Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 1,850 $966K 0.11% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 1,839 $961K 0.08% +538 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 1,838 $960K 0.13% +158 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 1,834 $958K 0.25% -3 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,831 $957K 0.1% +375 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,827 $954K 0.02% -3 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,826 $953K 0.16% +41 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 1,824 $953K -126,860 Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,824 $953K 0.05% -390 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,812 $947K 0.1% -60 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 1,810 $946K 0.15% -213 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,809 $945K 0.04% -732 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,802 $941K <0.01% +755 13F-HR Timeline Group MOTCO More: the full row for MOTCO 1,800 $940K 0.08% -93 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 1,796 $936K 0.25% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,784 $932K 0.02% +142 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,781 $930K 0.08% -41 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,778 $929K 0.01% +1,065 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,771 $925K 0.13% -405 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,771 $925K 0.08% -155 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 1,771 $925K 1.24% 0 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,762 $920K 0.12% 0 13F-HR Timeline Group Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 1,742 $910K 0.69% 0 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 1,725 $901K -877 Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,724 $901K 0.24% -97 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,676 $900K 0.27% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,718 $897K 0.02% -185 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,714 $895K 0.05% -45 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 1,713 $895K 0.33% +1,124 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,712 $894K 0.01% 0 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 1,710 $893K 0.1% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,708 $892K 0.13% 0 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 1,707 $892K 0.73% -199 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,706 $891K 0.02% +1,250 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 1,706 $891K 0.36% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,694 $885K 0.08% -69 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 1,693 $884K 0.18% -50 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,686 $884K 0.02% +282 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,628 $878K 0.35% +738 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,673 $874K 0.03% -98 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 1,657 $866K 0.4% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,654 $864K 0.31% +116 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,649 $861K <0.01% 0 13F-HR Timeline Group GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,646 $860K 0.59% 0 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 1,641 $857K <0.01% -1,446 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 1,630 $855K 0.02% +635 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,634 $854K 0.26% 0 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 1,631 $852K 0.1% -42 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,627 $850K 0.19% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,621 $847K 0.08% +5 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,617 $845K 0.82% -105 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 1,609 $841K 0.67% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,594 $833K 0.04% -30 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 1,592 $832K 0.32% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,591 $831K 0.08% 0 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 1,591 $831K 0.45% +37 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 1,574 $822K <0.01% +184 13F-HR Timeline Group Everest Financial Group LLC More: the full row for Everest Financial Group LLC 1,574 $822K 0.11% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,572 $821K 0.08% new 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 1,568 $819K 0.33% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,565 $817K 0.1% +1 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,551 $810K 0.08% +130 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,542 $806K 0.01% -193 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 1,541 $805K 0.32% -393 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 1,541 $805K 0.04% +39 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,534 $801K 0.08% +50 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,532 $800K 0.07% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 1,525 $797K 0.1% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,514 $791K 0.05% new 13F-HR Timeline American Trust More: the full row for American Trust 1,513 $790K 0.06% +180 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,511 $790K 0.02% +11 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 1,500 $787K 0.33% 0 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 1,505 $786K 1.77% -12 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 1,505 $786K 0.16% +4 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,505 $786K 0.27% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,502 $785K 0.01% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,500 $784K 0.12% +14 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,500 $784K 0.26% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,495 $783K 0.03% 0 13F-HR Timeline Group Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,493 $780K 0.18% -6 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,488 $777K 0.07% -18 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 1,484 $775K 0.1% -8 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,482 $774K 0.01% -150 13F-HR/A Timeline Argent Trust Co More: the full row for Argent Trust Co 1,481 $774K 0.02% 0 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 1,474 $770K 0.16% 0 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 1,445 $757K 0.01% +1 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,446 $755K <0.01% +41 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,439 $752K 0.01% +6 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,438 $751K 0.22% 0 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,434 $749K 0.26% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,430 $747K 0.17% -20 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,395 $746K 0.09% 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,426 $745K 0.07% -74 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,409 $736K 0.08% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,397 $730K 0.25% -203 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,395 $729K 0.03% 0 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 1,393 $728K 0.27% -13 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 1,390 $726K 0.39% +274 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 1,388 $725K 0.21% -18 