Hilltop Partners LLC More: the full row for Hilltop Partners LLC 26,049 $726K 0.25% -443 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 25,738 $718K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 25,218 $703K 0.06% +1,190 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 24,887 $694K <0.01% +8,352 13F-HR Timeline Group Center For Asset Management LLC More: the full row for Center For Asset Management LLC 24,688 $688K 0.45% +1,538 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) 24,327 $678K 0.01% new 13F-HR Timeline Group CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 23,457 $654K 0.58% 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 22,302 $622K 0.23% -617 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 21,639 $603K 0.01% -6,696 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 21,305 $594K 0.45% -17,546 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 20,984 $585K 0.39% 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 20,656 $576K 0.08% -668 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 19,172 $538K <0.01% -987 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 18,438 $514K 0.1% -952 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 18,400 $513K 0.16% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 18,351 $512K 0.04% -5,508 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 18,155 $506K <0.01% -5,998 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 18,126 $505K 0.01% +393 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 17,547 $489K 0.06% +1,134 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 17,508 $488K <0.01% +7,354 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 16,999 $474K <0.01% +1,257 13F-HR Timeline Group Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 16,988 $474K 0.37% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 16,213 $452K <0.01% +4,306 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 15,994 $446K 0.01% +1,753 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 15,289 $444K 0.14% -886 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 15,786 $440K 0.01% -2,263 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 15,881 $439K 0.02% -854 13F-HR Timeline Group Clarendon Private LLC More: the full row for Clarendon Private LLC 15,163 $423K 0.44% 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 15,055 $420K <0.01% +2,892 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 14,705 $410K 0.06% -6,481 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 14,385 $401K 0.03% +2,642 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 13,904 $388K 0.01% -756,163 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 13,886 $388K 0.27% -1,287 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 13,834 $386K 0.01% -269 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,833 $386K 0.01% -14,190 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,777 $384K 0.01% -266,647 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13,554 $378K 0.01% new 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 13,133 $366K 0.14% -6,619 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 13,074 $365K 0.01% -2,142 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 13,008 $363K 0.01% -121 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 12,988 $362K 0.02% -961 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 12,984 $362K <0.01% -350 13F-HR Timeline Group L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 12,901 $360K 0.09% -42,609 13F-HR Timeline Cook Wealth, LLC More: the full row for Cook Wealth, LLC 12,256 $342K 0.16% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 12,152 $339K 0.02% +588 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 11,755 $333K 0.16% 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 11,519 $321K 0.06% +1,471 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,472 $320K 0.01% -815 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 11,225 $313K 0.02% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 11,188 $312K 0.04% -2,794 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 10,886 $304K 0.28% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 10,886 $304K 0.06% -21,664 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,835 $302K <0.01% -536 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 39,174 $290K 0.1% -495 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 10,160 $283K 0.12% new 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 9,953 $277K 0.09% +659 13F-HR/A Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,936 $277K 0.02% +2,777 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,911 $276K 0.01% -74,953 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 9,716 $271K 0.03% +448 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,677 $270K 0.01% +1,114 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 9,527 $267K 0.23% 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 9,487 $264K 0.01% -1,103 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 9,486 $264K 0.03% +700 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 9,126 $254K 0.03% new 13F-HR/A Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,933 $249K 0.02% +831 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 8,692 $242K 0.04% new 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 8,689 $242K 0.09% -44 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 8,658 $241K 0.24% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,631 $239K 0.03% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,411 $234K 0.01% +3,123 13F-HR Timeline Group Capital CS Group, LLC More: the full row for Capital CS Group, LLC 8,375 $233K 0.31% +535 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 8,347 $233K 0.24% 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 8,112 $226K 0.12% -3,563 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,947 $222K <0.01% -94,051 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,859 $219K <0.01% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 7,844 $219K 0.02% +113 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,497 $209K 0.02% -589 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,296 $204K <0.01% +402 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,253 $202K <0.01% new 13F-HR Timeline Group Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 7,249 $202K 0.22% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,479 $181K <0.01% +6,219 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 6,359 $177K 0.13% -33,201 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 5,431 $151K 0.16% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,638 $129K <0.01% -2,433 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,330 $121K <0.01% 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,258 $119K 0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,968 $111K <0.01% -532 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,915 $109K 0.05% +2,557 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,848 $107K <0.01% -2,315 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,754 $105K <0.01% -227 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,500 $97.6K 0.04% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,061 $85.3K <0.01% +1,393 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 2,972 $82.9K 0.03% +37 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,891 $80.6K 0.03% +1,151 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,813 $78.4K <0.01% -13 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 2,530 $70.5K 0.03% -2,253 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,361 $65.8K 0.02% -66 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,141 $59.7K <0.01% +22 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 1,976 $55.1K 0.03% -3,279 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,792 $50K 0.03% +149 13F-HR/A Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 1,683 $46.9K 0.04% +471 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,622 $45.2K 0.03% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,615 $45K <0.01% 0 13F-HR/A Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,552 $43.3K 0.02% -23 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,441 $40.2K <0.01% -8,178 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,418 $39.6K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,348 $37.6K <0.01% +1,058 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,241 $34.6K <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,207 $33.7K <0.01% +644 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 1,056 $29.4K 0.03% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 969 $27K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 860 $24K <0.01% +711 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 826 $23K <0.01% 0 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 761 $21.2K 0.01% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 717 $20K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 710 $19.8K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 684 $19.1K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 668 $18.6K -183 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 610 $17K <0.01% -519 13F-HR Timeline Group Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 590 $16.4K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 569 $15.9K 0.01% 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 456 $12.7K <0.01% +56 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 392 $10.9K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 380 $10.6K <0.01% -3,692 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 344 $9.59K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 335 $9.34K <0.01% new 13F-HR/A Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 312 $8.7K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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More: the full row for Raleigh Capital Management Inc. 92 $2.55K <0.01% +2 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 90 $2.51K <0.01% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 90 $2.51K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 81 $2.26K <0.01% 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 91 $2K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 68 $1.9K <0.01% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 61 $1.7K <0.01% 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 59 $1K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 33 $925 <0.01% +11 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 33 $925 <0.01% +11 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 33 $920 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 32 $897 <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 32 $892 <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 18 $501 <0.01% 0 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 9 $264 <0.01% -230 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 4 $112 <0.01% new 13F-HR/A Timeline