HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 18,763 $5.75M 0.01% new 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 20,897 $5.72M 1.56% -1,965 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 18,115 $5.55M 0.01% +2,461 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 18,013 $5.52M 0.1% +3,274 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 17,889 $5.48M 0.17% new 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,813 $5.46M 0.21% +85 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 17,741 $5.43M 0.07% +31 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 17,717 $5.43M 2.56% -20,946 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 17,582 $5.39M 0.2% -455 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 17,538 $5.37M 2.97% +29 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 17,515 $5.36M 0.33% +1,350 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 17,464 $5.35M -916 Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 17,419 $5.34M 0.9% -2,694 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 16,942 $5.19M 0.06% +2,748 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 16,642 $5.1M 0.34% -7 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 16,501 $5.05M 0.04% -770 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 16,350 $5.01M 0.1% -126 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 16,286 $4.99M 0.22% +7,452 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 16,218 $4.97M 0.01% +1,929 13F-HR Timeline Group Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 16,215 $4.97M 1.49% -1,380 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 16,139 $4.94M 0.09% +1,161 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 16,050 $4.92M 0.01% -199 13F-HR Timeline CX Institutional More: the full row for CX Institutional 15,924 $4.88M 0.14% -299 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 15,823 $4.85M 3.06% -497 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 15,732 $4.81M 0.15% +1,964 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 15,283 $4.68M 0.28% +640 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 15,129 $4.63M 0.06% +315 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 15,015 $4.6M 0.07% +294 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 14,748 $4.52M 0.05% +3,417 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 14,701 $4.5M 1.55% -183 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 14,561 $4.46M 0.08% +726 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 14,496 $4.44M 1.08% -145 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 14,425 $4.42M 1.69% +1,512 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 13,922 $4.26M 0.12% +66 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,859 $4.24M 0.07% new 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 13,813 $4.23M 2% +279 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 13,601 $4.17M 2.59% -1,285 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 13,586 $4.16M 0.52% +373 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 13,424 $4.11M 0.48% -220 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 13,285 $4.07M 0.64% -4,887 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,278 $4.07M <0.01% -491 13F-HR Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 13,225 $4.05M 0.7% -151 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 13,223 $4.05M 2.63% +329 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 13,030 $3.99M 0.2% +1,181 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 13,161 $3.98M 0.11% +208 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 12,900 $3.95M 0.12% -257 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,486 $3.83M 0.06% +1,362 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 12,456 $3.82M <0.01% -84 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 12,385 $3.79M 0.01% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 12,325 $3.78M 0.75% +391 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 12,319 $3.77M 1.96% +1,118 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 12,200 $3.74M 0.48% +71 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 12,112 $3.71M 0.31% +21 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 12,063 $3.69M 0.05% +850 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 12,028 $3.68M 0.96% -829 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 11,872 $3.64M +3,439 Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 11,822 $3.62M -49 Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 12,289 $3.61M 0.27% +437 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 11,743 $3.6M 0.03% -489 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 11,722 $3.59M 0.91% -235 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,693 $3.58M <0.01% -14,734 13F-HR Timeline Group Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 11,514 $3.53M 0.96% +212 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 11,512 $3.53M 0.2% -658 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,364 $3.48M 0.04% +7,491 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 11,315 $3.47M +553 Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 11,298 $3.46M 1.56% +57 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 11,268 $3.45M 0.42% +728 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 11,218 $3.44M 0.01% -1,294 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,562 $3.41M 0.07% +4 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 11,030 $3.38M 2.19% +1,324 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,965 $3.36M 0.19% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,960 $3.36M 0.04% -583 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 10,746 $3.29M 0.12% new 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 10,677 $3.27M 1.44% +35 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,587 $3.24M 0.13% +317 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,402 $3.19M 0.16% +246 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,380 $3.18M 0.04% 0 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 10,282 $3.15M 1.72% +778 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,206 $3.13M 0.05% 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 10,128 $3.1M 1.67% +657 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 10,899 $3.04M 2.6% -467 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 9,921 $3.04M 0.31% +4 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,919 $3.04M 0.1% -324 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 9,905 $3.03M 0.09% +3,900 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 9,765 $2.99M 0.04% -150 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 9,695 $2.97M 0.01% +845 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 9,676 $2.96M 0.02% -1,035 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 9,451 $2.96M 0.15% -5,215 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9,580 $2.93M 0.14% +176 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 9,545 $2.92M 0.31% -231 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 9,503 $2.91M 0.07% 0 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 9,481 $2.9M 0.67% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 9,449 $2.89M <0.01% +1,642 13F-HR Timeline Group Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 9,434 $2.89M 0.87% -188 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 9,383 $2.87M 0.51% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,368 $2.87M 0.17% -407 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 9,161 $2.81M 0.53% -4,956 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 9,086 $2.78M 0.2% -23 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,040 $2.77M 0.04% -379 