Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,710 $621K 0.06% +5 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,299 $620K 0.04% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,691 $618K 0.13% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,684 $616K 0.01% -67 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,672 $614K 0.04% -521 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,668 $614K 0.02% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,667 $614K 0.03% -599 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,645 $610K 0.11% +102 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,631 $608K <0.01% -1,580 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,624 $606K 0.02% +21 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 3,610 $604K 0.25% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 3,600 $602K 0.26% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,570 $597K 0.01% -631 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,570 $597K 0.06% -296 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,553 $594K 0.03% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,550 $594K 0.27% 0 13F-HR/A Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 3,549 $594K 0.41% -341 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 3,546 $593K 0.09% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,538 $592K 0.2% +709 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,519 $589K 0.28% -296 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,519 $589K 0.31% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,502 $586K 0.06% +1,293 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,496 $585K 0.03% +2,306 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,496 $585K 0.02% +68 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,488 $584K 0.13% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,473 $581K 0.05% 0 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,449 $577K 0.14% +87 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 3,440 $576K 0.05% +1,518 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,432 $574K 0.02% +1,134 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,428 $574K 0.01% +35 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,410 $570K 0.16% +178 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 3,402 $569K 0.71% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,393 $568K 0.08% +514 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,389 $567K 0.04% +100 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,382 $566K 0.01% +1,851 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,378 $565K 0.09% -612 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,353 $561K 0.42% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,351 $561K 0.01% +780 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Souders Financial Advisors More: the full row for Souders Financial Advisors 3,350 $560K 0.07% +221 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,347 $560K 0.01% +1,425 13F-HR Timeline Group O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 3,346 $560K 0.1% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,346 $560K 0.04% +184 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,345 $560K 0.07% +1 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 3,335 $558K 0.1% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,334 $558K 0.05% +459 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,333 $558K 0.14% +3,029 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,323 $556K 0.02% +54 13F-HR Timeline Group Revere Asset Management, Inc More: the full row for Revere Asset Management, Inc 3,317 $555K 0.21% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,316 $555K 0.1% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,309 $554K 0.06% -58 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,306 $553K 0.02% +1,095 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,299 $552K 0.13% -943 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,294 $551K 0.22% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,900 $551K 0.01% -1,600 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,805 $551K 0.37% +2,069 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,271 $547K <0.01% +362 13F-HR Timeline Group Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,268 $547K 0.13% -77 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,267 $547K 0.15% +576 13F-HR/A Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 3,256 $545K 0.4% +792 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,250 $544K 0.21% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,246 $543K 0.03% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,240 $542K 0.08% +1,531 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,232 $541K 0.05% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,229 $540K 0.06% -202 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,225 $540K 0.13% -100 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,224 $539K 0.04% -312 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 3,222 $539K 0.11% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,218 $538K 0.07% -20 13F-HR/A Timeline Group Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,210 $537K 0.4% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,200 $536K 0.03% +58 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,197 $535K 0.04% -22 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,188 $533K 0.01% +256 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 3,179 $532K 0.02% new 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 3,162 $529K 0.07% +682 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,159 $529K 0.08% -2,599 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 3,146 $526K 0.11% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,131 $524K 0.03% -68 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 3,130 $524K 0.12% -300 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,129 $523K 0.03% -336 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,126 $523K 0.31% new 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,121 $522K 0.33% -138 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,116 $521K 0.11% -855 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,104 $519K 0.01% -29 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,101 $519K 0.02% +80 13F-HR Timeline Group HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 3,098 $518K 0.12% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,624 $516K 0.01% +2,440 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,082 $516K 0.15% -662 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 3,070 $514K 0.13% +16 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,058 $512K 0.09% +13 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,054 $511K 0.03% -7,448 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,052 $511K 0.06% +338 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,043 $509K 0.06% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,042 $509K 0.2% +1,175 13F-HR/A Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,041 $509K 0.03% +2,774 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,040 $509K 0.04% +455 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,038 $508K 0.08% +958 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,030 $507K 0.01% +287 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,008 $503K 0.08% new 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 3,005 $503K 0.12% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,000 $502K 0.31% 0 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 3,000 $502K 0.01% 0 13F-HR Timeline Group Alan B Lancz & Associates, Inc. 