Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,315 $535K 0.01% +3,635 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 6,278 $532K 0.22% +31 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 6,131 $519K 0.37% -419 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,127 $519K 0.02% -27 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,089 $516K 0.02% -110 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,048 $512K 0.03% new 13F-HR Timeline Friday Financial More: the full row for Friday Financial 6,017 $510K 0.21% +36 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 6,017 $510K 0.15% -30 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 6,003 $508K 0.17% +1,459 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 6,000 $508K 0.03% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 5,926 $502K 0.17% -144 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 5,885 $502K 0.24% +415 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,223 $500K 0.04% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 5,898 $499K 0.22% +49 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 5,822 $493K 0.11% +151 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,805 $492K 0.01% +1,908 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,769 $489K 0.02% +2,969 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 5,722 $485K 0.36% -176 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 5,645 $478K 0.19% +44 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,592 $474K +2,606 Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 5,589 $473K 0.15% +1,430 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,558 $471K 0.01% +25 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,550 $470K 0.02% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,549 $470K 0.02% -221 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,497 $465K 0.02% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 5,446 $461K 0.05% -15,346 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 5,406 $458K 0.11% +5 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 5,397 $457K 0.05% -1,339 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 5,377 $455K 0.93% -635 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 5,374 $455K 0.26% +603 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 5,333 $452K 0.24% +34 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,302 $449K 0.02% -108 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,282 $447K <0.01% +5,100 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 5,278 $447K 0.23% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 5,118 $433K 0.02% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5,088 $431K 0.08% -90 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 5,086 $431K 0.07% +15 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,996 $423K 0.09% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,793 $413K 0.02% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,865 $412K 0.1% -2,953 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,864 $412K 0.02% -765 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,845 $410K 0.06% new 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 4,807 $407K 0.26% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,762 $403K 0.03% +20 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 4,756 $403K 0.14% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,745 $402K 0.02% +2,196 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 4,700 $398K 0.08% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 4,700 $398K 0.12% new 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 4,640 $393K 0.11% 0 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 4,619 $391K 0.13% +38 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 4,600 $390K 0.39% -14 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,589 $389K 0.05% -8 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,561 $386K 0.11% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,496 $381K 0.01% 0 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 4,473 $379K 0.12% 0 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,451 $377K <0.01% new 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,385 $375K 0.01% -2,647 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,357 $369K 0.03% +842 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 4,344 $368K 0.09% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,316 $365K 0.03% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,279 $362K <0.01% new 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 4,220 $357K 0.07% +76 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,217 $357K <0.01% +223 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,185 $354K 0.17% -53 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,176 $354K 0.08% -1,089 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,143 $352K 0.04% +1,434 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 4,134 $350K 0.09% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,131 $350K 0.06% +50 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 4,093 $347K 0.04% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,084 $346K 0.09% +603 13F-HR Timeline SWS Partners More: the full row for SWS Partners 4,045 $343K 0.08% +4 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,038 $342K 0.04% new 13F-HR/A Timeline Group FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 4,009 $339K 0.16% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 4,006 $339K 0.09% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,000 $339K <0.01% 0 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 3,972 $336K 0.01% -209 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 3,950 $334K 0.05% 0 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 3,921 $332K 0.11% -943 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,870 $328K 0.05% +571 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,868 $328K 0.03% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,843 $325K 0.04% +10 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,838 $325K <0.01% new 13F-HR Timeline Group Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 3,815 $323K 0.02% -2,687 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,775 $320K 0.02% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,761 $318K 0.05% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,751 $318K 0.04% +1,130 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 3,688 $312K 0.13% +907 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,674 $311K 0.01% +32 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,655 $310K 0.02% +12 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,635 $308K 0.2% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,628 $307K 0.04% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,621 $307K 0.1% +327 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 3,597 $305K 0.11% +49 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 3,525 $298K 0.11% 0 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,514 $298K 0.01% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,500 $296K 0.06% 0 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 3,480 $295K 0.24% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,474 $294K <0.01% +7 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,446 $292K 0.14% +322 