KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,068 $1.22M 0.09% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,016 $1.22M 0.02% new 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 10,984 $1.21M 0.22% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 10,888 $1.2M 0.08% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10,871 $1.2M 0.01% new 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 10,856 $1.2M 0.03% new 13F-HR/A Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 10,809 $1.2M 0.05% new 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 10,789 $1.19M 0.16% new 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 10,752 $1.19M 0.42% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 10,703 $1.18M 0.64% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 10,660 $1.18M 0.21% new 13F-HR Timeline Group KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 10,640 $1.18M 0.02% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 10,564 $1.17M 0.25% new 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 10,520 $1.16M 0.75% new 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 10,492 $1.16M 0.35% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,494 $1.16M 0.24% new 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 10,461 $1.16M 0.93% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 10,411 $1.15M 0.55% new 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 10,372 $1.15M 0.04% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 10,333 $1.14M 0.13% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 10,203 $1.14M 0.11% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 9,835 $1.12M 0.25% new 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 10,162 $1.12M new Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 10,065 $1.11M 0.04% new 13F-HR Timeline Group Versor Investments LP More: the full row for Versor Investments LP 10,060 $1.11M 0.19% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 10,048 $1.11M 0.24% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,000 $1.11M 0.05% new 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 9,972 $1.1M 0.36% new 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 9,800 $1.08M 1.04% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,751 $1.08M 0.11% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 9,745 $1.08M 0.52% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 9,651 $1.07M 0.08% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 9,612 $1.06M 0.3% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,524 $1.06M 0.11% new 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 9,600 $1.06M 0.09% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,538 $1.05M 0.03% new 13F-HR/A Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 9,496 $1.05M 0.24% new 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 9,468 $1.05M 0.57% 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 9,458 $1.05M 0.34% new 13F-HR Timeline IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 9,400 $1.04M 1.16% 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 9,313 $1.03M 0.19% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 9,301 $1.03M 0.37% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,253 $1.02M 0.04% new 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 9,248 $1.02M 0.44% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 9,245 $1.02M 0.27% new 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 9,216 $1.02M 0.45% new 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 9,160 $1.01M 0.19% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 9,126 $1.01M 0.06% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 9,035 $999K 0.23% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,974 $992K <0.01% new 13F-HR Timeline Group Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 8,920 $986K 0.91% 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 8,894 $983K 0.08% new 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 8,860 $979K <0.01% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 8,820 $975K 0.06% new 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 8,807 $973K 0.1% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 8,800 $973K 0.05% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,776 $970K 0.07% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 8,585 $949K 0.14% new 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 8,551 $945K 0.07% new 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 8,459 $939K 0.02% new 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,412 $930K 0.08% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,378 $926K 0.09% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 8,289 $916K 0.12% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,269 $914K 0.08% new 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 8,264 $913K 0.52% new 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 8,220 $909K 0.61% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,150 $901K 0.03% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 8,134 $899K 0.04% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 8,120 $898K 0.02% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,082 $893K 0.03% new 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 8,072 $892K 0.73% 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,038 $888K 0.1% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 8,006 $885K 0.4% new 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 7,952 $879K 0.07% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,941 $878K 0.27% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,937 $877K 0.03% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 7,904 $874K 0.04% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 7,888 $872K 0.05% new 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 7,840 $867K 0.17% new 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 7,826 $865K 0.24% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 7,824 $865K 0.06% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,806 $863K 0.02% new 13F-HR/A Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 7,803 $862K 0.06% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,782 $860K 0.04% new 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 7,710 $852K 0.07% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 7,680 $849K 0.37% new 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 7,680 $849K 0.6% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 7,575 $837K 0.42% new 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 7,568 $836K 0.52% 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,408 $819K 0.03% new 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 7,394 $817K 0.1% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 7,375 $815K 0.01% new 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,331 $810K 0.14% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,329 $810K 0.06% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 7,316 $809K 0.01% new 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 7,308 $808K 0.18% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 7,307 $808K 0.01% new 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 7,300 $807K 0.68% 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,208 $797K 0.03% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,192 $795K 0.05% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 7,180 $794K 0.09% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 7,140 $789K 0.02% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,022 $776K 0.08% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,017 $776K 0.03% new 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 6,992 $773K 0.06% new 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 6,968 $770K 0.2% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,968 $770K 0.04% new 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 6,952 $768K 0.06% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,916 $764K 0.02% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,864 $759K 0.15% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,851 $757K 0.02% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,810 $753K 0.01% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 6,781 $750K 0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,710 $742K 0.07% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,699 $740K 0.06% new 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 6,600 $729K 0.09% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 6,563 $725K 0.72% 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 6,518 $720K 0.32% new 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 6,484 $717K 0.7% 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 6,480 $716K 0.55% new 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 6,400 $707K 0.82% 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 6,400 $707K 0.14% 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,357 $703K 0.17% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 6,339 $701K 0.13% new 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 6,278 $694K 0.05% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 6,228 $688K 0.17% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,225 $688K 0.02% 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 6,220 $687K 0.25% new 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 6,120 $676K 0.35% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 6,104 $675K 0.01% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 5,987 $668K 0.02% new 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 6,041 $668K 0.35% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 6,023 $666K 0.29% new 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 6,000 $663K 0.01% new 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 5,984 $661K 0.37% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,960 $659K 0.01% new 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 5,940 $657K 0.04% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 5,919 $654K 0.4% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,789 $640K 0.02% new 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,772 $638K 0.03% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,755 $636K 0.07% new 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 5,704 $630K 0.72% 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,676 $627K 0.05% new 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 5,664 $626K 0.48% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,652 $625K 0.09% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 5,644 $624K 0.27% new 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 5,600 $619K 0.24% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 5,596 $618K 0.02% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,578 $617K 0.01% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,572 $616K 0.21% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 5,552 $614K 0.33% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,536 $612K 0.03% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,520 $610K 0.11% new 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 5,500 $608K 0.05% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,489 $607K 0.05% new 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 5,479 $606K 0.05% new 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 5,436 $601K 0.15% new 13F-HR Timeline Group Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 5,404 $597K 0.09% new 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5,400 $597K 0.09% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,375 $594K 0.06% new 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 5,367 $593K 0.03% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,353 $592K 0.01% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,328 $589K 0.01% new 13F-HR Timeline Group Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 5,324 $588K 0.24% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 4,893 $588K 0.27% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 5,302 $586K 0.2% new 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 5,246 $580K 0.19% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 5,211 $576K 0.29% new 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 5,208 $576K 0.16% new 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 5,200 $575K 0.25% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,200 $575K 0.01% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,144 $569K 0.04% 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 5,143 $568K 0.02% new 13F-HR Timeline Group Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 5,106 $565K 0.01% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,101 $564K 0.01% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,087 $562K 0.08% new 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 5,078 $561K 0.13% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,064 $560K 0.04% new 13F-HR/A Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 5,060 $559K 0.04% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,997 $559K 0.31% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 5,048 $558K 0.04% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 5,040 $557K 0.28% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,846 $557K 0.2% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,016 $554K 0.02% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,004 $553K 0.04% new 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 4,986 $551K 0.18% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,986 $551K 0.2% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,930 $545K 0.03% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,874 $539K 0.01% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,867 $538K 0.17% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,848 $536K 0.08% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,833 $534K 0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,817 $532K 0.15% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,815 $532K 0.02% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,812 $532K 0.03% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,812 $532K 0.35% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,750 $525K 0.08% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,749 $525K 0.04% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,737 $524K 0.03% new 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 4,708 $520K 0.28% new 13F-HR Timeline