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More: the full row for TRUST POINT INC. 2,997 $501K 0.04% +925 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 2,994 $501K 0.48% -3,953 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 2,990 $500K 0.31% +27 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,990 $500K 0.03% +606 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,987 $500K 0.32% +110 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,986 $500K 0.03% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 2,978 $498K 0.39% -786 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,967 $496K 0.07% +16 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 2,963 $496K 0.07% +200 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,955 $494K 0.07% -20 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,950 $494K 0.28% +3 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,949 $493K 0.07% -100 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,941 $492K 0.12% +16 13F-HR Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 2,938 $492K 0.1% -65 13F-HR Timeline Group Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 2,922 $489K 0.05% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,920 $489K 0.17% +30 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,914 $488K 0.05% +502 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,901 $485K 0.01% +78 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,900 $485K <0.01% new 13F-HR Timeline Group American Money Management, LLC More: the full row for American Money Management, LLC 2,897 $485K 0.08% -266 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,895 $484K 0.07% +291 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 2,890 $484K 0.19% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,882 $482K 0.03% -18 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,881 $482K 0.08% +98 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,879 $482K 0.13% +269 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 2,874 $481K 0.03% new 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,856 $478K 0.06% -18 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 2,855 $478K 0.08% -100 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,850 $477K 0.08% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,850 $477K 0.12% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,848 $477K 0.1% +238 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,839 $475K 0.42% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,837 $475K 0.06% +148 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,834 $474K 0.06% -7 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,824 $473K 0.04% -16,409 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,821 $472K 0.02% +304 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,821 $472K 0.03% +8 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,818 $472K 0.02% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,818 $472K 0.02% +753 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,818 $471K 0.05% +70 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,417 $470K 0.56% -92 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 2,803 $469K 0.32% +122 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 2,798 $468K 0.17% -68 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,789 $467K 0.04% new 13F-HR Timeline QVR LLC More: the full row for QVR LLC 2,789 $467K 0.56% new 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,789 $467K 0.14% +83 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 2,784 $466K 0.11% -106 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,768 $463K 0.07% +608 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 2,761 $462K 0.23% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,760 $462K 0.19% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,748 $460K 0.02% -572 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 2,745 $459K 0.16% 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,743 $459K 0.2% +737 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,741 $459K 0.11% -873 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,729 $458K 0.02% -154 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 2,734 $457K 1.46% 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,733 $457K 0.01% +869 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,729 $457K 0.15% +94 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 2,724 $456K 0.08% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,718 $455K 0.01% +131 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,713 $455K 0.12% -302 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,714 $454K 0.17% -2,940 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 2,710 $453K 2.45% +37 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,707 $453K 0.01% new 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,700 $452K 0.02% -516 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 2,670 $447K 0.05% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,666 $446K 0.05% -39 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,662 $445K 0.03% -499 13F-HR/A Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,661 $445K 0.33% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,649 $443K 0.09% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,645 $443K 0.01% +373 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,643 $442K 0.03% 0 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,638 $442K 0.06% -1,137 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,640 $442K 0.06% -403 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,628 $440K 0.21% -504 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,613 $437K 0.13% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,609 $437K 0.06% -91 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,601 $435K 0.16% +2,342 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 2,600 $435K 0.09% -28,900 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,597 $435K 0.17% +906 13F-HR/A Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,587 $433K 0.1% +605 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,575 $431K 0.2% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 2,575 $431K 0.03% -349 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 2,575 $431K 0.33% 0 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 2,572 $430K 0.16% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,571 $430K 0.16% -155 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,830 $430K 0.04% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,548 $426K 0.01% -48,028 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,543 $425K 0.35% -2 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 2,537 $424K 0.2% 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,528 $423K 0.05% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2,528 $422K 0.12% +1 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,520 $422K 0.08% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,715 $420K 0.07% -100 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,510 $420K 0.12% new 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 2,507 $419K 0.04% +125 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,507 $419K 0.08% 13F-HR Timeline