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,441 $291K 0.02% -34 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,440 $291K 0.1% +60 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 3,417 $289K 0.03% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,401 $288K 0.13% +24 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,396 $288K 0.06% +26 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 3,343 $283K 0.14% +376 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,325 $282K 0.12% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,294 $279K <0.01% -127 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 3,290 $279K 0.24% -675 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,282 $278K 0.02% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,233 $274K 0.01% +84 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 3,219 $273K 0.07% new 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 3,200 $271K 0.01% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,197 $271K 0.01% new 13F-HR Timeline American Trust More: the full row for American Trust 3,131 $265K 0.02% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,081 $261K 0.01% -243 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,072 $260K <0.01% +326 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,058 $259K 0.01% -616 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 3,048 $258K 0.23% +25 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,044 $258K 0.01% +140 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 3,033 $257K 0.07% -312 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,024 $256K 0.05% +198 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,000 $254K 0.01% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,991 $253K <0.01% new 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,943 $249K 0.01% -421 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,914 $247K 0.04% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 2,889 $245K 0.13% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,889 $245K 0.02% new 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,886 $244K 0.08% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,882 $244K 0.03% 0 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 2,872 $243K 0.05% -27 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,845 $241K 0.04% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,845 $241K 0.04% 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,829 $240K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,822 $239K 0.01% +665 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,807 $238K 0.02% +356 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,804 $237K 0.01% new 13F-HR Timeline Group INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,800 $237K 0.1% new 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,782 $236K 0.03% +77 13F-HR/A Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,783 $236K 0.02% new 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,781 $235K 0.07% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,773 $235K 0.01% -1,043 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,755 $234K 0.01% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,759 $234K 0.02% +9 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,755 $233K <0.01% -35,479 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,744 $232K 0.01% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,719 $230K 0.03% +59 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,687 $228K 0.02% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,676 $227K 0.03% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,639 $223K 0.03% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 2,632 $223K 0.14% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,606 $221K 0.06% -548 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,602 $220K 0.01% 0 13F-HR Timeline Group apricus wealth, LLC More: the full row for apricus wealth, LLC 2,600 $220K 0.12% +100 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,577 $218K 0.04% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,550 $216K 0.04% -34 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 2,525 $214K 0.06% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,500 $212K <0.01% new 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,500 $212K 0.07% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,500 $212K 0.03% +500 13F-HR Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 2,493 $211K 0.03% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,460 $208K 0.18% -56 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,429 $206K 0.01% -872 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,417 $205K 0.03% new 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 2,320 $202K 0.1% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,288 $194K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,280 $193K 0.07% +1,140 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,252 $191K 0.06% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,220 $188K 0.01% 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,170 $184K 0.08% +1,185 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,060 $174K 0.01% new 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 1,969 $167K 0.08% +15 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,966 $166K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,932 $164K 0.1% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,823 $154K 0.01% +2 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,790 $152K 0.05% -289 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,790 $152K <0.01% +597 13F-HR Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 775 $146K 0.11% -931 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,683 $143K 0.01% +20 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,603 $136K 0.02% +153 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,575 $133K 0.09% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 1,509 $127K 0.06% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,468 $124K <0.01% +118 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,315 $111K 0.01% -4 13F-HR Timeline Group KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,250 $109K 0.15% 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,274 $108K <0.01% +1,064 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,255 $106K 0.02% -93 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,112 $94.2K <0.01% +141 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,094 $92.6K 0.04% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,051 $89K 0.02% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,023 $86.6K 0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 965 $82.4K <0.01% +265 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 951 $80.5K 0.04% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 885 $74.9K 0.06% -20 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 865 $73.2K 0.02% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 817 $69.2K 0.01% -109 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 806 $68.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 805 $68.2K 0.02% -88 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 795 $67.3K 0.04% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 787 $66.6K 0.19% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 749 $63.4K 0.04% +7 13F-HR Timeline