Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 68,891 $951K 0.08% -44,595 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 68,355 $943K +12,783 Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 67,213 $928K 0.09% +214 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 67,021 $925K 0.72% -1,125 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 67,009 $925K 0.05% +652 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 66,897 $923K 0.27% +36,396 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 66,109 $912K 0.02% +15,155 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 65,821 $908K 0.55% +61 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 65,528 $904K 0.03% -5,377 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 64,375 $888K 0.01% +26,366 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 62,986 $869K <0.01% +10,871 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 62,971 $869K 0.28% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 62,194 $858K 0.08% -1,461 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 62,161 $858K 0.14% -728,199 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 61,951 $856K 0.5% -241 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 61,990 $855K 0.01% -219,692 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 61,463 $848K 0.02% +6,311 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 61,357 $847K 0.07% -2,079 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 60,310 $832K 0.01% -2,000 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 59,936 $827K 0.07% +2,736 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 59,042 $815K 0.18% -8,725 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 58,986 $814K 0.07% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 57,324 $791K 0.07% +8,816 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 57,124 $788K 0.01% +941 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 55,854 $771K 0.04% +6,868 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 54,671 $754K 0.12% +497 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 54,423 $751K 0.03% +3,087 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 52,442 $724K 0.04% -2,068 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 51,661 $713K 0.02% new 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 51,370 $709K 0.01% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 50,348 $695K 0.15% +17,146 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 49,829 $688K 0.05% +123 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 49,185 $679K 0.01% -27,859 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 49,002 $676K 0.01% +2,157 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 48,563 $670K <0.01% +102 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 47,938 $662K 0.12% -149 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 47,927 $661K 0.01% +5,056 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 47,727 $659K 0.08% +4,397 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 46,450 $641K 0.36% -33,415 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 46,320 $639K 0.01% +4,900 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 45,831 $632K 0.02% -139 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 44,762 $618K <0.01% +34,350 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 43,979 $607K 0.01% +18,884 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 43,843 $605K 0.03% +1,622 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 43,824 $605K 0.04% -1,723 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 43,635 $602K 0.12% +10,054 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 43,491 $600K 0.01% -114,351 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 43,102 $595K 0.08% +13,815 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 42,728 $590K <0.01% +31,785 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 41,517 $573K 0.02% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 40,580 $560K <0.01% +2,770 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 40,444 $558K 0.06% -51,951 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 40,400 $558K 0.01% 0 13F-HR Timeline Group CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 40,398 $557K <0.01% 0 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 39,827 $557K 0.04% +4,597 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 40,219 $555K 0.02% -20,483 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 39,750 $549K 0.04% +4,547 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 39,619 $547K 0.13% +2,461 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 38,805 $536K 0.02% +2,133 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 38,714 $534K <0.01% -722,710 13F-HR/A Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 38,661 $534K 0.01% +21,195 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 38,129 $526K 0.04% +194 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 37,670 $522K 0.08% +4 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 37,127 $515K 0.01% -5,575 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 36,888 $509K 0.12% +1,051 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 36,784 $508K <0.01% -18,751 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 36,753 $507K 0.23% 0 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 36,740 $507K <0.01% +1,417 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 36,606 $505K <0.01% +799 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 36,508 $504K <0.01% +3,246 13F-HR/A Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 36,398 $502K <0.01% 13F-HR/A Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 36,127 $499K -931 Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 36,124 $499K 0.14% new 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 35,387 $488K 0.17% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 35,297 $487K 0.33% +177 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 33,625 $486K 0.03% +639 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 35,204 $486K 0.16% +110 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 35,098 $484K 0.01% -52,300 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 34,505 $476K 0.01% +6,327 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 33,811 $467K 0.01% +3,078 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 33,736 $466K 0.01% +7,063 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 32,991 $455K 0.01% +18,778 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 32,919 $454K 0.02% -900 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 32,775 $452K 0.05% -855 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 32,706 $451K 0.1% +274 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 32,510 $449K <0.01% +2,304 13F-HR Timeline Group PFW Advisors LLC More: the full row for PFW Advisors LLC 32,394 $447K 0.13% 0 13F-HR Timeline Governors Lane LP More: the full row for Governors Lane LP 32,260 $445K 0.04% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 31,608 $436K 0.12% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 31,581 $436K <0.01% +1,184 13F-HR/A Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 30,661 $423K <0.01% new 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 30,512 $421K 0.01% +11,877 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 30,465 $420K 0.04% +12,777 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 30,016 $414K 0.06% +131 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 29,862 $412K 0.01% -2,613 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 29,940 $411K <0.01% -420 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 29,755 $411K 0.03% +8,761 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 29,737 $410K <0.01% +5,776 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 29,735 $410K 0.01% -317 