Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,841 $1.3M 0.13% +42 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,840 $1.3M 0.2% +104 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,839 $1.3M 0.57% -152 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 3,832 $1.3M 1% -78 13F-HR/A Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,822 $1.29M 0.14% +222 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,818 $1.29M 0.4% -26 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,072 $1.29M 0.02% +1,636 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,814 $1.29M 0.16% +4 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,814 $1.29M 0.12% +1,091 13F-HR Timeline Group Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,810 $1.29M 0.21% -730 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,800 $1.29M 0.08% -31 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 3,800 $1.29M 0.07% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,799 $1.29M 0.06% +36 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 3,785 $1.28M 0.51% +1,088 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,784 $1.28M 0.06% -1,695 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,780 $1.28M 0.12% +58 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 3,779 $1.28M 0.21% +200 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,773 $1.28M 0.04% -379 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 3,751 $1.27M 0.36% 0 13F-HR Timeline InvesTrust More: the full row for InvesTrust 3,750 $1.27M 0.49% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,749 $1.27M 0.21% -37 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,747 $1.27M 0.01% -75 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,745 $1.27M 0.06% +1,147 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 3,741 $1.27M 0.2% +128 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,731 $1.26M 0.13% +18 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,729 $1.26M 0.02% +1,698 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,721 $1.26M 0.08% 0 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,713 $1.26M 0.22% -21 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,711 $1.25M 0.06% -70 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 3,700 $1.25M 0.76% -287 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,698 $1.25M 0.39% -3,219 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 3,695 $1.25M 0.09% +9 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,686 $1.25M 0.21% 0 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 3,685 $1.25M 0.57% +181 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 3,683 $1.25M 0.69% -280 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,672 $1.24M 0.68% new 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 3,662 $1.24M 0.11% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,658 $1.24M 0.28% -1,182 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 3,651 $1.23M 0.08% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,649 $1.23M 0.18% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,648 $1.23M 0.05% +60 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 3,629 $1.23M 0.18% +1,794 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 3,625 $1.23M 0.55% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,664 $1.23M 0.14% -183 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,621 $1.22M 0.29% -7 13F-HR/A Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 3,600 $1.22M 1.19% +361 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 3,600 $1.22M 0.3% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,579 $1.21M 0.37% -56 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 3,559 $1.2M 0.86% -27 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,555 $1.2M 0.07% +74 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,553 $1.2M 0.54% +854 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,532 $1.19M 0.04% +2,156 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,528 $1.19M 0.02% +726 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,527 $1.19M 0.25% +186 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,522 $1.19M 0.01% -20,633 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,495 $1.18M 0.23% -3,200 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 3,495 $1.18M 0.02% -24 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,488 $1.18M 0.46% -68 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 3,488 $1.18M 0.64% -383 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 3,486 $1.18M 0.87% +1,271 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 3,484 $1.18M 0.95% 0 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 3,482 $1.18M 0.19% +31 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,466 $1.17M 0.9% -5 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,457 $1.17M 0.6% +13 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,451 $1.17M 0.02% -216 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,433 $1.16M 0.71% +26 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,422 $1.16M 0.11% -25 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,421 $1.16M 0.07% +1,684 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 3,418 $1.16M 0.74% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,414 $1.15M 0.3% -224 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,414 $1.15M 0.12% +322 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 3,411 $1.15M 0.54% -3 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 3,408 $1.15M 0.01% +21 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 3,407 $1.15M 0.05% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,399 $1.15M 0.08% +11 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,391 $1.15M 0.07% +1,125 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,389 $1.15M 0.04% -503 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,389 $1.15M 0.07% +105 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 3,376 $1.14M 0.06% -4,176 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,375 $1.14M 0.04% -583 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 3,373 $1.14M 0.56% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,370 $1.14M 0.21% +3 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,357 $1.14M 0.11% +309 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 4,081 $1.13M 0.01% -48 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,321 $1.12M 0.04% -320 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,318 $1.12M 0.03% +256 13F-HR Timeline SEMPER AUGUSTUS INVESTMENTS GROUP LLC More: the full row for SEMPER AUGUSTUS INVESTMENTS GROUP LLC 3,311 $1.12M 0.13% -125 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 3,308 $1.12M 0.15% +92 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,298 $1.12M 0.27% +909 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,281 $1.11M 0.04% -157 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,275 $1.11M 0.78% +161 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,260 $1.1M 0.55% 0 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 3,258 $1.1M 0.17% +2 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,251 $1.1M 0.06% +195 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,250 $1.1M 0.05% -339 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,248 $1.1M 0.06% +57 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 3,234 $1.09M 0.05% +104 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,230 $1.09M 0.07% -64 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,208 $1.09M 0.02% -41 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,194 $1.08M 0.18% -543 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 3,194 $1.08M 0.21% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,145 $1.06M 0.16% -261 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 3,136 $1.06M 0.04% new 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,130 $1.06M 0.36% +1,977 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,124 $1.06M 0.8% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,116 $1.05M 0.06% +75 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,110 $1.05M 0.14% +17 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 3,109 $1.05M 0.34% -303 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,090 $1.05M 0.11% +1,052 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,085 $1.04M 0.1% +436 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,081 $1.04M 0.08% +275 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,079 $1.04M 0.26% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,075 $1.04M 0.56% -195 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,437 $1.04M 0.23% 0 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 3,072 $1.04M 0.15% -931 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 3,069 $1.04M 0.38% -39 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 3,067 $1.04M 0.54% +200 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 3,061 $1.04M 0.09% +964 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,059 $1.03M 0.06% +86 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,059 $1.03M 0.35% +597 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,054 $1.03M 0.36% +1,500 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,044 $1.03M 0.07% +498 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,041 $1.03M 0.11% +339 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,035 $1.03M 0.07% -24 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,027 $1.02M 0.22% +8 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,369 $1.02M 0.04% +1,101 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,010 $1.02M 0.17% -106 13F-HR Timeline Ulysses Management LLC More: the full row for Ulysses Management LLC 3,000 $1.01M 0.35% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,974 $1.01M 0.01% -3,346 13F-HR Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,970 $1M 0.17% -87 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,960 $1M 0.06% -135 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 2,950 $998K 0.35% -100 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 2,950 $998K 0.26% +957 13F-HR/A Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,938 $994K 0.03% +788 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,935 $993K 0.08% -227 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,927 $990K 0.4% +187 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 2,922 $988K 0.08% -62 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 2,916 $986K 0.1% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,910 $984K 0.17% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,907 $983K 0.08% -176 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,888 $977K 0.06% +6 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 2,882 $975K 0.4% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,790 $975K 0.21% +308 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 2,880 $974K 0.23% -6,834 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 2,870 $971K 0.23% 0 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 2,793 $969K 0.01% +480 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,865 $969K 0.03% +485 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,855 $966K 0.12% -318 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,848 $963K 0.17% -235 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,846 $963K <0.01% +200 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 2,836 $959K 0.08% -160 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,821 $954K 0.07% +55 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,813 $952K 0.12% +1,682 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,805 $949K 0.01% -12,084 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 2,800 $947K 1.08% 0 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 2,800 $947K 0.44% 0 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 2,800 $947K 0.53% 0 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 2,797 $946K 0.78% -573 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,795 $945K 0.18% +5 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 2,793 $945K 0.26% -244 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,790 $944K 0.05% -487 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2,787 $943K 0.43% -923 13F-HR/A Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 2,785 $942K 0.66% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,783 $941K 0.25% +2 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,779 $940K 0.08% +216 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,776 $939K 0.18% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,770 $937K 0.01% +88 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,770 $937K 0.13% 0 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,763 $935K 0.19% -100 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,760 $934K 0.04% +65 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 2,618 $930K 0.37% +3 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 2,746 $929K 0.13% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,742 $928K 0.08% +253 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,741 $927K 0.01% +698 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,733 $924K 0.32% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,729 $923K 0.17% +229 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,726 $922K 0.07% +1,526 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,702 $914K 0.25% +17 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 2,701 $914K 0.49% +366 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 2,700 $913K <0.01% new 13F-HR Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,699 $913K 0.11% +56 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,696 $912K 0.03% -15 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,654 $912K 0.05% +433 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,693 $911K 0.39% +2 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,685 $908K 0.2% -5 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,685 $908K 0.47% +246 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 2,674 $905K 0.41% +117 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,673 $904K 0.11% +3 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,672 $904K 0.09% +4 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,662 $900K 0.04% -348 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,655 $898K 0.2% +50 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,647 $895K 0.34% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,646 $895K 0.03% +181 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 2,645 $895K 0.34% 0 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 2,640 $893K 0.2% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 2,637 $892K 0.03% +1,957 13F-HR Timeline Borer Denton & Associates, Inc. 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