Diligent Investors, LLC More: the full row for Diligent Investors, LLC 5,777 $614K 0.14% -45 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,724 $609K 0.02% new 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 5,719 $608K 0.15% -106 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,715 $608K 0.05% +2,938 13F-HR/A Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,712 $607K -4,201 Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 5,709 $607K 0.12% -1,625 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 5,695 $606K 0.21% -4,230 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,692 $605K 0.02% 0 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 3,946 $604K <0.01% +34 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,674 $603K 0.02% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,674 $603K 0.59% 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 5,622 $598K 0.38% +40 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 5,600 $595K 0.03% 0 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 5,583 $594K 0.05% -72 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,577 $593K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,495 $584K 0.05% +245 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,469 $582K 0.02% -837 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 5,439 $578K 0.19% -1,560 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 5,404 $577K 0.35% +29 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,403 $575K 0.03% -865 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,389 $573K 0.01% -191 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,383 $572K 0.01% -798 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 5,375 $572K 0.54% 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,350 $569K 0.58% -1,000 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,345 $568K 0.15% -129 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 5,335 $567K 0.15% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 5,312 $565K 0.22% -55 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,307 $564K 0.03% +377 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,306 $564K 0.08% -381 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,296 $563K 0.07% -271 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,296 $563K 0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,275 $561K 0.02% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,266 $560K 0.01% -263 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,262 $560K 0.01% +202 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 5,247 $558K 0.38% new 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 5,235 $557K 0.88% +25 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 5,169 $550K 0.01% -827 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 3,589 $549K 0.07% -1,324 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,140 $547K 0.01% 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,104 $543K 0.01% +2,267 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,072 $539K 0.16% +60 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,070 $539K 0.06% -255 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 5,068 $539K 0.34% +114 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 5,059 $538K 0.14% +497 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,057 $538K 0.17% +564 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 5,036 $535K 0.35% +42 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 5,033 $535K 0.29% +1,442 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,885 $534K 0.22% -839 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 5,013 $533K 0.43% 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 5,006 $532K 0.07% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4,999 $532K 0.21% new 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,996 $531K 0.15% -917 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,983 $530K 0.04% +208 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,977 $529K 0.04% 0 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 4,130 $527K 0.22% -27 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,955 $527K 0.04% +199 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,949 $526K 0.02% +99 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 4,940 $525K 0.03% -2,470 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,927 $524K 0.01% +787 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 4,920 $523K <0.01% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 4,914 $523K 0.02% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,899 $521K 0.04% +984 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 4,894 $520K 0.22% -1,024 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 4,997 $518K 0.36% 0 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 4,807 $511K 0.28% new 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 4,800 $510K 0.2% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,794 $510K 0.38% -180 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 4,793 $510K 0.04% -442 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 4,793 $510K 0.1% -850 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 4,776 $508K 0.02% +75 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 4,767 $507K 0.39% -1,581 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,761 $506K 0.03% -71 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,718 $502K 0.09% -494 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 4,715 $501K 0.35% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,709 $501K 0.05% +855 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,565 $499K 0.02% -406 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,621 $491K 0.05% +4 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,617 $491K 0.17% 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 4,606 $490K 0.06% -13 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,590 $488K 0.18% +100 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,582 $487K 0.1% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,570 $486K 0.3% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,570 $486K 0.39% 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 4,567 $486K 0.08% +34 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,560 $485K 0.07% -176 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 4,547 $483K 0.21% +587 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,540 $483K 0.03% -388 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,535 $482K 0.15% -369 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 4,510 $479K 0.09% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,477 $476K 0.47% 13F-HR/A Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,437 $472K 0.06% +690 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,421 $470K 0.01% +907 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 4,412 $469K 0.28% -1,189 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,388 $467K 0.01% -795 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,386 $466K 0.04% +238 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 4,348 $462K 0.33% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,339 $461K 0.32% new 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 4,425 $461K 0.06% -25 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,332 $461K 0.05% -896 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 4,313 $459K 