Sharper & Granite LLC More: the full row for Sharper & Granite LLC 39,739 $3.73M 1.28% +12,785 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 39,545 $3.71M 0.05% +20,000 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 38,930 $3.66M 0.01% -58,970 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 37,948 $3.56M 0.04% new 13F-HR Timeline Group Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 37,700 $3.54M 0.01% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 36,367 $3.42M <0.01% new 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 36,266 $3.41M 0.36% -540 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 36,128 $3.39M 0.08% +19,154 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 35,490 $3.33M 0.19% -887 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 35,251 $3.31M 1.3% -3,297 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 35,129 $3.3M 0.11% -79,262 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 34,988 $3.29M 0.3% -13,532 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 34,960 $3.28M 0.14% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 34,725 $3.26M 0.25% +1,666 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 34,688 $3.26M 0.63% +3,462 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 33,881 $3.18M 1.41% -12,269 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 33,542 $3.15M 0.01% -522,109 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 33,500 $3.15M <0.01% +29,700 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 32,984 $3.1M 0.01% -13,734 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 32,721 $3.07M 0.39% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 32,626 $3.06M 0.02% -6,324 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 32,258 $3.03M 0.01% -277 13F-HR Timeline Group Mount Lucas Management LP More: the full row for Mount Lucas Management LP 32,045 $3.01M 1.11% +2,652 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 31,517 $2.96M 0.2% +16,822 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 30,916 $2.9M 2.7% +943 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 30,892 $2.9M 1.73% +1,834 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 30,436 $2.86M 0.11% new 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 30,251 $2.84M 1.61% +2,440 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 29,753 $2.79M 0.74% +508 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 29,665 $2.79M 0.19% +796 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 29,314 $2.75M <0.01% -136,363 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 29,228 $2.75M 0.66% +1,077 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 28,900 $2.71M <0.01% new 13F-HR Timeline Group STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 28,711 $2.7M <0.01% +8,860 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 28,624 $2.69M 0.06% +2,547 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 28,617 $2.69M +18,418 Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 28,316 $2.66M 1.86% +239 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 28,091 $2.64M 0.14% +807 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 28,054 $2.64M 0.03% -26,426 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 27,495 $2.58M 0.01% new 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 27,108 $2.55M 1.05% -1,566 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 26,848 $2.52M 0.28% -850 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 26,797 $2.52M <0.01% +217 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 26,784 $2.52M 0.4% +138 13F-HR Timeline Vertex Investment Solutions Co., Ltd. More: the full row for Vertex Investment Solutions Co., Ltd. 26,700 $2.49M 2.87% -105,700 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 26,114 $2.45M 1.43% +2,709 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 26,021 $2.44M 0.03% -76,384 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 25,915 $2.43M 0.07% -25,573 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 25,868 $2.43M 1.69% +318 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 25,525 $2.4M 1.62% +1,438 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 25,323 $2.38M 0.01% -40,896 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 25,218 $2.37M 0.03% +921 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 26,942 $2.35M <0.01% +370 13F-HR Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 25,022 $2.35M 1.78% +801 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 24,821 $2.33M 0.21% +10,779 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 23,588 $2.22M 0.06% -2,718 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 23,570 $2.21M 0.03% +5,000 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 23,520 $2.21M 0.12% +17,115 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 23,571 $2.21M 0.01% -155,515 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 23,383 $2.2M 0.76% -573 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 23,252 $2.18M 0.23% -113 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 23,052 $2.17M 0.37% +305 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 22,678 $2.13M 0.05% -3,567 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 22,569 $2.12M 0.15% -1,177 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 22,433 $2.11M 0.43% +3,173 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 22,326 $2.1M 1.14% +7,785 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 22,180 $2.08M 0.46% +12,853 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,085 $2.07M 0.02% -15,274 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 21,788 $2.05M 1.11% +1,706 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 21,697 $2.04M 0.95% +937 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 21,313 $2M 0.02% +402 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 21,221 $1.99M 0.09% -1,228 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 20,794 $1.95M 0.66% +363 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 20,322 $1.9M <0.01% -46,086 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 20,243 $1.9M 0.39% +5,040 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 20,069 $1.89M 1.36% +6,688 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 20,051 $1.88M 0.04% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 19,644 $1.85M 1.16% -342 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 19,548 $1.84M 0.28% -13,252 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 19,407 $1.82M 0.69% +140 13F-HR/A Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 19,406 $1.82M 0.41% +15,553 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 18,821 $1.77M 0.19% -830 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 37,650 $1.77M 1.03% new 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 18,597 $1.75M 0.07% +525 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 18,040 $1.73M 0.11% +1,538 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 18,444 $1.73M 0.25% +1,539 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 18,399 $1.73M +3,624 Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 18,400 $1.73M 1.31% +62 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 18,399 $1.73M 0.22% -12,642 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 18,256 $1.71M 0.77% 0 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 17,997 $1.69M 0.67% +225 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 17,959 $1.69M <0.01% -228,455 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 17,876 $1.68M 0.23% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 17,416 $1.64M 0.04% +4,756 13F-HR Timeline Group Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 17,389 $1.63M 0.71% +11,397 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 17,341 $1.63M 0.12% +380 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 17,278 $1.62M 1.39% +261 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 17,244 $1.62M <0.01% +1,963 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 17,237 $1.62M 0.09% +9,870 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 