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 29,195 $403K 0.05% -1,228 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 29,179 $403K 0.01% +7,811 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 29,062 $401K 0.02% +15,016 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 27,981 $386K 0.01% +732 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 27,192 $375K 0.01% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 27,068 $374K 0.01% +276 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 27,041 $373K 0.28% +1,978 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 26,788 $370K 0.02% 0 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 26,678 $368K +13,005 Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 26,327 $363K 0.03% +680 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 26,322 $363K <0.01% +2,026 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 26,000 $362K <0.01% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 26,100 $360K 0.04% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 25,979 $359K 0.03% +1,573 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 25,784 $356K 0.06% +699 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 25,544 $353K 0.11% +699 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 25,449 $351K <0.01% new 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 25,394 $350K 0.01% +3,696 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 25,391 $350K 0.08% -1,057 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 25,139 $347K 0.03% +1,063 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 24,738 $341K 0.08% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 24,700 $341K 0.01% +5,456 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 24,640 $340K 0.02% +1,587 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 24,329 $336K 0.01% +791 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 24,210 $334K 0.09% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 24,079 $332K 0.08% +83 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 24,057 $332K 0.01% +58 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 23,700 $327K 0.1% -810 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 23,608 $326K 0.01% +1,331 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 23,591 $326K 0.02% +591 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 27,738 $323K 0.01% -444 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 23,331 $322K 0.02% +936 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 23,151 $319K 0.01% -2,872 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 23,022 $318K 0.03% 0 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 22,905 $316K 0.03% +279 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 22,675 $313K 0.01% +1,022 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 34,633 $312K 0.04% +14,677 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 22,417 $309K 0.18% -1,503 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 22,037 $304K 0.01% +4,129 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 21,965 $303K <0.01% +942 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 21,857 $302K 0.01% +494 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 21,762 $300K <0.01% -25,367 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 21,580 $298K 0.05% +979 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 26,000 $298K 0.05% 0 13F-HR/A Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 21,473 $296K 0.01% +1,479 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 19,847 $291K 0.01% +664 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 21,041 $290K 0.2% +315 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 20,921 $289K 0.08% +162 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 20,893 $288K 0.23% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 20,665 $285K 0.09% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 20,658 $285K 0.03% +788 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 20,625 $285K 0.05% +8,290 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 20,588 $284K 0.03% new 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 20,515 $283K 0.14% 0 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 20,400 $282K 0.13% +2,442 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 20,339 $281K <0.01% -25,886 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 20,067 $277K 0.09% -11,916 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 19,737 $272K 0.02% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 19,568 $270K 0.01% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 19,535 $270K 0.02% -11,054 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 19,500 $269K 0.02% +2,257 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 19,122 $264K <0.01% +8,711 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 18,982 $262K 0.08% +2,391 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 18,578 $256K <0.01% +1,124 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 18,432 $254K <0.01% -2,087 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 18,210 $251K 0.11% -280 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 22,242 $251K <0.01% +4,915 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 17,958 $248K 0.04% -2,241 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 17,690 $244K 0.36% +233 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 17,463 $241K 0.01% +3,033 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 17,245 $238K <0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 17,124 $236K 0.01% +1,029 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 17,112 $236K <0.01% -7,312 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 17,111 $236K 0.05% +4,917 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 17,109 $236K 0.01% new 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 17,044 $235K 0.09% +932 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 17,019 $235K <0.01% +94 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 16,998 $235K 0.01% +2,050 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 16,781 $232K 0.01% +21 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 16,694 $230K 0.01% +8,151 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 16,539 $228K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 16,524 $228K <0.01% +900 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 16,244 $224K <0.01% +141 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 16,230 $224K 0.13% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 15,982 $221K 0.01% +3,463 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 15,958 $220K <0.01% -955 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 15,939 $220K 0.01% -437 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 15,866 $219K 0.02% -192 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 15,576 $215K 0.01% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 15,533 $214K 0.05% +626 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 15,509 $214K 0.09% +413 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 15,489 $214K 0.01% -83 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 15,478 $214K 0.05% -791 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 15,192 $210K 0.12% 0 13F-HR Timeline Group Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 15,106 $208K 0.11% -16,820 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 15,086 $208K 0.06% -354 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 15,079 $208K 0.03% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 14,778 $204K 0.01% -99 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 14,671 $202K 0.03% +1,332 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 14,623 $202K <0.01% +2,274 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 14,606 $202K 0.01% +2,269 13F-HR Timeline