CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 38,841 $322K <0.01% +18,473 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 38,683 $321K 0.04% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 38,415 $319K <0.01% +3,383 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 38,149 $317K 0.19% +972 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 37,131 $308K 0.07% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 36,898 $306K 0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 36,753 $305K 0.18% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 36,608 $304K 0.1% 0 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 36,382 $302K <0.01% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 35,523 $295K 0.05% -2,772 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 35,469 $294K <0.01% +445 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 35,345 $293K 0.03% +4,352 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 35,005 $290K 0.08% +3,644 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 34,915 $290K 0.02% +3,821 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 34,459 $286K 0.01% +1,169 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 34,203 $284K 0.04% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 34,165 $284K 0.15% -3,275 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 33,942 $282K <0.01% +2,085 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 33,645 $279K 0.03% +6,624 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 33,397 $277K 0.05% -44,105 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 33,123 $275K 0.01% +124 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 33,057 $274K 0.05% -2,561 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 32,849 $273K 0.01% +12,894 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 32,692 $271K 0.05% -657,910 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 32,157 $267K <0.01% +2,450 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 32,055 $266K 0.06% +3,252 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 29,045 $259K 0.02% +595 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 30,923 $257K <0.01% -882 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 30,858 $256K <0.01% -41,132 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 29,968 $249K <0.01% -8,091 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 29,820 $248K 0.08% +31 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 29,646 $246K 0.13% +299 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 29,485 $245K 0.04% -11,508 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 29,291 $243K 0.02% +1,926 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 29,282 $243K <0.01% +13,806 13F-HR Timeline Group Aviso Financial Inc. More: the full row for Aviso Financial Inc. 29,072 $241K 0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 28,290 $235K 0.04% +6,098 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 27,870 $231K 0.12% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 27,814 $231K 0.11% +1,095 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 27,787 $231K <0.01% +1,057 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 27,358 $227K 0.03% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 27,093 $226K 0.01% new 13F-HR Timeline Group Haven Private, LLC More: the full row for Haven Private, LLC 26,840 $223K 0.1% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 26,788 $222K 0.01% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 26,528 $220K 0.04% +10,311 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 26,200 $217K 0.05% +254 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 25,652 $213K 0.03% +2,687 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 25,607 $213K new Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 25,499 $212K 0.04% +3,556 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 25,425 $211K <0.01% +5,556 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 24,162 $208K <0.01% +6,541 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 24,907 $207K 0.06% +118 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 24,317 $202K 0.03% -1,002 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 24,183 $201K 0.06% +271 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 24,166 $201K 0.07% +2,249 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 24,141 $200K 0.05% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 23,946 $199K <0.01% +12,557 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 23,732 $197K 0.01% +4,066 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 23,260 $193K 0.05% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 23,084 $192K 0.02% -1,940 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 23,000 $191K 0.02% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 22,419 $186K 0.03% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 22,257 $185K 0.06% +7,078 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 21,952 $182K 0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 21,936 $182K 0.02% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 18,952 $181K 0.09% new 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 21,356 $177K <0.01% -17,049 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 21,312 $177K 0.01% -32,917 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 20,985 $174K <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 20,767 $171K <0.01% +13,824 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 20,466 $170K <0.01% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 20,322 $169K 0.07% +9,935 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 20,108 $167K 0.01% +9,093 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 20,070 $167K 0.01% +5,343 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 20,058 $166K <0.01% +479 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,888 $165K <0.01% -375,511 13F-HR Timeline Group CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 19,736 $164K 0.13% +2,315 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 19,583 $163K 0.01% -4,077 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 19,431 $161K <0.01% +225 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 19,205 $159K 0.06% -1,225 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 19,025 $158K <0.01% -33,282 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 18,720 $155K 0.01% +4,540 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 18,636 $155K 0.07% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 18,509 $154K 0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18,493 $153K <0.01% -7,020 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 18,472 $153K <0.01% +7,477 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 19,221 $153K 0.01% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 18,284 $152K <0.01% new 13F-HR Timeline Group Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 17,550 $146K 0.08% +2,150 13F-HR Timeline Group SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 17,500 $145K <0.01% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 17,458 $145K <0.01% +1,860 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 17,244 $143K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 17,145 $142K <0.01% +16,296 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 16,982 $141K <0.01% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 16,307 $135K <0.01% +814 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 16,293 $135K <0.01% -13,898 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 15,850 $132K 0.01% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 15,126 $131K 0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 15,829 $131K 0.02% +3,685 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 15,753 $131K <0.01% +822 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 15,733 $131K <0.01% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 15,728 $131K 0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 15,638 $130K 0.02% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 15,516 $128K 0.02% -942 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 15,219 $126K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 15,200 $126K <0.01% +12,919 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 14,967 $124K 0.13% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 14,769 $123K <0.01% +1,793 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 14,529 $121K 0.01% new 13F-HR Timeline Group Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 14,293 $119K 0.04% +52 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 14,284 $119K <0.01% +3,691 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 14,160 $118K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 14,132 $117K 0.03% +2,105 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,626 $113K <0.01% new 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 13,502 $112K <0.01% +13 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 13,495 $112K <0.01% +2,325 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,257 $110K <0.01% +43 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 12,611 $110K 0.01% +12 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,198 $110K <0.01% +3,351 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,150 $109K <0.01% new 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 13,127 $109K 0.04% -1,366 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 13,082 $109K 0.01% 0 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 12,986 $108K 0.03% -5,579 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 12,960 $108K 0.04% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 12,701 $105K <0.01% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 12,584 $104K 0.04% 0 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 12,543 $104K 0.03% +156 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 11,076 $104K <0.01% new 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 12,057 $100K 0.01% -2,942 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 12,007 $99.7K <0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,471 $95.2K <0.01% -2,794 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 11,447 $95K <0.01% -1,185 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 11,426 $94.8K <0.01% +100 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 11,084 $92K 0.04% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 11,000 $91.3K 0.03% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 10,925 $90.7K 0.03% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 10,903 $90.5K 0.02% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 10,199 $90.5K 0.01% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,857 $90.1K 0.01% +81 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 10,792 $89.6K 0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 10,766 $89.4K 0.07% +770 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 10,702 $88.8K 0.01% -947 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 10,642 $88.3K 0.04% -1,392 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10,617 $88.1K 0.01% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 10,223 $84.9K 0.03% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,156 $84.3K <0.01% new 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 10,125 $84K 0.05% -3,193 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 10,117 $84K 0.02% new 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 10,080 $83.7K 0.04% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,074 $83.6K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10,062 $83.5K <0.01% new 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 10,000 $83K 0.02% new 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 10,000 $83K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 9,838 $81.7K 0.01% -286 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,424 $69.9K <0.01% +81 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 8,372 $69.5K <0.01% new 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 7,801 $64.7K 0.04% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 7,353 $61K 0.06% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 7,309 $60.7K 0.04% +331 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 6,666 $55.3K 0.04% 0 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) 6,479 $53.8K <0.01% +3,411 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 6,290 $52.2K <0.01% +2,571 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 5,325 $50K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,000 $49.8K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 5,970 $49.6K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,830 $48.4K <0.01% +165 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,203 $43.2K <0.01% +4,304 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5,076 $42.1K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,994 $41.5K <0.01% -5,989 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4,991 $41.4K 0.02% +4,977 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,960 $41.2K <0.01% 0 13F-HR/A Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4,550 $39.2K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,018 $33.4K <0.01% +776 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3,742 $32.5K 0.02% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,739 $31K <0.01% -5,793 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,827 $31K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,711 $30.8K <0.01% +572 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,650 $30.3K <0.01% new 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,644 $30.1K 0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,750 $30K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 3,376 $28K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,037 $25.1K 0.02% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,923 $24.3K <0.01% +73 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,663 $22.1K <0.01% +29 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,556 $21K <0.01% -881 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,271 $18.8K 0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,236 $18.6K <0.01% +1,524 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,189 $18.2K <0.01% -504 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,126 $17.6K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,068 $17.2K 0.01% +608 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,083 $17K <0.01% -220 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 2,044 $17K <0.01% +1,681 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,014 $16.7K 0.01% -100 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,000 $16.6K <0.01% new 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $16.6K 0.01% 13F-HR Timeline Amount filed as zero, left out of ratios. Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,689 $14.7K <0.01% +599 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,724 $14.3K <0.01% +100 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,716 $14.2K <0.01% +681 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,655 $13.7K <0.01% +168 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,647 $13.7K <0.01% 0 13F-HR Timeline