Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,322 $235K 0.02% -824 13F-HR Timeline Group Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 11,042 $229K -460 Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 11,000 $228K <0.01% 0 13F-HR Timeline Group PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 10,767 $223K 0.1% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 10,679 $222K 0.03% -78,255 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,646 $221K <0.01% new 13F-HR Timeline Group Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 13,300 $220K 0.12% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,559 $219K <0.01% -818 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 10,450 $217K 0.03% -5,850 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,291 $214K <0.01% new 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 10,210 $212K 0.02% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 10,050 $209K 0.02% new 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 10,012 $208K 0.04% -605 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 10,000 $208K 0.01% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 10,000 $208K 0.03% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 10,000 $208K 0.02% -271 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 10,000 $208K 0.02% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,867 $205K <0.01% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 9,775 $203K 0.06% new 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 9,772 $203K <0.01% -925,787 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,760 $203K 0.01% new 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 9,700 $201K <0.01% new 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 8,829 $177K <0.01% +7,980 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 8,322 $173K 0.05% +1,000 13F-HR Timeline Group Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 12,016 $170K 0.02% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,521 $156K <0.01% -1,691 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,895 $143K 0.06% +7 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 6,818 $141K 0.1% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 6,773 $141K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,564 $136K <0.01% -471 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,489 $135K 0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 5,723 $119K 0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,356 $111K 0.01% +3,559 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 5,290 $110K <0.01% +1,050 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 5,000 $104K 0.05% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5,000 $104K 0.06% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,653 $96.6K <0.01% -1,042 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 4,500 $93.4K 0.02% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,167 $86.5K 0.02% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,138 $85.9K <0.01% +651 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,237 $67.2K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,802 $58K 0.04% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,685 $55.7K <0.01% +1,739 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,620 $54.4K <0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,479 $51.4K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,198 $45.6K <0.01% +139 13F-HR/A Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,164 $44.9K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,095 $43.5K <0.01% -64 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 2,044 $42.4K 0.02% new 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,000 $41.5K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,000 $41.5K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,000 $41.5K 0.04% -1,000 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,000 $41.5K 0.03% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,764 $36.6K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,719 $35.7K <0.01% +219 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,665 $34.5K 0.01% -60 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,500 $31.1K 0.02% -9,400 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,447 $30K 0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,400 $29.1K 0.01% -2,600 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,315 $27.3K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,307 $27.1K <0.01% -1,023 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,301 $27K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,248 $25.9K <0.01% -3,296 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,155 $24K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,102 $22.9K 0.01% +49 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 1,095 $22.7K 0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,034 $21.5K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,008 $20.9K <0.01% -45 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,003 $20.8K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,000 $20.8K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 974 $20K 0.01% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 900 $18.7K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 884 $18.3K <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 866 $18K 0.02% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 856 $17.8K <0.01% -8,385 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 848 $17.6K 0.01% +671 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 816 $16.9K 0.01% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 750 $15.6K 0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 745 $15.4K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 760 $15K 0.01% -10,660 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 711 $14.8K <0.01% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 650 $13.5K <0.01% 0 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 600 $12.4K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 600 $12.4K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 600 $12.4K <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. 591 $12.3K <0.01% +13 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 586 $12.2K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 563 $11.7K <0.01% +44 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 544 $11.3K <0.01% -292 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 513 $10.6K <0.01% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 512 $10.6K <0.01% -147 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 508 $10.5K <0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 500 $10.4K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 500 $10.4K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 450 $9.34K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 440 $9.16K <0.01% -272 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 430 $8.92K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 400 $8.3K <0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 400 $8.3K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 350 $7.26K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 350 $7.26K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 337 $6.99K <0.01% +292 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 327 $6.79K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 305 $6.33K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 300 $6.22K <0.01% new 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 300 $6.22K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 271 $5.62K <0.01% new 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 268 $5.56K <0.01% -1,500 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 263 $5.46K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 227 $4.71K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 211 $4.38K <0.01% -250 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 154 $3.2K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 144 $2.99K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 134 $2.78K <0.01% 0 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 130 $2.7K <0.01% 0 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 115 $2.39K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 115 $2.39K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 104 $2.16K <0.01% -14 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 100 $2.08K <0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 100 $2.08K <0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 87 $1.92K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 72 $1.49K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 70 $1.45K <0.01% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 15 $1.36K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 66 $1.35K <0.01% +11 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 65 $1.35K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 61 $1.27K <0.01% new 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 57 $1.18K <0.01% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 59 $1K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 48 $996 <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 28 $581 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 17 $353 <0.01% -7 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 14 $298 <0.01% 0 13F-HR/A Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 10 $208 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6 $134 <0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 4 $83 <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 0 $2 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.