VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 211,215 $12.5M 0.35% -3,723 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 232,078 $12.5M 3.71% +16,565 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 231,861 $12.5M 0.25% +62,878 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 231,540 $12.5M 2.56% +13,646 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 231,362 $12.5M 6.21% +2,364 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 229,370 $12.4M 0.1% +20,397 13F-HR Timeline Group Custos Family Office, LLC More: the full row for Custos Family Office, LLC 228,560 $12.4M 8.56% -700 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 228,258 $12.3M 0.43% +295 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 227,929 $12.3M 0.19% +166,774 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 227,508 $12.3M 0.8% +31,347 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 227,449 $12.3M 2.01% +4,697 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 227,141 $12.3M 1.06% +26,511 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 226,910 $12.3M 0.82% +4,919 13F-HR Timeline Group RPTC Inc. More: the full row for RPTC Inc. 226,667 $12.3M 2.15% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 226,114 $12.2M 4.2% -2,047 13F-HR/A Timeline Kopp Family Office, LLC More: the full row for Kopp Family Office, LLC 226,058 $12.2M 8.41% -101,869 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 226,000 $12.2M 0.06% -8,000 13F-HR Timeline Group FF Advisors,LLC More: the full row for FF Advisors,LLC 209,457 $12.1M 4.92% +10,442 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 223,411 $12.1M 3.76% +18,908 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 223,227 $12.1M 0.27% -4,948 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 223,185 $12.1M 2.66% +13,836 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 222,493 $12M 0.41% +139,418 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 221,590 $12M 1.19% +60,103 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 221,005 $11.9M 0.09% -2,080 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 220,793 $11.9M 0.17% 0 13F-HR/A Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 220,091 $11.9M 2.61% -18,954 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 218,728 $11.8M 1.01% -12,773 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 218,176 $11.8M 1.57% -50,681 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 217,712 $11.8M 2.75% +3,986 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 217,180 $11.7M 3.13% -22,775 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 217,066 $11.7M 0.19% -9,888 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 216,027 $11.7M 1.33% +12,264 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 215,017 $11.6M 5.78% -4,280 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 214,478 $11.6M 2.32% +14,607 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 214,001 $11.6M 2.75% -1,361 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 213,796 $11.6M 0.06% +41,663 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 213,221 $11.5M 2.38% +32,332 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 212,527 $11.5M 1.86% -859 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 212,245 $11.5M 3.58% -6,963 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 212,048 $11.5M 0.23% -27,718 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 212,020 $11.5M 2.26% +6,671 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 210,739 $11.4M 1.85% -2,936 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 210,643 $11.4M 0.05% +34,257 13F-HR/A Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 192,081 $11.3M 5.3% +25,679 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 209,546 $11.3M 2.1% +25,550 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 209,059 $11.3M 0.62% +7,650 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 208,901 $11.3M 6.13% +4,638 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 208,855 $11.3M 3.1% +7,795 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 208,764 $11.3M 0.18% +66,679 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 208,320 $11.3M 2.98% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 207,742 $11.2M 0.22% +1,142 13F-HR Timeline Group TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 207,709 $11.2M 1.67% +23,859 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 206,723 $11.2M 0.31% -10,653 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 205,744 $11.1M 1.41% -7,913 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 203,967 $11M 0.88% +39,693 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 203,555 $11M 0.26% +37,229 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 203,117 $11M 0.45% +15,471 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 202,437 $10.9M 0.01% +3,684 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 185,289 $10.9M 0.14% +21,953 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 200,729 $10.8M 1.11% -4,242 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 206,964 $10.8M 3.44% +3,824 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 183,279 $10.8M 0.75% +29,080 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 199,778 $10.8M 1.05% +21,028 13F-HR Timeline Group Standard Family Office LLC More: the full row for Standard Family Office LLC 199,747 $10.8M 11.16% +18,025 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 199,696 $10.8M 2.74% +19,869 13F-HR Timeline American Trust More: the full row for American Trust 199,302 $10.8M 0.95% +1,067 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 198,889 $10.7M 2.95% -723 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 197,406 $10.7M 0.69% +17,260 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 197,300 $10.7M 1.42% new 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 197,132 $10.7M 1.3% +39,733 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $10.6M 6.35% -196,446 13F-HR Timeline Amount filed as zero, left out of ratios. PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 195,338 $10.6M 3.16% +5,728 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 195,009 $10.5M 1.23% -2,738 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 194,578 $10.5M 1.13% +14,205 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 194,118 $10.5M 6.35% +14,342 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 193,659 $10.5M 1.18% +8,018 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 192,044 $10.4M 1.36% +1,778 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 191,872 $10.4M 1.56% -3,271 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 191,869 $10.4M 3.43% +50,482 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 191,418 $10.3M 0.35% +8,570 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 190,807 $10.3M 1.35% -3,516 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 190,806 $10.3M 2.87% +2,917 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 190,758 $10.3M 0.03% +3,101 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 189,226 $10.2M 0.09% +87,155 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 188,570 $10.2M 2.83% +75,733 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 187,091 $10.1M 2.95% -17,364 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 186,864 $10.1M 0.65% +5,284 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 186,292 $10.1M 0.73% +2,670 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 185,917 $10M 1.95% -4,400 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 185,885 $10M 5.37% -2,713 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 185,778 $10M 0.83% +4,330 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 185,696 $10M 1.88% +9,518 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 185,172 $10M 2.04% -3,160 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 185,163 $10M 3.56% +6,003 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 183,337 $9.91M 2.69% -11,354 