Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 7,851 $1.22M 0.04% +27 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 7,848 $1.22M 0.03% new 13F-HR Timeline ES4, LLC More: the full row for ES4, LLC 7,810 $1.21M 0.83% 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 7,789 $1.21M 0.04% +966 13F-HR/A Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 7,771 $1.21M 0.02% +79 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 7,740 $1.2M 0.14% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,724 $1.2M 0.02% +1,977 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 7,701 $1.19M 0.01% +863 13F-HR Timeline Group Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 7,692 $1.19M 1.14% 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7,642 $1.19M 0.14% -40 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 7,617 $1.18M 0.37% new 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 7,606 $1.18M 0.21% 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 7,601 $1.18M 0.26% +388 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 7,543 $1.17M 0.16% -79 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 7,531 $1.17M 0.28% new 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 7,497 $1.16M 0.07% -488 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,486 $1.16M 0.02% +5,314 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 7,436 $1.15M <0.01% -1,428 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 7,431 $1.15M 0.56% +21 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,406 $1.15M 0.01% -237 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 7,375 $1.14M 0.64% +86 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 7,331 $1.14M 0.43% +2,730 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,318 $1.14M 0.05% -570 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 7,311 $1.13M 0.01% +1,049 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 7,052 $1.13M 0.43% +3,126 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,812 $1.13M 0.1% -247 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 7,280 $1.13M 0.45% +271 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 7,261 $1.13M 0.02% +474 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,938 $1.12M 0.01% -174 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 7,227 $1.12M 0.02% 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 7,210 $1.12M 0.82% -111 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,210 $1.12M 0.05% -7,243 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 7,200 $1.12M 0.26% 0 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 7,163 $1.11M 0.37% +1,941 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 7,154 $1.11M 0.29% -863 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 7,123 $1.1M 0.17% -803 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 7,121 $1.1M 0.67% +3,404 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 7,099 $1.1M 0.21% +1,353 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,093 $1.1M 0.08% +257 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,069 $1.1M 0.07% -315 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,047 $1.09M 0.03% -241 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 7,026 $1.09M 0.41% +1,386 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 7,002 $1.09M 0.01% 13F-HR/A Timeline Group Black Swift Group, LLC More: the full row for Black Swift Group, LLC 0 $1.09M 0.18% new 13F-HR Timeline Amount filed as zero, left out of ratios. Constitution Capital LLC More: the full row for Constitution Capital LLC 6,975 $1.08M 0.51% +725 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 6,973 $1.08M 0.36% -40 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,887 $1.08M 0.07% +1,269 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 6,582 $1.07M 0.26% -2,323 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,700 $1.07M 0.11% +646 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 6,818 $1.06M 0.05% -25 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 6,800 $1.05M 0.31% +73 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 6,743 $1.05M 0.62% +353 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 6,701 $1.04M 0.01% -14,268 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 6,687 $1.04M 0.99% -3,227 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,657 $1.03M 0.04% +1,571 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,621 $1.03M 0.05% -34 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,569 $1.02M 0.06% +1,129 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 6,490 $1.02M 0.03% new 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,534 $1.01M <0.01% +1,001 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 6,528 $1.01M 0.28% -11,040 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 6,500 $1.01M 0.13% new 13F-HR Timeline Group Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 6,481 $1.01M 0.55% +260 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 6,463 $1M 0.3% 0 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 6,443 $999K 0.83% +22 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 6,440 $999K 0.12% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 6,420 $996K 0.42% +1,555 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,407 $994K 0.01% -130,755 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,396 $992K 0.09% -236 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,378 $990K 0.04% -34,937 13F-HR Timeline Group LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 6,375 $989K 0.19% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 6,304 $978K 0.08% -8 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,296 $977K 0.05% +723 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 6,286 $975K 0.11% -230 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 6,285 $975K 0.11% +1,454 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,275 $973K 0.03% -562 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,245 $969K 0.27% -360 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 6,058 $968K 0.33% +40 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 6,193 $961K 0.68% -31 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 6,147 $954K <0.01% -1,024 13F-HR Timeline Group DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 6,133 $951K 0.13% +266 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,022 $942K 0.04% +5,482 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 6,061 $940K 0.91% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,053 $939K 0.11% +1,832 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 6,036 $936K 1.15% +166 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 6,000 $931K 0.07% 0 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 6,000 $931K 0.05% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 5,995 $930K 0.03% +1,897 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 5,995 $930K 0.06% -40 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,982 $928K 0.06% -561 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 5,975 $927K 0.09% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 5,962 $925K 0.16% +131 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 5,939 $921K +278 Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,939 $921K 0.22% +9 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 5,928 $920K 0.47% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 5,873 $911K 0.45% +649 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 5,866 $910K 0.38% +18 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,779 $896K 0.22% +294 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 5,773 $896K 0.49% 