Independent Advisor Alliance More: the full row for Independent Advisor Alliance 42,427 $1.22M 0.03% +6,908 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 41,930 $1.21M 0.02% new 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 41,768 $1.2M 0.27% +2,417 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 40,900 $1.18M 0.31% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 40,869 $1.18M 0.71% -82 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 39,602 $1.14M 0.1% +39,251 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 39,666 $1.14M 0.02% +4,545 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 39,385 $1.14M 0.27% -4,878 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 39,004 $1.12M <0.01% new 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 37,636 $1.08M 0.74% +297 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 37,191 $1.07M 0.16% +128 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 37,185 $1.07M 0.01% +1,864 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 36,504 $1.05M 0.59% +9,621 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 36,459 $1.05M <0.01% +6,511 13F-HR Timeline Group Cercano Management LLC More: the full row for Cercano Management LLC 35,199 $1.02M 0.04% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 35,137 $1.01M 0.03% new 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 34,948 $1.01M 0.84% 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 34,640 $999K 0.04% +7,570 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 34,039 $982K 0.05% new 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 33,171 $957K 0.02% -3,359 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 32,986 $951K 0.02% +352 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 32,547 $939K 0.08% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 31,963 $922K 0.02% +7,573 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 30,970 $893K 0.38% +2,198 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 30,926 $892K 0.03% -199 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 30,912 $892K 0.02% -15,970 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 30,792 $888K 0.35% +385 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 30,647 $884K -940,146 Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 30,177 $870K 0.88% 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 29,802 $859K 0.11% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 29,091 $839K <0.01% +1,131 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 29,023 $837K 0.11% -175 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 28,906 $834K 0.07% +1,353 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 28,876 $833K 0.13% +5,195 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 28,219 $814K 0.01% +10,401 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 28,064 $810K 0.1% -5,132 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 27,898 $805K 0.19% +1,098 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 24,653 $711K 0.32% -48 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 24,609 $710K 0.57% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 24,120 $696K 0.27% -4,406 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 24,070 $694K 0.18% +3,386 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 23,524 $678K 0.36% +509 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 22,442 $647K 0.55% +91 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 22,431 $647K 2.82% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 21,711 $626K 0.05% -6,435 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 21,650 $624K <0.01% +1,219 13F-HR/A Timeline Group Betterment LLC More: the full row for Betterment LLC 20,873 $602K <0.01% +814 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 20,127 $580K 0.25% +6,315 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19,701 $568K <0.01% +4 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 19,068 $550K 0.11% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 18,998 $548K 0.02% new 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 18,998 $548K 0.01% +6,119 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 18,727 $540K 0.16% -12,466 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 18,359 $529K 0.24% 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 18,329 $529K 0.33% 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 18,045 $521K 0.02% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 17,963 $518K 0.07% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 17,784 $513K 0.01% +1,883 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 17,560 $506K 0.09% -15,991 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 17,240 $497K <0.01% +58 13F-HR Timeline Group TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 16,785 $484K 0.4% new 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 16,785 $484K 0.4% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 16,080 $464K 0.01% +236 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 15,934 $460K 0.02% -939 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 15,620 $449K 0.01% -428 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 15,452 $446K 0.01% new 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 15,449 $446K 0.26% +52 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 15,258 $440K 0.01% new 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 15,232 $439K 0.01% -46 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 14,546 $420K 0.14% -301 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 14,291 $412K 0.02% +367 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 14,052 $405K 0.01% -110 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 13,813 $398K 0.02% +6,950 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 13,688 $395K <0.01% +5,845 13F-HR Timeline Group BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 13,511 $390K 0.18% 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 13,343 $385K 0.03% -18 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 13,105 $378K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 13,073 $377K <0.01% +96 13F-HR Timeline Group Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 13,068 $377K 0.08% +766 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,968 $374K 0.02% -207 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 12,902 $372K 0.03% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 12,895 $372K 0.03% -2,122 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 12,861 $371K 0.04% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 12,665 $365K 0.04% +1,666 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 11,961 $345K 0.1% +493 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 11,889 $343K 0.02% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,812 $341K <0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,751 $339K 0.01% -841 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 11,279 $335K 0.11% +514 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 11,547 $333K 0.13% +4,673 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,507 $332K 0.01% -197 13F-HR/A Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 11,495 $332K 0.02% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 11,432 $330K 0.01% -856 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 11,229 $324K 0.03% -242 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 10,830 $312K 0.27% -5,674 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 10,493 $303K 0.02% +742 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,364 $299K 0.01% +2,620 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 10,299 $297K 0.16% -22 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,211 $294K <0.01% -189 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 10,110 $292K 0.12% new 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,936 $287K 0.02% -1,134 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 9,903 $286K <0.01% +747 13F-HR Timeline Group Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 9,845 $284K 0.04% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 9,802 $281K 0.1% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 9,750 $281K 0.11% new 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 9,716 $280K 0.06% -7,439 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,610 $277K 0.01% -3,789 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 9,517 $274K 0.26% 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 9,426 $272K 0.03% +631 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 9,355 $270K 0.28% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 9,316 $269K 0.01% +894 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 9,276 $268K 0.01% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 9,128 $263K 0.01% +919 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 9,112 $263K 0.17% new 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 8,987 $259K <0.01% -391 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 8,510 $245K 0.03% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 8,426 $243K 0.01% +126 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 8,397 $242K 0.03% new 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 8,300 $239K 0.06% +1,334 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 8,188 $236K 0.37% +109 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 8,114 $234K 0.02% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,962 $230K <0.01% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 7,925 $229K 0.1% -12,824 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 7,836 $226K 0.05% +66 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 7,674 $221K <0.01% new 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,593 $219K 0.02% new 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 7,300 $211K 0.01% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 7,284 $210K 0.13% -1 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,210 $208K 0.01% +183 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 7,135 $206K 0.01% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,060 $204K 0.01% -33,339 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,979 $201K 0.01% -2,726 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 5,760 $166K 0.03% +413 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,439 $157K <0.01% -4,180 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,288 $153K 0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,222 $151K 0.01% -2,025 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,652 $134K 0.01% +4,021 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,315 $124K <0.01% +45 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,884 $112K <0.01% +63 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,564 $103K 0.03% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,385 $97.6K 0.01% -46 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,817 $81K <0.01% +27 13F-HR/A Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 2,805 $80.9K 0.04% +2,696 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,648 $76.4K <0.01% -117 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,619 $75.5K <0.01% -368 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 2,530 $73K 0.02% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,494 $71.9K 0.01% +259 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,217 $63.9K 0.03% new 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 2,162 $62.4K 0.02% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,111 $61K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,855 $53.5K 0.02% -10,850 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,845 $53.2K <0.01% -2,288 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,741 $50.2K <0.01% -1,555 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,720 $49.6K 0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,674 $48.3K 0.04% -25,537 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,605 $46.3K <0.01% +15 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,307 $37.7K 0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,275 $36.8K <0.01% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,229 $35.4K <0.01% new 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 1,223 $35.3K 0.03% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,110 $32K <0.01% -207 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 920 $26.5K 0.01% new 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 918 $26.5K 0.03% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 917 $26.4K 0.02% -3 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 724 $20.9K <0.01% +171 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 687 $19.8K <0.01% +512 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 578 $16.7K 0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 573 $16.5K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 569 $16.4K <0.01% 0 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 483 $13.9K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 451 $13K <0.01% -95 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 416 $12K 0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 347 $10K <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 335 $9.66K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 335 $9.66K <0.01% +10 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 312 $9K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 300 $8.65K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 291 $8.39K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 280 $8.08K <0.01% -247 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 268 $7.73K <0.01% -710 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 260 $7.5K <0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 255 $7.36K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 249 $7.18K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 231 $6.68K <0.01% -232 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 226 $6.52K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 149 $4.3K <0.01% 0 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 117 $3.37K <0.01% -551 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 113 $3.26K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 114 $3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Compass Financial Services Inc More: the full row for Compass Financial Services Inc 102 $2.95K <0.01% +1 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 92 $2.65K <0.01% 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 90 $2.6K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 75 $2.16K <0.01% -264 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 68 $1.96K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 54 $1.58K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 49 $1.41K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 48 $1.38K <0.01% -48 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 37 $1.07K <0.01% +4 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 33 $956 <0.01% -3 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 33 $952 <0.01% new 13F-HR Timeline Group