Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,667 $296K 0.07% +1,134 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 4,660 $296K <0.01% +661 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,639 $294K 0.03% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 4,639 $294K 0.12% 0 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 4,631 $294K 0.14% +143 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,558 $289K 0.07% -215 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 4,488 $285K 0.29% +566 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 4,448 $282K 0.06% -172 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 4,420 $281K 0.11% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 4,394 $279K 0.08% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,393 $279K 0.05% -750 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 4,288 $272K <0.01% -598 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,260 $270K 0.01% +38 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,259 $270K 0.01% -6,425 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,249 $270K 0.02% -105 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 4,245 $269K 0.05% -6,380 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,235 $269K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 4,159 $264K 0.02% -25 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 4,151 $263K 0.01% -67 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,098 $260K 0.02% +513 13F-HR Timeline Group Wealthcare Capital Partners, LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Capital Partners, LLC 4,075 $259K 0.13% 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,073 $259K <0.01% -140 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 4,070 $258K 0.07% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 4,064 $258K 0.1% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,057 $257K 0.02% +1 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,060 $257K 0.01% new 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 4,038 $256K 0.02% +8 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 4,030 $256K 0.11% 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,026 $256K 0.01% new 13F-HR/A Timeline Group Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,966 $252K 0.09% -126 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,963 $252K 0.01% -791 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 3,926 $249K 0.21% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,875 $246K <0.01% -544 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,874 $246K 0.04% +31 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,865 $245K 0.05% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 3,838 $244K 0.03% +33 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 3,827 $243K 0.09% 0 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 3,829 $242K 0.16% new 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 3,799 $241K 0.03% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 3,765 $239K <0.01% +215 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,755 $238K 0.02% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,729 $237K 0.02% +889 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 3,690 $234K 0.01% new 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,660 $232K 0.12% -200 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,605 $229K 0.03% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,603 $229K 0.01% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 3,588 $228K 0.03% new 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 3,560 $226K 0.1% +472 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,556 $226K 0.01% +13 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,534 $224K <0.01% -76 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,523 $224K 0.01% +180 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,515 $223K <0.01% +214 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,496 $222K 0.15% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,477 $221K <0.01% -931 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,258 $220K 0.03% +13 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,469 $220K 0.19% 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 3,444 $219K 0.02% +39 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,431 $218K 0.03% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,399 $216K <0.01% new 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,355 $213K 0.01% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,323 $211K 0.01% -225 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,317 $210K 0.11% -118 13F-HR/A Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,302 $210K 0.01% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,292 $209K 0.04% -131 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 3,290 $209K 0.06% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,278 $208K 0.02% 0 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,271 $208K 0.03% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,229 $205K 0.01% -10 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,219 $204K 0.01% +198 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,207 $204K 0.01% +254 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 3,200 $203K 0.01% -800 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,174 $201K 0.01% -30 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,159 $200K 0.07% +85 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 3,057 $194K 0.07% 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,970 $189K 0.04% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,960 $188K <0.01% -73 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,900 $184K 0.09% -65 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,724 $173K <0.01% +1,243 13F-HR Timeline Group Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 2,704 $172K new Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,667 $169K 0.02% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 2,560 $163K 0.06% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,515 $160K 0.01% +611 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2,411 $153K 0.01% new 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,325 $148K 0.04% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,196 $146K <0.01% +505 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 2,147 $136K 0.02% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,099 $133K <0.01% +122 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,075 $132K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,064 $131K 0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,023 $128K 0.07% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,000 $127K 0.02% -725 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,837 $117K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,827 $116K 0.06% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,812 $115K 0.02% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,777 $113K 0.01% -2,843 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,706 $108K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,673 $106K 0.01% +567 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,493 $105K <0.01% +103 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,625 $103K 0.01% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,584 $100K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,481 $94K 0.02% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,473 $93.1K 0.03% new 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 1,463 $92.9K 0.02% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1,459 $92.6K 0.08% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,450 $92K 0.03% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,352 $85.8K 0.03% +169 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,349 $85.6K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,325 $84.1K <0.01% +95 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,315 $83.5K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,296 $82.2K <0.01% -1,398 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,278 $81.1K 0.03% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,241 $78.8K <0.01% -1,375 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,196 $75K 0.02% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,085 $68.9K 0.02% +1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,075 $68.3K <0.01% -17 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,071 $68K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,070 $67.9K 0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 67,702 $67.7K 0.04% 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,061 $67.3K 0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,046 $66.4K <0.01% +529 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,041 $66.1K 0.05% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,028 $65.2K 0.04% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,000 $63.5K <0.01% 0 13F-HR/A Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 1,000 $63.5K 0.03% -10 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 994 $63.1K <0.01% +174 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 992 $63K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 976 $61.9K <0.01% +122 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 935 $59.3K 0.02% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 900 $57.1K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 900 $57.1K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 859 $54.5K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 807 $51.2K <0.01% -3,150 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 802 $50.9K 0.05% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 800 $50.8K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 774 $49K <0.01% 0 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 761 $48.3K 0.03% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 761 $48.3K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 728 $46.2K <0.01% -462 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 720 $45.7K 0.01% -132 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 704 $44.7K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 700 $44.4K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 697 $44.2K <0.01% +76 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 688 $43.7K 0.03% new 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 673 $42.7K 0.03% +7 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 671 $42.6K <0.01% +7 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 670 $42.5K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 662 $42K 0.01% +7 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 614 $39K <0.01% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 600 $38.1K 0.02% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 575 $36.5K 0.01% 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 558 $35.4K 0.01% +4 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 516 $32.8K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 496 $31.5K 0.02% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 461 $29.3K 0.02% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 430 $27.3K 0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 426 $27K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 425 $27K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 400 $25.4K <0.01% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 400 $25.4K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 400 $25K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 372 $23.6K 0.01% -461 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 357 $22.7K 0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 351 $22.3K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 349 $22.1K <0.01% +4 13F-HR/A Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 340 $21.6K <0.01% 0 13F-HR Timeline Group SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 337 $21.4K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 327 $20.8K 0.02% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 314 $19.9K <0.01% 0 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 300 $19K 0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 300 $19K 0.02% 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 298 $18.9K 0.02% 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 296 $18.8K 0.01% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 280 $17.8K <0.01% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 266 $16.9K <0.01% -50 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 254 $16.1K <0.01% -73 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 238 $15.1K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 234 $14.8K 0.01% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 216 $13.7K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 208 $13.2K <0.01% 0 13F-HR Timeline Group AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 200 $13K 0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 200 $12.7K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 192 $12.2K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 190 $12.1K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 184 $12K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 179 $11.4K <0.01% 0 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 178 $11.3K <0.01% +5 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 171 $10.9K <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 166 $10.5K 0.01% +10 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 166 $10.5K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 162 $10.3K 0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 161 $10.3K <0.01% +2 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 158 $10K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 145 $9.2K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 143 $9.07K 0.01% 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 130 $8.87K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 137 $8.7K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 134 $8.54K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 126 $8K 0.01% -55 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 126 $8K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 123 $7.81K <0.01% 0 13F-HR Timeline Group