Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 13,879 $421K 0.11% -15,899 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 13,866 $420K 0.01% -3,168 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 13,852 $420K 0.04% +4,872 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 13,816 $419K 0.03% -231 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 13,762 $417K 0.09% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 13,727 $416K <0.01% -4,434 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,704 $416K 0.02% +130 13F-HR Timeline Christensen, King & Associates Investme⦠More: the full row for Christensen, King & Associates Investment Services, Inc. 13,701 $415K 0.18% -1,267 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 13,700 $415K 0.05% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 13,655 $414K 0.01% +8,117 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 13,445 $408K <0.01% -8,146 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 13,436 $407K 0.15% +785 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 13,359 $405K 0.09% +64 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 13,231 $401K 0.06% +1,161 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 13,202 $400K 0.04% +848 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 13,196 $400K 0.02% -1,142 13F-HR Timeline BANTA ASSET MANAGEMENT LP More: the full row for BANTA ASSET MANAGEMENT LP 13,190 $400K 0.4% -400 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 13,154 $399K 0.02% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 13,082 $397K 0.08% +52 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 13,000 $394K 0.2% +1,000 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 12,930 $392K 0.08% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 12,928 $392K 0.06% +4 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 12,804 $388K <0.01% +720 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 12,747 $386K 0.04% +37 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 12,710 $385K 0.25% +153 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,620 $383K 0.01% -10,056 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 12,620 $383K 0.21% +223 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 12,618 $383K <0.01% +5 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 12,555 $381K 0.06% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 12,500 $379K 0.01% 0 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 12,471 $378K 0.09% 0 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 12,386 $376K 0.38% -1,303 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 12,420 $374K <0.01% -1,039 13F-HR/A Timeline Group UNITED BANK More: the full row for UNITED BANK 12,313 $373K 0.05% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 12,307 $373K 0.14% +7 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 12,245 $371K 0.03% -392 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 12,230 $371K 0.05% -9,950 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 12,135 $368K 0.26% -750 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 12,065 $366K 0.17% -2,788 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 11,830 $359K 0.03% -2,307 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 11,791 $358K 0.03% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 11,789 $357K 0.01% +183 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 11,757 $356K 0.03% -311 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 11,592 $351K 0.04% +13 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 11,589 $351K 0.03% +15 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 11,541 $350K 0.02% -715 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 11,410 $346K 0.01% 0 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 11,247 $341K 0.06% -3,744 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 11,200 $340K 0.15% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 11,100 $337K <0.01% new 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS⦠More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 11,005 $336K 0.21% -139 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 11,025 $334K 0.34% -775 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 11,020 $334K 0.05% -1,950 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 11,000 $334K 0.11% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 10,828 $328K 0.03% +955 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 10,748 $326K 0.06% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 10,715 $325K 0.14% +38 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 10,663 $323K 0.03% +65 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,654 $323K <0.01% 0 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 10,645 $323K 0.08% -181 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 10,592 $321K 0.11% -40 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 10,560 $320K 0.02% -3,597 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,554 $320K 0.01% -656 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 10,547 $320K 0.12% -12 13F-HR/A Timeline Group Trask Adam Roland More: the full row for Trask Adam Roland 10,488 $318K 0.3% 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 10,482 $318K 0.03% -556 13F-HR Timeline Group CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 10,355 $312K 0.26% +2,600 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 10,283 $312K 0.3% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 10,199 $309K 0.13% -376 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 10,076 $306K 0.01% +70 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 10,049 $305K 0.05% -635 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 10,044 $305K 0.11% +1,776 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,017 $304K 0.02% -7,280 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 10,000 $303K 0.16% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, ⦠More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 10,000 $303K 0.04% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 9,885 $300K 0.04% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 9,736 $295K 0.02% -767 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 9,694 $294K 0.29% -90 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 9,693 $294K 0.03% -1,824 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,665 $293K 0.01% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 9,646 $292K 0.03% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 9,616 $292K <0.01% -2,858 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 9,581 $290K 0.21% -543 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 9,576 $290K 0.01% -140 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,⦠More: the full row for Ameritas Advisory Services, LLC 9,538 $289K 0.01% +221 13F-HR Timeline Group COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 9,532 $289K 0.18% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 9,529 $289K 0.06% +2,579 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 9,454 $287K 0.02% -600 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,453 $287K 0.01% -529 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 9,440 $286K 0.01% +2,796 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 9,436 $286K 0.11% -441 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 9,400 $285K 0.17% -2,225 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 9,379 $284K 0.03% +315 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 9,342 $283K 0.05% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 9,270 $281K 0.01% +442 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 9,264 $281K 0.01% -200 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 9,239 $280K 0.01% +4 13F-HR Timeline Group Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 8,966 $280K 0.03% -30 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 9,164 $278K 0.03% -1,025 13F-HR Timeline Group