Hardy Reed LLC More: the full row for Hardy Reed LLC 27,858 $1.45M 0.13% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 27,855 $1.45M 0.21% +5,170 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 27,569 $1.44M 0.3% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 27,148 $1.42M 0.01% +8,101 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 26,422 $1.38M <0.01% +3,483 13F-HR Timeline Group ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 26,421 $1.38M 0.5% -2,575 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 25,641 $1.34M 0.07% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 25,338 $1.32M 0.11% new 13F-HR/A Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 25,137 $1.31M 0.55% -839 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 24,883 $1.3M 0.01% +148 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 24,866 $1.3M 0.55% +8,146 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 24,428 $1.27M 0.16% +89 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 24,094 $1.26M 0.03% +2,836 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 23,789 $1.24M 0.04% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 23,739 $1.24M <0.01% -612 13F-HR Timeline Group CIM, LLC More: the full row for CIM, LLC 23,563 $1.23M 0.18% +309 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 23,485 $1.22M 0.1% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 23,246 $1.21M 0.12% +19,193 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 23,168 $1.21M 0.04% +19,434 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 22,865 $1.19M 0.13% +11,215 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 22,441 $1.17M 0.07% -380 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 21,929 $1.14M 0.24% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 20,318 $1.13M 0.09% -729 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 20,680 $1.08M 0.03% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 20,616 $1.08M 0.53% 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 20,604 $1.07M 0.02% new 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 20,569 $1.07M 0.06% +73 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 20,459 $1.07M 0.57% -18,132 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 10,256 $1.06M 0.05% -10,146 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 20,118 $1.05M 0.06% -700 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 19,729 $1.03M <0.01% +10,497 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 19,579 $1.02M 0.07% +415 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 19,405 $1.01M 0.01% +925 13F-HR Timeline Group COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 19,148 $1000K 0.07% +15 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 19,150 $999K 0.01% +2,054 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 18,753 $978K 0.53% +3,400 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 18,407 $960K 0.09% +214 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 18,315 $955K <0.01% 0 13F-HR Timeline Group Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 18,094 $944K 1.24% 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 18,012 $940K 0.38% 0 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 18,000 $939K 0.1% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 17,970 $937K 0.1% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 17,632 $920K 0.03% +6,669 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 17,632 $920K 0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 17,184 $896K 0.07% new 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 17,057 $890K 0.08% +248 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 16,894 $881K 0.08% +4,400 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 16,630 $867K 0.5% +517 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 16,598 $866K 0.02% 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 16,400 $855K <0.01% +5,800 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 16,000 $835K 0.06% 0 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 15,908 $830K 0.15% 0 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 15,751 $823K 0.67% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 15,600 $814K 0.01% -144 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 15,530 $810K 0.04% +16 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 15,398 $803K 0.07% +8,936 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,179 $791K 0.05% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 15,104 $788K 0.03% -44 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 14,909 $778K <0.01% +11,207 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14,684 $766K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 14,473 $755K 0.01% 0 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 14,289 $745K 0.07% -189 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 14,170 $739K 0.01% -235 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 14,005 $731K 0.09% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 13,951 $728K 0.15% new 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 13,940 $727K 0.44% 0 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 13,779 $719K 0.59% 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 13,752 $717K 0.17% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 13,718 $716K 0.21% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,638 $711K 0.07% +2,545 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 13,349 $696K 0.12% +2,000 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 13,334 $695K 0.01% -1,748 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 13,080 $682K 0.65% 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 12,743 $665K 0.07% +186 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 12,588 $657K 0.03% +180 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 12,540 $654K 0.07% -1,139 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 12,463 $651K <0.01% new 13F-HR/A Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 12,221 $637K 0.59% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 12,130 $633K 0.01% +2,594 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 12,119 $632K 0.24% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 12,112 $632K <0.01% +9,141 13F-HR Timeline Group VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 12,100 $631K 0.01% new 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 12,000 $626K 0.1% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,998 $626K <0.01% 0 13F-HR Timeline Group Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 11,917 $622K 0.94% 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 11,708 $611K 0.23% +12 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 11,535 $602K 0.06% -130 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 11,423 $596K 0.04% -353 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 11,295 $589K 0.11% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 11,112 $580K 0.01% +630 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,015 $575K 0.02% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 10,999 $574K <0.01% +126 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 10,961 $572K 0.01% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 10,904 $569K 0.08% +45 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 10,693 $558K 0.61% 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 10,551 $550K <0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,460 $546K 0.06% -1,368 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 10,357 $540K 0.09% +3,310 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 