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 182,992 $9.89M 2.73% -43,319 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 182,843 $9.88M 0.1% -3,080 13F-HR Timeline Group Finhabits Advisors LLC More: the full row for Finhabits Advisors LLC 180,983 $9.78M 9.03% +5,111 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 180,778 $9.77M 0.58% +172,659 13F-HR Timeline Group Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 180,162 $9.74M 8.86% -943 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 180,241 $9.73M 2.1% +5,057 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 178,843 $9.7M 0.02% -5,225 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 176,780 $9.55M 1.04% +24,255 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 176,352 $9.53M 0.2% +5,500 13F-HR Timeline Group Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 173,422 $9.37M 5.27% +182 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 173,062 $9.35M 0.18% +517 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 173,785 $9.35M 3.87% +5,666 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 172,957 $9.35M 5.93% +50,274 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 172,320 $9.31M 0.65% -2,013 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 171,405 $9.26M 1.19% -6,117 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 171,362 $9.26M 1.12% new 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 171,194 $9.25M 4.69% 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 170,674 $9.22M 0.22% +2,522 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 149,404 $9.21M 0.93% +113,062 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 170,000 $9.19M 0.37% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 169,804 $9.18M 0.11% -2,398 13F-HR Timeline Group ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 169,043 $9.14M 5.19% -10,817 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 168,380 $9.1M 2.34% +50,905 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 168,220 $9.09M 1.42% +10,229 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 168,028 $9.08M 2.86% +45 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 167,815 $9.07M 3.8% +19,363 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 167,405 $9.05M 4.86% +162,860 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 167,152 $9.03M 0.47% -15,452 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 166,254 $9.01M 1.44% +13,509 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 166,005 $8.97M 4.37% 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 164,762 $8.91M 0.76% +3,917 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 164,521 $8.9M 2.47% +2,973 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 164,607 $8.9M 0.57% -950,541 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 162,768 $8.8M 2.96% +3,640 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 161,661 $8.74M 0.24% -2,562 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 161,451 $8.73M 0.16% +24,460 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 161,113 $8.71M 3.25% +4,612 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 160,971 $8.7M 0.49% +4,922 13F-HR/A Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 159,117 $8.6M 3.74% +3,502 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 158,477 $8.57M 4.24% +205 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 158,465 $8.57M 1.15% +788 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 158,400 $8.56M 2.26% +2,524 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 158,379 $8.56M 4.14% +10,044 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 158,096 $8.55M 5.92% -5,725 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 158,027 $8.54M 0.14% -69,020 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 158,000 $8.54M 0.13% +8,215 13F-HR/A Timeline Plancorp, LLC More: the full row for Plancorp, LLC 149,788 $8.5M 0.24% +8,418 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 157,185 $8.5M <0.01% +146,781 13F-HR Timeline Group FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 156,606 $8.46M 1.92% +4,529 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 155,921 $8.43M 1.12% -6,350 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 155,467 $8.4M 0.52% +24,637 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 155,098 $8.38M 2.64% -453 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 155,045 $8.38M 2.98% -2,764 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 153,450 $8.29M 2.34% +384 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 153,268 $8.28M 5.37% +10,448 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 153,089 $8.27M 3.99% +15,044 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 151,755 $8.2M 0.39% +10,364 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 151,507 $8.19M 1.68% -522 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 151,087 $8.17M 0.03% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 150,691 $8.14M 0.23% +10,558 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 150,538 $8.14M 2.3% +5,806 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 150,533 $8.14M 5.45% -3,794 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 150,055 $8.11M 0.1% +16,188 13F-HR Timeline Group Henshaw Capital LLC More: the full row for Henshaw Capital LLC 150,000 $8.11M 0.3% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 149,308 $8.07M 0.53% +106,506 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 149,041 $8.06M 3.26% +14,700 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 148,765 $8.04M 3.55% +2,372 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 148,510 $8.03M 4.72% 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 148,285 $8.01M 0.14% +36,971 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 148,122 $8.01M 0.2% +126,847 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 147,841 $7.99M 0.17% +14,704 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 146,367 $7.91M 2.32% -3,145 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 145,846 $7.88M 2.3% -1,406 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 144,688 $7.82M 0.11% +57,488 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 143,861 $7.78M 0.47% +4,600 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 143,708 $7.77M -2,504 Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 143,653 $7.76M 4.3% +3,670 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 142,539 $7.7M 1.78% -228 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 141,954 $7.7M 0.13% -4,126 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 141,570 $7.65M 0.33% +11,433 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 141,185 $7.63M 0.1% -5,429 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 141,118 $7.63M 1.2% -15,525 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 140,875 $7.61M 0.14% +6,344 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 139,950 $7.56M 0.22% +6,857 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 139,819 $7.56M 0.85% +797 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 139,808 $7.56M 1.96% -15,713 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 139,046 $7.52M 4.32% -1,286 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 138,909 $7.51M 0.73% +126,976 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 138,835 $7.5M 3.52% +15,384 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 138,652 $7.49M 1.02% +9,967 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 136,920 $7.4M 0.74% +7,021 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 149,297 $7.38M 4.33% +4,592 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 136,232 $7.36M 6.12% +9,348 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 135,607 $7.33M 0.56% -548 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 135,042 $7.3M 0.89% +36,911 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 134,100 $7.25M 3.15% +50,000 13F-HR Timeline Tull Financial Group, Inc. 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