0.13% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,282 $455K 0.02% +148 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 4,270 $454K 0.16% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,261 $453K 0.01% -9 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,210 $448K 0.04% -100 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,207 $447K 0.05% new 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 4,196 $446K 0.22% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 4,200 $444K 0.01% 13F-HR Timeline Group KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,164 $443K 0.28% +471 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,145 $441K 0.01% +5 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 4,136 $440K 0.06% new 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 4,129 $439K 0.19% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,120 $438K 0.04% +22 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,082 $434K 0.07% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,076 $433K 0.03% +1,348 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,070 $433K 0.07% -51 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,069 $433K 0.02% +318 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,055 $431K 0.11% -55 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 4,036 $429K 0.08% -464 13F-HR/A Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 4,020 $427K 0.04% -400 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,003 $426K 0.01% -174 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,002 $425K 0.01% -85 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,000 $425K 0.47% 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 4,000 $425K 0.35% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,999 $425K 0.03% -270 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 3,993 $425K 0.16% +40 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,986 $424K 0.39% 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,973 $422K 0.08% +182 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 3,970 $422K 0.33% -10 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,463 $422K 0.06% -744 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,938 $419K <0.01% +183 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 3,936 $419K 0.26% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,170 $413K 0.14% +1,295 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,880 $413K 0.16% -2,104 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,880 $413K 0.08% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 3,876 $412K <0.01% -514 13F-HR/A Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 3,869 $411K 0.12% -675 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,863 $411K 0.09% -1,155 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,861 $411K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. True Vision MN LLC More: the full row for True Vision MN LLC 3,859 $410K 0.24% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 3,855 $410K 0.21% +270 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,853 $410K 0.1% +317 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,836 $408K 0.03% -804 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,797 $404K 0.05% -757 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,783 $402K 0.03% -66 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,760 $400K 0.07% -63 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,739 $398K 0.03% -1,983 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,727 $396K 0.01% -3,220 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,689 $392K 0.05% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,680 $391K 0.17% -602 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,663 $389K 0.03% -100 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 3,650 $388K 0.31% 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,640 $387K 0.15% -140 13F-HR/A Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,635 $387K 0.18% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,613 $384K 0.04% -699 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,611 $384K 0.22% -117 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 3,600 $383K 0.05% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,600 $383K 0.19% +778 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,596 $382K <0.01% new 13F-HR/A Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,584 $381K <0.01% -44 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,580 $381K 0.01% -310 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,566 $379K 0.05% -1,019 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,556 $378K 0.02% new 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 3,523 $375K 0.03% -177 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,502 $372K 0.05% +555 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,502 $372K 0.11% -110 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,486 $371K 0.01% -51 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,467 $369K 0.04% +48 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,464 $368K <0.01% -508 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,425 $364K 0.01% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,417 $363K 0.02% -451 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 3,400 $362K 0.12% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,392 $361K 0.02% +159 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,358 $357K 0.05% +107 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,350 $356K 0.06% +55 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,348 $356K <0.01% new 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 3,346 $356K 0.03% +229 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,335 $355K 0.19% 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,313 $352K 0.17% -20 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 3,311 $352K 0.01% +281 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,305 $351K 0.01% -114 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 3,300 $351K 0.15% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,289 $350K 0.02% -236 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,284 $349K 0.01% -395 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 3,235 $349K 0.25% 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 3,280 $349K 0.05% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,273 $348K 0.13% -95 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,251 $346K 0.12% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,245 $345K 0.3% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,240 $345K 0.01% 0 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 3,305 $343K 0.02% -22 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,210 $341K 0.05% -82 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,208 $341K 0.16% -300 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,201 $340K 0.04% -425 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,277 $340K 0.07% +21 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 3,196 $340K 0.56% 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,186 $339K 0.03% +17 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 3,181 $338K 0.05% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,180 $338K 0.19% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,178 $338K 0.01% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,161 $336K 0.03% -720 13F-HR Timeline Group