17,056 $1.6M 0.03% -10,312 13F-HR Timeline Group Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 16,946 $1.59M 0.57% +14,759 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 16,903 $1.59M 0.24% +3,411 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 16,808 $1.58M 0.01% +133 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 16,788 $1.58M 0.16% -257 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 16,591 $1.56M 0.02% -252 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 16,530 $1.55M 0.07% +2,028 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 16,512 $1.55M 0.49% -1,305 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 16,510 $1.55M 0.51% +1,429 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 16,462 $1.55M 0.08% 0 13F-HR/A Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 16,187 $1.52M 0.21% +3,869 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 16,150 $1.52M 0.03% +2,097 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 16,058 $1.51M 0.07% -162 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 16,010 $1.5M 0.09% -7,852 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 15,609 $1.5M 0.73% +1,126 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 15,619 $1.47M 0.34% -166 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 15,465 $1.45M 0.05% -483 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 15,273 $1.43M 0.4% +5 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 14,812 $1.42M 0.11% -473 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 15,007 $1.41M 0.09% -2,771 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 14,850 $1.39M 0.68% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 14,667 $1.38M 0.73% +10,557 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 14,496 $1.36M 1.26% +1,358 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 14,355 $1.35M 0.58% +1 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 14,296 $1.34M 0.32% -6,983 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 14,246 $1.34M 0.02% -151,111 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 14,106 $1.31M 0.67% +1,169 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 13,908 $1.31M 0.05% new 13F-HR/A Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 13,863 $1.3M 0.01% -351 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 13,862 $1.3M 0.05% +1,500 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 13,732 $1.29M 0.04% +3,883 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 13,294 $1.25M 0.19% +182 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 13,251 $1.24M 0.71% +1 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,195 $1.24M 0.02% -49,835 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 13,127 $1.23M -7,647 Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 13,042 $1.23M 0.17% +5,095 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 13,020 $1.22M 0.01% -3,034 13F-HR Timeline Group DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 12,977 $1.22M 0.71% +196 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 12,977 $1.22M 0.04% -42,627 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 12,873 $1.21M +815 Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 12,662 $1.19M 0.43% -222 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,636 $1.19M 0.03% +5,614 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 12,506 $1.17M 0.02% -2,928 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 12,467 $1.17M 0.07% -18,531 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,211 $1.15M 0.02% -19,175 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 12,175 $1.14M 0.47% 0 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 12,140 $1.14M 0.35% new 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 12,087 $1.14M 0.03% -775 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12,087 $1.14M 0.03% -358 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 11,856 $1.13M 0.72% +1,979 13F-HR Timeline VANGUARD CAPITAL MANAGEMENT LLC in group VANGUARD GROUP INC More: the full row for VANGUARD CAPITAL MANAGEMENT LLC 11,963 $1.12M <0.01% 13F-HR/A Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 11,719 $1.1M 0.76% +9,790 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 11,685 $1.1M 0.12% +185 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 11,664 $1.1M 0.76% -387 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,643 $1.09M <0.01% -52,635 13F-HR Timeline Group Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 11,354 $1.07M 0.62% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 11,340 $1.07M 0.06% -368 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 11,303 $1.06M 0.1% +1,870 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 11,263 $1.06M 0.11% -28,094 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 11,153 $1.05M 0.02% -1,386 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 11,146 $1.05M 0.24% -2,304 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 11,040 $1.04M 0.01% -17,740 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 10,941 $1.03M 0.03% +4,423 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 10,878 $1.02M 0.82% +745 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 10,828 $1.02M 0.07% -476 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 10,689 $1M 0.1% -1,485 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 10,572 $993K 0.03% +1,760 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,514 $988K 0.02% -180 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 10,489 $985K 0.01% +264 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 10,306 $968K 0.43% +1,441 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 10,305 $968K 0.04% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,177 $956K 0.03% -3,946 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 10,131 $952K 0.2% -4,970 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 9,950 $935K 0.02% -1,522 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,858 $926K 0.05% -937 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 9,786 $919K 0.12% -617 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,464 $889K 0.01% +1,752 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,459 $888K 0.02% -102,708 13F-HR Timeline Group American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 9,310 $874K 0.12% -167 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 9,253 $869K 0.03% +260 13F-HR Timeline City State Bank More: the full row for City State Bank 9,220 $866K 0.22% -50 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,203 $864K 0.01% -5,219 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 9,193 $863K 0.01% +218 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,168 $861K 0.01% -2,668 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,135 $858K <0.01% -3,844 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 9,130 $858K 0.11% +434 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,040 $849K 0.01% -850 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 9,035 $849K <0.01% -602 13F-HR Timeline Group POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 9,000 $845K 0.39% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,959 $842K 0.04% -6,493 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,942 $840K 0.01% -8,224 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,883 $834K 0.05% -27,903 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 8,830 $829K 0.02% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 8,815 $828K 0.03% +4 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 8,802 $827K 0.04% +3,288 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 8,770 $824K 0.01% -322,657 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 8,682 $816K 0.38% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,643 $812K 0.01% -16,539 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 8,460 $795K <0.01% new 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8,447 $793K 0.07% +488 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 8,395 $789K 0.54% +67 13F-HR Timeline