REBALANCE, LLC More: the full row for REBALANCE, LLC 5,853 $434K 0.03% -443 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 5,850 $434K 0.06% +13 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 5,843 $433K 0.41% 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. 5,727 $425K 0.01% -27,157 13F-HR Timeline Group Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 5,721 $424K 0.09% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 5,721 $424K 0.07% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 5,719 $424K 0.04% -1,668 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,673 $421K 0.01% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,642 $418K 0.01% 0 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 5,641 $418K 0.34% 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,610 $416K 0.04% 0 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 5,595 $415K 0.09% +1,043 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,587 $414K 0.05% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,538 $411K 0.01% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,533 $410K 0.1% +1 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 5,489 $407K 0.18% +12 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,466 $406K 0.01% +42 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 5,444 $404K 0.16% -431 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,379 $399K <0.01% -287 13F-HR Timeline Group Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 5,340 $396K 0.13% +4 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,330 $395K 0.01% +270 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,304 $393K 0.05% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,301 $393K 0.01% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 5,177 $391K 0.04% -259 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,258 $390K 0.11% -18 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,248 $389K 0.05% -9,880 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,177 $384K 0.01% new 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 5,165 $383K 0.08% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 7,510 $381K 0.27% +3,836 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 5,117 $380K 0.01% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 5,115 $379K 0.04% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 5,102 $378K 0.1% -82 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 5,094 $378K 0.13% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,070 $376K 0.03% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 5,033 $373K 0.04% +11 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,018 $372K 0.07% -2,872 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 5,007 $371K 0.2% +18 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,001 $371K 0.03% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,000 $371K 0.01% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 4,993 $370K 0.06% 0 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 4,993 $370K 0.22% +8 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 4,956 $368K 0.34% 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 4,933 $366K 0.28% 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 4,895 $363K 0.26% +140 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,880 $362K 0.01% -24,669 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 4,879 $362K 0.04% +10 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 4,867 $361K 0.32% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,862 $361K 0.01% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 8,517 $361K 0.06% new 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 4,861 $361K 0.15% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,833 $359K 0.01% 0 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 4,826 $358K 0.21% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,823 $358K 0.02% new 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 4,727 $357K 0.05% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 4,773 $354K 0.15% +1 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 4,686 $353K 0.31% 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 4,707 $349K <0.01% 0 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4,690 $348K 0.07% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,666 $346K 0.04% 0 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 4,643 $344K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,623 $343K 0.04% +9 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,604 $341K <0.01% -11,464 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,561 $338K 0.08% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 4,546 $337K 0.19% +10 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,543 $337K 0.17% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,538 $337K 0.05% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,531 $336K 0.01% 0 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 4,459 $331K 0.16% -650 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 4,425 $328K 0.17% -11,316 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 4,427 $328K 0.04% -2,260 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 4,365 $324K 0.06% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,355 $323K 0.02% +10 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,333 $321K 0.04% +10 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,330 $321K <0.01% -405 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,304 $319K 0.07% -816 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,294 $318K 0.01% 0 13F-HR Timeline Group Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,254 $316K 0.18% +42 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 4,206 $312K 0.21% +9 13F-HR Timeline MOTCO More: the full row for MOTCO 4,184 $310K 0.03% 0 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 4,122 $308K 0.18% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,142 $307K 0.01% -9,495 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 4,133 $307K 0.2% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,124 $306K 0.01% +1 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 4,109 $305K 0.04% -387 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,080 $303K 0.01% +147 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,078 $302K 0.01% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 4,064 $301K 0.04% 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 4,064 $301K 0.02% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 4,056 $301K 0.2% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,024 $298K <0.01% +1 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,976 $295K 0.01% 0 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 3,914 $290K 0.3% 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,896 $289K 0.04% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,862 $286K 0.1% -28 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,850 $286K 0.15% +109 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 3,819 $283K 0.07% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,811 $283K 0.04% +8 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,811 $283K 0.02% +8 13F-HR Timeline Group Up Capital Management, Inc. More: the full row for Up Capital Management, Inc. 3,808 $282K 0.25% 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 