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 5,716 $887K 0.13% -1,804 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 5,705 $885K 0.14% -275 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,692 $883K 0.06% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 5,221 $875K 0.12% 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,610 $870K 0.3% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,553 $861K 0.03% new 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 5,520 $856K 0.43% -83 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,497 $853K 0.05% -4,092 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 5,463 $847K 0.49% -397 13F-HR Timeline Group First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 5,458 $847K 0.4% -578 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,437 $843K 0.01% -855 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 5,365 $832K 0.34% +2 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 5,362 $832K 0.9% 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 5,321 $825K 0.09% -152 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 5,319 $825K 0.08% -50 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 5,284 $820K 0.03% +203 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,213 $809K 0.03% -759 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,180 $804K +5,108 Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 5,175 $803K 0.32% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,163 $801K 0.18% -15 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 5,156 $800K 0.18% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,156 $800K 0.05% +1,374 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 5,126 $795K 0.35% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,108 $792K 0.03% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,053 $790K 0.01% -454 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,081 $788K 0.12% +462 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,066 $786K 0.08% -53 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,065 $786K 0.02% +48 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,856 $785K 0.09% +2,954 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,057 $784K 0.02% +3,261 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,692 $783K 0.02% -1,107 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 5,037 $781K 0.03% -784 13F-HR Timeline CHARTIST INC /CA/ More: the full row for CHARTIST INC /CA/ 5,026 $780K 0.53% -70 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 5,015 $778K 0.08% -233 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 4,980 $772K 0.49% 0 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 4,966 $770K 0.21% -4,111 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 4,962 $770K 0.05% -243 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 4,961 $770K 0.18% -19 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 4,958 $769K 0.26% +682 13F-HR Timeline Group Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 4,933 $765K 0.13% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,933 $765K 0.05% +12 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,903 $761K 0.02% +1,038 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 4,888 $758K 0.59% +130 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 4,843 $751K 0.12% 0 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 4,825 $748K 0.34% +325 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 4,823 $748K 0.38% +70 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 4,805 $745K 0.1% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,800 $745K 0.64% -529 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 4,797 $744K 0.09% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 4,788 $743K 0.02% -1 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 4,776 $741K 0.36% -315 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,756 $738K 0.05% +1,075 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 4,750 $737K 0.43% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,747 $736K 0.1% -293 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,743 $736K 0.02% -22,120 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 4,735 $734K 0.06% -392 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,700 $729K 0.01% +200 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,698 $729K 0.05% -21,622 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 4,675 $725K 0.08% +1,031 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,671 $725K 0.01% +1,468 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 4,669 $724K 0.49% -636 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,644 $720K 0.35% +353 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 4,641 $720K 0.29% -43 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 4,628 $718K 0.11% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,621 $717K 0.11% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,619 $716K 0.11% -107 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,617 $716K 0.08% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,606 $715K 0.03% +111 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,586 $711K <0.01% +73 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,584 $711K 0.03% -379 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 4,555 $707K 0.7% 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,538 $704K 0.11% -65 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,520 $701K 0.01% +36 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,516 $701K 0.23% +2,223 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 4,500 $698K 0.3% 0 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 4,500 $698K 0.01% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,473 $694K 0.2% -96 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,471 $694K 0.64% -6,190 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 4,404 $683K 0.24% +2 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,380 $679K 0.19% new 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 4,343 $674K 0.05% +2,943 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 4,300 $667K 0.42% 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,829 $665K 0.14% +149 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 4,289 $665K 0.24% +4 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 4,250 $659K 0.04% -1,000 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,248 $659K 0.09% -443 13F-HR Timeline United Bank More: the full row for United Bank 4,229 $656K 0.22% +74 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,173 $647K 0.01% +165 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,164 $646K 0.08% +258 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,136 $642K 0.06% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 4,121 $639K 0.15% 0 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 4,108 $637K +2,248 Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 4,064 $630K 0.15% +72 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 4,040 $627K 0.01% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,039 $626K 0.04% -597 13F-HR/A Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,037 $626K 0.02% +150 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 4,030 $625K 0.25% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,020 $624K 0.11% -50 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 4,009 $622K 0.1% +112 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,004 $621K 0.02% -93 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 4,003 $621K 0.27% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 4,001 $621K 0.11% +1 13F-HR Timeline