Souders Financial Advisors More: the full row for Souders Financial Advisors 2,195 $709K 0.08% -339 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,217 $702K 0.25% +3 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,983 $690K 0.02% +59 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,122 $686K 0.05% -809 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 2,102 $679K 0.58% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,083 $673K 0.06% +919 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,080 $672K 0.02% -847 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,079 $672K 0.12% new 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,076 $671K 0.16% +968 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,064 $667K 0.03% -397 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,063 $667K 0.01% +404 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,060 $666K 0.01% -171 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,049 $662K 0.15% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,040 $659K 0.01% -8,259 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,026 $655K <0.01% -439 13F-HR/A Timeline Group Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,022 $653K 0.14% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,014 $651K 0.05% +1,133 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 2,000 $646K 0.07% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 2,000 $646K 0.27% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,000 $646K 0.09% +1,000 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 1,984 $641K 0.23% -2,220 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,979 $639K 0.01% +42 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 1,978 $639K 0.01% -460 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,971 $637K 0.19% -25 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,969 $636K 0.37% -158 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 1,967 $636K 0.02% -80 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 1,967 $636K 0.03% -518 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 1,956 $632K 0.53% -224 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,953 $631K 0.05% +1,309 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,933 $625K 0.19% +194 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,918 $620K 0.07% +175 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,918 $620K 0.06% +29 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,914 $618K 0.02% 0 13F-HR Timeline Stonegate Management LLC More: the full row for Stonegate Management LLC 1,910 $617K 0.41% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,905 $616K 0.18% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,900 $614K 0.08% new 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,897 $613K 0.11% -3,500 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,896 $613K 0.06% +927 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,896 $613K 0.02% -31,640 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,881 $608K 0.14% +10 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 1,865 $603K 0.35% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,860 $601K 0.23% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,850 $598K 0.03% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,848 $597K 0.01% +28 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,848 $597K 0.03% +285 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,844 $596K 0.22% +381 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,836 $593K 0.04% -587 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,834 $593K 0.05% new 13F-HR Timeline Group FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 1,819 $588K <0.01% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,810 $585K 0.21% +966 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,922 $584K 0.31% +39 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) 1,807 $584K 0.02% -4,471 13F-HR Timeline Group Humankind Investments LLC More: the full row for Humankind Investments LLC 1,804 $583K 0.13% +455 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 1,800 $582K 0.07% -42 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,798 $581K 0.12% +418 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,787 $577K 0.05% -334 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,814 $577K 0.02% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,772 $573K 0.05% +102 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,771 $572K 0.01% -1,768 13F-HR/A Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,765 $570K 0.02% +550 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,762 $569K 0.06% -6 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 1,761 $569K 0.06% -119 13F-HR Timeline InvesTrust More: the full row for InvesTrust 1,759 $568K 0.21% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,757 $568K 0.03% +446 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 1,755 $567K 0.06% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,753 $566K 0.04% -120 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,731 $559K 0.02% +142 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,729 $559K 0.04% -87 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,726 $558K 0.14% +31 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,719 $555K 0.08% +129 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,715 $554K 0.07% +188 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,712 $553K 0.01% -162 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,710 $553K 0.29% -321 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,708 $552K 0.03% -120 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,540 $551K 0.02% +179 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 1,686 $545K 0.23% +9 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,686 $545K 0.04% +79 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,250 $544K 0.04% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,679 $542K 0.01% +2 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,672 $540K 0.13% -40 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,668 $539K 0.05% +1 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 1,662 $537K 0.35% +22 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,662 $537K 0.02% -233 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,661 $537K 0.04% +785 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,649 $535K 0.04% +1 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,650 $533K 0.04% +85 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,644 $531K 0.2% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,626 $525K 0.07% -70 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,465 $524K 0.01% -32,854 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,616 $522K 0.02% +20 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,592 $515K 0.05% -4 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 1,588 $513K 0.31% new 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 1,585 $512K 0.3% -183 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 1,578 $510K 0.08% -521 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,572 $508K 0.01% -47 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,569 $507K 0.01% +66 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,566 $506K 0.04% +638 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,563 $505K 0.04% +22 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,393 $505K 0.05% +125 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 