Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,168 $1.04M 0.43% +1 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 3,149 $1.03M 0.68% +50 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 3,148 $1.03M 0.31% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,147 $1.03M 0.16% -5 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,146 $1.03M 0.41% +7 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,145 $1.03M 0.27% +517 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 3,135 $1.03M 0.07% +225 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 3,133 $1.03M 0.56% -101 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 3,124 $1.02M 0.7% 0 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 3,124 $1.02M 0.55% -137 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,121 $1.02M 0.07% -66 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 3,120 $1.02M 0.29% +454 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,111 $1.02M 0.05% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,105 $1.02M 0.24% -397 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,105 $1.02M 0.36% 0 13F-HR Timeline Legacy Financial Advisors, Inc. 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More: the full row for Paulson Wealth Management Inc. 3,095 $1.01M 0.23% +37 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,095 $1.01M 0.28% +1,714 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 3,089 $1.01M 0.26% +3 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,085 $1.01M 0.27% +54 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,083 $1.01M 0.19% +297 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,076 $1.01M 0.14% +508 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,056 $1M 0.22% -147 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 3,050 $998K 0.7% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 3,050 $998K 0.34% +100 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,047 $997K 0.07% +30 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,042 $996K 0.16% +14 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,027 $991K 0.55% -41 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 3,021 $989K 0.49% +188 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 3,020 $988K <0.01% -8,275 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 3,018 $988K 0.42% -88 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,017 $987K 0.42% -91 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 3,011 $986K 0.55% -30 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,010 $985K 0.25% -235 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,002 $983K 0.04% -210 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 3,000 $982K 0.07% new 13F-HR/A Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,999 $982K 0.03% -33 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,998 $981K 0.04% +246 13F-HR Timeline Group Kendall Capital Management More: the full row for Kendall Capital Management 2,997 $981K 0.21% -20 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 2,997 $981K 0.33% -3,010 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,994 $980K 0.18% -30 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 2,994 $980K 0.37% +1 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 2,988 $978K 0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,986 $977K 0.06% +1,329 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,986 $977K 0.16% 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,977 $974K 0.53% -149 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,976 $974K 0.03% -26 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,976 $974K 0.04% +108 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 2,975 $974K 0.11% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,973 $973K 0.04% +90 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,969 $972K 0.39% -29 13F-HR Timeline Capital Advantage, Inc. 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More: the full row for INTEGRITY WEALTH ADVISORS, INC. 2,864 $937K 0.66% -4,085 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,859 $936K 0.29% 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,859 $935K 0.2% +95 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,851 $933K 0.05% new 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 2,847 $932K 0.06% -200 13F-HR Timeline Group Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 2,845 $931K 0.13% +15 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,839 $929K 0.48% +9 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,834 $928K 0.44% +108 13F-HR Timeline STF Management LP More: the full row for STF Management LP 2,831 $927K 0.87% -5,198 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,823 $924K 0.11% -82 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,822 $924K 0.15% +26 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,820 $923K 0.05% -95 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,818 $922K 0.35% -1 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,812 $921K 0.02% -1,931 13F-HR Timeline Group Heritage Wealth Management, Inc. 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More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 2,798 $916K <0.01% 0 13F-HR/A Timeline Monument Capital Management More: the full row for Monument Capital Management 2,788 $913K 0.23% +1,412 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,779 $910K 0.06% -294 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,774 $908K 0.54% +1 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 2,773 $908K 0.6% 0 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 2,772 $907K 0.26% -36 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,770 $907K 0.02% -11,921 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,770 $907K 0.17% +571 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,768 $906K 0.6% +18 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,758 $903K 0.04% -279 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 2,757 $902K 0.99% 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,752 $901K 0.28% -49 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,749 $900K 0.28% +135 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,746 $899K 0.1% +17 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,741 $897K 0.06% -6 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,735 $895K 0.29% +75 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,730 $894K 0.01% +254 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,724 $892K 0.45% +384 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,713 $888K 0.06% -157 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,704 $885K 0.05% +5 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,678 $885K 0.04% +92 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,693 $881K 0.13% +266 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 2,688 $880K 0.45% +1 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 2,685 $879K 0.04% -95 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 2,684 $879K 0.19% -330 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,673 $875K 0.12% +28 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,668 $873K 0.2% +2,456 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,660 $871K 0.24% -193 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,653 $868K 0.14% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,640 $864K 0.21% +19 13F-HR Timeline Taylor Securities Services, Inc. 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Kraus & Co 2,436 $797K 0.22% -1,204 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,433 $797K 0.13% +3 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,418 $791K 0.08% +3 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,411 $789K 0.1% -299 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,408 $788K 0.58% -28 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 2,404 $787K 0.24% 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,403 $787K 0.21% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,396 $784K 0.1% +240 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 2,383 $780K 0.18% -14 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,382 $780K 0.1% +272 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. 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