3,764 $279K 0.09% +1 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,703 $275K 0.01% +1,238 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,593 $271K 0.01% 0 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 3,658 $271K 0.2% 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 3,650 $271K 0.22% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,647 $270K 0.01% -172 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,599 $267K 0.02% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,514 $265K 0.09% 0 13F-HR Timeline Aspirean Wealth, LLC More: the full row for Aspirean Wealth, LLC 3,541 $263K 0.29% 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,524 $261K 0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,521 $261K 0.01% +340 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,502 $260K 0.03% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,485 $258K <0.01% 0 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,483 $258K <0.01% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 3,476 $258K 0.08% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,464 $257K 0.07% +204 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,386 $256K 0.12% -448 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 3,454 $256K 0.09% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,448 $256K 0.12% +25 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 3,414 $253K 0.02% +7 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,390 $251K 0.02% new 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 3,370 $250K 0.05% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,351 $249K 0.03% +2 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 3,325 $247K 0.04% +7 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,278 $243K 0.04% -550 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,236 $242K 0.01% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,221 $239K 0.03% 0 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 3,195 $237K 0.02% +7 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,181 $236K 0.15% +5 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,115 $231K 0.05% +180 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,102 $230K 0.01% 0 13F-HR Timeline Safe Harbor Wealth Advisors, LLC More: the full row for Safe Harbor Wealth Advisors, LLC 3,083 $229K 0.22% 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 3,079 $228K 0.09% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,064 $227K 0.04% -23 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 3,057 $227K 0.03% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 3,052 $226K 0.08% -451 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,043 $226K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,043 $226K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,037 $225K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JM2 Capital Inc. More: the full row for JM2 Capital Inc. 3,027 $225K 0.18% 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 3,026 $224K 0.26% 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 3,003 $223K 0.18% 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,002 $223K 0.01% new 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,000 $223K <0.01% new 13F-HR Timeline Group COFG Advisors, LLC More: the full row for COFG Advisors, LLC 2,960 $220K 0.05% 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,943 $218K 0.02% +6 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 2,929 $217K 0.03% 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 2,907 $216K 0.04% -20 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 2,903 $215K 0.15% 0 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 2,891 $214K 0.03% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,890 $214K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 2,880 $214K 0.06% 0 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 2,865 $213K 0.05% 0 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 2,836 $210K 0.14% 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,833 $210K 0.03% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,764 $209K 0.03% -819 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,811 $208K 0.11% -1,991 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,791 $207K 0.05% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,716 $201K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,507 $186K <0.01% +1,389 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,397 $178K <0.01% -1,077 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,383 $177K 0.02% 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2,340 $174K 0.04% -105 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,330 $173K 0.04% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,271 $168K 0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 2,257 $167K 0.14% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,245 $167K 0.04% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,243 $166K 0.03% +5 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 2,200 $163K 0.06% -107 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,161 $160K 0.09% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,154 $160K 0.04% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,078 $154K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,880 $139K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,872 $139K <0.01% +91 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,860 $138K 0.06% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,854 $138K 0.01% new 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 1,844 $137K 0.08% +4 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,832 $136K <0.01% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,794 $133K 0.04% -64 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,730 $128K 0.03% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,625 $121K 0.01% +378 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,623 $120K 0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 1,612 $120K 0.09% +3 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,578 $117K 0.04% +1,552 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,535 $114K 0.08% -12 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 1,510 $112K 0.11% 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,491 $111K 0.04% 0 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 1,381 $102K 0.11% 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,334 $98.9K <0.01% -5,864 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,312 $97.3K 0.01% +3 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,159 $86K 0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1,150 $85.3K 0.02% +423 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,103 $81.8K 0.06% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,035 $76.8K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,034 $76.7K 0.01% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 861 $63.9K 0.06% 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 828 $61.4K 0.01% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 807 $61.2K 0.01% +555 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 813 $60K <0.01% 0 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 775 $57.5K 0.02% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 671 $49.8K <0.01% -81 13F-HR Timeline