QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 22,551 $336K 0.58% -11,723 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 22,288 $332K 0.02% -21 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 22,153 $330K <0.01% -388 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 21,848 $326K <0.01% +5,260 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 21,833 $325K 0.01% +682 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 21,824 $325K <0.01% +531 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 21,780 $318K <0.01% +517 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 21,181 $316K 0.02% -1,363 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 21,166 $315K <0.01% -1,069 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 21,063 $314K 0.01% +1,129 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 20,177 $301K <0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 20,170 $301K <0.01% -10,020 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 20,146 $300K 0.01% +664 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 19,570 $292K 0.19% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 18,904 $282K <0.01% -2,276 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 18,844 $281K 0.07% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 18,730 $279K 0.02% -567 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 18,472 $275K 0.01% +16,246 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 18,245 $272K 0.01% +4,792 13F-HR/A Timeline Group Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 18,003 $268K 0.15% +823 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 17,690 $264K 0.1% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 17,182 $256K 0.01% -3,311 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 16,836 $251K <0.01% +1,014 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 16,717 $249K <0.01% new 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 16,691 $249K 0.1% 13F-HR/A Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 16,644 $248K 0.02% -4,774 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 16,512 $246K 0.07% +370 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 16,468 $245K <0.01% +5,890 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 16,257 $242K 0.03% +5,093 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 16,232 $242K 0.01% +412 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,586 $232K <0.01% +244 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 15,516 $231K 0.02% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 15,050 $224K 0.04% +536 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 14,494 $216K 0.05% -941 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 13,971 $215K 0.03% +3,867 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,446 $215K <0.01% +2,616 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 14,247 $212K 0.05% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 14,166 $211K 0.02% +3,125 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 14,065 $210K 0.01% +3,834 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 13,990 $208K <0.01% -1,815 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 13,839 $206K 0.01% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 13,324 $201K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,153 $196K <0.01% +941 13F-HR/A Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 12,504 $195K <0.01% 0 13F-HR Timeline Group BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 12,878 $192K <0.01% -483,688 13F-HR Timeline Group Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 12,858 $192K 0.12% +447 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 12,684 $189K 0.07% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,650 $188K <0.01% +2,727 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 12,447 $185K 0.01% +267 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,323 $184K <0.01% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 12,323 $184K 0.01% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 12,283 $183K 0.03% +243 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,169 $181K <0.01% -1,479 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 10,890 $180K 0.02% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,046 $179K <0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 11,791 $176K 0.03% -1,053 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10,973 $170K 0.1% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,396 $170K <0.01% +286 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 11,389 $170K <0.01% -4,622 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 11,294 $168K <0.01% +41 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 11,266 $168K 0.01% -1,247 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,247 $168K 0.01% +9,036 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 11,222 $167K <0.01% -10,440 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,000 $164K <0.01% new 13F-HR/A Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,915 $163K <0.01% -182 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 10,869 $162K <0.01% -455 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,796 $161K <0.01% -3,586 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 10,489 $156K 0.06% +367 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 10,340 $154K <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 10,317 $154K 0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,257 $153K <0.01% -441 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 10,088 $150K <0.01% +4,179 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10,039 $150K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 9,306 $139K <0.01% +1,207 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 9,016 $134K 0.03% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 7,263 $108K 0.02% +32 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 6,758 $101K 0.07% +291 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,117 $91.1K <0.01% -9,849 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,900 $87.9K <0.01% +2,202 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,500 $82K <0.01% -45,817 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,114 $76.2K <0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 4,904 $75.6K 0.04% +2,328 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,881 $72.7K 0.01% +2,684 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4,662 $69.4K 0.01% -3,820 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,311 $64.2K <0.01% -129 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,208 $62.7K <0.01% -581 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,208 $62.7K <0.01% -459 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4,135 $61.6K 0.02% +692 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,815 $56.8K <0.01% -836 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 3,685 $54.9K 0.02% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,546 $52.8K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,543 $52.8K <0.01% -764 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,513 $52.3K <0.01% -3,264 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,439 $51.2K 0.01% +241 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,811 $43K <0.01% -2,988 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,801 $41.7K <0.01% +52 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,500 $37.3K <0.01% +472 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,393 $35.7K <0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,275 $33.9K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,219 $33.1K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,053 $30.6K <0.01% -1,220 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,044 $30.5K 0.01% new 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 1,970 $29.4K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,825 $27.9K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,783 $26.6K <0.01% +845 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,771 $26.4K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,614 $24K <0.01% +891 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,542 $23K 0.01% +1,419 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,478 $22K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,445 $21.5K <0.01% -80 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,445 $21.5K <0.01% -23 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,384 $20.6K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,340 $20K 0.01% 0 13F-HR/A Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 1,255 $18.7K 0.02% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,230 $18.3K <0.01% -1,029 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,093 $17K <0.01% +198 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,137 $16.9K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,102 $16.8K <0.01% +793 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,062 $15.8K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,008 $15K <0.01% +380 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 945 $14.1K <0.01% new 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 848 $12.6K <0.01% +53 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 828 $12.3K <0.01% +224 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 825 $12.3K <0.01% -404 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 827 $12.3K <0.01% -11 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 763 $12.2K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 815 $12K <0.01% +275 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 791 $11.8K <0.01% -765 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 780 $11.6K 0.01% -62 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 714 $11.2K <0.01% +33 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 731 $10.9K <0.01% -261 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 728 $10.8K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 645 $9.61K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 625 $9.31K 0.01% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 617 $9.19K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 614 $9.15K <0.01% -77 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 578 $8.99K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 601 $8.96K <0.01% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 593 $8.84K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 557 $8.63K <0.01% +57 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 546 $8.13K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 546 $8.13K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 543 $7.77K <0.01% -43 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 500 $7.75K <0.01% new 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 472 $7.03K <0.01% +132 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 470 $7K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 447 $6.66K <0.01% +373 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 424 $6.32K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 344 $5.13K <0.01% new 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 336 $5.01K <0.01% +146 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 336 $5.01K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 302 $4.5K <0.01% -46 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 302 $4.5K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 300 $4.47K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 295 $4.4K <0.01% +93 13F-HR/A Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 288 $4.29K <0.01% new 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 276 $4.28K <0.01% -17 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 266 $3.96K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 265 $3.95K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 257 $3.83K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 255 $3.8K <0.01% +20 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 245 $3.65K <0.01% +64 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 229 $3.61K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 239 $3.56K <0.01% +50 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 212 $3.16K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 206 $3.07K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 205 $3.06K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 205 $3.06K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 234 $3K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 197 $2.94K <0.01% 0 13F-HR/A Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 195 $2.9K <0.01% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 189 $2.82K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 182 $2.71K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 174 $2.59K <0.01% -1,629 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 168 $2.52K <0.01% +117 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 169 $2.52K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 168 $2.5K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 154 $2.29K <0.01% -46 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 153 $2.28K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 147 $2.19K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 146 $2.18K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 134 $2K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 125 $1.86K <0.01% +82 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 100 $1.49K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 94 $1.4K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 80 $1.19K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 80 $1.19K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 77 $1.15K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 75 $1.12K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 71 $1.06K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 71 $1.06K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 65 $969 <0.01% 0 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 62 $924 <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 59 $879 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 55 $820 <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 52 $775 <0.01% -15 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. 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