BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 764 $226K <0.01% -84 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 830 $225K <0.01% -2,322 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 829 $225K 0.04% new 13F-HR Timeline Group Live Oak Investment Partners More: the full row for Live Oak Investment Partners 828 $224K 0.13% -1,363 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 766 $222K 0.03% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 814 $221K 0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 813 $220K 0.02% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 796 $216K 0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 784 $212K <0.01% -134 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 780 $211K 0.01% -270 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 779 $211K 0.01% -528 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 778 $211K 0.05% -492 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 778 $211K 0.03% -1,590 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 778 $211K 0.02% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 776 $210K <0.01% -352 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 775 $210K 0.04% -96 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 773 $209K 0.01% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 771 $209K <0.01% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 771 $209K 0.01% -89 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 770 $209K 0.01% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 674 $208K <0.01% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 756 $205K <0.01% -168 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 753 $204K 0.16% 0 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 753 $204K 0.1% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 651 $202K 0.01% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 739 $200K <0.01% -61 13F-HR Timeline Group Center for Financial Planning, Inc. 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Mason LLC More: the full row for S.A. Mason LLC 623 $169K 0.06% -9 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 608 $165K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 568 $154K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 550 $149K <0.01% +54 13F-HR/A Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,500 $149K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 543 $147K 0.01% +2 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 530 $144K 0.02% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 519 $141K 0.04% +516 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 518 $140K 0.07% +73 13F-HR Timeline Physician Wealth Advisors, Inc. 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Evart, Inc. 402 $109K 0.09% 13F-HR/A Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 398 $108K 0.11% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 397 $108K 0.05% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 394 $107K 0.01% -53 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 381 $103K 0.03% new 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 380 $103K 0.02% -448 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 362 $98.1K <0.01% +35 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 358 $97K 0.03% new 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 357 $96.7K 0.08% 0 13F-HR Timeline Sherman Asset Management, Inc. 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Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 253 $68.5K 0.05% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 251 $67.9K 0.01% +3 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 240 $65K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 236 $63.9K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 227 $61.5K 0.05% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 225 $60.8K 0.02% +2 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 223 $60.4K 0.05% +61 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 217 $59K 0.03% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 217 $58.8K 0.01% +48 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 212 $58.5K <0.01% +119 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 213 $57.7K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 206 $55.8K <0.01% -5 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 204 $55K 0.04% -199 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 200 $54K 0.03% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 199 $53.9K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 195 $52.8K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 189 $51.1K 0.01% +2 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 187 $50.6K <0.01% +7 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 185 $50.1K 0.02% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 185 $50.1K 0.01% -32 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 177 $47.9K 0.04% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 171 $46.3K <0.01% -659 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 26,074 $46.1K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 168 $45.5K <0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 168 $45.5K 0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 160 $43.3K 0.01% +95 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 152 $42K 0.01% -24 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 146 $39.5K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 142 $38.5K <0.01% +17 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 141 $38.2K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 137 $37.1K <0.01% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 133 $36K 0.02% new 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 135 $35.8K 0.01% -1,986 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 120 $35.7K <0.01% +21 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 131 $35.5K <0.01% 0 13F-HR Timeline Group Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 128 $34.7K 0.03% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 126 $34.1K <0.01% -22 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 126 $34.1K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 119 $32.2K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 118 $32K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 117 $31.7K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 113 $31K <0.01% +10 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 114 $30.9K 0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 112 $30.3K <0.01% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 111 $30K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 100 $28K <0.01% -449 13F-HR Timeline BAYBAN More: the full row for BAYBAN 100 $27.1K 0.02% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 96 $26K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 92 $26K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 93 $25.2K <0.01% -10 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 90 $24.4K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 86 $23.3K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 84 $23K <0.01% -104 13F-HR Timeline Group PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 84 $22.8K 0.08% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 82 $22.2K <0.01% -10 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 76 $20.7K 0.01% new 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 74 $20K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 72 $19.5K <0.01% +58 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 71 $19.3K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 70 $19K <0.01% -2 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 69 $18.7K 0.01% 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 61 $17.7K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 64 $17.3K <0.01% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 63 $17.1K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 61 $16.5K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 60 $16.3K 0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 60 $16.3K 0.01% +35 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 57 $16K <0.01% +41 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 54 $14.6K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 52 $14.2K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 52 $14.1K <0.01% +8 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 51 $13.8K 0.08% 0 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 51 $13.8K <0.01% -17 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 50 $13.5K 0.01% +27 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 48 $13K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 47 $12.7K <0.01% +23 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 47 $12.7K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 46 $12.5K <0.01% +19 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 45 $12.2K <0.01% -14 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 43 $11.6K <0.01% +9 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 43 $11.6K <0.01% -109 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 42 $11.4K <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 41 $11.1K <0.01% -55 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 40 $11K <0.01% -700 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 40 $10.8K <0.01% +5 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 40 $10.8K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 40 $10.8K <0.01% +21 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 39 $10.6K <0.01% +38 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 38 $10.3K <0.01% +5 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 38 $10.3K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 37 $10K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 37 $10K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 39 $10K <0.01% +14 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 36 $9.79K <0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 36 $9.75K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 34 $9.21K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 32 $8.67K <0.01% +5 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 32 $8.67K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 31 $8.4K <0.01% +11 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 32 $8K <0.01% -1 13F-HR/A Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 29 $7.86K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 27 $7.33K <0.01% +21 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 27 $7.31K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 27 $7.31K <0.01% new 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 26 $7.04K <0.01% -208 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 25 $6.83K <0.01% +9 13F-HR Timeline Trust Co More: the full row for Trust Co 25 $6.77K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 25 $6.77K <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 24 $6.63K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 24 $6.5K <0.01% new 13F-HR Timeline