WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,967 $404K 0.04% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,965 $404K 0.05% +143 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,875 $403K 0.01% +569 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,955 $402K 0.01% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,951 $401K 0.1% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,939 $399K 0.11% -32 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,919 $394K 0.06% +30 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,896 $390K 0.08% -19 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,855 $388K 0.05% -422 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 1,872 $385K 0.25% +131 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,868 $384K 0.06% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,868 $384K 0.02% +2 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,859 $382K 0.08% -30 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,858 $382K 0.08% -160 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,840 $378K 0.01% -154 13F-HR Timeline FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 1,840 $378K <0.01% new 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 1,838 $378K 0.08% +2 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 1,834 $377K 0.38% +274 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,827 $375K 0.01% +11 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 1,816 $373K 0.08% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,817 $373K 0.24% -85 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,808 $372K 0.16% +700 13F-HR Timeline Group LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 1,780 $370K 0.26% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,800 $370K 0.02% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,800 $370K 0.01% -200 13F-HR Timeline Group Promus Capital, LLC More: the full row for Promus Capital, LLC 1,800 $370K 0.28% +2 13F-HR/A Timeline S&CO INC More: the full row for S&CO INC 1,800 $369K 0.02% -200 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 1,780 $366K 0.04% 0 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 1,759 $366K 0.12% -13 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,776 $365K 0.09% -55 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 1,770 $365K 0.28% +3 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,771 $364K 0.09% new 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,770 $364K 0.01% +30 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,768 $363K 0.04% +156 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,759 $362K 0.03% +183 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,747 $359K 0.08% -200 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,735 $357K 0.01% -13 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,731 $356K 0.18% +61 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,728 $355K 0.02% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,728 $355K 0.07% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,726 $355K 0.25% +4 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,719 $353K 0.04% -31 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,719 $353K 0.26% +763 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,717 $353K 0.06% -6 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,703 $350K 0.18% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,761 $350K 0.18% -20 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,701 $350K 0.13% +102 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,700 $349K 0.06% -160 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,694 $348K 0.03% +79 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 1,689 $347K 0.53% -9 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 1,689 $347K 0.08% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,682 $346K 0.04% +12 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 1,672 $344K 0.16% +89 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,671 $343K 0.08% -2,404 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,670 $343K 0.09% -28 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,669 $343K 0.04% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,661 $341K 0.05% -3,208 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,659 $341K 0.01% -49 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,653 $340K 0.01% -5 13F-HR/A Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,642 $337K <0.01% -3,147 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,636 $336K 0.11% -205 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,620 $333K 0.01% new 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 1,611 $331K 0.2% new 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,608 $330K <0.01% -84 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,602 $329K 0.01% +381 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,602 $329K 0.13% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,600 $329K 0.35% 0 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 1,599 $329K 0.03% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,590 $327K 0.35% +240 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Calydon Capital More: the full row for Calydon Capital 1,588 $326K 0.06% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,585 $326K 0.02% -36 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,579 $325K 0.03% -1,588 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,579 $324K 0.01% -525 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,572 $323K 0.05% +319 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,568 $322K 0.03% +329 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,557 $320K 0.04% new 13F-HR/A Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,557 $320K 0.26% +1 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,554 $319K 0.02% +455 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,542 $317K 0.11% -240 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,540 $317K 0.01% -5 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,536 $316K 0.01% -1 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,532 $315K 0.05% new 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,517 $312K 0.03% +13 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,516 $312K 0.03% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,511 $311K 0.08% +4 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,509 $310K 0.04% +1 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,504 $309K 0.02% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,500 $308K 0.01% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,533 $308K 0.02% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,495 $307K 0.02% +232 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,470 $302K 0.04% +110 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 1,468 $302K 0.02% +1 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,465 $301K 0.06% +155 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,464 $301K <0.01% 0 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 1,463 $301K 0.02% +24 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,453 $299K 0.05% +54 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,447 $297K 0.04% -219 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,444 $297K 0.05% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,440 $296K 0.03% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 