MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 22,630 $1.87M 0.33% +21,616 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 22,163 $1.86M 0.37% 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 22,422 $1.85M <0.01% +19,854 13F-HR Timeline Group Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 22,301 $1.84M 1.6% +19,394 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 17,408 $1.84M 0.03% +13,473 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 22,234 $1.84M 1.06% +19,077 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 22,166 $1.83M <0.01% +18,017 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 21,716 $1.79M 0.07% +18,273 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 21,637 $1.79M 1.02% 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 21,522 $1.78M 1.11% +17,935 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 21,457 $1.77M 1.03% +18,050 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 21,454 $1.77M 1.21% +17,212 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 21,275 $1.76M 1.17% +17,576 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 21,217 $1.75M 0.01% +18,585 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 21,156 $1.75M 0.22% +17,630 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 20,741 $1.71M 0.15% +17,238 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 20,396 $1.69M 0.06% +17,275 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 20,128 $1.66M 1.1% +16,696 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 20,100 $1.66M 0.1% +16,750 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 19,860 $1.64M 0.07% +16,749 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 19,649 $1.62M <0.01% +17,012 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 19,559 $1.62M 0.42% +16,297 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 19,506 $1.61M 0.04% +16,255 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 19,443 $1.61M 0.02% +16,731 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 19,417 $1.6M 0.03% +16,753 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 18,981 $1.57M 1.52% 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 18,600 $1.54M 0.62% +15,500 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 18,474 $1.53M 0.18% +15,395 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 18,403 $1.52M 0.04% +15,508 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 17,573 $1.45M 0.02% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 17,403 $1.44M 0.01% +15,361 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 17,100 $1.41M 0.45% +14,250 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 17,028 $1.41M 0.03% +14,144 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 16,800 $1.39M 0.02% +16,050 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 16,798 $1.39M 0.3% +14,001 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16,476 $1.36M 0.11% +13,730 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 16,321 $1.35M 0.18% new 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 16,124 $1.33M 0.29% new 13F-HR/A Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 15,729 $1.3M 0.51% +13,064 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 15,647 $1.29M 0.02% +12,590 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 15,395 $1.27M 0.02% +12,843 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 14,851 $1.23M 0.01% +12,367 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 14,608 $1.21M 0.05% +11,532 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 14,495 $1.2M 0.04% +11,080 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 14,466 $1.2M 0.06% +12,215 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 14,367 $1.19M 0.31% +11,975 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 14,259 $1.18M 0.36% +13,242 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 14,180 $1.17M 0.2% +11,978 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 14,085 $1.16M 0.26% +11,763 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 14,057 $1.16M 0.08% +11,263 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,038 $1.16M 0.01% +12,592 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 14,028 $1.16M 0.05% +11,690 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 13,936 $1.15M 0.16% +11,708 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,845 $1.14M 0.01% +11,831 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 13,821 $1.14M <0.01% new 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 13,613 $1.12M <0.01% new 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 13,516 $1.12M 0.61% +11,346 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 13,302 $1.1M +12,504 Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,283 $1.1M 0.02% +11,183 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,247 $1.09M 0.02% +11,264 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 13,180 $1.09M 0.04% +11,587 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,109 $1.08M 0.01% +11,982 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 13,038 $1.08M 0.44% +10,853 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 12,721 $1.05M 0.2% +10,601 13F-HR/A Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 12,690 $1.05M 0.07% +10,626 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,547 $1.04M 0.04% +10,397 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 12,326 $1.02M 0.01% +11,187 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 12,293 $1.02M 0.19% +10,305 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 12,242 $1.01M 0.22% new 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 12,165 $1.01M <0.01% +10,131 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 12,121 $1M 0.01% +10,309 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 12,102 $1000K 0.01% +10,096 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 11,869 $981K 0.53% +9,844 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 11,856 $980K 0.01% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,395 $976K 0.04% +154 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 11,752 $971K 0.43% +9,767 13F-HR Timeline N10 WEALTH, LLC More: the full row for N10 WEALTH, LLC 11,742 $970K 0.34% 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 11,730 $969K 0.08% +9,775 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 11,530 $953K 0.44% +10,213 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 11,437 $945K 0.07% +9,526 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 11,323 $936K 0.02% new 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 11,322 $935K 0.02% +9,215 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 11,291 $933K 0.1% +9,149 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 11,204 $926K 0.04% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 11,136 $920K 0.02% +9,280 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 11,125 $919K 0.1% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,974 $907K 0.01% +9,457 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 10,965 $906K 0.51% +9,274 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 10,855 $897K 0.56% +9,348 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,854 $897K 0.02% +8,325 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,798 $892K 0.01% +9,321 13F-HR/A Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 10,734 $887K 0.04% +8,945 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 10,617 $877K 0.24% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,507 $868K <0.01% +8,964 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,318 $862K 0.01% +8,743 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 10,386 $858K 0.06% +8,451 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 10,351 $855K 0.04% +8,603 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 10,302 $851K 0.15% +8,585 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 10,222 $845K 0.02% +8,454 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 10,200 $843K 0.22% +8,500 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 10,152 $839K 0.33% +8,460 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 10,137 $838K 0.36% new 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 10,062 $831K 0.05% +8,385 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,050 $830K 0.01% +8,375 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 9,978 $824K 0.06% +8,315 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 9,848 $814K 0.01% +8,214 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9,831 $812K 0.02% +8,192 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 9,805 $810K 0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 9,671 $799K 0.48% +8,099 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,555 $789K 0.01% +7,956 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,452 $781K 0.01% +7,895 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 9,440 $780K 0.12% +7,880 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 9,276 $766K 0.12% +7,730 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 9,251 $764K 0.13% +7,709 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 9,218 $762K 0.18% +7,682 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,217 $762K <0.01% +7,590 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 9,162 $757K 0.11% +7,453 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 8,958 $740K 0.15% +7,336 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 8,929 $738K <0.01% +8,036 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 1,799 $733K 0.02% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 8,875 $733K 0.06% +7,458 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,826 $729K 0.01% +7,584 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,759 $724K 0.01% +7,427 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 8,682 $717K 0.04% +7,235 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 8,679 $717K 0.04% +7,537 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 8,610 $711K 0.32% +7,175 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,585 $709K 0.01% +7,154 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 8,571 $708K 0.08% +7,144 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 8,408 $695K 0.35% +6,971 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 8,401 $694K 0.04% +6,988 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 8,357 $690K 0.17% +6,838 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,343 $689K 0.04% +5,529 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 8,238 $681K 0.12% +6,865 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 8,181 $676K 0.45% +6,514 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 8,136 $672K 0.04% +6,780 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 8,118 $671K 0.06% +6,705 13F-HR Timeline TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE… in group TIAA More: the full row for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 8,116 $671K <0.01% +6,804 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 8,041 $664K 0.01% +6,781 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 8,000 $661K 0.14% new 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 7,747 $657K 0.24% +4,125 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 7,953 $657K 0.3% +6,559 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 7,942 $656K 0.07% +6,619 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 7,936 $656K 0.07% +6,509 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7,886 $652K 0.02% +7,791 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 7,838 $648K 0.14% +6,541 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 7,826 $647K <0.01% +6,299 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,768 $642K 0.01% +6,771 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 7,698 $636K <0.01% +6,415 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 7,578 $626K 0.06% +6,315 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 7,543 $623K 0.36% +6,271 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 7,536 $623K <0.01% new 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 7,442 $615K 0.04% +6,202 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 7,406 $612K 0.59% +6,764 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,176 $593K 0.01% +5,981 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 7,172 $593K 0.08% +5,977 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 7,170 $592K 0.46% +5,975 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,109 $587K 0.02% +5,802 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,037 $581K 0.01% +6,051 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 7,035 $581K <0.01% +5,766 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 7,014 $579K <0.01% +5,845 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 7,007 $579K 0.01% +5,944 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 6,984 $577K 0.47% +5,856 13F-HR/A Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 6,948 $574K 0.29% +5,790 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,837 $565K <0.01% +5,711 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,788 $561K 0.07% +5,652 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 6,744 $557K 0.23% +5,620 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,738 $557K <0.01% +5,781 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 6,666 $551K <0.01% +5,555 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 6,609 $546K 0.18% +5,958 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 6,582 $544K 0.01% +5,379 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,512 $538K 0.1% +6,507 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 6,501 $537K 0.35% +5,641 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 6,457 $537K 0.03% +5,434 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 6,474 $535K 0.03% +5,395 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 6,467 $534K 0.13% +5,393 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,402 $529K <0.01% +5,340 13F-HR Timeline Group W ADVISORS, LLC More: the full row for W ADVISORS, LLC 6,342 $524K 0.24% +5,285 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 6,300 $521K 0.02% +5,250 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,294 $520K 0.01% +5,245 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 6,282 $519K 0.26% +5,235 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 6,240 $516K 0.12% +5,200 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 6,222 $514K 0.37% +5,185 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 6,150 $508K 0.06% +5,005 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 6,116 $505K 0.06% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,065 $501K 0.01% +5,426 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,060 $501K <0.01% +5,054 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,051 $500K <0.01% +4,244 13F-HR Timeline Group ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 6,004 $496K 0.21% new 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 6,000 $496K 0.08% +4,954 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,898 $491K 0.01% +4,847 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 5,891 $487K 0.06% +4,925 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 5,878 $486K 0.29% +5,256 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,866 $485K 0.03% +4,877 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,850 $483K 0.01% +4,875 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,826 $481K 0.02% +4,802 13F-HR Timeline Group FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 5,816 $481K 0.15% +5,108 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,778 $477K <0.01% +4,299 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,773 $477K 0.01% +4,842 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,742 $474K 0.01% +4,785 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,708 $472K <0.01% +4,699 13F-HR Timeline Group