Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 36,449 $12.5M 2.35% -1,190 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 35,686 $12.3M 0.07% -8,303 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 35,323 $12.1M 0.7% -1,482 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 35,064 $12.1M 1.98% -230 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 34,751 $12M -73 Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 34,602 $11.9M 0.34% +644 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 34,485 $11.9M 0.29% -2,738 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 34,519 $11.9M 0.88% +202 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 34,384 $11.8M 0.96% -2,721 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 34,200 $11.8M 0.54% -411 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 33,923 $11.7M 0.12% -158 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 33,585 $11.5M 1.31% +4,175 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 32,990 $11.3M 0.42% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 32,349 $11.1M 1.48% -545 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 32,155 $11.1M 0.89% -961 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 31,752 $10.9M 3.52% +289 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 31,716 $10.9M 0.07% +1,484 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 31,624 $10.9M 0.15% -184 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 31,576 $10.9M 0.2% +4,557 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 31,347 $10.8M 4.89% +25 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 30,557 $10.5M 0.29% 0 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 29,933 $10.3M 1.6% -165 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 29,828 $10.3M 1.53% -100 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 29,665 $10.2M 0.36% -1,424 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 29,277 $10.1M 0.68% -1,045 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 29,272 $10.1M 0.5% +265 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 28,751 $9.92M 1.55% -832 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 28,600 $9.84M 0.21% -11 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 28,465 $9.79M 4.61% -172 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 28,157 $9.68M 0.35% -194 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 27,871 $9.59M 3.88% +1,967 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 27,548 $9.47M 0.53% -209 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 27,074 $9.31M <0.01% -821 13F-HR Timeline Group Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 26,876 $9.24M 3.41% -743 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 26,786 $9.21M 8.16% -96 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 26,574 $9.14M 0.22% +8,339 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 26,567 $9.14M 0.2% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 26,354 $9.06M 0.04% -18,323 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 26,112 $8.98M 1.45% -266 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 25,840 $8.89M 2.03% -868 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 49,055 $8.86M -382 Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 25,838 $8.8M 8.59% -199 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 25,180 $8.66M 0.28% -259 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 25,068 $8.62M 0.96% -107 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 24,826 $8.54M 1.98% -387 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 24,392 $8.39M 0.12% 0 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 24,356 $8.38M 0.01% +15,138 13F-HR Timeline Group Adams Wealth Management More: the full row for Adams Wealth Management 24,209 $8.33M 1.59% -218 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 24,114 $8.29M 0.33% -206 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 24,063 $8.28M 3.18% +1,057 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 24,050 $8.27M 0.32% +409 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 23,734 $8.16M 0.08% -23,773 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 23,708 $8.15M 0.47% -2,832 13F-HR Timeline Group Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 23,699 $8.15M 0.89% +7,587 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 23,502 $8.08M 0.05% new 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 23,303 $8.01M 1.17% -1,563 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 23,141 $7.96M 0.13% -441 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 22,821 $7.85M 0.11% +266 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 22,444 $7.72M 0.46% -500 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 22,382 $7.7M 0.51% -1,386 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 22,363 $7.69M 0.79% -45 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 22,271 $7.66M 0.37% +404 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 22,069 $7.59M 1.26% -5 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 21,966 $7.55M 0.16% +1,299 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 21,827 $7.51M 1.91% +1,561 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 21,610 $7.43M 0.13% -246 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 21,436 $7.37M 0.63% +139 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 21,357 $7.34M 2.02% -1,264 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 21,133 $7.27M 0.94% -2,059 13F-HR/A Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 21,073 $7.25M 0.08% -415 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 20,736 $7.13M 0.53% -214 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 20,716 $7.12M 0.62% -172 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 20,475 $7.04M 1.7% -731 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 20,220 $6.95M 0.28% -94 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 20,004 $6.88M 0.05% +11,057 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 19,934 $6.86M 0.03% +9,205 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 19,871 $6.83M 0.33% -336 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 19,803 $6.81M 0.59% -405 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 19,655 $6.76M 0.07% -315 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 19,641 $6.75M 0.03% +106 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 19,352 $6.66M 4.95% +1,000 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 19,055 $6.55M 2.28% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 18,854 $6.48M 0.1% +2,498 13F-HR/A Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 18,564 $6.38M 2.3% -3,569 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 18,504 $6.36M 1.55% -172 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 18,500 $6.36M 2.06% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 18,224 $6.27M 0.16% -64 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 17,893 $6.15M 0.08% -4 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 