Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,029 $292K 0.01% +1,131 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 4,987 $289K 0.14% new 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 4,986 $289K 0.01% +6 13F-HR Timeline Group American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,949 $287K 0.04% -1,723 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,944 $287K 0.01% new 13F-HR/A Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,895 $283K 0.08% 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 4,876 $283K 0.12% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,829 $280K 0.26% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,788 $278K 0.01% new 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 4,765 $276K 0.14% +6 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,755 $276K 0.11% 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 4,752 $276K 0.14% -12,009 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,725 $274K 0.04% +65 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,710 $273K 0.04% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,658 $270K <0.01% -21 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,609 $267K 0.01% -369 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,574 $265K 0.03% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,567 $265K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,535 $263K 0.03% new 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 4,477 $260K 0.12% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,477 $260K 0.03% -685 13F-HR/A Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,434 $257K 0.03% +786 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,424 $257K <0.01% new 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 4,324 $251K 0.04% new 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 4,296 $249K 0.01% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,284 $248K 0.02% -350 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,246 $246K <0.01% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 4,237 $246K 0.11% -130 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 4,224 $245K 0.03% -55 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,211 $244K 0.01% new 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 4,206 $244K 0.08% 0 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 4,175 $242K 0.23% 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 4,149 $241K 0.23% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,135 $240K 0.01% -169 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,112 $238K 0.05% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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More: the full row for McKinley Carter Wealth Services, Inc. 3,957 $230K 0.01% -306 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,945 $229K 0.03% -300 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 3,920 $227K 0.09% +271 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,874 $225K 0.01% -22 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,862 $224K 0.13% -537 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 3,840 $223K 0.12% new 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 3,785 $220K 0.03% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,758 $218K 0.02% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,720 $216K 0.14% new 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 3,676 $213K 0.08% +336 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,650 $212K 0.04% 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,619 $210K 0.02% -906 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,583 $208K 0.06% 0 13F-HR Timeline GenWealth Group, Inc. 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More: the full row for Wingate Wealth Advisors, Inc. 3,438 $199K 0.2% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,435 $199K 0.14% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,400 $198K 0.03% 0 13F-HR Timeline Group FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 3,405 $198K 0.5% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,158 $183K 0.03% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,011 $174K <0.01% +250 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,000 $174K 0.03% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,965 $172K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,776 $161K 0.02% +166 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,706 $157K 0.05% -22,852 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,676 $156K <0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,674 $155K 0.02% +2,179 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 2,646 $153K 0.07% -280 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,565 $149K 0.05% +1,971 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,476 $144K <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2,456 $142K 0.01% -6,601 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 2,420 $140K 0.06% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,337 $136K 0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,276 $132K 0.03% -917 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,275 $132K 0.01% +87 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 2,180 $126K 0.04% +2,070 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,096 $122K 0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 2,032 $118K 0.07% 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 2,000 $116K 0.05% -180 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,979 $115K 0.01% -1,060 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,974 $114K 0.03% +908 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,930 $112K <0.01% 0 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 1,887 $109K 0.02% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,838 $107K <0.01% new 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 1,815 $105K 0.02% +1,065 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,795 $104K 0.04% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,714 $99.4K 0.01% +202 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,700 $98.6K 0.04% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,590 $92.2K <0.01% +50 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,510 $87.6K 0.04% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1,449 $84K 0.03% -189 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,446 $84K <0.01% -69 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,406 $81.5K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. 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More: the full row for OARSMAN CAPITAL, INC. 907 $52.6K 0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 885 $51.3K 0.02% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 832 $48.3K <0.01% -1,703 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 814 $47.2K <0.01% -68 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 795 $46.1K 0.03% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 742 $43K 0.02% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 712 $41.3K 0.01% +255 13F-HR Timeline Group Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 701 $40.7K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 683 $39.6K 0.03% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 643 $37.3K 0.01% 0 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 621 $36K <0.01% -163 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 611 $35.4K <0.01% -476 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 607 $35.2K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 536 $31.1K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 512 $29.7K 0.02% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 481 $27.9K <0.01% -75 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 475 $27.3K <0.01% -4,793 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 453 $26.3K 0.02% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 445 $25.8K <0.01% +407 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 408 $23.7K <0.01% -35 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 407 $23.6K 0.01% 0 13F-HR/A Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 401 $23.2K <0.01% -211 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 396 $23K <0.01% new 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 395 $22.9K 0.02% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 392 $22.8K 0.01% 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 390 $22.6K 0.01% -590 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 366 $21K 0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 355 $20.6K 0.02% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 348 $20.2K <0.01% -19 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 348 $20.2K 0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 335 $19.4K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 334 $19.4K <0.01% -95 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 327 $19K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 319 $18.5K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 317 $18.4K 0.02% 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 313 $18.1K 0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 311 $18K 0.02% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 290 $16.8K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 288 $16.7K 0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 254 $15K 0.01% +3 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 250 $14.5K <0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 229 $13.3K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 233 $13K <0.01% 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 224 $13K <0.01% new 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 204 $11.8K 0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 198 $11.5K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 180 $10.4K <0.01% 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 174 $10.1K <0.01% -36 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. 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More: the full row for GHP Investment Advisors, Inc. 103 $5.97K <0.01% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 102 $5.92K <0.01% 0 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 97 $5.86K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 99 $5.74K <0.01% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 98 $5.68K <0.01% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 89 $5.16K <0.01% -202 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 88 $5.1K <0.01% -253 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 82 $4.76K <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 72 $4.18K <0.01% +2 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 67 $3.89K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 64 $3.69K <0.01% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 59 $3.56K <0.01% new 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 61 $3.54K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 58 $3.36K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 54 $3.13K <0.01% +5 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 52 $3.02K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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More: the full row for Rakuten Securities, Inc. 4 $232 <0.01% +3 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2 $120 0.01% -2,026 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.