1,560 $504K 0.01% -200 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,551 $501K 0.16% -29 13F-HR Timeline Group Thomasville National Bank More: the full row for Thomasville National Bank 1,550 $501K 0.03% -5 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,542 $498K 0.39% -315 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,542 $498K 0.15% +1,492 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,539 $497K 0.04% -75 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 1,535 $496K 0.06% -436 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,527 $493K 0.23% +146 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,525 $493K 0.05% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,525 $493K +27 Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,514 $489K 0.01% -169 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,514 $489K 0.01% -214 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,511 $488K 0.84% 0 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 1,508 $488K <0.01% -2,080 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,539 $487K 0.04% +646 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,500 $485K 0.01% new 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,479 $478K 0.06% -22 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 1,478 $478K 0.04% -1,897 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,474 $476K 0.03% -828 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,470 $475K 0.06% +175 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,461 $472K 0.33% -783 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,458 $471K 0.41% +194 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 1,442 $466K 0.11% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,432 $463K 0.02% +24 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 1,426 $461K 0.06% +492 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,420 $459K 0.17% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,419 $459K 0.02% +5 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,415 $457K 0.33% -84 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,402 $453K 0.01% +813 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,398 $452K 0.01% +187 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,397 $451K 0.01% +307 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,416 $449K 0.1% +13 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,390 $449K 0.18% -279 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,388 $448K 0.29% 0 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 1,387 $448K 0.06% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,383 $447K 0.16% -53 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,383 $447K 0.01% -53 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,380 $446K 0.06% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,372 $444K <0.01% new 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 1,364 $441K 0.19% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,361 $440K 0.07% +374 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,359 $439K 0.08% +92 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,352 $437K 0.1% new 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 1,352 $437K 0.14% -8 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,345 $435K 0.01% -162 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,342 $434K 0.01% -151 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,341 $433K 0.21% +15 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 1,335 $431K 0.02% -123 13F-HR Timeline Group Ilex Capital Partners (UK) LLP More: the full row for Ilex Capital Partners (UK) LLP 1,335 $431K 0.01% -2,072 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,327 $429K 0.01% 0 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,325 $428K 0.02% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,322 $427K 0.03% -2,254 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,321 $427K <0.01% +765 13F-HR Timeline Group J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 1,318 $426K 0.26% +105 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,311 $424K 0.01% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,300 $422K 0.01% -4,112 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,305 $422K 0.29% +44 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,303 $421K 0.32% 0 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 1,300 $420K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,294 $418K 0.01% -17 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,287 $416K 0.05% +50 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,284 $415K 0.11% -4 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,281 $414K 0.02% -500 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,281 $414K 0.1% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 1,274 $412K 0.16% -252 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,274 $412K 0.01% -169 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,261 $407K 0.04% +49 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,258 $407K 0.04% +590 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,258 $406K 0.01% -3 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,257 $406K 0.07% -288 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,251 $404K <0.01% -3,905 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,241 $401K <0.01% -25,361 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,236 $399K 0.12% +45 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,231 $398K 0.19% +390 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,218 $394K 0.09% -50 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,217 $393K 0.1% +468 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,216 $393K 0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,212 $392K <0.01% +9 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,209 $391K 0.03% +490 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,208 $390K 0.11% -26 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 1,206 $390K 0.23% 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,206 $390K 0.03% +334 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,205 $389K 0.14% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,204 $389K 0.09% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 1,200 $388K 0.02% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,200 $388K 0.17% 0 13F-HR/A Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,197 $387K 0.02% +61 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,196 $386K 0.17% -209 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,193 $385K 0.06% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,187 $384K 0.07% +145 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,186 $383K 0.09% -112 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,184 $383K 0.02% -70 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,184 $383K 0.01% -5 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,180 $381K 0.01% +251 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,180 $381K 0.02% -394 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,179 $381K 0.03% +8 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,177 $380K 0.26% -904 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,176 $380K 0.13% +330 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,173 $379K 0.01% -407 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,171 $378K 0.01% -274 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 1,167 $377K 0.03% -19 13F-HR Timeline