JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,829 $395K 0.03% new 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 1,807 $390K 0.16% 0 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,792 $387K 0.05% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,943 $387K 0.06% -804 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,772 $383K 0.04% +49 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,770 $382K <0.01% -53 13F-HR/A Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,767 $382K 0.02% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,761 $380K 0.01% +161 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,746 $377K 0.05% +217 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,738 $376K 0.05% -22 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,735 $375K 0.01% +50 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,726 $373K 0.01% -9 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,716 $371K 0.09% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,701 $368K 0.01% -24 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 1,702 $368K 0.04% -621 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,699 $367K <0.01% +8 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,693 $366K +66 Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,692 $366K <0.01% new 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,692 $366K 0.01% +82 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,685 $364K 0.05% +29 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,672 $361K <0.01% +60 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,726 $361K 0.01% -28 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,663 $359K 0.18% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,658 $358K 0.01% +5 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 1,648 $356K 0.01% -24 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,641 $355K 0.06% -209 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,633 $353K <0.01% -34 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,633 $353K 0.01% +65 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,625 $351K <0.01% +96 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,617 $349K 0.02% 0 13F-HR/A Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,614 $349K 0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,607 $347K <0.01% +398 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,599 $345K 0.02% +53 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,599 $345K 0.04% -56 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,588 $343K <0.01% +54 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,562 $337K 0.01% +80 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 1,546 $335K 0.03% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,549 $335K 0.02% +3 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,541 $333K 0.25% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,540 $333K 0.13% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,539 $333K 0.03% +208 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,534 $331K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,524 $329K <0.01% -238 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Boltwood Capital Management More: the full row for Boltwood Capital Management 1,489 $322K 0.07% +215 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,481 $320K 0.04% -296 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,480 $320K 0.02% +44 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,479 $320K 0.01% +328 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,472 $318K 0.03% +22 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,471 $318K 0.01% -84 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,467 $317K <0.01% +15 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,457 $315K <0.01% +86 13F-HR Timeline Group Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,450 $313K 0.08% 0 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 1,522 $312K 0.18% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,438 $311K <0.01% -286 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,425 $308K 0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,421 $307K <0.01% +44 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,418 $306K 0.02% +4 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 1,411 $305K 0.24% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,404 $303K 0.04% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,395 $301K 0.03% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,395 $301K 0.04% 0 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,355 $293K 0.01% -412 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,355 $293K 0.13% -4,364 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,347 $291K <0.01% +38 13F-HR Timeline Noble Wealth Partners LLC More: the full row for Noble Wealth Partners LLC 1,340 $290K 0.25% 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,330 $287K 0.01% 0 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 1,324 $286K 0.02% -518 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,310 $283K 0.02% +16 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 1,304 $282K 0.06% +24 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,302 $281K 0.01% -360 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,301 $281K 0.01% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,289 $279K 0.05% +89 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,283 $277K 0.02% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,283 $277K <0.01% +182 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,263 $273K 0.01% -2 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,262 $273K 0.01% -74 13F-HR Timeline Group INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,261 $272K 0.07% -987 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,261 $272K 0.01% +75 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 1,368 $272K 0.03% -4 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,255 $271K 0.04% +103 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,250 $270K 0.08% -16,409 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 1,248 $270K 0.02% 0 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 1,248 $270K 0.09% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,236 $267K 0.01% +71 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,217 $263K <0.01% -1,306 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,216 $263K <0.01% -30 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,192 $258K <0.01% +4 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,186 $256K 0.02% +36 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 1,185 $256K 0.12% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,184 $256K 0.01% -975 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,182 $255K 0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,171 $253K <0.01% +15 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,164 $251K <0.01% -54 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,164 $251K 0.01% +56 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,156 $250K <0.01% -132 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,155 $250K 0.01% 0 13F-HR/A Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,154 $249K 0.02% -535 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,154 $249K <0.01% -112 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 1,150 $248K 0.03% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,241 $248K 0.01% +18 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,142 $247K 0.04% +11 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,136 $245K 0.04% -65 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,123 $243K <0.01% new 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,119 $242K 0.01% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,109 $240K 0.01% 0 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 1,100 $238K 0.12% -1 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,097 $237K 0.03% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,088 $235K 0.01% -95 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,086 $235K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,085 $234K <0.01% 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,081 $234K 0.11% new 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 1,079 $233K 0.03% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,078 $233K 0.02% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,074 $232K 0.13% -104 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,072 $232K 0.01% new 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,069 $231K <0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,063 $230K 0.02% -771 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,061 $229K 0.05% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,060 $229K 0.06% -884 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 1,055 $228K 0.42% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,052 $227K 0.02% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,047 $226K 0.01% -50 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,040 $225K 0.11% new 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 1,038 $224K 0.04% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,033 $223K 0.02% +3 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1,032 $223K 0.08% new 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 1,030 $223K 0.1% 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,020 $220K <0.01% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,000 $216K 0.02% new 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 1,000 $216K 0.02% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,000 $216K 0.02% -129 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 1,000 $216K 0.08% new 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 994 $215K 0.12% 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 992 $214K 0.01% new 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 977 $211K 0.1% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 973 $210K 0.1% -44 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 959 $207K <0.01% new 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 956 $207K 0.01% new 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 951 $205K 0.01% new 13F-HR Timeline Sarissa Capital Management LP More: the full row for Sarissa Capital Management LP 950 $205K 0.12% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 947 $205K 0.05% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 945 $204K 0.02% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 991 $204K 0.08% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 929 $201K 0.02% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 927 $200K 0.04% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 924 $200K 0.01% +43 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 920 $199K 0.03% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 916 $198K 0.06% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 905 $196K 0.03% +4 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 889 $192K <0.01% +22 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 880 $190K 0.06% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 858 $185K 0.01% +604 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 825 $178K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 821 $177K 0.13% +1 13F-HR/A Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 800 $173K 0.06% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 796 $172K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 775 $167K 0.05% -168 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 733 $158K <0.01% -17 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 699 $146K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 674 $146K <0.01% -34,684 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 672 $145K 0.04% +79 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 690 $145K <0.01% -1 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 667 $144K 0.13% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 599 $129K <0.01% +33 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 593 $128K 0.03% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 592 $128K 0.01% +11 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 545 $118K 0.02% new 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 535 $116K 0.05% +20 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 525 $113K 0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 519 $112K <0.01% new 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 514 $111K 0.01% +181 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 507 $110K <0.01% -53 13F-HR Timeline Encore Global Management, LP More: the full row for Encore Global Management, LP 500 $108K 0.11% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 501 $108K <0.01% 0 13F-HR Timeline Group Curat Global, LLC More: the full row for Curat Global, LLC 503 $107K 0.09% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 468 $101K 0.01% +88 13F-HR/A Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 464 $100K 0.04% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 455 $98.3K 0.02% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 447 $96.6K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 443 $95.7K 0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 438 $94.6K <0.01% +257 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 437 $94.4K 0.05% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 422 $91.2K 0.01% -174 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 406 $87.7K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 403 $87.1K 0.05% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 389 $84K <0.01% 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 385 $83.2K 0.03% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 383 $82.8K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 381 $82.3K <0.01% +35 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 365 $78.9K 0.02% +60 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 361 $78K <0.01% +15 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 350 $75.6K 0.01% +4 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 349 $75.4K -70 Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 348 $75.2K <0.01% -1 13F-HR Timeline Group Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 338 $73K <0.01% -3,315 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 326 $70.5K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 325 $70.2K <0.01% +5 13F-HR Timeline City State Bank More: the full row for City State Bank 322 $69.6K 0.02% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 315 $68.1K 0.01% +246 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 304 $65.7K 0.01% new 13F-HR Timeline