U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 18,694 $5.65M 0.14% -805 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 18,589 $5.62M 4.41% -74 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 18,569 $5.61M 1.67% -5,096 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 18,386 $5.56M 0.34% +967 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 18,370 $5.55M 0.05% -453 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 18,272 $5.52M 1.13% -436 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 17,774 $5.37M <0.01% +300 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 17,662 $5.34M 0.17% -12,599 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 17,605 $5.32M 2.58% -248 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 17,551 $5.3M 0.29% +3,075 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 17,234 $5.21M 0.07% -2,173 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 17,104 $5.17M 0.1% -48 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 17,038 $5.15M 2.49% +861 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,917 $5.11M 0.09% +1,143 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 16,692 $5.05M 0.38% -446 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 16,635 $5.03M 3.37% +110 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 16,412 $4.96M 0.24% +5,812 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 15,973 $4.83M 3.4% +1,600 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 15,807 $4.78M 1.52% -396 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 15,646 $4.73M 2.9% +8,226 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 15,445 $4.67M 0.08% -20 13F-HR Timeline Group STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 15,423 $4.66M 3.75% -28 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 15,238 $4.61M 0.02% +825 13F-HR/A Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 15,107 $4.57M 0.1% new 13F-HR/A Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 14,876 $4.5M 1.77% -271 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 14,834 $4.48M 0.9% +623 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,836 $4.48M 0.03% +855 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 14,774 $4.47M 1.16% +2,753 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 14,709 $4.45M 0.08% +513 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 14,656 $4.43M 0.35% +1,858 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 14,573 $4.4M 0.17% -175 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 14,463 $4.37M 0.01% -504 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 14,297 $4.32M 0.07% -38 13F-HR/A Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 14,297 $4.32M 0.01% -7,092 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 14,118 $4.27M 0.12% -1,157 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 14,116 $4.27M 2.96% +38 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 14,115 $4.27M 0.07% +2 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14,693 $4.26M 0.15% +1,712 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 14,041 $4.24M 3.81% +1,327 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 14,005 $4.23M 0.1% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 14,554 $4.21M 0.27% -2,359 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 13,868 $4.19M 0.52% -209 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 13,742 $4.15M 0.14% -2,508 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 13,617 $4.12M 3.04% +121 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 13,561 $4.1M 0.28% +88 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 13,396 $4.05M 0.17% -69 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 13,248 $4M 0.14% +2,305 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 13,194 $3.99M 0.68% -374 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 13,174 $3.98M 0.02% +2,414 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 12,311 $3.97M 1.45% +118 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 13,004 $3.93M 1.35% +165 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,969 $3.92M 0.09% -23 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 12,734 $3.85M <0.01% +1,259 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 12,730 $3.85M 0.92% +396 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 12,529 $3.79M 0.32% -1,582 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 12,528 $3.79M 0.6% -593 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 12,469 $3.77M 0.17% +110 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 12,438 $3.76M 0.1% +365 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 12,293 $3.72M 0.22% -5,608 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 12,256 $3.7M 1.31% +38 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 12,130 $3.67M 0.7% -410 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10,877 $3.65M 0.05% +5,863 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 11,655 $3.52M 0.48% new 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 11,622 $3.51M 0.52% +1,160 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 11,614 $3.51M 0.51% 0 13F-HR Timeline Group GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 11,351 $3.43M 0.07% +5,836 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 11,304 $3.42M 2.2% -433 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 11,290 $3.41M 0.17% -36 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 11,129 $3.36M 0.04% +315 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 11,109 $3.36M 0.45% 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 11,096 $3.35M 0.61% +244 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,027 $3.33M 0.04% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 10,898 $3.29M 1.48% +1,709 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 10,782 $3.26M 1.36% +82 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 10,697 $3.23M 0.52% -482 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 10,612 $3.21M 0.22% -364 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 10,609 $3.21M 0.13% -74 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 10,608 $3.21M 1.56% -359 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 10,523 $3.18M 0.67% +150 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 10,516 $3.18M 0.33% -342 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 10,488 $3.17M 0.18% -36 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 10,451 $3.16M 1.37% +260 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,372 $3.14M 0.12% -310 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,372 $3.13M 0.04% +1,493 13F-HR Timeline Group Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 10,341 $3.13M 2.12% +150 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 10,286 $3.11M 0.49% -1,509 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 10,132 $3.06M 2.81% +140 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 9,973 $3.01M 1.55% +170 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,947 $3.01M <0.01% +2,885 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 9,883 $2.99M 0.43% -41 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 9,852 $2.98M 2.25% +332 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,750 $2.95M 0.13% +1,462 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 9,668 $2.92M 0.32% +139 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,661 $2.92M 0.06% +1,536 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 9,633 $2.91M 0.22% +4,617 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 9,609 $2.9M 0.07% +8,760 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 9,607 $2.9M 0.02% -673 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 9,554 $2.89M 1.24% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,597 $2.88M 0.23% +439 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 9,484 $2.87M 0.03% +8,635 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 9,444 $2.85M 0.58% -462 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 9,431 $2.85M 1.24% -321 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 9,430 $2.85M -318 Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 9,327 $2.82M 0.2% new 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 9,316 $2.82M 1.01% +111 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 9,216 $2.79M 0.17% +100 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 9,130 $2.76M 0.24% -183 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 9,041 $2.73M 0.52% -410 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 9,003 $2.72M 1.52% +789 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 8,949 $2.7M 0.01% +1,568 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 8,904 $2.69M 0.28% +1,876 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 8,878 $2.68M 0.55% -110 13F-HR/A Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 8,834 $2.67M 0.17% -1,129 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 8,816 $2.66M 0.03% -380 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 8,808 $2.66M 0.36% -268 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 8,807 $2.66M 1.56% -266 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 8,710 $2.63M 1.15% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 8,708 $2.63M 0.34% -140 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,619 $2.61M 0.03% +260 13F-HR Timeline Group Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 8,602 $2.6M 1.52% +94 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 8,588 $2.6M 0.11% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,522 $2.58M 0.24% -4,934 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 8,522 $2.58M new Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 8,499 $2.57M 0.76% +240 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,459 $2.56M 0.2% +17 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,456 $2.56M 0.2% -8,950 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,440 $2.55M 0.1% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,422 $2.55M 0.09% -606 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 8,419 $2.54M 1.12% -327 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,271 $2.52M 0.02% +912 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 8,330 $2.52M 2.11% +268 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,329 $2.52M 0.02% +4,175 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 8,311 $2.51M 0.08% new 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 8,307 $2.51M 1.5% +296 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 8,093 $2.45M 0.04% +103 13F-HR/A Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,041 $2.43M 0.05% -106 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 7,941 $2.4M 0.94% +57 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,934 $2.4M 0.17% +163 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 7,758 $2.34M 2.4% -6 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,716 $2.33M 0.05% +121 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 7,670 $2.32M 0.27% -190 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 7,618 $2.3M 0.5% -138 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 7,524 $2.27M 0.22% -257 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,686 $2.25M 0.43% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,115 $2.25M 0.13% -54 13F-HR/A Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,422 $2.24M 0.17% +470 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,387 $2.24M 0.38% +1,296 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,353 $2.22M 0.04% +452 13F-HR/A Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 7,351 $2.22M 0.42% -19 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,334 $2.22M 0.04% -183 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 7,336 $2.22M 0.31% +283 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,314 $2.21M <0.01% -110 13F-HR Timeline Group Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 7,150 $2.16M 1.52% +7 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,119 $2.15M 0.03% +3 13F-HR Timeline Group Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 7,061 $2.13M 0.45% -8 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 7,035 $2.13M 0.88% -275 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 6,970 $2.11M 0.7% -6 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,827 $2.06M 0.08% +347 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 6,780 $2.05M 0.14% -714 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 6,755 $2.04M 0.51% -73 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 6,714 $2.03M 0.67% -152 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 6,705 $2.03M 0.28% +199 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,564 $2.02M 0.02% -449 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 6,685 $2.02M 0.69% +2 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 6,594 $1.99M 0.13% -118 13F-HR Timeline Group BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 6,583 $1.99M 0.51% +40 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,532 $1.97M 0.02% +68 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,514 $1.97M 0.03% +298 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,476 $1.96M 0.08% +274 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 6,452 $1.95M 0.19% +1,077 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 6,440 $1.95M 0.7% +108 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,435 $1.94M 0.01% +787 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 6,396 $1.93M 1.1% -1,133 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,159 $1.86M 1.16% -196 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,156 $1.86M 0.21% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 6,119 $1.85M 1.56% +7 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,095 $1.84M 0.15% -1 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,093 $1.84M 0.21% -1,690 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,086 $1.84M <0.01% +1,107 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5,987 $1.81M 0.46% +39 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 5,957 $1.8M 0.49% +255 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,946 $1.8M 0.68% +324 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,889 $1.78M 0.04% -899 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,855 $1.77M 0.04% -1,045 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 5,740 $1.74M 0.6% +22 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,718 $1.73M 0.12% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,244 $1.72M 0.1% +631 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 5,674 $1.72M 0.1% +6 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,652 $1.71M 0.08% -192 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,645 $1.71M 0.01% +100 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 5,545 $1.71M 0.59% -1,630 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 5,628 $1.7M 0.18% +39 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,626 $1.7M 0.01% +952 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,617 $1.7M 0.08% +6 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,608 $1.7M 0.01% -73 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 5,570 $1.68M 1.14% -6 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 4,896 $1.68M 0.74% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 5,529 $1.67M 0.47% -797 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 5,508 $1.66M 0.48% new 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 5,493 $1.66M 0.25% -12 13F-HR Timeline