McElhenny Sheffield Capital Management,⦠More: the full row for McElhenny Sheffield Capital Management, LLC 9,154 $278K 0.07% +249 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,148 $277K 0.01% -1,495 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 9,110 $276K 0.08% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 8,997 $273K 0.03% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 8,965 $272K 0.08% -2,135 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 8,933 $271K 0.28% -6,643 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,918 $270K 0.01% -555 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 8,875 $269K 0.02% +1,255 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 8,880 $269K 0.02% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 8,862 $269K 0.04% +48 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I⦠More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 8,819 $267K <0.01% -2,057 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 8,816 $267K 0.04% +3 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 8,784 $266K 0.01% +22 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 8,748 $265K 0.09% +1,408 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,706 $264K 0.03% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 8,658 $263K 0.05% -1,245 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,650 $262K 0.03% -189 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 8,636 $262K 0.06% -248 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 8,624 $261K 0.04% -940 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 8,606 $261K 0.01% -1,307 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 8,609 $261K 0.04% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 8,574 $260K 0.17% +19 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 8,485 $257K 0.02% 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 8,484 $257K 0.06% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,478 $257K 0.02% +2 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 8,462 $257K 0.14% +42 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 8,400 $255K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8,358 $253K 0.01% +200 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 8,333 $253K 0.06% new 13F-HR/A Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 8,305 $252K 0.01% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 8,300 $252K 0.17% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 8,274 $251K 0.08% -17,220 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,126 $246K 0.01% +1,571 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 8,100 $245K 0.04% -2,144 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,010 $243K <0.01% -7,911 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 8,000 $243K 0.01% new 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,000 $243K 0.01% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 7,991 $242K 0.01% -2,711 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 7,935 $241K 0.06% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,860 $238K <0.01% -2,900 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 7,825 $237K 0.1% new 13F-HR/A Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 7,816 $237K 0.01% -3,190 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 7,795 $236K 0.02% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 7,697 $233K 0.01% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 7,650 $233K 0.08% -1,050 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 7,643 $232K 0.08% 0 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 7,641 $232K 0.23% -5,542 13F-HR Timeline Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 7,385 $231K 0.13% 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 7,608 $231K 0.23% -4,463 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,581 $230K <0.01% -6,455 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 7,331 $230K 0.01% +1,046 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 7,308 $229K 0.07% +295 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. ⦠More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 7,553 $229K 0.01% -1,178 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 7,546 $229K 0.05% -2,216 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 7,516 $228K 0.04% -9,207 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 7,509 $228K 0.45% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,506 $228K <0.01% -152 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 7,500 $227K 0.07% +4 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 7,474 $227K 0.05% 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 7,465 $226K 0.1% -175 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 7,435 $225K 0.12% +1 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 7,090 $225K 0.02% -200 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 7,388 $224K 0.07% -10 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 7,306 $223K 0.05% -4,541 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 7,319 $222K 0.01% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 7,294 $221K 0.09% new 13F-HR/A Timeline OneAscent Financial Services LLC in group OneAscent Financial Services ⦠More: the full row for OneAscent Financial Services LLC 7,287 $221K 0.01% +566 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 7,287 $221K 0.01% -2 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 7,167 $217K 0.08% 0 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 7,139 $216K 0.06% +334 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 7,132 $216K 0.07% +9 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 7,118 $216K 0.18% -475 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management ⦠More: the full row for BTG Pactual Asset Management US LLC 7,099 $215K 0.02% new 13F-HR Timeline Group BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 7,040 $213K 0.07% new 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 7,035 $213K 0.09% -2,152 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,855 $213K 0.01% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 7,017 $213K 0.03% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,913 $210K <0.01% -1,948 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,875 $208K <0.01% -4,239 13F-HR Timeline Group REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 6,875 $208K 0.16% -1,860 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 6,855 $208K 0.02% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,709 $208K <0.01% 0 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 6,846 $208K 0.12% -484 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 6,805 $206K 0.04% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,783 $206K <0.01% new 13F-HR Timeline Group RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 6,750 $205K 0.18% +75 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 6,721 $204K 0.07% -737 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,465 $204K 0.04% new 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 6,718 $204K 0.13% -242 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 6,687 $203K 0.04% +34 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 6,670 $202K 0.06% -283 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,659 $202K 0.01% +8 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,659 $202K 0.01% -2,515 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 6,652 $202K 0.17% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,623 $201K 0.02% new 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 6,619 $201K 0.16% +33 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,264 $190K 0.01% -434 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,200 $188K 0.02% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 6,181 $187K 0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 6,180 $187K 0.02% +36 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,158 $187K -487 Timeline