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 9,013 $2.76M 0.16% +1,773 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 9,012 $2.76M 0.15% -3,959 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,985 $2.75M 0.07% -768 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,933 $2.74M 0.02% -208 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 8,874 $2.72M 0.08% -4,006 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,815 $2.7M 0.24% 0 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 8,718 $2.67M 0.51% +263 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,670 $2.66M 0.01% -375 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,652 $2.65M 0.17% +2,150 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 8,578 $2.63M 1.66% -226 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,573 $2.63M 0.03% -356 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 8,559 $2.62M 0.69% -748 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 8,525 $2.61M 0.42% +1,536 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 8,521 $2.61M 0.33% 0 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 8,495 $2.6M 1.03% +1,737 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,380 $2.57M 0.15% -395 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 8,130 $2.49M 0.06% +375 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 8,116 $2.49M 0.12% +206 13F-HR Timeline Group Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 8,108 $2.48M 2% -6 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 8,101 $2.48M 0.41% -188 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 8,059 $2.47M 1.19% -277 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,033 $2.46M 0.01% -1,636 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,021 $2.46M 0.21% -942 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 8,015 $2.46M 0.3% +684 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,967 $2.44M 0.01% +1,801 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 7,961 $2.44M 0.36% +28 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 7,926 $2.43M 0.28% +1,533 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 7,895 $2.42M 0.11% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,243 $2.38M 0.04% -1,091 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 7,745 $2.37M 0.42% -335 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 7,741 $2.37M 0.2% +2,241 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 7,705 $2.36M 0.16% 0 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 7,638 $2.34M 0.91% +5 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,574 $2.32M 0.01% -2,310 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 7,544 $2.31M +133 Timeline TSFG, LLC More: the full row for TSFG, LLC 7,515 $2.3M 0.29% -360 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,494 $2.3M 0.01% +1,592 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,490 $2.29M 0.25% -733 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 7,445 $2.28M 1.11% +46 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,427 $2.27M 0.15% -531 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 7,329 $2.25M 0.73% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 7,327 $2.24M 0.02% -7,015 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 7,319 $2.24M 0.79% -1,110 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 7,263 $2.22M 0.47% +1,081 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 7,250 $2.22M 0.89% -131 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,205 $2.21M 0.06% -37 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,180 $2.2M 0.15% -11 13F-HR Timeline Group Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 7,172 $2.2M 0.18% -677 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 7,093 $2.17M 1.16% +30 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,089 $2.17M 0.13% -84 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,080 $2.17M 0.06% -2,400 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,092 $2.16M 0.07% -834 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 7,011 $2.15M 0.16% +159 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,704 $2.05M 0.52% -3,149 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,677 $2.05M 0.11% -107 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 6,667 $2.04M 0.12% -290 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 6,645 $2.04M 1.52% +353 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 6,604 $2.02M 1.4% +601 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,523 $2M 0.06% +342 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 6,451 $1.98M 0.87% -189 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,426 $1.97M 0.02% +1,663 13F-HR Timeline Group Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 6,351 $1.95M 0.63% +1 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 6,223 $1.91M 1.18% -78 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 6,231 $1.89M 0.28% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 6,132 $1.88M 0.21% -116 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 6,130 $1.88M 1.23% +461 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 6,128 $1.88M 0.28% 0 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 6,343 $1.87M 0.6% -517 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 6,111 $1.87M 1.22% +298 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 6,102 $1.87M <0.01% -1,542 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,076 $1.86M 0.05% -1,535 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,074 $1.86M 0.21% -682 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,069 $1.86M 0.02% -789 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 6,040 $1.85M 1.22% -18 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 6,034 $1.85M 0.04% new 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,012 $1.84M -11,160 Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,966 $1.83M 0.02% -626 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,962 $1.83M 0.02% -14,570 13F-HR Timeline Group Family Manage LLC More: the full row for Family Manage LLC 5,961 $1.83M 0.19% -17 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,800 $1.78M 0.01% +195 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 5,771 $1.77M 0.98% -226 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 5,764 $1.77M 1.06% -16 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,717 $1.75M 0.37% -50 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,673 $1.74M 0.07% -24 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 5,664 $1.73M 0.11% +662 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 5,636 $1.73M 0.3% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,526 $1.69M 0.26% +414 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 3,801 $1.69M 0.2% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 5,499 $1.68M 0.2% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,443 $1.67M 0.34% +504 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 5,426 $1.66M 0.78% +90 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 5,398 $1.65M 0.13% -65 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 5,385 $1.65M 0.94% 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 5,385 $1.65M 1.57% -1,276 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 5,337 $1.63M 1.01% -5,910 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 5,276 $1.62M 0.72% -27 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 5,210 $1.6M 1.02% +283 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,199 $1.59M <0.01% +2,430 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 5,196 $1.59M 0.15% -35 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,114 $1.57M 0.03% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,068 $1.55M 0.03% +623 13F-HR Timeline