BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 4,637 $793K 0.09% +3,087 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,204 $789K 0.05% -2 13F-HR/A Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,097 $769K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 3,996 $750K 0.06% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,972 $746K 0.02% -3 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,948 $741K 0.05% -50 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 3,923 $737K 0.02% +785 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,828 $719K 0.01% -427 13F-HR Timeline Group Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,800 $713K 0.47% -68 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 3,739 $702K 0.56% -16 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,717 $698K 0.02% -1,221 13F-HR Timeline Group Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 3,707 $696K 0.41% -52 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,609 $678K <0.01% +463 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,599 $676K <0.01% -133 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,572 $671K 0.04% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 3,551 $667K 0.09% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,548 $666K 0.05% +32 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,470 $651K 0.01% +1 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,372 $633K 0.24% +467 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,355 $630K 0.03% +1,619 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,294 $618K 0.02% +307 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,283 $616K <0.01% 0 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,248 $610K <0.01% -193 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,247 $610K 0.09% +53 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 3,135 $589K 0.14% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,110 $584K 0.17% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,080 $578K 0.01% +14 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,058 $574K 0.13% -1,356 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 3,058 $574K 0.26% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,003 $564K 0.2% +28 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,988 $561K 0.04% +682 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,976 $559K 0.02% +81 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,943 $552K <0.01% +297 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,934 $551K 0.01% +359 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,896 $544K 0.02% -12 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 2,867 $538K 0.35% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,840 $533K 0.01% -100 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,827 $531K <0.01% +60 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,826 $531K 0.01% +1 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,813 $528K 0.13% 0 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 2,759 $518K 0.2% +1,152 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 2,750 $516K 0.08% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,743 $515K 0.16% +295 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 2,709 $509K 0.21% +7 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 2,668 $501K 0.04% -136 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,660 $499K 0.06% -83 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 $497K 0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,650 $491K 0.01% +75 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,550 $479K <0.01% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,510 $471K <0.01% -952 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,503 $470K 0.03% -615 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,500 $469K 0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,481 $466K 0.02% 0 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 2,432 $457K <0.01% new 13F-HR/A Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 2,378 $446K 0.02% -137 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,269 $426K 0.04% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,226 $418K 0.02% 0 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 2,216 $416K 0.2% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,210 $415K 0.11% 0 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,203 $414K 0.2% -23 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,174 $408K 0.03% -7,594 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,175 $408K 0.01% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,164 $406K 0.02% +108 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,151 $404K <0.01% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,151 $404K 0.06% +56 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,131 $400K <0.01% -1,232 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,129 $400K 0.01% -374 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,115 $397K 0.28% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,096 $394K <0.01% +383 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 2,091 $393K 0.11% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,105 $390K 0.12% -328 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 2,075 $390K 0.17% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 2,032 $381K <0.01% -5,000 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 2,028 $381K <0.01% -1,106 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,046 $377K 0.01% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,997 $375K 0.1% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,937 $365K 0.04% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,935 $363K 0.12% -172 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,920 $360K 0.06% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,893 $355K 0.01% +2 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 1,893 $355K 0.19% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,885 $354K <0.01% new 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 1,884 $354K 0.35% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,866 $350K 0.02% -350 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,847 $347K 0.07% -1 13F-HR/A Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,846 $347K 0.01% -53 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,844 $346K 0.11% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,841 $346K 0.02% new 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,812 $340K 0.08% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,811 $340K 0.02% -225 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,800 $338K 0.23% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,781 $334K 0.2% -183 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,780 $334K 0.01% +356 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,768 $332K 0.02% +8 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,763 $331K 0.09% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,750 $329K <0.01% 0 13F-HR Timeline Group Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 1,750 $329K 0.03% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,748 $328K 0.01% +640 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,743 $327K 0.24% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,735 $326K 0.15% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,732 $325K 0.03% -159 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,726 $324K <0.01% +146 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,702 $319K 0.29% -173 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 1,700 $319K 0.22% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,663 $312K 0.01% +60 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 1,656 $311K 0.06% -148 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,637 $307K 0.02% -239 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,605 $301K 0.05% -908 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 $300K <0.01% 0 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,593 $299K 0.04% +4 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,588 $298K 0.01% -65 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 1,567 $294K 0.03% -39 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,561 $293K 0.01% +111 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,548 $291K 0.02% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,535 $288K 0.18% -199 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,518 $285K 0.05% +83 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,502 $282K <0.01% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,502 $282K 0.01% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,500 $282K 0.01% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,495 $281K 0.02% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,486 $279K <0.01% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,469 $276K 0.02% +145 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,432 $269K <0.01% -44 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,432 $269K 0.05% -46 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,407 $264K 0.01% -89 13F-HR/A Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,406 $264K 0.02% +125 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,390 $261K 0.15% +195 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,369 $257K 0.06% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,359 $255K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,374 $255K <0.01% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,345 $252K 0.04% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,325 $249K 0.05% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,314 $247K 0.01% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,289 $245K 0.04% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,300 $244K 0.13% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,299 $244K <0.01% +460 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,290 $242K 0.02% 0 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,283 $241K 0.11% +1 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,279 $240K <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,269 $238K 0.12% -2,168 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,249 $234K 0.03% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,238 $232K <0.01% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,227 $230K 0.03% 0 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 1,217 $228K 0.12% -389 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 1,215 $228K 0.2% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,208 $227K 0.01% -80 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,192 $224K <0.01% +19 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,187 $223K 0.01% -141 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 1,163 $218K 0.11% new 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 1,157 $217K 0.14% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,152 $216K 0.01% new 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,150 $216K 0.03% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,146 $215K 0.01% new 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,143 $215K 0.1% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,142 $214K <0.01% +453 13F-HR Timeline Group Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 1,140 $214K 0.08% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,140 $214K 0.04% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,117 $210K 0.01% new 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 1,116 $210K 0.08% new 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,084 $203K <0.01% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,083 $203K 0.01% new 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 1,075 $202K 0.08% new 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 1,081 $201K 0.14% new 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,067 $200K 0.01% new 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 1,066 $200K 0.05% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,032 $194K 0.12% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,038 $193K 0.1% +3 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 975 $183K <0.01% +258 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 958 $180K <0.01% -894 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 937 $176K 0.02% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 905 $170K 0.03% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 895 $168K <0.01% -135 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 871 $164K <0.01% -28 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 849 $159K 0.04% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 800 $150K <0.01% -800 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 774 $145K <0.01% -224 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 750 $141K 0.05% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 730 $137K 0.05% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 717 $135K 0.01% -115 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 702 $132K 0.01% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 687 $128K 0.04% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 512 $96.2K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 487 $91.4K 0.02% +16 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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