OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,910 $1.15M 0.01% -3,935 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 7,673 $1.11M 0.55% +930 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,630 $1.11M 0.05% +57 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 7,592 $1.1M 0.65% -86 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 7,423 $1.08M 0.77% +295 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,254 $1.05M <0.01% +264 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,180 $1.04M 0.01% +1,832 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 7,094 $1.03M 0.37% -125 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 7,036 $1.02M 0.77% +35 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 6,959 $1.01M 0.17% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 6,949 $1.01M 0.18% +176 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 6,942 $1.01M 0.38% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,825 $990K 0.01% +556 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 6,807 $987K 0.16% +924 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 6,803 $987K 0.03% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,730 $976K <0.01% +3,229 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 6,678 $968K 0.57% +399 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 6,650 $964K 0.07% -143 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 6,464 $937K 0.08% -4,872 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 6,421 $931K 0.84% +769 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 6,369 $923K 0.47% 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 6,359 $922K 0.16% new 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 6,323 $917K 0.32% +740 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 6,317 $916K 0.22% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,156 $893K 0.07% +813 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,790 $840K 0.04% +546 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,600 $812K 0.03% +105 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,598 $812K 0.12% -840 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 5,578 $809K 0.27% -685 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,303 $769K 0.02% +4,159 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 5,278 $765K <0.01% +1,924 13F-HR Timeline Group FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 5,212 $756K 0.44% -2 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 5,200 $754K <0.01% -900 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 5,163 $749K 0.36% +80 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 5,161 $748K 0.14% new 13F-HR/A Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 5,058 $734K 0.02% -135 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 5,146 $729K 0.21% -291 13F-HR Timeline Nest Investments, LLC More: the full row for Nest Investments, LLC 5,027 $729K 0.59% +753 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,896 $710K 0.03% +2,092 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,883 $708K <0.01% +3,571 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,876 $707K 0.01% +779 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,077 $706K 0.05% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,678 $678K 0.09% -15,038 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 4,535 $658K 0.19% -1,477 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,478 $649K 0.04% +2,653 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 4,470 $648K 0.31% +1,397 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,228 $613K 0.02% +625 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,182 $607K <0.01% 0 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 4,182 $606K 0.12% +533 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,136 $600K 0.02% -170 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,051 $587K 0.16% +1,420 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 3,989 $578K 0.33% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,984 $578K <0.01% -3,983 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,966 $575K 0.03% +820 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,960 $574K 0.04% +217 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 3,901 $566K 0.32% +216 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,891 $564K 0.01% -92 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 3,875 $562K 0.31% +100 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,854 $559K 0.17% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,716 $549K 0.04% +144 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,779 $548K 0.02% new 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 3,700 $537K <0.01% new 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 3,691 $535K 0.16% +1,447 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,675 $533K 0.12% +5 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,675 $533K <0.01% -1,228 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,606 $523K 0.02% +94 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,601 $522K 0.27% +104 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,589 $520K <0.01% -876 13F-HR Timeline Group AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3,513 $518K 0.32% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,516 $510K 0.07% -1,621 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,423 $496K 0.01% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,080 $493K 0.11% new 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 3,294 $478K 0.4% +5 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 3,215 $466K 0.4% new 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 4,077 $464K 0.45% +117 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,174 $460K 0.04% +51 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,100 $450K 0.09% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,094 $449K 0.02% +873 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,027 $439K 0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,999 $435K 0.01% +44 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 2,919 $423K 0.1% +215 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,897 $420K <0.01% -601 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,874 $417K <0.01% +581 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,813 $408K 0.21% -67 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,794 $405K <0.01% +203 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 2,734 $396K 0.15% -561 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,705 $392K 0.33% +1,050 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,693 $391K 0.32% +13 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,433 $390K 0.18% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,675 $388K 0.01% +1,004 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,593 $376K 0.02% +154 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,523 $366K 0.15% +267 13F-HR/A Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 2,491 $361K 0.05% 0 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 2,476 $359K 0.14% +4 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,446 $355K 0.03% +162 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,422 $351K <0.01% -508 13F-HR Timeline Group BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 2,400 $348K 0.12% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,391 $347K 0.02% -1,529 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,364 $343K 