Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 1,815 $783K 0.65% -15 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,815 $783K 0.54% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 1,800 $777K 0.05% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,800 $777K 0.19% -73 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 1,796 $775K 0.06% -56 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,790 $772K 0.31% 0 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,789 $772K 0.18% +331 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,857 $770K 0.03% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,763 $761K 0.31% new 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,775 $759K 0.08% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,759 $759K 0.06% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,756 $758K 0.06% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,754 $757K 0.38% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,754 $757K 0.2% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,748 $754K 0.01% -420 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,741 $751K 0.04% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,739 $750K 0.18% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,738 $750K 0.11% -688 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,732 $747K 0.08% -516 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,730 $746K 0.18% -35 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 1,729 $746K 0.68% -426 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,728 $746K 0.04% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,720 $742K 0.06% -626 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,718 $741K 0.32% new 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,715 $740K 0.67% +51 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,712 $739K 0.03% new 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 1,711 $738K 0.62% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,700 $733K 0.5% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,694 $731K 0.16% -1,854 13F-HR Timeline Group TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 1,694 $731K 0.25% +303 13F-HR Timeline Group Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 1,689 $729K 0.08% -354 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,687 $728K 0.22% +200 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,683 $726K 0.04% +59 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,681 $725K -1,426 Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,678 $724K 0.02% +367 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,677 $724K 0.01% -738 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,675 $723K 0.07% -100 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 1,667 $719K 0.05% -433 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 1,662 $717K 0.03% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,659 $716K 0.03% -384 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,651 $712K 0.02% +79 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,650 $712K 0.07% -665 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,635 $706K 0.04% +2 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,635 $705K 0.02% +474 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,632 $704K 0.04% new 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 1,630 $703K 0.24% +129 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 1,626 $702K 0.17% +1 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,625 $701K 0.04% +159 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 1,625 $701K 0.45% +225 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,624 $701K 0.13% 0 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 1,623 $700K 0.25% +13 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 1,620 $699K 0.25% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,620 $699K 0.06% +164 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 1,606 $693K 0.2% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,598 $689K 0.01% -9 13F-HR/A Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,588 $685K 0.21% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,581 $682K 0.01% -109 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,574 $679K 0.03% -64 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 1,562 $674K 0.05% -38 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,561 $674K 0.13% +63 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,550 $669K 0.07% +150 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,550 $669K 0.06% +6 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 1,525 $667K 0.13% 0 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 1,541 $665K 2.26% new 13F-HR Timeline Group Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 1,677 $663K 0.37% -354 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 1,522 $657K 0.01% -896 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,508 $651K 0.11% +8 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,500 $647K 0.08% 0 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 1,500 $647K 0.3% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,500 $647K 0.04% +16 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,493 $644K 0.08% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,490 $643K 0.31% -325 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,485 $641K 0.13% -77 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,484 $640K 0.04% new 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 1,478 $638K 0.07% -1,416 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 1,476 $637K 0.12% 0 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 1,475 $636K 0.16% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,475 $636K 0.02% 0 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,475 $636K 0.4% +75 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,471 $635K 0.03% -49 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,470 $634K 0.1% +1 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,468 $633K 0.12% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,465 $632K 0.07% -598 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 1,465 $632K 0.05% +141 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,463 $631K 0.09% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,455 $628K 0.03% +31 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,452 $626K 0.01% -657 13F-HR Timeline Group Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,436 $620K 0.19% new 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 1,428 $616K 0.1% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,427 $616K 0.13% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,421 $613K 0.14% +39 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,413 $610K 0.18% -12 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,412 $610K 0.21% +4 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,406 $607K 0.11% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,405 $606K 0.11% +32 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,403 $605K 0.08% -441 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 1,400 $604K 0.22% new 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,400 $604K 0.15% 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,397 $603K 0.05% +18 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,395 $602K 0.02% +176 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,393 $601K 0.06% -1,066 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,391 $600K 0.07% +40 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 1,385 $598K 0.15% -15 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,381 $596K 0.01% +21 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,379 $595K 0.08% -137 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 1,378 $595K 0.41% -333 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,375 $593K 0.19% new 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,366 $589K 0.02% new 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 1,365 $589K 0.11% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,364 $589K 0.01% new 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,363 $588K 0.11% -236 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,358 $586K 0.02% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,356 $585K 0.01% +55 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 1,355 $585K 0.02% -90 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 1,354 $584K 0.24% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,353 $584K 0.09% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,352 $583K 0.01% +423 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,350 $582K 0.05% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,344 $580K <0.01% -897 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,340 $578K 0.04% -136 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,336 $576K 0.04% -26 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,325 $572K 0.05% +89 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 1,325 $572K 0.22% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,319 $569K 0.29% +4 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,314 $567K 0.12% -558 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 1,313 $567K 0.33% -5,123 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,301 $561K 0.12% new 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 1,300 $561K 0.12% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,300 $561K 0.01% new 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,283 $554K 0.31% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,280 $552K 0.11% -443 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,278 $551K 0.1% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,277 $551K 0.03% -23 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,274 $550K 0.03% -4,461 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,273 $549K 0.09% +47 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,272 $549K 0.03% new 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 1,272 $549K 0.05% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,270 $548K 0.08% -139 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,268 $547K 0.04% new 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 1,270 $547K 0.35% -1,880 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,266 $546K 0.02% new 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,265 $546K 0.02% +39 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,264 $545K 0.05% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,263 $545K 0.16% +44 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,259 $543K 0.21% new 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,258 $543K 0.15% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,258 $543K 0.02% new 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,256 $542K 0.02% -217 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 1,253 $541K 0.08% -574 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 1,249 $539K 0.07% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,248 $538K 0.05% new 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 1,247 $538K 0.27% +3 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,246 $538K 0.17% new 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 1,246 $538K 0.05% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,239 $535K 0.03% new 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,237 $534K 0.12% -10,625 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,234 $532K 0.03% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,230 $531K 0.24% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,230 $531K 0.01% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,229 $530K 0.12% 0 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,226 $529K 0.01% -10,092 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,226 $529K 0.03% -1,156 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,226 $529K 0.04% -162 13F-HR/A Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 1,224 $528K 0.12% new 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 1,224 $528K 0.16% -86 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,222 $527K 0.01% +192 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,219 $526K 0.02% +108 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,214 $524K 0.07% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,208 $521K 0.06% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,207 $521K 0.09% -129 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,206 $520K 0.06% -422 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,205 $520K 0.09% -171 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 1,205 $520K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,203 $519K 0.01% -1 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,202 $519K 0.12% -412 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,201 $518K 0.11% new 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 1,200 $518K 0.07% new 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,200 $518K 0.03% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,193 $515K 0.06% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,189 $513K 0.03% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,187 $512K 0.03% +1,185 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,186 $512K 0.06% -638 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 1,182 $510K 0.16% -422 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,180 $509K 0.38% -498 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,167 $504K 0.01% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,178 $503K 0.01% -177 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,159 $500K 0.24% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,155 $498K 0.07% new 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 1,154 $498K 0.23% -269 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,150 $496K 0.07% -243 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,148 $495K 0.3% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,148 $495K <0.01% -714 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,098 $494K 0.23% -145 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,145 $494K 0.13% -385 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,140 $492K 0.09% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,178 $492K 0.01% +116 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,129 $487K 0.03% +137 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,127 $486K 0.04% -525 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,126 $483K 0.11% -24 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,116 $481K 0.02% new 13F-HR Timeline