Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 13,982 $158K 0.06% -2,670 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 13,922 $157K 0.01% -245 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 14,076 $157K <0.01% +6,715 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 13,687 $154K 0.03% +36 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 13,673 $154K <0.01% +7,703 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 13,673 $154K 0.01% new 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 12,519 $150K <0.01% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 13,339 $150K 0.03% +124 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 13,320 $150K 1.52% new 13F-HR/A Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 13,127 $148K 0.05% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 13,118 $148K <0.01% new 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. 12,919 $146K <0.01% new 13F-HR Timeline Group Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 12,938 $146K 0.02% 0 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 12,915 $146K 0.03% +254 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 12,901 $146K <0.01% -1,131 13F-HR Timeline Group Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 12,700 $143K 0.08% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 12,653 $143K 0.07% -11,743 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 12,455 $140K 0.02% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 12,349 $139K <0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,337 $139K 0.01% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 12,335 $139K 0.03% new 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 12,321 $139K 0.09% -1,095 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 12,194 $138K 0.02% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 12,027 $136K 0.11% +1,296 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 12,000 $135K 0.03% new 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 11,974 $135K 0.12% +1,956 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 11,956 $135K 0.05% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 11,949 $135K 0.05% 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 11,784 $133K 0.04% +319 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 11,627 $131K <0.01% -2,188 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 11,595 $131K 0.01% +1,039 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 11,575 $131K 0.02% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 11,548 $130K 0.01% new 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 11,540 $130K 0.09% -1,241 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 11,522 $130K <0.01% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 11,221 $130K 0.07% new 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 11,500 $130K 0.05% new 13F-HR/A Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,465 $129K <0.01% -6,595 13F-HR Timeline Group MLP3, LLC More: the full row for MLP3, LLC 11,376 $128K 0.14% 0 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 11,359 $128K 0.12% -24 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 11,326 $128K <0.01% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 11,287 $127K 0.04% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 11,260 $127K 0.03% +70 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 11,197 $126K <0.01% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 11,191 $126K 0.13% new 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 11,133 $126K 0.07% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 11,004 $124K 0.04% +342 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 11,000 $124K 0.03% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,954 $124K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 10,943 $123K <0.01% +4,572 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 10,925 $123K <0.01% -13,338 13F-HR Timeline Group Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 10,925 $123K 0.04% 0 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 10,912 $123K +365 Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 10,857 $122K 0.02% -176 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 10,845 $122K 0.04% +92 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 10,770 $121K 0.01% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 10,582 $119K 0.02% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 10,562 $119K 0.09% -328 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 10,544 $119K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 10,511 $119K <0.01% -5,552 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 10,434 $118K 0.06% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,412 $117K <0.01% +938 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,411 $117K <0.01% -81 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 10,363 $117K <0.01% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,254 $116K <0.01% -7,211 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 10,227 $115K 0.02% -1,561 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 10,183 $115K 0.01% -1,070 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 10,151 $115K 0.01% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 10,067 $114K 0.01% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 10,014 $113K 0.03% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 10,008 $113K 0.01% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 10,000 $113K <0.01% new 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 10,000 $111K 0.36% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 9,451 $107K 0.03% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,259 $104K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,088 $103K <0.01% -304 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,543 $96.4K <0.01% +1,341 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 8,335 $94K 0.06% -2,007 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,059 $90.9K <0.01% +1,594 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,922 $89.4K <0.01% -1,058 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 7,288 $83.2K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,761 $76.3K 0.05% -221 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 6,729 $75.9K 0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6,722 $75.8K 0.03% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 6,242 $71.2K 0.01% -7 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,172 $69.6K <0.01% +629 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,169 $69.6K 0.01% +188 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 5,877 $66.3K 0.02% +3,299 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5,838 $65.9K 0.04% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5,076 $57.3K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,000 $56.4K <0.01% +1,500 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 5,000 $56K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4,577 $51.6K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,566 $51.5K <0.01% -4,018 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,522 $51K <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 $51K 0.03% -2,145 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 4,380 $49.4K 0.02% +209 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,943 $44K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3,900 $44K 0.01% -400 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,650 $41.2K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,635 $41K <0.01% -2,497 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,404 $40.4K 0.01% +600 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 3,376 $38.1K 0.01% 0 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,974 $34.4K 0.01% +639 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,000 $33.8K 0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,912 $32.8K <0.01% +341 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,910 $32.8K <0.01% -708 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,880 $32K <0.01% +797 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,806 $31.7K <0.01% -131 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 2,697 $30.4K 0.01% +2,630 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,535 $28.6K <0.01% -114 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,448 $27.6K 0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,309 $26.1K 0.01% -28 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 2,308 $26K 0.01% +1,249 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,247 $26K <0.01% -716 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,304 $26K <0.01% +701 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2,162 $24.4K 0.02% -14 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 2,128 $24K 0.01% -498 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,068 $23.3K <0.01% +22 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,014 $22.7K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,972 $22.2K <0.01% +965 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,972 $22.2K <0.01% +47 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,855 $20.9K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,771 $20K 0.01% +520 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,710 $19.3K <0.01% +63 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,707 $19.3K <0.01% new 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,700 $19.2K 0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,564 $17.6K 0.01% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,475 $16.6K <0.01% -181 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,474 $16.6K 0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,430 $16.1K <0.01% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 1,699 $16.1K <0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,397 $15.8K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,395 $15.7K <0.01% +145 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,463 $15.7K <0.01% -93 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,317 $14.9K <0.01% +885 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,292 $14.6K <0.01% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 1,291 $14.6K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,202 $13.6K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1,200 $13.5K 0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,195 $13.5K <0.01% +528 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,165 $13.1K <0.01% +367 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,103 $12.4K <0.01% +209 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,058 $11.9K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1,046 $11.8K 0.01% +200 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1,000 $11.3K 0.01% -265 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 993 $11.2K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 984 $11.1K <0.01% -77 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,000 $11K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 966 $10.9K <0.01% +774 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 960 $10.8K <0.01% +387 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 934 $10.5K <0.01% new 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 925 $10.4K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 919 $10.4K <0.01% 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) 845 $9.53K <0.01% -10,053 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 825 $9.31K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 809 $9.13K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 804 $9.07K 0.01% +124 13F-HR/A Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 800 $9.02K <0.01% new 13F-HR/A Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 744 $8.39K <0.01% -29 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 716 $8.08K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 703 $7.93K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 676 $7.63K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 674 $7.6K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 667 $7.52K 0.06% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 657 $7.41K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 601 $7.29K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 633 $7.14K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 629 $7.1K <0.01% new 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 624 $7.04K <0.01% -358 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 612 $7K <0.01% -188 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 619 $6.98K <0.01% +70 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 600 $6.77K <0.01% +364 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 572 $6.45K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 567 $6.4K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 559 $6.3K <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 555 $6.26K 0.01% 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 537 $6.21K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 517 $5.83K <0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 510 $5.75K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 502 $5.66K <0.01% -1 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 485 $5.47K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 484 $5.46K <0.01% -45 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 459 $5.18K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 451 $5.09K <0.01% +173 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 442 $4.99K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 427 $4.82K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 400 $4.51K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 392 $4.42K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 386 $4.35K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 366 $4.13K <0.01% new 13F-HR/A Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 363 $4.09K <0.01% new 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 333 $3.76K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 318 $3.59K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 300 $3.38K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 299 $3.37K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 281 $3.17K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 256 $2.89K <0.01% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 251 $2.83K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 243 $2.74K <0.01% new 13F-HR Timeline