Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,148 $614K 0.03% +1,534 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,152 $612K 0.08% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 3,145 $610K 0.05% +132 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 3,145 $610K 0.22% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,127 $607K 0.04% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 3,122 $606K 0.05% -219 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 3,112 $604K 0.02% -599 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 3,094 $600K 0.44% +262 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,082 $598K 0.2% +50 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 3,075 $597K 0.13% -215 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,070 $596K 0.16% -270 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,066 $595K 0.03% -36 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,053 $593K 0.02% +120 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,812 $591K 0.08% -180 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3,036 $589K 0.1% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,019 $586K 0.12% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,014 $585K 0.02% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,006 $585K 0.01% +79 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,979 $578K 0.07% +396 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,961 $575K 0.03% +1,267 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,957 $574K 0.24% -74 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,936 $570K 0.07% +25 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 2,931 $569K 0.06% -995 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,929 $568K <0.01% -260 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,913 $565K 0.07% -23 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,887 $560K 0.02% +1,217 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,869 $557K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,860 $555K 0.06% 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,844 $552K 0.09% +474 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,841 $551K 0.08% -3 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,838 $551K 0.02% +146 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,837 $551K 0.38% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 2,835 $550K 0.21% -132 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,819 $547K 0.09% +2,439 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,818 $547K 0.16% +284 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,808 $545K 0.01% -463 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,800 $543K 0.18% +841 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 2,800 $543K 0.1% -600 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,774 $539K 0.08% -34 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 2,777 $539K 0.01% +758 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,746 $533K 0.04% +1,402 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,742 $532K <0.01% -89 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,736 $531K 0.01% -445 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 2,725 $529K 0.07% -1,798 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,722 $528K 0.01% -586 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,717 $527K 0.1% +119 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,718 $527K 0.01% +395 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,702 $524K 0.25% +137 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 2,690 $522K 0.03% +290 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,688 $522K 0.16% +1,568 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,677 $520K 0.02% -702 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,668 $518K 0.46% new 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,666 $517K 0.19% +160 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,662 $517K 0.01% -40 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,637 $512K 0.1% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,610 $507K 0.02% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,591 $506K <0.01% -2,512 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,699 $505K 0.07% -85 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,591 $503K 0.01% -17 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,472 $501K 0.06% -10,006 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,573 $499K 0.11% -838 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,568 $498K 0.01% -68 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,559 $497K 0.05% +1,238 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,558 $496K 0.05% -2,305 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 2,545 $494K 0.32% +110 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,544 $494K 0.02% +97 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,542 $493K 0.01% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,542 $493K 0.11% +394 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 2,520 $489K 0.11% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,518 $489K 0.03% +20 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,517 $488K 0.02% +140 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,511 $487K -125 Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,497 $485K 0.15% +211 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,492 $484K 0.01% +95 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,485 $482K 0.01% +726 13F-HR Timeline Group JENSEN INVESTMENT MANAGEMENT INC More: the full row for JENSEN INVESTMENT MANAGEMENT INC 2,486 $482K 0.01% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,466 $479K 0.07% -145 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,465 $478K 0.37% -146 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,463 $478K 0.22% -427 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,455 $476K 0.02% -904 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 2,453 $476K 0.38% -727 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,424 $471K 0.03% +132 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,124 $469K 0.01% -2,774 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,015 $468K <0.01% +352 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,387 $463K 0.04% -18 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,382 $462K 0.17% -10 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,375 $461K 0.06% -1,539 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,374 $461K 0.05% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,374 $461K 0.01% +12 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,371 $460K 0.07% -233 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,363 $459K 0.08% -169 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,354 $457K 0.03% -35 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,340 $454K 0.02% -777 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 2,250 $453K 0.02% -1 13F-HR Timeline Group GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,321 $450K 0.02% -600 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,320 $450K 0.03% +144 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,316 $449K 0.1% -132 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 2,294 $445K 0.33% -979 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,294 $445K 0.01% +39 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,274 $441K <0.01% +371 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,266 $440K 0.02% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,259 $438K 0.01% -2 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,246 $436K 0.23% -125 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,237 $434K -1,060 Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 2,229 $433K 0.21% -18 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,215 $430K 0.02% -75 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 2,200 $427K <0.01% new 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,198 $427K <0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,192 $425K 0.02% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,192 $425K 0.04% +717 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,188 $425K 0.01% new 13F-HR Timeline Group Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 2,174 $422K 0.13% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,151 $417K 0.04% +409 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,135 $414K 0.06% -53 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,132 $414K 0.11% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,118 $413K 0.06% -316 13F-HR/A Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,117 $411K 0.02% -3 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,094 $410K 0.01% -3,148 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,108 $409K 0.15% -130 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,104 $408K 0.03% -803 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,102 $408K <0.01% -101 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,094 $406K 0.02% -59,138 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,085 $404K 0.09% +2 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,081 $404K 0.32% 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,080 $404K 0.25% +165 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,077 $403K 0.06% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,065 $401K 0.09% -780 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,013 $401K 0.04% -22 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,053 $398K 0.02% +1,941 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 2,050 $398K 0.04% +332 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 2,049 $398K 1.14% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,046 $397K 0.13% -1,060 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 2,045 $397K 0.05% -25 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,045 $397K 0.1% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,039 $396K 0.01% +148 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 2,032 $394K 0.02% -5 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,031 $394K 0.01% -3 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,028 $394K 0.04% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,911 $392K 0.04% +200 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,015 $391K 0.01% +487 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,918 $390K 0.05% +516 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,010 $390K <0.01% -209 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,000 $388K 0.01% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 2,000 $388K 0.05% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,997 $388K 0.2% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,992 $387K 0.11% -125 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,992 $387K 0.03% +33 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,981 $385K 0.04% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,975 $383K 0.12% -1,512 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,969 $382K 0.01% +238 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,967 $382K 0.25% -267 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,954 $379K 0.04% +644 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,945 $377K 0.02% -4 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 1,940 $376K 0.22% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,935 $376K 0.04% +234 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,933 $375K 0.01% -97 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,932 $375K 0.31% +41 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,931 $375K 0.01% +198 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,929 $374K 0.02% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,926 $374K 0.03% -110 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,911 $371K 0.61% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,909 $370K 0.01% -42,903 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,904 $370K 0.04% -491 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,904 $370K 0.02% -859 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,897 $368K 0.02% -1,870 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,895 $368K 0.06% +520 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 1,877 $367K <0.01% -739 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,882 $365K 0.06% -112 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,879 $365K 0.01% -1,739 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 1,875 $364K 0.54% 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,855 $360K 0.2% -4,247 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,849 $359K 0.01% +156 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,847 $358K 0.02% +36 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,843 $358K 0.03% -31 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,838 $357K 0.03% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,835 $356K 0.01% +77 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,829 $355K 0.15% -97 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,814 $352K 0.04% -8 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,812 $352K 0.06% +79 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 1,807 $351K 0.11% -445 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,805 $350K 0.01% +412 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,805 $350K 0.01% 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,720 $350K 0.06% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,798 $349K 0.13% -54 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,795 $348K 0.03% -171 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,792 $348K 0.04% 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 1,780 $345K 0.2% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,777 $345K 0.01% +1,100 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,776 $345K 0.02% -23 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,772 $344K 0.16% +78 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 1,753 $340K 0.01% -427 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 1,747 $339K 0.12% -898 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,741 $338K 0.03% +90 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,740 $338K 0.02% +170 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,738 $337K 0.04% +247 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,727 $335K 0.24% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,727 $335K <0.01% +187 13F-HR Timeline Group Marks Wealth, LLC More: the full row for Marks Wealth, LLC 1,725 $335K 0.11% +2 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,724 $335K 0.03% -521 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 1,715 $333K 0.03% -4,478 13F-HR Timeline Group