Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 6,670 $256K 0.18% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 6,502 $250K 0.07% -319 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 6,439 $247K <0.01% new 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,377 $245K 0.01% +5,667 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 6,320 $243K 0.07% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 6,266 $241K 0.05% 0 13F-HR/A Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,260 $240K 0.01% -1,256 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,150 $236K 0.01% +3,506 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,062 $233K <0.01% -1,415 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,960 $229K 0.01% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,929 $228K 0.06% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,906 $227K 0.02% new 13F-HR/A Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 5,777 $221K <0.01% new 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,730 $220K <0.01% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,722 $220K <0.01% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 5,600 $219K 0.03% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 5,654 $217K 0.03% -669 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,600 $215K <0.01% new 13F-HR Timeline Group Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 5,541 $213K 0.11% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,529 $212K 0.01% new 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 5,405 $207K 0.01% new 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 5,120 $207K 0.18% -964 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,391 $207K 0.06% -393 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,373 $206K <0.01% new 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,273 $202K <0.01% +1,163 13F-HR/A Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,234 $201K <0.01% new 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 4,775 $183K 0.02% -14,021 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,693 $180K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,640 $178K 0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,502 $173K <0.01% 0 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,432 $170K 0.01% +447 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,307 $165K <0.01% +2,582 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 4,000 $154K <0.01% 0 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 3,725 $144K 0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,624 $139K 0.01% +23 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3,438 $132K 0.09% 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,090 $119K 0.15% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2,588 $115K 0.01% -194 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,645 $102K 0.08% +11 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,336 $97.3K <0.01% 0 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,515 $97K 0.04% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,517 $96.6K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,322 $89.1K <0.01% +1,327 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,316 $89K <0.01% +914 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,235 $85.8K <0.01% -5 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 2,216 $85.1K 0.01% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 1,933 $74.2K 0.02% 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,831 $70.3K <0.01% -1,453 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,792 $68.8K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,753 $67.3K <0.01% +157 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,750 $67.2K 0.04% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,679 $64.5K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,669 $64.1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,553 $59.6K <0.01% +704 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,502 $57.7K <0.01% +478 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,500 $57.6K 0.03% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,500 $57.6K 0.02% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 1,325 $50.9K 0.03% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 1,179 $45.3K 0.02% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,150 $44.1K 0.03% -5 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,137 $43.6K 0.01% +85 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,000 $38.4K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 993 $38.1K <0.01% 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 951 $37.2K -672 Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 936 $35.9K <0.01% -3,795 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 920 $35.3K 0.03% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 917 $35K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 900 $34.6K 0.02% 13F-HR Timeline MOTCO More: the full row for MOTCO 850 $32.6K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 849 $32.6K <0.01% -113 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 848 $32.6K <0.01% -67 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 829 $32K <0.01% -28 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 828 $31.8K 0.01% +459 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 801 $31K 0.02% -290 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 743 $29K <0.01% +11 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 739 $28K <0.01% -101 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 620 $23.8K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 620 $23.8K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 601 $23.1K <0.01% +238 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 594 $22.8K 0.02% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 590 $22.6K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 547 $21K <0.01% -1,565 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 523 $20.1K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 498 $19.1K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 494 $19K <0.01% +299 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 491 $18.9K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 490 $18.8K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 476 $18.3K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 470 $18K 0.01% +207 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 470 $18K 0.01% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 462 $17K <0.01% +166 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 439 $16.9K <0.01% +99 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 413 $15.9K <0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 409 $15.7K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 403 $15.5K <0.01% +19 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 400 $15.4K 0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 400 $15.4K 0.01% 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 387 $14.9K <0.01% -556 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 358 $13.7K <0.01% +200 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 316 $12.1K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 267 $10.3K <0.01% -40 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 263 $10.1K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 220 $8.45K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 208 $7.99K <0.01% 0 13F-HR Timeline Group SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 203 $7.79K 0.01% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 193 $7.41K <0.01% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 181 $6.95K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 161 $6.25K <0.01% -149 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 160 $6.14K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 145 $6K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 141 $5.41K <0.01% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 135 $5.18K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 134 $5.14K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 133 $5.11K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 127 $5K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 125 $4.8K <0.01% 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 112 $4.3K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 108 $4.15K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 100 $4K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 101 $3.88K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 100 $3.84K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 95 $3.65K <0.01% +45 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 93 $3.57K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 83 $3.19K <0.01% -53 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 82 $3.15K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 65 $2.5K <0.01% 0 13F-HR/A Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 60 $2.3K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 70 $2.13K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 54 $2.07K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 46 $1.77K <0.01% +5 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 45 $1.73K <0.01% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 38 $1.46K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 36 $1.38K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 35 $1.34K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 35 $1.34K <0.01% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 34 $1.3K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 31 $1.19K <0.01% +15 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 24 $921 <0.01% -368 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 20 $864 <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 20 $864 <0.01% 0 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 21 $806 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 18 $691 <0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 17 $653 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13 $502 <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 13 $500 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 13 $499 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $422 <0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8 $307 <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 8 $307 <0.01% new 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 7 $269 <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4 $154 <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 4 $154 <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3 $115 <0.01% new 13F-HR Timeline Pinpoint Asset Management Ltd More: the full row for Pinpoint Asset Management Ltd 2 $77 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2 $77 <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 1 $38 <0.01% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 13 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios.