CERTUITY, LLC More: the full row for CERTUITY, LLC 14,461 $200K 0.01% -8,539 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 14,419 $199K 0.01% -1,431 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 14,371 $198K 0.05% +38 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 14,318 $198K 0.09% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,176 $196K <0.01% -60,431 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 14,150 $195K 0.12% -324,346 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,111 $195K 0.01% +111 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 14,104 $195K 0.06% +122 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 14,077 $194K 0.03% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 14,034 $194K 0.04% +4,583 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 13,844 $191K <0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 13,831 $191K 0.01% -91 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 13,707 $189K 0.21% -630 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 13,446 $186K 0.01% +1,851 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 13,359 $184K 0.1% +2,226 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,314 $184K <0.01% -4,645 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 13,327 $184K <0.01% -346 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 13,492 $181K 0.03% new 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 13,127 $181K 0.05% 0 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 13,022 $180K 0.04% +107 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 12,996 $179K 0.05% +2,071 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 12,938 $179K 0.02% 0 13F-HR/A Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 12,826 $178K 0.03% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,753 $176K 0.01% -3,634 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 12,683 $175K +1,771 Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 12,637 $174K 0.01% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 12,609 $174K <0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,625 $172K 0.01% -3,037 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 12,414 $171K <0.01% +2,051 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 12,273 $169K 0.1% -48 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 12,224 $169K 0.02% +2,157 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 12,202 $168K 0.03% -11,999 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 12,140 $168K 0.02% +565 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 12,027 $166K 0.11% 0 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 11,956 $165K 0.05% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 11,949 $165K 0.05% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 11,936 $165K 0.06% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11,931 $165K 0.01% +3,872 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 11,885 $164K 0.03% +625 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,756 $162K <0.01% +291 13F-HR Timeline Group Viaable, LLC More: the full row for Viaable, LLC 11,708 $162K 0.13% 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 11,682 $161K 0.05% -102 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 11,587 $160K <0.01% -1,531 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,566 $160K <0.01% -1,353 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 11,505 $159K 0.07% -1,148 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 11,500 $159K 0.06% 0 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 11,448 $158K 0.02% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 11,445 $158K <0.01% +119 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 11,369 $157K 0.13% +10 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 11,345 $157K 0.01% new 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 11,340 $156K 0.12% -634 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 11,235 $155K <0.01% -16,487 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 11,128 $154K 0.01% new 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 11,103 $153K 0.08% new 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 11,086 $153K 0.04% +241 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 11,059 $153K 0.05% +55 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,043 $152K <0.01% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 11,000 $152K 0.03% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,995 $152K <0.01% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 10,922 $151K 0.01% +771 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,867 $150K <0.01% -11,131 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,862 $150K <0.01% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 10,806 $149K <0.01% -821 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 10,719 $148K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 10,718 $148K <0.01% +207 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 10,656 $147K 0.03% +74 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 10,585 $146K 0.01% new 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 10,576 $146K <0.01% +1,488 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 10,531 $145K 0.02% -326 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 10,463 $144K 0.06% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 10,423 $144K 0.02% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 10,404 $144K 0.01% +396 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 10,349 $143K 0.07% -872 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 10,345 $143K <0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,283 $142K <0.01% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 10,242 $141K 0.02% +15 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,241 $141K <0.01% -13 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 10,228 $141K <0.01% new 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 10,149 $140K 0.03% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 10,000 $138K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,259 $128K 0.01% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 8,237 $114K 0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 8,067 $111K 0.07% -268 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 7,751 $107K 0.01% +1,509 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 7,646 $106K <0.01% -6,430 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,645 $106K 0.01% -277 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 7,512 $104K 0.06% +751 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,424 $102K 0.01% +1,255 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 7,288 $101K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6,722 $92.8K 0.03% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,630 $91.5K 0.01% +2,995 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 6,115 $84.4K 0.02% +238 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,071 $83.8K <0.01% -101 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,875 $81.1K <0.01% +5,256 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5,838 $80.6K 0.04% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5,076 $70K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,050 $69.7K 0.03% -8,637 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,000 $69K <0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 5,000 $68K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 4,602 $63.5K 0.03% +222 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4,550 $62.8K 0.04% -27 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,522 $62.