0.02% +573 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 2,326 $337K 0.33% +93 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,314 $336K 0.04% -14 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 2,298 $333K 0.1% +503 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,287 $332K 0.01% +33 13F-HR Timeline Envision Financial Transparency, LLC More: the full row for Envision Financial Transparency, LLC 2,226 $323K 0.31% 13F-HR Timeline ALPHA CAPITAL ADVISORS INC /ADV More: the full row for ALPHA CAPITAL ADVISORS INC /ADV 2,210 $320K 0.3% +4 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 2,209 $320K 0.2% -43 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,174 $315K <0.01% -138 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,170 $315K <0.01% -1,750 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,161 $313K 0.01% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,159 $313K 0.04% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,140 $310K 0.02% -317 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,130 $309K 0.04% -632 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,029 $294K <0.01% -568 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,008 $291K 0.01% +280 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,004 $291K 0.02% new 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,954 $283K 0.03% +220 13F-HR Timeline Group Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,932 $280K 0.07% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,894 $275K 0.02% new 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 1,886 $274K -1,431 Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,881 $273K 0.05% +50 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 1,811 $263K 0.05% new 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 1,800 $261K 0.12% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,794 $260K 0.02% -86 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,789 $259K 0.02% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,783 $259K 0.21% -60 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 1,761 $255K 0.04% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,750 $255K 0.08% +152 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,753 $254K 0.05% -1,232 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,753 $254K 0.06% -13 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,749 $254K 0.03% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,746 $253K 0.01% -130 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,735 $252K <0.01% +1,549 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,721 $250K 0.02% new 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 1,716 $249K 0.03% +64 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,705 $247K 0.01% +81 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,461 $241K 0.09% -25 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 1,660 $241K 0.03% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,625 $236K <0.01% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,604 $233K 0.01% +110 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,600 $232K <0.01% new 13F-HR Timeline Group Unified Investment Management More: the full row for Unified Investment Management 1,565 $227K 0.23% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,534 $223K 0.01% +22 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 1,520 $220K 0.19% +64 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 1,518 $220K 0.15% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,473 $214K 0.02% -129 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,470 $213K <0.01% -580 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,439 $209K <0.01% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,433 $208K <0.01% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 1,424 $206K <0.01% -109 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,420 $206K <0.01% 0 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,420 $206K 0.13% -2 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,400 $203K <0.01% 0 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 1,386 $201K 0.09% -250 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,384 $201K 0.12% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,313 $190K <0.01% 0 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,279 $185K 0.1% -20 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,313 $183K 0.01% -245 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,191 $173K 0.5% -11,072 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,149 $167K <0.01% +75 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,089 $158K 0.06% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,087 $158K <0.01% new 13F-HR/A Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 933 $135K <0.01% +2 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 925 $134K <0.01% -598 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 800 $116K 0.1% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 617 $89.5K <0.01% -251 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 611 $88.6K <0.01% +24 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 572 $82.9K 0.04% +1 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 568 $82.4K <0.01% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 524 $76K 0.03% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 505 $73.2K <0.01% -400 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 484 $70.1K 0.01% +1 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 476 $69K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 475 $69K 0.04% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 465 $67.4K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 446 $64.7K 0.01% +21 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 441 $64K <0.01% +12 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 430 $62.4K 0.01% +20 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 352 $51K <0.01% +305 13F-HR Timeline Group City State Bank More: the full row for City State Bank 350 $50.8K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 330 $47.9K <0.01% -8 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 317 $46K 0.02% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 317 $46K 0.02% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 317 $45.9K 0.02% +1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 302 $43.8K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 265 $38.4K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 249 $36.1K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 228 $33K <0.01% +1 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 220 $32.5K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 216 $31.3K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 215 $31.1K 0.01% +156 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 204 $29.6K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 191 $27.7K <0.01% 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 185 $26.8K 0.01% 0 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 178 $25.8K <0.01% 0 13F-HR/A Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 176 $25.5K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 168 $24.4K 0.02% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 161 $23.4K 0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 151 $21.9K 0.03% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 138 $20K <0.01% 0 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 130 $18.9K <0.01% 0 13F-HR Timeline