Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,041 $409K 0.05% -50 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,011 $405K 0.04% -1,910 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,984 $401K 0.07% -129 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,977 $400K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,980 $397K 0.04% +304 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 2,949 $396K 0.07% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,926 $393K 0.13% -477 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,917 $392K <0.01% +162 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,849 $383K <0.01% -529 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 2,837 $381K 0.15% 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,805 $377K <0.01% -4,363 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,779 $376K 0.01% +171 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 2,787 $375K 0.22% 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 2,774 $373K <0.01% -27 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,770 $372K 0.01% 0 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,746 $369K <0.01% -56 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 2,729 $366K 0.09% -109 13F-HR Timeline Group VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 2,724 $366K 0.25% -164 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,697 $362K <0.01% -603 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,634 $361K 0.01% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 2,678 $360K <0.01% new 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,663 $358K 0.07% -210 13F-HR Timeline Summit Rock Advisors, LP More: the full row for Summit Rock Advisors, LP 2,645 $355K 100% new 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 2,644 $355K <0.01% 0 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. 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More: the full row for CIBC WORLD MARKET INC. 2,485 $334K <0.01% +700 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,483 $334K 0.05% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,474 $333K 0.05% +296 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 2,446 $329K 0.04% +437 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,441 $328K <0.01% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,416 $325K 0.07% new 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 2,411 $324K 0.03% -386 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,409 $324K 0.01% -2,270 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,337 $314K 0.15% 0 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 2,337 $314K 0.08% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,326 $313K <0.01% -35 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 2,289 $308K 0.07% -169 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,281 $307K 0.04% -797 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,193 $295K 0.06% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,177 $293K <0.01% -62 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,166 $291K 0.01% +494 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,138 $287K 0.05% +10 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,114 $284K 0.01% 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 2,100 $282K 0.06% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,097 $282K <0.01% 0 13F-HR/A Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,094 $281K 0.09% +197 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,068 $280K 0.09% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,069 $278K <0.01% +13 13F-HR/A Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 2,067 $278K 0.03% -43 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 2,063 $277K 3.13% -33,687 13F-HR/A Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,060 $277K <0.01% -904 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,032 $273K 0.03% new 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 2,030 $273K 0.04% -853 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,989 $267K 0.11% -2,044 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,980 $266K 0.04% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,976 $266K 0.01% +137 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,955 $263K 0.02% -15 13F-HR Timeline Bedel Financial Consulting, Inc. 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More: the full row for BlackRock, Inc. 1,777 $239K <0.01% 0 13F-HR Timeline Group McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 1,776 $239K 0.39% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,742 $234K 0.01% new 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 1,741 $234K 0.19% -17 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,735 $233K 0.02% -18 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,735 $233K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,731 $233K <0.01% +1,390 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 1,722 $231K 0.01% -322 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 1,704 $229K 0.16% -118 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,701 $229K 0.18% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,672 $225K 0.03% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,670 $224K <0.01% -268 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,630 $219K 0.01% new 13F-HR/A Timeline Argent Trust Co More: the full row for Argent Trust Co 1,626 $219K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,623 $218K 0.04% +130 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 1,620 $218K 0.1% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,593 $214K 0.08% -1,037 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,584 $213K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,578 $212K 0.06% -180 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,574 $212K 0.01% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,566 $210K <0.01% new 13F-HR Timeline Group Center For Asset Management LLC More: the full row for Center For Asset Management LLC 1,829 $209K 0.13% -963 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 1,531 $209K 0.07% new 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 1,538 $207K 0.19% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,532 $206K <0.01% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,519 $204K 0.12% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,505 $202K <0.01% new 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 1,484 $200K 0.06% -925 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,484 $199K <0.01% -7 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,444 $194K 0.02% +1 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,413 $190K <0.01% -414 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,386 $186K 0.16% +8 13F-HR Timeline City State Bank More: the full row for City State Bank 1,381 $186K 0.06% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,360 $183K <0.01% -200 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,357 $182K 0.01% new 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,338 $180K 0.06% +2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,333 $179K 0.01% +2 13F-HR Timeline Group Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,209 $163K 0.11% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,174 $158K 0.01% -19 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,146 $154K 0.03% -692 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,145 $154K <0.01% 0 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,109 $149K <0.01% -97 13F-HR Timeline SJS Investment Consulting Inc. 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More: the full row for HARBOUR INVESTMENTS, INC. 732 $98.4K <0.01% +56 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 600 $80.6K 0.05% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 559 $75K 0.03% -10 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 527 $70.8K 0.02% -31 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 515 $69.2K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 511 $68.7K <0.01% +502 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 493 $66.3K 0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 483 $64.8K 0.03% +3 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 469 $63K <0.01% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 456 $61.3K <0.01% +429 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 448 $60.2K 0.01% -5 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 438 $58.9K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 433 $58K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 426 $57.3K <0.01% +415 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 400 $53.8K 0.03% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 370 $49.8K <0.01% +1 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 369 $49.6K 0.01% +1 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 354 $47.6K 0.02% -2,217 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 346 $46.5K 0.02% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 344 $46.1K 0.04% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 331 $44.5K 0.02% +18 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 324 $43.5K 0.02% +29 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 310 $41.7K <0.01% +152 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 305 $41K <0.01% +112 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 296 $39.7K 0.01% +121 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 289 $38.8K <0.01% 0 13F-HR/A Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 265 $35.6K <0.01% 0 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 249 $33.4K 0.01% +2 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 247 $33.2K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 238 $32K 0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 232 $31.2K 0.01% 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 228 $30.6K 0.03% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 224 $30.1K <0.01% -26 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 221 $29.7K 0.03% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 220 $29.6K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 220 $29.5K <0.01% +52 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 212 $28.5K 0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 210 $28.2K 0.01% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 204 $27.4K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 202 $27.1K <0.01% -7 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 200 $26.9K <0.01% new 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 200 $26.9K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 200 $26.9K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 199 $26.7K <0.01% +8 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 185 $24.9K <0.01% -46 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 178 $23.9K 0.02% -121 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 178 $23.9K <0.01% -159 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 171 $23K <0.01% -1,190 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 171 $22.9K 0.01% +1 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 162 $21.8K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 152 $20.4K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 150 $20.2K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 144 $19.4K 0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 140 $18.8K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 131 $17.6K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 125 $17K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 119 $16K 0.01% +19 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 115 $15.3K 0.01% -35 13F-HR Timeline Financial Management Professionals, Inc. 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