1,441 $296K 0.06% -119 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,440 $296K 0.01% 0 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 1,425 $293K 0.02% -175 13F-HR Timeline Group Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,602 $293K 0.2% -55 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,417 $291K 0.01% +11 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 1,414 $291K 0.13% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,413 $290K 0.07% +7 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,394 $287K 0.04% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,378 $283K 0.08% +22 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,372 $282K 0.05% 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 1,367 $281K 0.08% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,361 $280K <0.01% new 13F-HR Timeline Group Thomasville National Bank More: the full row for Thomasville National Bank 1,358 $279K 0.02% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,354 $278K 0.01% +86 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,343 $276K 0.02% +42 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 1,342 $276K 0.11% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,337 $275K 0.03% -352 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,111 $274K 0.03% -60 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,331 $274K 0.01% 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,329 $273K 0.01% +128 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,321 $272K 0.05% +49 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 1,320 $271K 0.08% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,316 $270K 0.01% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,314 $270K 0.04% +53 13F-HR/A Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,312 $270K 0.15% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,310 $269K 0.01% 0 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1,200 $267K 0.01% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 1,300 $267K 0.11% new 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. 1,299 $267K 0.01% +35 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,293 $266K 0.02% +51 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,291 $265K <0.01% +51 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,280 $263K 0.04% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,274 $262K 0.12% new 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,272 $261K 0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,266 $260K 0.07% +406 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,264 $260K 0.1% -8 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,264 $260K 0.08% -12 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 1,256 $258K 0.07% -152 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,256 $258K 0.02% +47 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,253 $258K 0.02% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,241 $255K 0.01% +58 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,240 $255K 0.01% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,236 $254K 0.02% -996 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 1,232 $253K 0.04% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,222 $251K 0.05% +10 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,215 $250K 0.01% +23 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,204 $247K <0.01% new 13F-HR Timeline VanWeelden Wealth Management, LLC More: the full row for VanWeelden Wealth Management, LLC 1,200 $247K 0.22% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,200 $247K 0.05% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,200 $247K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,194 $245K 0.01% -9,168 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,190 $245K 0.12% -83 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,189 $244K 0.03% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,188 $244K 0.01% +9 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,164 $243K 0.01% -1,896 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,179 $242K 0.02% 0 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,174 $241K 0.09% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,173 $241K 0.01% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,172 $241K 0.02% +68 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,170 $240K 0.02% +31 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,163 $239K 0.01% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,152 $237K 0.02% 0 13F-HR Timeline Group Brookmont Capital Management More: the full row for Brookmont Capital Management 1,149 $236K 0.13% +1 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,148 $236K <0.01% +10 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,144 $235K 0.01% +416 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,143 $235K <0.01% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,138 $234K 0.04% -227 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,136 $233K 0.07% +1 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,131 $232K 0.04% -36 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,131 $232K 0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,130 $232K 0.01% -64 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,128 $232K 0.1% +37 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,124 $231K 0.04% -172 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,119 $230K 0.02% -3,266 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,118 $230K 0.09% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,117 $230K <0.01% new 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,116 $229K <0.01% new 13F-HR Timeline Group Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,116 $229K 0.11% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,104 $227K 0.01% +232 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 1,100 $226K 0.11% +5 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,096 $225K 0.14% -24 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,094 $225K 0.06% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,092 $224K 0.05% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,072 $223K 0.05% -464 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,080 $222K 0.02% +160 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,080 $222K 0.17% new 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,080 $222K 0.09% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 1,060 $218K 0.03% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,059 $218K 0.06% -4,730 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,056 $217K 0.01% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,054 $217K 0.02% new 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 1,052 $216K 0.03% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,048 $215K <0.01% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,044 $215K 0.02% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,044 $215K 0.04% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,044 $215K 0.04% -1,268 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,035 $213K 0.17% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,028 $211K 0.08% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,026 $211K 0.01% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,025 $211K 0.02% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,024 $210K 0.02% new 13F-HR/A Timeline