Breakwater Capital Group More: the full row for Breakwater Capital Group 3,216 $220K 0.03% -90 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,123 $214K <0.01% new 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 3,115 $213K 0.01% new 13F-HR Timeline AMERICAN CAPITAL MANAGEMENT INC More: the full row for AMERICAN CAPITAL MANAGEMENT INC 3,040 $208K 0.01% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,030 $207K 0.01% new 13F-HR Timeline TEACHERS RETIREMENT SYSTEM OF THE STATE… More: the full row for TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3,025 $207K <0.01% 0 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 3,012 $206K 0.14% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,000 $205K 0.01% new 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 3,000 $205K 0.02% 0 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 2,975 $204K 0.07% new 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 2,970 $203K 0.11% new 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 2,963 $203K -914 Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,940 $201K 0.02% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,939 $201K 0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,698 $185K 0.05% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,695 $185K <0.01% -45 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,605 $178K 0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 2,483 $170K 0.04% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,472 $169K <0.01% +1,236 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,364 $161K 0.05% +100 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,253 $154K 0.03% +450 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,067 $142K 0.01% -3 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,876 $128K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,763 $121K <0.01% -199 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,656 $113K 0.06% +119 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 1,555 $106K 0.03% +263 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,548 $106K 0.01% +168 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,477 $101K 0.02% -3,651 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,296 $95.8K 0.01% -886 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,397 $95.7K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,442 $95.6K <0.01% +10 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 10,825 $85K 0.02% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1,155 $79.1K 0.03% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,159 $79K <0.01% -13 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,146 $78.5K 0.01% -715 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,122 $76.8K <0.01% new 13F-HR/A Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,043 $71.4K 0.02% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,000 $68.5K 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 950 $65K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 935 $64K 0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 933 $63.9K 0.04% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 859 $58.8K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 765 $52.4K 0.01% +280 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 697 $48K 0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 616 $46.9K 0.03% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 681 $46.6K 0.02% +656 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 606 $41.5K <0.01% new 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 581 $39.8K 0.03% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 562 $38.5K <0.01% +312 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 550 $37.7K 0.01% -250 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 536 $36.7K <0.01% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 535 $36.6K 0.01% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 533 $36.5K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 530 $36.3K 0.02% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 519 $35.5K 0.01% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 500 $34.2K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 500 $34.2K 0.02% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 499 $34.2K 0.02% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 464 $32.2K <0.01% +25 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 465 $31.8K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 430 $31.4K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 450 $30.8K 0.01% +224 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 419 $28.7K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 391 $26.8K <0.01% -371 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 386 $26.4K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 320 $21.9K <0.01% +247 13F-HR Timeline MOTCO More: the full row for MOTCO 310 $21.2K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 306 $20.9K <0.01% -44 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 286 $19.6K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 264 $18.1K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 258 $17.7K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 249 $17K 0.01% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 209 $14.3K 0.01% 0 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 197 $13.5K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 194 $13.3K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 182 $12.5K <0.01% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 160 $11K -3,039 Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 157 $10.8K 0.01% 0 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 157 $10.7K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 156 $10.7K <0.01% 0 13F-HR Timeline Group ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 145 $9.93K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 144 $9.86K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 140 $9.59K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 129 $8.83K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 117 $8.01K <0.01% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 116 $7.94K <0.01% new 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 110 $7.53K <0.01% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 97 $6.66K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 95 $6.5K <0.01% +1 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 94 $6.44K <0.01% new 13F-HR/A Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 90 $6K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 77 $5.3K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 77 $5.27K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 59 $4.04K <0.01% +9 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 61 $4K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 57 $3.9K <0.01% +25 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 40 $2.74K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 32 $2.19K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 27 $1.84K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 25 $1.74K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 20 $1.37K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 19 $1.3K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1 $68 <0.01% 0 13F-HR Timeline