Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 1,961 $361K 0.01% -626 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 1,947 $358K 0.21% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,930 $355K 0.01% -34 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,924 $354K 0.31% -217 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,918 $353K <0.01% -1,159 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,914 $352K 0.05% +150 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,907 $351K 0.03% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,888 $347K 0.03% -67 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,857 $342K 0.04% +1 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 1,853 $341K 0.08% 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,853 $341K 0.08% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,847 $340K <0.01% +153 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 1,650 $339K 0.29% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,835 $338K 0.03% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,827 $336K 0.06% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,819 $335K 0.02% -25 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,814 $334K 0.04% -210 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 1,808 $333K 0.04% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,691 $332K 0.04% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,799 $331K <0.01% +44 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 1,796 $330K 0.07% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,787 $329K 0.01% -307 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,781 $328K 0.02% +130 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,768 $325K <0.01% -194 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,768 $325K 0.01% +1,237 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1,762 $324K 0.3% 13F-HR/A Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,754 $323K 0.01% -46 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,738 $320K 0.02% -32 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,738 $320K 0.23% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,738 $320K 0.01% +91 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,737 $320K 0.05% -36 13F-HR/A Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,725 $317K 0.1% -50 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,715 $316K 0.09% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,706 $316K 0.03% -23,433 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,708 $314K 0.04% +3 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,702 $313K 0.01% -57 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,700 $313K 0.03% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,560 $312K 0.01% -5 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,689 $311K 0.07% -139 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,680 $309K 0.07% -357 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,667 $307K 0.01% -21 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,655 $305K 0.01% -221 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,649 $304K 0.01% +93 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,637 $301K 0.04% -44 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,635 $301K <0.01% -3,409 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,631 $300K 0.02% +432 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,613 $297K 0.01% -5,866 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,600 $294K 0.01% -291 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 1,591 $293K 0.13% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,570 $289K 0.13% -96 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,560 $287K 0.04% +1 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,551 $286K 0.01% -64 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,544 $284K <0.01% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,542 $284K 0.01% +155 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 1,541 $284K 0.07% -75 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 1,539 $283K 0.16% -88 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,530 $283K 0.02% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,530 $282K 0.01% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,530 $281K <0.01% -56,878 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,522 $280K <0.01% -118 13F-HR Timeline Group Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,507 $277K 0.18% -55 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 1,500 $276K 0.04% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,495 $275K 0.04% +4 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,493 $275K <0.01% +190 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,477 $272K <0.01% new 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,477 $272K 0.1% +6 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,474 $271K 0.05% +89 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,467 $270K 0.09% +13 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,449 $267K <0.01% -189 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,444 $266K 0.01% -138 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,437 $264K 0.03% new 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,421 $261K 0.07% new 13F-HR Timeline Group HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,411 $260K 0.1% -345 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,406 $259K <0.01% +279 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,400 $258K 0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,384 $255K <0.01% +179 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,380 $254K 0.01% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,380 $254K 0.01% 0 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 1,363 $251K 0.02% -99 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,361 $250K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,360 $250K <0.01% -67 13F-HR Timeline Group WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,353 $249K 0.1% -10 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 1,349 $248K 0.05% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,338 $247K 0.07% -208 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,343 $247K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,339 $246K <0.01% +3 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,338 $246K 0.01% -606 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,328 $244K 0.12% +21 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 1,326 $244K <0.01% +18 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,320 $243K 0.01% +78 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,315 $242K 0.03% -108 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,309 $241K <0.01% -15 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,307 $241K 0.02% -54 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,302 $240K 0.01% +17 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 1,300 $239K 0.11% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,291 $238K <0.01% +819 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,286 $237K 0.02% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,286 $237K 0.14% +500 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,280 $236K 0.12% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,279 $235K 0.09% -112 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,274 $234K 0.01% +144 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,261 $232K <0.01% -40 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,248 $230K 0.01% +37 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,064 $228K 0.01% new 13F-HR Timeline Group Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 1,234 $227K 0.25% 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,229 $226K 0.07% +4 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 1,222 $225K 0.02% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,084 $225K 0.18% -247 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,208 $222K 0.03% -453 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,200 $221K 0.07% 0 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,200 $221K 0.18% 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,196 $220K 0.01% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,175 $216K <0.01% +2 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,172 $216K 0.03% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,171 $215K 0.01% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,147 $211K <0.01% new 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 1,143 $210K 0.13% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,141 $210K 0.01% -143 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,141 $210K 0.01% -241 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. 1,136 $209K <0.01% -15 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,133 $209K <0.01% -691 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,130 $208K <0.01% +2 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 1,130 $208K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,119 $206K 0.02% -19 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,117 $205K 0.06% -263 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,114 $205K 0.03% 0 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,114 $205K <0.01% -46 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 1,104 $203K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,103 $203K <0.01% +42 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,095 $202K <0.01% new 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,095 $202K 0.02% -61 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 1,094 $201K 0.05% -45 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,003 $200K 0.01% -160 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,088 $200K 0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,067 $196K -351 Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,064 $196K 0.01% +157 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,063 $196K 0.02% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,040 $191K 0.01% -290 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,025 $189K 0.01% -1 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,024 $188K 0.01% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,000 $184K 0.04% -100 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 961 $177K <0.01% -911 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 961 $177K 0.15% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 950 $175K <0.01% +62 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 936 $172K 0.01% -54 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 926 $170K 0.07% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 924 $170K <0.01% 0 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 900 $166K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 881 $162K 0.01% +184 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 840 $155K 0.02% -825 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 834 $153K 0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 815 $150K <0.01% -183 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 765 $141K 0.04% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 750 $138K 0.05% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 730 $134K 0.02% 0 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 722 $133K 0.02% -171 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 715 $132K 0.01% -171 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 695 $128K <0.01% -2,989 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 694 $128K <0.01% -80 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 693 $128K 0.11% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 675 $124K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 674 $124K 0.03% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 668 $123K 0.04% -89 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 653 $120K <0.01% new 13F-HR/A Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 650 $120K 0.05% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 638 $117K 0.03% -9 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 637 $117K <0.01% -8 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 630 $116K 0.03% -21 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 622 $114K 0.03% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 600 $110K <0.01% 0 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 590 $109K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 545 $100K 0.03% -1,280 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 541 $99.6K 0.04% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 540 $99.4K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 538 $99K 0.07% -64 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 538 $99K 0.02% 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 537 $95.7K <0.01% -11,448 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 520 $95.7K 0.02% 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 513 $94.4K 0.01% -1,379 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 500 $92K 0.01% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 500 $92K 0.02% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 495 $91.1K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 490 $90K 0.02% -4 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 456 $88.6K 0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 479 $88.1K <0.01% -304 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 468 $86.1K <0.01% +13 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 433 $79.7K 0.04% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 430 $79.1K 0.01% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 427 $78.6K 0.03% 13F-HR/A Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 400 $73.6K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 380 $69.9K 0.08% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 371 $68.3K 0.01% -4 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 355 $65K 0.02% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 345 $63.5K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 341 $62.8K 0.04% +20 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 300 $62.4K 0.05% 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 337 $62K 0.04% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 336 $61.8K <0.01% -26 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 329 $60.5K <0.01% -50 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 324 $59.6K 0.03% -6 13F-HR Timeline