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,387 $724K 0.01% -105 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,386 $724K 0.05% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,385 $724K 0.01% +405 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,381 $721K 0.01% +479 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,380 $721K 0.14% -50 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,377 $720K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,377 $719K 0.05% -254 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,376 $719K 0.03% 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,376 $719K 0.14% new 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,373 $717K 0.16% -40 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,371 $716K 0.22% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 1,371 $716K 0.42% +2 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,359 $710K 0.15% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,358 $710K 0.01% +392 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,355 $708K 0.01% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,353 $707K 0.26% -25 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 1,352 $707K 0.26% 0 13F-HR/A Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,352 $706K 0.18% 0 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 1,352 $706K 0.11% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,351 $706K 0.25% -995 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,336 $698K 0.13% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,335 $697K 0.1% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,334 $697K 0.07% -85 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,332 $696K 0.41% -275 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,329 $694K 0.1% +62 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,325 $692K 0.02% +15 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,307 $683K 0.04% +372 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,300 $679K 0.18% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,298 $678K 0.04% +1 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 1,297 $678K 0.32% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,295 $676K 0.21% +1,155 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,292 $675K 0.12% 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,291 $674K 0.05% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,290 $674K 0.15% +575 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,289 $673K 0.04% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,287 $672K 0.01% -74 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 1,285 $672K 0.14% +4 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,286 $672K 0.02% +284 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 105,562 $671K 0.29% +104,278 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,275 $666K 0.05% -123 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,261 $659K <0.01% +440 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,261 $659K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,261 $659K 0.04% -900 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,252 $654K 0.11% +1 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 1,252 $654K 0.35% -4 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 1,250 $653K 0.15% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,250 $653K 0.09% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,244 $650K 0.01% -14,577 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,244 $650K 0.08% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,244 $650K 0.03% +2 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,243 $649K 0.01% -8 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,233 $644K 0.04% -2,587 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,231 $643K 0.07% -1,245 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 1,229 $642K 0.13% +4 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,227 $641K 0.17% -143 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,225 $640K 0.04% -35 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 1,210 $634K 0.08% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,211 $633K 0.07% 0 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 1,220 $632K 0.08% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,208 $631K 0.01% +40 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,206 $630K 0.01% -96 13F-HR Timeline Group Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,201 $627K 0.13% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,199 $626K 0.06% -500 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 1,198 $626K 0.25% +58 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,197 $626K 0.09% -287 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 1,192 $623K 0.32% +1 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,192 $623K 0.01% +428 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,190 $622K 0.26% +62 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,189 $621K 0.07% -7 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,184 $619K 0.19% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,183 $618K 0.02% +18 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,180 $616K 0.02% 0 13F-HR Timeline Group McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 1,175 $614K 0.05% +21 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 1,170 $613K 0.43% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,172 $612K 0.02% +72 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,168 $610K 0.01% 0 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 1,158 $605K 0.13% +1 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,155 $603K 0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,154 $603K 0.03% 0 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 1,150 $601K 0.11% 0 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 1,150 $601K 0.05% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,143 $597K <0.01% new 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,141 $596K 0.02% +298 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,136 $594K 0.13% +2 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 1,130 $590K 0.5% -1,642 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,130 $590K 0.11% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,129 $590K 0.01% +1 13F-HR Timeline Group Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,129 $590K 0.15% +4 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,128 $589K 0.01% +1 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,126 $588K 0.03% -16 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,125 $588K 0.11% -74 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,121 $587K 0.26% +13 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 1,120 $585K 0.27% 0 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 1,112 $581K <0.01% new 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,109 $581K 0.13% new 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 1,110 $580K 0.2% -58 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 1,102 $578K 0.18% -8 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,104 $577K <0.01% -63 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 1,101 $575K 0.01% 0 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,101 $575K 0.27% +2 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 1,099 $574K +73 Timeline