Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 425 $222K 0.07% new 13F-HR Timeline Group RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 422 $220K 0.13% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 421 $220K 0.06% 0 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 416 $220K 0.24% -56 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 420 $219K 0.03% new 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 420 $219K 0.06% new 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 420 $219K 0.01% new 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 420 $219K 0.2% new 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 419 $219K 0.21% -11 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 416 $217K 0.06% new 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 415 $217K 0.04% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 414 $217K 0.03% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 415 $217K <0.01% 0 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 415 $217K 0.02% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 415 $217K 0.01% new 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 414 $216K 0.05% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 414 $216K <0.01% -51 13F-HR Timeline Group WPWealth LLP More: the full row for WPWealth LLP 414 $216K 0.03% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 414 $216K 0.01% new 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 414 $216K 0.09% new 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 412 $216K 0.06% new 13F-HR/A Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 413 $216K 0.07% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 413 $216K <0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 413 $216K 0.11% -442 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 412 $215K 0.03% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 412 $215K 0.06% +18 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 412 $215K 0.04% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 411 $214K 0.03% -110 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 410 $214K 0.04% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 407 $213K 0.02% new 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 406 $212K 0.14% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 406 $212K 0.07% +2 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 405 $212K 0.02% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 405 $212K 0.05% 0 13F-HR Timeline Group LVZ, Inc. More: the full row for LVZ, Inc. 405 $211K 0.02% new 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 404 $211K 0.07% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 404 $211K 0.06% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 402 $211K 0.01% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 402 $210K 0.01% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 400 $210K <0.01% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 401 $210K 0.03% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 401 $209K 0.03% new 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 400 $209K 0.01% new 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 400 $209K 0.08% new 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 400 $209K 0.12% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 400 $209K 0.02% new 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 400 $209K 0.1% new 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 400 $209K 0.09% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 396 $207K 0.01% new 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 396 $207K 0.15% new 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 396 $207K 0.02% new 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 395 $206K 0.05% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 394 $206K 0.03% new 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 394 $206K 0.12% 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 393 $205K 0.04% +1 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 390 $204K 0.01% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 390 $204K <0.01% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 389 $203K 0.03% new 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 388 $203K 0.16% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 388 $203K 0.09% new 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 387 $202K 0.06% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 387 $202K 0.03% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 386 $202K 0.02% new 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 386 $202K 0.08% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 385 $201K 0.01% new 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 385 $201K 0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 385 $201K 0.07% -19 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 383 $200K 0.07% 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 383 $200K 0.05% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 380 $199K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 376 $196K 0.1% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 374 $195K 0.04% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 370 $193K 0.1% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 366 $191K 0.05% +66 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 365 $190K 0.06% +5 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 361 $188K 0.01% +54 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 360 $188K 0.02% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 356 $186K 0.02% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 356 $186K 0.06% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 355 $185K 0.04% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 353 $185K 0.04% +19 13F-HR/A Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 345 $180K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 328 $171K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 311 $163K 0.05% -18,999 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 305 $159K 0.13% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 300 $157K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 300 $157K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 300 $157K 0.05% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 290 $151K 0.07% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 289 $151K 0.06% +10 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 282 $147K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 273 $143K 0.04% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 257 $134K 0.08% +11 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 255 $134K 0.05% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 250 $131K 0.03% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 250 $131K 0.03% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 248 $130K <0.01% -75 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 237 $124K <0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 236 $123K 0.05% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 233 $122K 0.05% -3 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 230 $120K 0.01% 0 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 225 $118K 0.01% new 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 224 $117K 0.04% +105 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 221 $115K 0.02% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 216 $113K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 216 $113K 0.01% +1 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 212 $111K 0.09% 0 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 210 $110K 0.05% +51 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 209 $109K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 208 $109K <0.01% -48 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 206 $108K 0.05% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 206 $108K 0.04% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 200 $104K 0.05% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 194 $101K 0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 193 $101K 0.03% +1 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 187 $97.7K 0.03% 0 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 181 $95K 0.03% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 178 $93K 0.01% +128 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 176 $92K <0.01% +74 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 173 $90K 0.08% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 170 $88.7K 0.01% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 164 $85.7K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 163 $85.3K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 163 $85.2K 0.04% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 160 $83.6K 0.01% new 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 710 $80K 0.01% +210 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 150 $78.5K <0.01% +16 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 150 $78.4K 0.02% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 150 $78.4K 0.03% 0 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 160 $74.3K 0.09% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 142 $74K <0.01% 0 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 134 $70K 0.01% +40 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 130 $67.9K <0.01% -32 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 130 $67.9K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 125 $65.3K 0.01% 0 13F-HR/A Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 120 $62.7K 0.04% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 110 $57.6K 0.03% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 110 $57.5K 0.01% 0 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 110 $57.2K 0.01% -12 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 108 $56.4K 0.05% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 108 $56.4K 0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 108 $56.4K 0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 106 $55.6K 0.03% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 106 $55.4K 0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 105 $54.9K 0.04% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 103 $53.8K <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 96 $50.1K 0.02% +5 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 91 $47.7K 0.02% new 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 90 $47K 0.04% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 90 $47K 0.02% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 90 $46.9K 0.02% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 89 $46.5K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 88 $45.9K 0.02% +1 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 84 $43.9K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 80 $41.8K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 80 $41.8K 0.02% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 79 $41.3K 0.02% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 79 $41.1K <0.01% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 78 $40.7K 0.01% -75 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 75 $39.4K 0.03% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 75 $39.2K <0.01% -5 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 75 $39.2K 0.01% -1,084 13F-HR Timeline Group Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 75 $39.2K 0.02% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 73 $38.1K <0.01% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 70 $36.6K 0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 70 $36.6K 0.04% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 69 $36K 0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 68 $35.7K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 68 $35.7K 0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 300 $35.7K 0.01% +285 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 66 $34.4K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 63 $32.9K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 62 $32.4K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 61 $31.9K 0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 61 $31.9K <0.01% 0 13F-HR Timeline Group PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 60 $31.3K 0.02% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 58 $30.3K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 57 $30K 0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 56 $29.3K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 55 $28.8K <0.01% +37 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 54 $28.4K <0.01% +1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 53 $27.7K <0.01% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 53 $27.7K 0.02% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 51 $26.5K 0.03% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 50 $26.1K 0.02% 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 48 $25.1K 0.1% +9 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 47 $24.6K 0.03% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 46 $24K 0.02% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 46 $23.9K 0.01% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 45 $23.5K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 45 $23.5K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 42 $21.9K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 42 $21.9K 0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 40 $21.1K 0.02% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 40 $20.9K 0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 43 $19.9K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 33 $17.2K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 33 $17.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 32 $16.7K 0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 32 $16.7K 0.01% 0 13F-HR Timeline