TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 11,689 $482K 0.26% -2,861 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 11,663 $481K 0.42% -1,182 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 11,632 $480K 0.19% +132 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 11,627 $480K 0.03% +5,445 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 11,591 $478K 0.02% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 11,480 $474K 0.01% -464 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,477 $473K 0.01% +3,551 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 11,352 $468K 0.01% +1,217 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 11,338 $468K 0.03% +129 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 11,305 $466K 0.17% +2,182 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 11,222 $463K 0.02% 0 13F-HR Timeline Group Wall Capital Group, Inc. More: the full row for Wall Capital Group, Inc. 11,189 $462K 0.38% +2,151 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 11,137 $459K <0.01% +511 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 10,278 $446K 0.02% +95 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,692 $441K 0.01% -80,987 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 10,385 $428K 0.01% +118 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 10,328 $426K 0.31% -473 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 10,278 $424K 0.04% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 10,200 $421K 0.01% -8,661 13F-HR/A Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,115 $417K 0.01% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,049 $415K 0.02% +4,311 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 9,967 $413K 0.11% +354 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 9,948 $410K 0.27% +577 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 9,879 $408K 0.1% -30 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 9,830 $405K 0.16% -150 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 9,827 $405K 0.24% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,795 $404K <0.01% -374,886 13F-HR/A Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 9,758 $403K 0.08% 0 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 9,753 $402K 0.09% +1,470 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9,752 $402K 0.03% +5,797 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 9,654 $398K 0.14% -487 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 9,500 $392K 0.02% +108 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 9,484 $391K 0.31% new 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 9,483 $391K 0.28% -107 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,472 $391K 0.08% -518 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 9,395 $388K 0.01% -646 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 9,389 $387K 0.14% -658 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 9,359 $386K 0.01% -1,886 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 9,326 $385K 0.6% -233 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 9,255 $382K 0.07% -361 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 9,220 $380K 0.09% +164 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 9,177 $379K 0.06% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,138 $377K <0.01% -61 13F-HR Timeline Group TABLEAUX LLC More: the full row for TABLEAUX LLC 9,096 $375K 0.16% +812 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 9,069 $374K 0.15% -547 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,037 $373K <0.01% +1,723 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,980 $370K 0.02% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 8,943 $369K 0.04% +24 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 8,918 $368K 0.18% -3,907 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 8,684 $358K 0.05% 0 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 8,611 $356K 0.14% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,575 $354K 0.02% -966 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 8,498 $351K 0.25% -436 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 8,436 $348K 0.02% new 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 8,304 $343K 0.12% -262 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 8,291 $342K 0.17% +2 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 8,221 $339K 0.11% +1,854 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 8,193 $338K 0.28% +93 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 8,193 $338K 0.05% +93 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 8,151 $336K 0.1% -37 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 8,100 $334K 0.01% 0 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 7,968 $329K 0.09% 0 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 7,792 $327K 0.23% -1,063 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 7,911 $326K 0.13% 0 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 7,885 $325K 0.23% +367 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 7,844 $324K 0.26% 0 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 7,816 $322K 0.06% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7,807 $322K <0.01% 0 13F-HR Timeline Group Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 7,800 $322K 0.04% +107 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,645 $315K 0.02% +188 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 7,627 $315K 0.16% +1 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 7,612 $314K 0.18% +674 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 7,607 $314K 0.02% new 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 7,597 $313K 0.26% +754 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 7,569 $312K 0.08% 0 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 7,524 $310K 0.03% +869 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 7,426 $306K 0.11% +328 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 7,385 $305K 0.05% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 7,363 $304K 0.05% -500 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 7,351 $303K 0.13% +12 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 7,336 $303K 0.03% +33 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 7,305 $301K 0.21% +225 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,265 $300K 0.01% +1,705 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 7,262 $300K 0.15% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 7,222 $298K 0.02% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 7,222 $298K 0.04% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 7,200 $297K 0.02% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 7,191 $297K 0.04% new 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 7,176 $296K 0.11% -3,428 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 7,187 $296K 0.24% -92 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 7,093 $296K 0.1% +192 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,159 $295K 0.01% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 7,090 $292K 0.15% -40 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 7,000 $289K <0.01% 0 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,966 $287K <0.01% -27,434 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 6,919 $285K 0.2% +2,209 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 6,892 $284K 0.07% +11 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 6,884 $284K 0.17% +1,910 