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gould Capital, LLC More: the full row for Gould Capital, LLC 4,521 $62.4K 0.03% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 4,312 $59.5K 0.02% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3,900 $53.8K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,650 $50.4K <0.01% 0 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 3,454 $47.7K <0.01% -7,316 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 3,376 $46.6K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,105 $42.7K 0.01% -299 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,039 $41.9K 0.01% +65 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,000 $41.4K 0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,912 $40.2K <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,904 $40.1K <0.01% +98 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,889 $40K <0.01% +9 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,861 $39.5K <0.01% -1,705 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 2,828 $39K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2,768 $38.2K 0.01% +1,802 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,749 $37.9K <0.01% +445 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,748 $37.9K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,556 $35.3K <0.01% +21 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 2,484 $34.3K <0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,471 $34.1K <0.01% +1,487 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,462 $34K 0.02% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,447 $33.8K <0.01% +475 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 2,348 $32.4K 0.01% +40 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,334 $32.2K <0.01% +1,590 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,222 $30.7K 0.01% -87 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,063 $28.5K <0.01% +91 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,053 $28.3K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,014 $27.8K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $27.6K 0.02% -1 13F-HR Timeline Amount filed as zero, left out of ratios. FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,922 $26.5K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,855 $25.6K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1,836 $25.3K 0.01% -326 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,771 $24.4K 0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,721 $23.8K <0.01% +14 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,700 $23.5K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,647 $22.7K <0.01% -63 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,602 $22.1K <0.01% +499 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,513 $20.9K 0.01% new 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 1,699 $20.5K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,480 $20.4K <0.01% +85 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,475 $20.4K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,474 $20.3K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,465 $20.2K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,461 $20.2K <0.01% +259 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,430 $19.7K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,397 $19.3K 0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1,397 $19.3K 0.02% +593 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,292 $17.8K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,195 $16.5K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1,157 $16K 0.01% +111 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,146 $15.6K <0.01% -317 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,091 $15.1K <0.01% +574 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,078 $14.9K <0.01% +85 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,067 $14.7K <0.01% +242 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,058 $14.6K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,043 $14.4K <0.01% -2,900 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1,000 $13.8K 0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 971 $13.4K <0.01% +52 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 968 $13.4K <0.01% +339 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 960 $13.2K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 952 $13.1K <0.01% +276 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 952 $13.1K <0.01% -365 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 934 $12.9K <0.01% 0 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 925 $12.8K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 879 $12.1K <0.01% +377 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 872 $12K <0.01% +63 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 821 $11.3K <0.01% -344 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 764 $10.5K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 757 $10.4K <0.01% +190 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 721 $9.95K <0.01% +162 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 716 $9.88K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 705 $9.73K <0.01% +48 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 703 $9.7K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 696 $9.61K <0.01% +245 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 675 $9.31K <0.01% +452 13F-HR/A Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 674 $9.3K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 633 $8.73K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 600 $8.28K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 612 $8K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 572 $7.89K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 541 $7.46K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 537 $7.41K 0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 532 $7.34K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 523 $7.22K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 518 $7.15K <0.01% new 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 510 $7.04K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 486 $6.71K 0.06% -181 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 484 $6.68K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 459 $6.34K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 444 $6.13K <0.01% -2,004 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 457 $6.12K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 431 $5.95K <0.01% +224 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 425 $5.87K <0.01% -60 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 400 $5.52K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 392 $5.41K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 386 $5.33K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 380 $5.24K <0.01% -62 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 374 $5.08K <0.01% 13F-HR Timeline