Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,345 $796K 0.17% +55 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,333 $793K 0.16% -28 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,815 $791K 0.13% -421 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,327 $791K 0.17% +50 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,324 $791K 0.09% -2,150 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,321 $790K 0.03% +2,153 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,309 $787K 0.08% +891 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 3,307 $787K 0.77% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,300 $785K 0.06% -301 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 3,300 $785K 0.03% 0 13F-HR Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 3,279 $780K 0.75% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,277 $780K 0.05% +23 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,270 $778K 0.25% -190 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,250 $773K 0.06% -4 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,235 $770K 0.01% -385 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,233 $769K 0.39% +192 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 3,223 $767K 0.22% +1,082 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) 3,220 $766K 0.02% -1,287 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,215 $765K 0.06% +1,461 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 3,212 $764K 0.54% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,202 $762K 0.06% -17 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,147 $760K <0.01% +451 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,190 $759K 0.05% -26 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,188 $759K 0.04% -89 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 3,175 $755K 0.06% -390 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. 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More: the full row for Geneos Wealth Management Inc. 2,912 $693K 0.01% -123 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,908 $692K 0.42% +44 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,904 $691K 0.01% -21 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 2,877 $685K 0.09% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 2,847 $677K 0.29% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,840 $676K 0.07% +648 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,819 $671K 0.05% +94 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,796 $665K 0.06% -8,494 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,783 $665K 0.03% +16 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 2,648 $663K 0.52% -820 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,783 $662K 0.01% +7 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. 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More: the full row for Koshinski Asset Management, Inc. 2,511 $597K 0.03% +129 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,489 $592K 0.18% -200 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,478 $592K 0.04% +1,419 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,487 $592K 0.02% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,483 $591K <0.01% new 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,479 $590K 0.11% -98 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,477 $589K 0.03% +787 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,473 $588K 0.07% -255 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 2,461 $588K 0.26% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,470 $588K 0.03% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,467 $587K 0.01% +711 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,463 $586K 0.02% +12 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 2,454 $584K 0.25% 0 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,444 $582K 0.29% -2 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,442 $581K 0.22% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,437 $580K 0.4% +113 13F-HR Timeline Claro Advisors Inc. 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More: the full row for Bright Futures Wealth Management, LLC. 2,391 $569K 0.37% +30 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 2,368 $566K 0.44% new 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. 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More: the full row for OPTIMIZE FINANCIAL INC. 2,236 $532K 0.19% -7 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 2,236 $532K 0.12% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,227 $530K 0.02% -710 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,213 $529K 0.03% +602 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,216 $527K 0.08% -6 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,206 $525K 0.01% +103 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,200 $523K 0.1% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,200 $523K 0.27% -52 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,195 $522K 0.05% -556 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,180 $519K 0.05% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,174 $517K 0.04% +483 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,165 $515K 0.01% -17 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,164 $515K 0.02% -37 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,157 $513K 0.01% -85 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,155 $513K 0.02% +8 13F-HR Timeline FSA Advisors, Inc. 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More: the full row for Bridgewater Advisors Inc. 1,924 $501K 0.03% +58 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,101 $500K 0.03% +673 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 2,098 $499K 0.3% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,095 $498K 0.16% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,095 $498K 0.1% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,089 $497K 0.02% +326 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 2,088 $497K 0.06% +637 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,084 $496K 0.02% -85 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,082 $495K 0.12% -2,066 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 2,071 $493K 0.15% +3 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,070 $492K 0.02% +1 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,058 $492K 0.24% new 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,056 $489K 0.09% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,036 $484K <0.01% -80,796 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,027 $482K 0.19% -100 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,025 $482K 0.26% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,051 $480K 0.06% +627 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,018 $480K 0.01% +658 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 2,018 $480K 0.06% -47,040 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,018 $480K 0.01% -102 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,014 $479K 0.02% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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More: the full row for Daniel Investment Group, Inc. 2,000 $476K 0.28% 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,997 $475K 0.01% -1,057 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,986 $475K 0.31% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,991 $474K 0.01% -126,986 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,972 $471K 0.02% +62 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 1,981 $471K 0.12% +29 13F-HR Timeline Capstone Financial Advisors, Inc. 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