DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 11,394 $1.5M 0.04% +7,979 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 11,369 $1.5M 0.01% -3,109 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 11,341 $1.49M 0.55% -993 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 11,229 $1.48M 0.44% -219 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 11,188 $1.47M 0.43% -753 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,094 $1.46M 0.01% -67 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 11,062 $1.46M 0.01% -812 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 11,059 $1.46M <0.01% +944 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 10,817 $1.42M +3,652 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 10,770 $1.42M <0.01% -854 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,491 $1.38M 0.02% +5 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 10,419 $1.37M 0.32% -1,585 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 10,399 $1.37M 0.68% -2,003 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,361 $1.36M 0.02% -4,103 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 9,797 $1.36M 0.14% +169 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 10,289 $1.35M <0.01% +4,170 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 10,030 $1.32M 0.04% new 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 9,794 $1.29M 0.75% +392 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 9,711 $1.28M 0.35% -25 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 9,703 $1.28M 0.02% +48 13F-HR Timeline Group Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 9,595 $1.26M 0.81% +61 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 9,537 $1.26M 0.11% -333 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 9,526 $1.25M 0.53% +33 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 8,906 $1.24M new Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 9,266 $1.22M 0.06% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,260 $1.22M 0.01% -871 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 9,170 $1.21M 0.02% -240 13F-HR Timeline Group Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 9,078 $1.19M 0.47% +2,036 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 8,973 $1.18M 0.1% -23 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,947 $1.18M <0.01% -7,221 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 8,904 $1.17M 0.02% -315 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,996 $1.16M <0.01% +5,046 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 8,767 $1.15M +1,534 Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 8,761 $1.15M 0.1% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 8,719 $1.15M 0.05% new 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 8,692 $1.14M 0.82% -218 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 8,678 $1.14M 0.61% -52 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,668 $1.14M 0.19% -369 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 8,623 $1.13M 0.94% -482 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 8,615 $1.13M 0.01% -2 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,469 $1.11M <0.01% +99 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 8,451 $1.11M <0.01% +353 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,348 $1.1M 0.01% +202 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 8,304 $1.09M 0.29% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,162 $1.07M 0.09% -7,508 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 8,144 $1.07M 0.74% +966 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,933 $1.04M 0.01% +292 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 7,863 $1.03M 0.26% -2,135 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,765 $1.02M 0.02% -1,038 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 7,723 $1.02M 0.73% -791 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,656 $1.01M 0.03% -604 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 7,625 $1M 0.02% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,526 $990K <0.01% +896 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 7,090 $987K 0.24% +1,985 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,453 $981K 0.03% +76 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 7,376 $971K 0.13% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,295 $960K <0.01% +688 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 7,286 $959K 0.04% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 7,276 $957K 0.34% -400 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 7,228 $951K 0.23% -16 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 7,123 $938K 0.12% -15 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 7,050 $928K 0.1% -100 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 6,675 $921K 0.36% +1,862 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 6,962 $916K 0.19% +162 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,937 $913K 0.01% -49 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 6,850 $901K 0.09% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,846 $901K 0.02% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,810 $896K 0.09% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,760 $890K 0.05% +35 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 6,758 $889K -924 Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 6,756 $889K 0.49% -2,730 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,640 $874K 0.01% -56 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 6,613 $870K 0.08% +104 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,582 $866K 0.01% +222 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 6,577 $866K 0.03% 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 6,565 $864K 0.32% -142 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 6,537 $860K 0.38% +7 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 6,490 $854K 0.2% +1,833 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,270 $832K 0.04% +124 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,276 $826K <0.01% +912 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,273 $825K 0.01% -556 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,273 $825K 0.02% -699 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 6,253 $823K 0.07% +165 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 6,170 $812K 0.05% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 6,158 $811K 0.01% +540 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 6,150 $809K 0.37% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 6,101 $803K 0.06% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 6,006 $790K 0.24% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,995 $789K 0.09% -69 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 5,969 $786K 0.44% +260 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 5,855 $771K 0.17% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,828 $767K 0.02% -324 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,719 $753K 0.01% +513 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,715 $752K 0.03% +36 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 5,618 $740K 0.12% -611 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,619 $739K 0.05% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5,617 $739K 0.03% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 5,611 $738K 0.3% 0 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 5,588 $735K 0.04% -39 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,547 $730K <0.01% -278 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,512 $725K 0.03% +805 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 5,449 $717K <0.01% -96 13F-HR Timeline Group Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,388 $709K 0.25% -2 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,254 $691K 0.04% -249 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,212 $686K 0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,118 $674K 0.01% +8 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 5,039 $663K 0.33% -67 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,986 $656K <0.01% 0 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 4,919 $647K 0.35% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 4,900 $645K 0.43% new 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 4,881 $642K 0.27% +38 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,834 $636K 0.05% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,827 $635K 0.08% +27 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,247 $633K 0.08% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,800 $632K 0.03% -500 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,795 $631K 0.04% +36 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,764 $627K <0.01% -955 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,741 $624K 0.02% -4,569 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,735 $623K <0.01% 0 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,734 $623K 0.02% -347 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 4,679 $616K 0.25% +5 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,663 $614K 0.13% +80 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 4,646 $611K <0.01% -631 13F-HR Timeline Group MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,633 $610K 0.39% +7 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,551 $599K 0.03% -149 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,515 $594K <0.01% +1,411 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,514 $594K 0.12% +29 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 4,513 $594K 0.04% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,499 $592K 0.14% -665 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,452 $586K <0.01% -254 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 4,438 $584K 0.21% -143 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,421 $582K 0.02% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,408 $580K <0.01% -49,153 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,399 $579K 0.01% +2,057 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,381 $577K <0.01% -735 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,358 $574K 0.02% -35 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,356 $573K 0.02% -747 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,350 $572K 0.03% -356 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 4,327 $569K 0.02% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4,316 $568K 0.29% -31 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,386 $568K 0.02% -697 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,307 $567K 0.07% +14 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 4,300 $566K 0.04% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 4,270 $562K 0.38% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,262 $561K <0.01% +1,136 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 4,253 $560K 0.1% -429 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,219 $555K 0.02% +2,105 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,190 $551K 0.01% +38 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,184 $551K 0.02% +340 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,173 $549K 0.18% -3 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,112 $541K 0.01% -154 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,107 $541K 0.01% -2,214 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 4,106 $540K +911 Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 4,107 $540K 0.22% -805 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 4,099 $539K 0.51% -279 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,057 $534K <0.01% +287 13F-HR Timeline Group Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 4,050 $533K 0.21% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 4,045 $532K 0.32% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4,040 $532K 0.03% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,033 $531K <0.01% -14 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,027 $530K 0.18% +322 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,023 $529K 0.05% -99 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,919 $526K 0.04% -5 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,991 $525K 0.03% -5 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,989 $525K 0.03% -218 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,798 $522K 0.05% +378 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,945 $519K 0.08% +107 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,943 $519K 0.01% -181 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 3,926 $517K 0.25% +24 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 3,656 $516K 0.28% 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 3,880 $511K 0.1% -384 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,860 $508K <0.01% -91 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,859 $508K 0.03% -13 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,838 $505K 0.01% -18 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,819 $503K 0.02% -95 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,800 $500K 0.24% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,790 $499K 0.04% 0 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 3,778 $497K 0.34% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,740 $492K 0.13% +385 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,727 $490K 0.03% 0 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,721 $490K <0.01% +932 13F-HR Timeline Group tru Independence LLC More: the full row for tru Independence LLC 3,689 $486K 0.21% +19 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 3,676 $484K 0.27% +140 13F-HR Timeline First Heartland Consultants, Inc. 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