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,842 $282K 0.04% +587 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 7,205 $281K 0.19% 0 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 6,796 $280K 0.13% +49 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,795 $280K 0.13% +2 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 6,726 $277K <0.01% new 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 6,665 $275K 0.09% +49 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 6,654 $274K 0.06% new 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 6,594 $272K 0.23% +965 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 6,577 $271K 0.12% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 6,572 $271K 0.14% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 6,497 $268K 0.03% +4,944 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,491 $268K 0.05% -1,611 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 6,479 $267K 0.01% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 6,477 $267K 0.03% +74 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 6,458 $266K 0.03% +3,599 13F-HR Timeline Group THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 6,419 $265K <0.01% new 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 6,386 $263K 0.25% -286 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,329 $261K <0.01% new 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 6,238 $257K 0.04% +21 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 6,187 $255K 0.12% +12 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 6,154 $254K 0.05% +384 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 6,107 $252K 0.07% -1,315 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 6,066 $250K 0.03% +69 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 6,040 $249K 0.09% -107 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,010 $248K 0.01% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,976 $247K 0.01% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 5,957 $246K 0.03% -6,769 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,851 $241K <0.01% -329 13F-HR Timeline Group Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 5,754 $237K 0.13% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,718 $236K 0.02% new 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 5,670 $234K 0.17% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,656 $233K <0.01% 0 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 5,648 $233K 0.15% +11 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 5,591 $231K 0.12% -3,764 13F-HR/A Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,578 $230K 0.03% -196 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,546 $229K 0.01% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,503 $227K 0.01% 0 13F-HR Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 5,383 $222K 0.11% -249 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 5,352 $221K 0.05% -1,640 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,327 $220K <0.01% +38 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,308 $219K 0.1% new 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 5,287 $218K <0.01% -414 13F-HR Timeline Group Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 5,217 $215K 0.07% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,208 $215K <0.01% -2,361 13F-HR/A Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 5,149 $212K 0.07% new 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 5,137 $212K 0.06% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 5,114 $211K 0.01% new 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 5,069 $209K 0.04% new 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 5,050 $208K 0.01% new 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 5,042 $208K 0.02% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,000 $206K <0.01% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,000 $206K 0.02% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,949 $204K <0.01% -2,897 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,910 $203K <0.01% new 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 4,896 $202K 0.15% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,894 $202K 0.01% new 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 4,881 $201K 0.13% -26,851 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 4,878 $201K 0.13% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,861 $201K <0.01% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,619 $191K 0.01% +37 13F-HR/A Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 4,555 $188K 0.03% +4,547 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4,409 $182K 0.06% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 4,342 $179K 0.06% new 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 4,145 $161K 0.12% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,903 $161K 0.09% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,895 $161K 0.01% +8 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 3,601 $149K 0.04% +63 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 3,369 $139K 0.26% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,344 $138K <0.01% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 3,252 $134K <0.01% +562 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,583 $107K 0.05% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,526 $104K 0.03% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,471 $102K <0.01% -1,655 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,314 $95K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,975 $81.5K <0.01% +56 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,924 $79.4K 0.02% +3 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,900 $78.4K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,867 $77K 0.02% +3 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 1,635 $67.4K 0.03% +6 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 1,596 $65.9K 0.06% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,590 $65.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,542 $63.6K <0.01% +17 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,442 $59K 0.01% +504 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,321 $54.5K 0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,204 $49.7K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,006 $41.5K <0.01% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 988 $40.8K <0.01% +8 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 987 $40.7K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 962 $39.7K <0.01% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 856 $35.3K 0.01% +10 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 780 $32K <0.01% new 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 764 $31.5K 0.01% -392 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 730 $30.1K 0.03% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 700 $28.9K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 695 $28.7K 0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 681 $28.1K 0.02% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 611 $25.2K <0.01% +364 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 598 $24.7K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 587 $24.2K <0.01% -344 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 520 $21.4K 0.01% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 516 $21.3K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 467 $19.3K <0.01% 0 13F-HR Timeline