10,208 $532K 0.03% 0 13F-HR Timeline Group Next Capital Management LLC More: the full row for Next Capital Management LLC 9,959 $519K 0.21% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 9,824 $512K 0.01% -417 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,760 $509K 0.01% +312 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 9,714 $507K 0.49% -190 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,705 $506K 0.07% -2,575 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 9,591 $500K 0.14% -7,830 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,254 $483K 0.01% -145 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 9,109 $475K 0.02% +3,850 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 9,115 $475K 0.03% 0 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 8,810 $460K 0.09% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 8,794 $459K 0.07% -849 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,698 $454K 0.02% +2 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 8,631 $450K 0.22% +56 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 8,623 $450K 0.41% 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 8,513 $444K <0.01% +617 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 8,391 $438K 0.01% +64 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 8,383 $437K 0.01% 0 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,268 $431K 0.01% new 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 8,162 $426K <0.01% +13 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 8,150 $425K 0.23% +3,000 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 8,144 $425K 0.01% new 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 8,129 $424K 0.01% -1,555 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 8,110 $423K 0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,000 $417K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,976 $416K 0.04% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 7,957 $415K 0.03% +115 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 7,951 $415K 0.03% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,887 $411K <0.01% +5,065 13F-HR Timeline Group COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 7,841 $409K 0.16% +97 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 7,771 $405K 0.23% -171 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 7,747 $404K 0.19% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,689 $401K <0.01% +57 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 7,688 $401K 0.03% +17 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,673 $400K 0.04% 0 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 7,647 $399K 0.21% +396 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 7,557 $394K 0.36% 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,526 $393K 0.01% +2,666 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 7,524 $392K 0.13% +108 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,497 $391K 0.02% -3,175 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,461 $389K 0.11% +2,627 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 7,460 $389K 0.07% +270 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,422 $387K 0.15% +3,262 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,127 $372K <0.01% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 7,100 $370K 0.03% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 7,043 $367K 0.14% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 7,000 $365K 0.27% 0 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 6,875 $359K 0.12% +100 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,776 $353K <0.01% +2,511 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 6,774 $353K 0.22% 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 6,704 $350K 0.01% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,677 $348K 0.03% -146 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,584 $343K 0.03% -518 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 6,578 $343K 0.06% 0 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 6,569 $343K 0.12% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 6,464 $337K 0.08% +93 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 6,303 $329K 0.06% +91 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,295 $328K 0.01% new 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 5,738 $328K 0.06% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,157 $321K 0.01% +1,323 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 6,100 $318K 0.15% new 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 6,060 $316K 0.04% -40 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 6,000 $313K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 5,969 $311K 0.11% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,905 $308K 0.03% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,774 $301K 0.01% -24 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,750 $300K 0.13% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,724 $299K <0.01% 0 13F-HR/A Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 5,670 $296K 0.08% +350 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,490 $286K 0.02% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,483 $286K 0.03% 0 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 5,406 $282K 0.26% 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,396 $281K 0.03% -4,010 13F-HR Timeline EPIQ Capital Group, LLC More: the full row for EPIQ Capital Group, LLC 5,354 $279K 0.07% new 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 5,254 $274K 0.14% +468 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5,220 $272K 0.03% 0 13F-HR/A Timeline Security National Bank More: the full row for Security National Bank 5,216 $272K 0.04% 0 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 5,164 $269K 0.25% +50 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 5,133 $268K 0.07% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,985 $260K 0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,984 $260K 0.01% -900 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,970 $259K 0.08% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,829 $252K 0.02% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 4,827 $252K <0.01% -4,741 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,808 $251K 0.01% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,799 $250K 0.01% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,784 $250K 0.01% new 13F-HR/A Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,775 $249K 0.02% +420 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 4,769 $249K 0.03% +986 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 4,733 $247K 0.07% -27 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 4,718 $246K 0.03% +17 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,600 $240K 0.01% 0 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 4,597 $240K 0.07% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4,579 $239K 0.03% -2,024 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,510 $235K 0.07% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,463 $233K 0.1% -976 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,400 $230K 0.01% 0 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 4,385 $229K 0.02% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,376 $228K 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. 4,326 $226K 0.02% -190 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,275 $224K 0.01% -11,763 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,166 $217K 0.04% 0 13F-HR Timeline