17,791 $6.12M 0.16% -528 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 17,665 $6.08M 0.01% +14,145 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 17,649 $6.07M 7.23% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 17,530 $6.03M 0.02% +1,040 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 17,355 $5.97M 1.02% -30 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 17,112 $5.89M 0.27% +1,073 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 16,816 $5.78M 0.05% +1 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 16,768 $5.77M 0.02% -292 13F-HR Timeline Group Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 16,732 $5.76M 1.05% +103 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 16,727 $5.75M 0.57% +3,104 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 16,717 $5.75M <0.01% +444 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,711 $5.75M 0.03% +7,207 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 16,450 $5.66M 5.02% -131 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 16,434 $5.65M 0.63% -4 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 16,342 $5.62M 0.74% -464 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 16,328 $5.62M 0.29% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 16,309 $5.61M 0.32% +152 13F-HR Timeline Seal Cove Capital, LLC More: the full row for Seal Cove Capital, LLC 16,292 $5.6M 4.3% -854 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 16,187 $5.57M 4.5% +420 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 16,176 $5.56M 2.16% -88 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 15,930 $5.48M 0.02% -23 13F-HR Timeline Group Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 15,651 $5.38M 1.95% -42 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 15,643 $5.38M 0.64% -98 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,603 $5.37M 0.09% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 17,933 $5.36M 0.15% 0 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 15,483 $5.32M 4.32% +683 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 15,430 $5.31M 0.06% -30 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 15,196 $5.23M 0.21% -730 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 15,141 $5.21M 0.18% new 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 15,082 $5.19M 0.25% 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 15,002 $5.16M 0.2% -4,815 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 14,960 $5.14M 0.16% -818 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 14,942 $5.14M 2.18% -403 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 14,897 $5.12M 1.14% +536 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 14,815 $5.1M 0.13% +367 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 14,776 $5.08M 0.52% +300 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 14,122 $4.86M 0.33% +397 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 14,226 $4.85M 0.14% -100 13F-HR Timeline Group Range Advisory, LLC More: the full row for Range Advisory, LLC 14,104 $4.85M 0.58% +1,523 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 14,100 $4.85M 0.07% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 13,830 $4.76M 0.09% +8 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 13,354 $4.59M 4.12% +258 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 15,315 $4.58M 0.19% +344 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 13,160 $4.52M 0.01% -313 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 13,071 $4.5M 1.77% -204 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 12,994 $4.47M 1.46% +20 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 12,822 $4.41M 0.01% +7,357 13F-HR Timeline Group Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 12,693 $4.37M 2.11% -305 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 12,638 $4.35M 0.07% 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 12,632 $4.34M 0.32% -82 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,715 $4.34M 0.12% -635 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 12,610 $4.34M 1.22% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 12,599 $4.33M 1.31% +829 13F-HR Timeline Trust Co More: the full row for Trust Co 12,548 $4.32M 0.39% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 12,461 $4.29M 1.13% +177 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 12,394 $4.26M 1.71% +11,604 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 13,407 $4.26M 2.6% +1,018 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 12,192 $4.19M 0.12% +98 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 12,156 $4.18M 0.23% -163 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 12,132 $4.17M 1.93% -600 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,109 $4.16M 0.04% +2,538 13F-HR Timeline Group PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 12,099 $4.16M 1.16% +513 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 12,072 $4.15M 0.26% -67 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 12,029 $4.14M 0.11% -302 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 11,986 $4.12M 0.54% +160 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 11,929 $4.1M 2.68% -48 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 11,863 $4.08M 0.58% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 11,862 $4.08M 0.34% -262 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 11,843 $4.07M +3,490 Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 11,809 $4.06M 0.05% -186 13F-HR/A Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 11,739 $4.04M 0.42% +2,722 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 11,729 $4.03M 0.96% -45 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,662 $4.01M 0.09% -57 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 11,618 $3.99M 0.01% +3,295 13F-HR Timeline Group FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 11,531 $3.97M 0.81% +440 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 22,639 $3.94M 0.42% new 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 11,354 $3.9M 1.03% +603 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 11,321 $3.89M 0.16% 0 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 11,296 $3.88M 0.18% -78 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 11,267 $3.87M 0.96% -142 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,199 $3.85M 0.04% +401 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 11,019 $3.79M 0.38% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 10,995 $3.78M 0.03% new 13F-HR Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 65,816 $3.7M 0.45% +1,704 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,737 $3.69M 0.04% +66 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 10,693 $3.68M <0.01% 0 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,681 $3.67M 0.02% +2,766 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 10,675 $3.63M 0.68% +75 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. 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