SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,478 $824K 0.23% -80 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,405 $810K 0.02% +1,763 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 4,281 $787K 0.54% +1,058 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,216 $776K 0.04% -9 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,203 $773K 0.03% -45 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 4,180 $769K 0.75% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 4,001 $740K 0.01% -340 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,920 $721K 0.04% -28 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 3,919 $721K 0.05% 0 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 3,867 $711K 1.07% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,865 $711K 0.01% +633 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,850 $708K 0.01% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,795 $698K 0.01% new 13F-HR/A Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,786 $696K 0.01% -386 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,780 $695K <0.01% +710 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,754 $691K 0.01% +1,563 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 3,707 $682K 0.32% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,686 $678K 0.04% -903 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,565 $656K <0.01% -24 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 3,551 $653K 0.08% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,537 $651K 0.04% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,525 $648K 0.19% +223 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,481 $640K <0.01% +198 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 3,328 $612K 0.44% -101 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,328 $612K 0.04% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,304 $608K 0.37% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,201 $589K 0.01% -43 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 3,196 $588K 0.26% -85 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,187 $586K 0.01% -8,323 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,115 $573K 0.01% -3 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,085 $567K 0.04% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,110 $565K 0.15% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,048 $561K 0.01% -301 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,038 $559K 0.01% +3 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,003 $552K 0.15% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,979 $548K 0.02% +1,583 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,978 $548K 0.01% +296 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 2,899 $533K 0.35% -2,867 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,897 $533K 0.01% +1 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,876 $529K 0.02% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,863 $527K <0.01% +2 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,791 $513K <0.01% +93 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,784 $512K 0.01% -44 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,761 $508K <0.01% -49 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,685 $494K <0.01% +30 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,663 $490K 0.11% -50 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,650 $487K 0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 2,580 $487K 0.16% -1,353 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,591 $477K <0.01% -94 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,584 $475K <0.01% +50 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,582 $475K 0.02% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,575 $474K <0.01% +312 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,555 $470K 0.01% -79 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 2,527 $465K 0.16% -72 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,523 $464K 0.01% -30 13F-HR/A Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,453 $451K 0.03% -310 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,500 $450K 0.01% 0 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 2,443 $449K 0.25% -677 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,430 $447K 0.01% -439 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,415 $444K 0.04% +23 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 2,409 $443K 0.06% -622 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,409 $443K <0.01% +105 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,375 $437K 0.01% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,365 $435K 0.02% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,348 $432K <0.01% +21 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,174 $430K <0.01% +790 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,315 $426K 0.01% +175 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,277 $419K 0.11% 0 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 2,264 $416K 0.03% -79 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,527 $412K 0.04% new 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 2,216 $408K 0.17% 0 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,203 $405K 0.16% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,193 $403K 0.05% -169 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 2,182 $401K <0.01% -1,873 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,169 $399K <0.01% -227 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,161 $397K <0.01% +5 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 2,143 $394K 0.01% new 13F-HR Timeline Group M.E. ALLISON & CO., INC. 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More: the full row for Blue Fin Capital, Inc. 2,023 $372K 0.05% -63 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 2,005 $369K 0.11% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,000 $368K 0.02% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,986 $365K <0.01% -19,336 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,982 $365K 0.06% -31 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,969 $362K 0.03% +218 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,950 $359K 0.03% -319 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. 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More: the full row for CIBC Bancorp USA Inc. 1,912 $352K <0.01% +478 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,903 $350K 0.14% +201 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,866 $343K 0.02% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 1,850 $340K 0.03% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,842 $339K 0.06% -1 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 1,809 $333K 0.28% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,800 $331K <0.01% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,798 $331K 0.01% +26 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,789 $329K <0.01% -361 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,782 $328K 0.02% -122 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 1,775 $327K 0.22% 0 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 1,767 $325K 0.04% +25 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,801 $324K 0.04% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,756 $323K 0.01% +4 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,734 $319K 0.18% -1 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,719 $316K 0.02% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,710 $315K 0.06% -150 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,695 $312K 0.23% -124 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,688 $311K 0.01% -479 13F-HR Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,685 $310K 0.01% +1 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,678 $309K 0.06% -100 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 1,650 $304K 0.05% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,645 $303K 0.01% -226 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 1,635 $301K 0.21% 0 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 1,649 $300K 0.07% +450 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 1,566 $299K 0.07% -21 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,613 $297K 0.07% -244 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,606 $295K 0.01% +116 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,604 $295K <0.01% -7 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 1,600 $294K <0.01% -430 13F-HR Timeline Group RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 1,561 $287K 0.03% +5 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,561 $287K 0.01% +85 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,548 $285K 0.02% 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,525 $281K 0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,517 $279K <0.01% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,502 $276K <0.01% 0 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 1,472 $271K 0.05% -21 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,467 $270K 0.13% +3 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,453 $267K 0.01% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,448 $266K 0.07% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,438 $265K 0.04% -100 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,422 $262K <0.01% -5,773 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,413 $260K 0.01% +244 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,374 $260K <0.01% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,398 $257K 0.01% new 13F-HR Timeline Group Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 1,398 $257K 0.04% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,396 $257K 0.01% -243 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,391 $256K 0.02% +250 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 1,370 $252K 0.08% +130 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,360 $250K 0.04% +25 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,345 $247K 0.04% 0 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 1,336 $246K 0.12% +122 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 1,323 $243K 0.11% new 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 1,310 $241K 0.08% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,743 $241K 0.25% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,300 $239K 0.1% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,299 $239K 0.01% -6 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,292 $238K 0.03% +2 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,281 $236K <0.01% -299 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,249 $230K 0.02% 0 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 1,244 $229K 0.09% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,238 $228K <0.01% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,233 $227K <0.01% +77 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,227 $226K 0.02% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,203 $221K 0.13% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,200 $221K <0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,163 $220K 0.03% 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,161 $220K 0.07% -6 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,188 $219K <0.01% +862 13F-HR Timeline Group Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 1,173 $216K 0.11% +3 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 1,173 $216K <0.01% -633 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,150 $212K 0.02% 0 13F-HR/A Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,143 $210K 0.07% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,138 $209K 0.01% +2 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,146 $208K <0.01% -482 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 1,125 $207K 0.07% +3 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,107 $204K 0.04% 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 1,107 $204K 0.13% new 13F-HR Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 1,107 $204K 0.12% -78 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,095 $201K 0.06% -5,741 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,046 $198K 0.09% +2 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,032 $190K 0.1% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,003 $185K <0.01% new 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 1,000 $184K 0.13% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 969 $178K <0.01% +9 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 958 $176K <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 935 $172K <0.01% -360 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 920 $169K <0.01% +445 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 873 $161K 0.03% +19 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 871 $160K <0.01% 0 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 856 $157K 0.01% 0 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 849 $156K 0.03% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 771 $142K 0.03% -156 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 746 $137K 0.03% new 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 730 $134K 0.04% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 702 $129K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 610 $112K 0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 565 $104K 0.04% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 556 $102K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 513 $94.4K <0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 511 $94K 0.01% +109 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 509 $93.6K 0.03% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 505 $92.9K <0.01% 0 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 471 $86.6K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 453 $83.3K 0.01% 0 13F-HR/A Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 428 $79K 0.04% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 424 $78K <0.01% 0 13F-HR Timeline Group