Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,607 $772K 0.02% -1,356 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,585 $768K 0.03% -1,291 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 3,573 $765K 0.14% +120 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,572 $765K 0.08% +61 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3,571 $765K 0.03% -265 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,568 $764K 0.54% +173 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,567 $764K 0.12% -5 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 3,554 $761K 0.85% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,546 $759K 0.32% +47 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 3,530 $756K 0.32% 0 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 3,530 $756K 0.06% -1,388 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 3,520 $754K 0.14% -2,250 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,513 $752K 0.08% -493 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,500 $750K 0.11% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 3,482 $746K 0.02% -1,205 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,478 $745K 0.03% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. 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More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,455 $740K 0.15% -104 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 3,455 $740K 0.58% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,454 $740K 0.11% -153 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 3,443 $737K 0.07% -769 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,432 $735K 0.1% 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 3,425 $733K 0.56% -85 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 3,422 $733K 0.04% -77 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,420 $732K 0.11% -36 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,930 $732K 0.59% +152 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,412 $731K 0.06% -30 13F-HR Timeline Group AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 3,400 $728K 0.07% -68 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 3,400 $728K 0.4% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,400 $728K 0.08% -48 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,389 $726K 0.3% +28 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,383 $725K 0.05% -271 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,377 $723K 0.07% +496 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,372 $722K 0.03% +1,950 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,366 $721K 0.07% +703 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,357 $719K 0.08% -7 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,357 $719K 0.2% +537 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 3,354 $718K 0.1% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,345 $716K 0.31% -36 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 3,343 $716K 0.19% +1,076 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,332 $714K 0.14% -30 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,325 $712K 0.14% -15,525 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,317 $710K 0.07% +137 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,288 $710K 0.35% -375 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 3,307 $708K 0.63% -182 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,300 $707K 0.11% -150 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,285 $704K 0.04% +269 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 3,283 $703K 0.76% 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,267 $700K 0.23% +595 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 3,267 $700K 0.13% +1,906 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 3,250 $696K 0.18% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,248 $696K 0.09% +902 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,239 $694K 0.19% -2,050 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 3,232 $692K 0.58% 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 3,230 $692K 0.13% +1,204 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,230 $692K 0.05% +785 13F-HR/A Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 3,227 $691K 0.51% +78 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,221 $690K 0.45% -170 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 3,213 $688K 0.07% -26 13F-HR Timeline Sunflower Bank, N.A. 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More: the full row for Rooted Wealth Advisors, Inc. 3,247 $650K 0.18% -942 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3,028 $648K 0.19% +18 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 3,020 $647K 0.36% -81 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,014 $645K 0.1% +15 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 3,012 $645K 0.28% -7 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 3,011 $645K 0.56% 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,010 $645K 0.31% 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,003 $643K 0.2% -42 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,003 $643K 0.18% +1,621 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,001 $643K 0.02% -55 13F-HR Timeline FIFTH LANE CAPITAL, LP More: the full row for FIFTH LANE CAPITAL, LP 3,000 $642K 0.76% new 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,000 $642K 0.19% -4,000 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,993 $641K 0.19% +8 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,992 $641K 0.36% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,991 $641K 0.06% +312 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 2,959 $634K 0.46% +46 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 2,955 $633K 0.11% +80 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,953 $632K 0.27% +410 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,936 $629K 0.18% +170 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,936 $629K 0.17% new 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,935 $629K 0.45% -5 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,929 $627K 0.2% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,921 $626K 0.08% +202 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,920 $625K 0.03% +341 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,917 $625K 0.15% +121 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 2,901 $621K 0.13% +259 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,900 $621K 0.11% +287 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 2,900 $621K 0.62% -1,600 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 2,896 $620K 0.1% -8 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,896 $620K 0.14% +383 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,895 $620K 0.15% +384 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,895 $620K 0.18% +1,096 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,893 $620K 0.12% +697 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 2,891 $619K 0.35% 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,884 $618K 0.02% +399 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,877 $616K 0.08% +15 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,875 $616K 0.19% -90 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 2,869 $614K 0.09% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,865 $614K 0.08% -7,312 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,858 $612K 0.03% 0 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 2,854 $611K 0.37% 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2,853 $611K 0.25% +187 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 2,849 $610K <0.01% -3,766 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,836 $607K 0.21% +2,142 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,836 $607K 0.15% +717 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,834 $607K 0.15% +11 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,834 $607K 0.13% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,848 $605K 0.19% +808 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,824 $605K 0.24% -140 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,822 $604K 0.1% +259 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,820 $604K 0.02% +133 13F-HR Timeline Group ARVEST INVESTMENTS, INC. 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More: the full row for RD Lewis Holdings, Inc. 2,435 $590K 0.5% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,537 $588K 0.03% +683 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 2,747 $588K 0.29% -94 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,745 $588K 0.06% +391 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 2,740 $587K 0.2% 13F-HR/A Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,737 $586K 0.06% +74 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 2,736 $586K 0.36% 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,733 $585K 0.01% +193 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 2,727 $584K 0.1% -908 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 2,727 $584K 0.14% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,726 $584K 0.28% +5 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,723 $583K 0.02% +160 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,718 $582K 0.13% -435 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,714 $581K 0.04% +5 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,713 $581K 0.28% +1,427 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,705 $579K 0.05% +224 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,704 $579K 0.08% -29 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,698 $578K 0.19% +156 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,695 $577K 0.18% -352 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,690 $576K 0.02% -139 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,687 $575K 0.16% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 2,685 $575K 0.24% -315 13F-HR/A Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 2,682 $574K 0.12% -50 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,680 $574K 0.66% -1,390 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,668 $571K 0.04% +93 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,665 $571K 0.05% +70 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 2,663 $570K 0.07% -92 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,662 $570K 0.06% +12 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,657 $569K 0.14% +150 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 2,651 $568K 0.1% +72 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 2,642 $566K 0.66% -767 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,631 $563K 0.15% 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,629 $563K 0.06% -1 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 2,614 $560K 0.11% 0 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 2,613 $560K 0.09% -2 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,607 $558K 0.25% 0 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 2,606 $558K 0.45% 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,603 $557K 0.19% new 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 2,603 $557K 0.34% -100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,602 $557K 0.04% -1,360 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,602 $557K 0.07% +512 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,599 $557K 0.49% -1,211 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,581 $553K 0.08% +650 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,579 $552K 0.02% +250 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,573 $551K 0.1% +493 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 2,571 $551K 0.11% new 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 2,571 $551K 0.06% -455 13F-HR Timeline