Partners in Financial Planning More: the full row for Partners in Financial Planning 2,163 $340K 0.06% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,145 $337K 0.01% +574 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,142 $336K 0.02% -190 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,140 $336K 0.02% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,140 $336K 0.11% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,136 $335K 0.01% +525 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,132 $335K 0.01% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,129 $334K 0.01% -13 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,130 $334K 0.02% +179 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,125 $334K 0.04% +216 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,158 $333K 0.31% -64 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,121 $333K <0.01% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,120 $333K 0.1% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,117 $332K 0.02% +17 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,109 $331K 0.05% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,108 $331K 0.02% -12 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,100 $330K 0.08% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,087 $328K 0.02% -225 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,082 $327K 0.02% -266 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,079 $326K <0.01% -137 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,067 $324K 0.02% +354 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 2,057 $323K 0.06% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,052 $322K 0.03% new 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,038 $320K 0.01% -310 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,025 $318K <0.01% +10 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,016 $316K 0.04% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,007 $315K <0.01% new 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 2,000 $314K <0.01% 0 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,990 $312K 0.01% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,986 $311K 0.13% -8 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 1,956 $307K 0.18% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,979 $306K <0.01% 0 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,957 $303K 0.01% -3,690 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,916 $301K <0.01% -771 13F-HR/A Timeline Group Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,913 $300K 0.22% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 1,911 $300K 0.18% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,911 $300K 0.13% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,906 $299K <0.01% -138 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,902 $298K 0.04% +1 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,895 $297K 0.02% -1 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 1,889 $296K 0.03% +211 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,874 $294K 0.05% -39 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 1,874 $294K 0.22% +10 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,870 $294K 0.02% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,860 $292K 0.1% +256 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,855 $291K 0.13% +20 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,854 $291K 0.14% +72 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,849 $290K 0.02% -68 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,829 $287K 0.01% +173 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 1,826 $287K 0.2% -5 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,839 $286K 0.01% -19 13F-HR/A Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,822 $286K 0.01% -17 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,816 $285K 0.05% +128 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,810 $284K 0.02% 0 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,807 $284K 0.01% -1,612 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,806 $283K 0.06% +13 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,802 $283K 0.06% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,773 $278K 0.01% -35 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,770 $278K 0.02% -177 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,766 $277K 0.05% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,744 $274K 0.01% -24 13F-HR Timeline American Trust More: the full row for American Trust 1,730 $272K 0.02% +205 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,721 $270K 0.01% +249 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,719 $270K 0.03% new 13F-HR Timeline Blue Owl Capital Holdings LP More: the full row for Blue Owl Capital Holdings LP 1,718 $270K 0.08% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,715 $270K 0.01% -18 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,715 $269K 0.03% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1,713 $269K 0.1% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 1,702 $267K 0.05% +60 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 1,700 $267K 0.26% -8,400 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,697 $266K 0.03% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,683 $264K 0.03% 0 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,682 $264K 0.05% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,679 $264K <0.01% 0 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 1,706 $264K 0.12% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,667 $262K 0.42% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,666 $261K 0.01% -101 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,663 $261K 0.09% -487 13F-HR Timeline TOBAM More: the full row for TOBAM 1,656 $260K 0.09% -3,189 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,652 $259K 0.02% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,638 $257K 0.02% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,611 $253K 0.05% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,633 $252K <0.01% -4,108 13F-HR Timeline Group Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,600 $251K 0.03% +100 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,600 $251K 0.05% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,599 $251K 0.13% -118 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,596 $251K 0.01% -13 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,590 $250K 0.03% +37 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,585 $249K 0.01% -26 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,584 $249K <0.01% +52 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,607 $248K 0.02% +743 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,581 $248K <0.01% +376 13F-HR/A Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,580 $248K 0.02% -177 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,572 $247K 0.01% -305 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,569 $246K 0.06% -17 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,568 $246K 0.01% -962 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,565 $246K 0.08% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 1,564 $245K 0.07% +104 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,562 $245K 0.07% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,554 $244K 0.02% +4 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 1,554 $244K 0.04% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,550 $243K 0.13% -274 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,541 $242K 0.02% -33 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,540 $242K 0.01% +31 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,538 $241K 0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,535 $241K 0.06% +281 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 1,533 $241K <0.01% -18,001 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,528 $240K 0.01% -42 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,528 $240K 0.02% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,515 $239K 0.06% -44 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,515 $238K 0.01% +3 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 1,511 $237K 0.14% +4 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. 1,509 $237K <0.01% -49 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,507 $237K 0.01% 0 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,507 $237K 0.04% +256 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,504 $236K 0.01% new 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 1,503 $236K 0.05% -290 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,502 $236K <0.01% +48 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,409 $235K 0.03% -66 13F-HR/A Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,500 $235K 0.02% -216 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,499 $235K 0.13% -195 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,488 $234K 0.04% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,483 $233K 0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,477 $232K 0.02% -2,603 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,475 $232K 0.16% -392 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,463 $230K 0.03% +5 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,455 $228K 0.13% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,451 $228K 0.04% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,445 $227K 0.04% -1,143 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,435 $225K <0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,426 $224K 0.06% +9 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,418 $223K 0.07% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,415 $222K 0.04% +4 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,407 $221K <0.01% -98 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,402 $220K 0.05% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,397 $219K 0.03% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,390 $218K 0.15% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,389 $218K 0.13% 0 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,372 $215K 0.12% +31 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,372 $215K 0.02% +2 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,370 $215K 0.02% +153 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,369 $215K 0.06% +71 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,360 $213K 0.05% +20 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,359 $213K <0.01% new 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,355 $213K 0.07% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,355 $213K 0.03% -40 13F-HR Timeline Group ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 1,351 $212K 0.01% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,350 $212K 0.11% -109 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,339 $210K 0.01% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,326 $208K 0.03% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,319 $207K 0.02% +78 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,316 $207K 0.01% -955 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,313 $206K <0.01% -2,134 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,308 $205K 0.16% +4 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,307 $205K <0.01% -71 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,303 $205K 0.13% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,302 $204K 0.04% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,000 $204K 0.03% -800 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,300 $204K 0.05% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,298 $204K 0.09% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,296 $203K 0.05% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,065 $203K 0.06% -448 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,069 $203K 0.02% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,290 $202K 0.04% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,287 $202K 0.05% 0 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 1,281 $201K 0.06% -40 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 1,280 $201K 0.12% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,230 $193K 0.07% +112 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,228 $193K 0.01% +983 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,212 $190K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,178 $185K 0.01% +368 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,161 $182K 0.01% -69 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,150 $181K 0.03% -260 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,150 $181K 0.07% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,142 $179K 0.08% -48 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,090 $171K 0.08% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,082 $170K 0.06% +596 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,035 $162K <0.01% -14 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 989 $155K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 987 $155K 0.01% -788 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 964 $151K 0.01% +955 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 946 $148K 0.01% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 939 $147K 0.01% 0 13F-HR/A Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 900 $141K <0.01% new 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 887 $139K 0.17% -150 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 856 $134K 0.07% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 782 $123K 0.01% -1,510 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 737 $116K 0.01% -14 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 700 $110K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 687 $108K <0.01% +199 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 682 $107K 0.01% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 777 $104K <0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 659 $103K 0.07% +20 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 647 $102K 0.01% -37 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 641 $101K 0.07% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 630 $98.9K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 621 $97K 0.02% -15,709 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 612 $96.1K 0.04% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 611 $95.9K 0.01% -2 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 600 $94.2K <0.01% 0 13F-HR Timeline