 13F-HR Timeline Group M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 2,138 $206K 0.11% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,136 $205K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,135 $205K 0.01% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,121 $204K 0.06% new 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 2,120 $204K 0.02% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,108 $203K 0.01% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,095 $201K 0.06% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,090 $201K <0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,088 $201K 0.01% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,063 $198K 0.03% -586 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 1,988 $191K 0.02% +1,754 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,943 $187K 0.11% -19 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,746 $168K 0.05% -2,020 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,741 $167K 0.02% -830 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,675 $161K 0.02% +1,378 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,665 $160K 0.01% -1,050 13F-HR Timeline Group Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,660 $160K 0.14% -178 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 1,593 $153K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,576 $151K 0.01% +18 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,562 $150K 0.01% +23 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,529 $147K <0.01% new 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,520 $146K 0.02% +1,504 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,519 $146K 0.07% -4,924 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,500 $144K +19 Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,498 $144K 0.02% +63 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,456 $140K 0.01% +1,123 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,407 $135K <0.01% +33 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,400 $135K 0.01% -5 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,350 $130K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,330 $128K 0.07% -10 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,300 $125K 0.03% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,259 $121K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,227 $118K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,226 $118K 0.02% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,187 $114K 0.01% -3,585 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,141 $110K 0.02% new 13F-HR/A Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,125 $108K 0.03% -1,407 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,111 $107K <0.01% +37 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,340 $107K 0.03% +1,170 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,097 $105K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,054 $101K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,000 $96.1K 0.03% +250 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 947 $90.6K 0.01% -94 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 895 $86K <0.01% +379 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 886 $85.2K 0.09% -19 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 848 $82K <0.01% -31 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 842 $80.9K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 832 $79.9K <0.01% +31 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 830 $79.8K <0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 824 $77.6K 0.01% 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 789 $75.8K 0.02% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 784 $75.4K <0.01% +586 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 723 $69.5K 0.02% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 719 $69.1K 0.01% +351 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 700 $67K 0.02% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 678 $66.2K <0.01% -1,338 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 673 $64.7K 0.01% +2 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 651 $62.6K 0.01% +14 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 631 $60.7K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 612 $59.6K <0.01% +54 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 619 $59.5K 0.02% +20 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 616 $59.2K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 604 $58.1K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 600 $57.7K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 600 $57.7K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 600 $57.7K 0.02% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 600 $57.7K 0.02% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 599 $57.6K 0.01% +21 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 584 $56.1K 0.06% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 574 $55.2K 0.02% +392 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 570 $54.8K 0.04% +26 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 559 $54K <0.01% +116 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 561 $53.9K 0.03% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 537 $51.6K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 535 $51.4K 0.01% new 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 534 $51.3K <0.01% 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 517 $49.7K <0.01% +234 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 495 $47.6K 0.01% -26 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 484 $46.5K 0.04% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 482 $46.3K 0.01% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 468 $45K 0.02% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 452 $43.5K 0.01% -119 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 448 $43.1K 0.01% +7 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 444 $42.7K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 439 $42.2K 0.01% +86 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 431 $41.4K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 427 $41K <0.01% +31 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 409 $39.3K 0.01% -7 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 404 $38.8K <0.01% new 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 401 $38.5K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 400 $38.4K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 388 $37.3K <0.01% +12 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 386 $37.1K 0.01% +14 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 375 $36K <0.01% -4,289 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 370 $35.6K <0.01% +88 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 365 $35.5K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 360 $35K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 356 $34.2K <0.01% +125 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 344 $33.1K <0.01% -58 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 340 $32.7K 0.01% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 335 $32.2K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 333 $32K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 333 $32K <0.01% +3 13F-HR Timeline NBH Bank More: the full row for NBH Bank 329 $31.6K 0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 328 $31.5K <0.01% -175 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 321 $30.9K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 320 $30.8K 0.02% +13 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 317 $30.5K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 315 $30.3K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 304 $29.2K <0.01% +16 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 298 $28.6K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 293 $28.2K <0.01% new 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 292 $28.1K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 292 $28.1K 0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 283 $27.2K <0.01% -20 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 283 $27.2K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 283 $27.2K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 278 $26.7K <0.01% -33 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 272 $26.1K <0.01% 0 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 267 $25.7K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 256 $24.6K <0.01% +75 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 248 $23.4K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 242 $23.3K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 240 $23.1K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 238 $22.9K 0.01% +226 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 238 $22.9K 0.01% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 230 $22.1K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 229 $22K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 233 $22K <0.01% +36 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 228 $21.9K <0.01% -439 13F-HR Timeline Group 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 219 $21.1K 0.02% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 216 $21K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 216 $20.8K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 214 $20.6K 0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 213 $20.5K <0.01% +103 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 210 $20.2K <0.01% +29 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 207 $19.9K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 200 $19.2K <0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 200 $19.2K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 199 $19.1K <0.01% -22 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 197 $18.9K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 196 $18.9K <0.01% +72 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 189 $18.2K <0.01% +9 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 189 $18.2K <0.01% +25 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 180 $17.3K <0.01% 0 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 180 $17.3K 0.01% +77 13F-HR/A Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 178 $17.1K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 176 $16.9K 0.01% +68 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 173 $16.6K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 173 $16.6K 0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 174 $16.6K 0.01% 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 172 $16.5K 0.01% +6 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 163 $15.7K 0.01% +58 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 162 $15.6K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 158 $15.2K <0.01% +91 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 158 $15.2K <0.01% +14 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 156 $15K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 153 $14.7K <0.01% -1 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 151 $14.5K 0.01% +21 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 148 $14.2K <0.01% -46 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 145 $13.9K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 142 $13.6K 0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 140 $13.5K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 140 $13.4K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 139 $13.4K <0.01% +35 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 139 $13.4K <0.01% new 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 138 $13.3K 0.01% new 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 135 $13K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 129 $12.4K 0.01% -8 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 126 $12.1K 0.01% -3,344 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 126 $12K <0.01% -53 13F-HR Timeline Group Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 122 $11.7K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 120 $11.5K 0.01% -1,374 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 118 $11.3K <0.01% +31 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 116 $11.2K 0.01% new 13F-HR Timeline