SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,079 $491K 0.05% -1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,058 $486K 0.01% -98 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 2,049 $483K 0.1% -33 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,037 $481K 0.01% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,032 $479K +305 Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,026 $478K 0.05% +45 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,024 $478K 0.11% -2,066 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,007 $474K 0.01% -63 13F-HR Timeline Group DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 2,000 $472K 0.09% 0 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 2,000 $472K 0.05% new 13F-HR Timeline Group Shay Capital LLC More: the full row for Shay Capital LLC 2,000 $472K 0.05% -1,000 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 2,000 $472K 0.02% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,000 $472K <0.01% -418 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,989 $469K 0.01% +107 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,987 $469K 0.04% +379 13F-HR Timeline Group WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 1,979 $467K <0.01% -72,150 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,974 $466K <0.01% -3 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,927 $462K 0.06% 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 1,922 $454K 0.16% -8,290 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 1,901 $449K 0.02% -44 13F-HR Timeline Group Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 1,850 $437K 0.39% -430 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,846 $436K 0.04% -5,385 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 1,807 $426K 0.18% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,803 $425K 0.01% +8 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,799 $424K 0.01% +118 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,800 $424K 0.05% -260 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,764 $416K 0.18% new 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,762 $416K 0.01% +508 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,752 $413K <0.01% +306 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,750 $413K 0.01% +10 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,727 $408K <0.01% +123 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,716 $405K 0.13% 0 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,700 $401K <0.01% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,695 $400K 0.14% -15 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,686 $398K 0.02% new 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,677 $396K 0.01% +145 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,641 $387K 0.01% 0 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 1,635 $386K 0.01% +16 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,626 $384K <0.01% -31 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 1,606 $379K 0.06% +120 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,582 $373K <0.01% -510 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,577 $372K 0.01% +222 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,575 $372K 0.02% new 13F-HR/A Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,568 $370K 0.06% +171 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 1,556 $367K 0.04% -10,060 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,540 $363K 0.07% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,538 $363K 0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,524 $360K 0.02% +1 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 1,516 $358K 0.23% new 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,368 $357K 0.15% -45 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,514 $357K 0.06% -47 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,511 $357K <0.01% +759 13F-HR Timeline Group American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 1,510 $356K 0.18% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,505 $355K 0.01% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,504 $355K 0.03% -63 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,497 $353K 0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,469 $347K 0.01% -295 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 1,468 $346K 0.03% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,462 $345K 0.04% +382 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,445 $341K 0.01% +150 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,441 $340K 0.01% +18 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 1,441 $340K 0.08% -38 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,431 $338K 0.1% -51 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 1,420 $335K 0.05% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,414 $334K <0.01% -314 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,410 $333K <0.01% +7 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,405 $332K 0.02% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,402 $331K 0.03% -48 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,395 $329K 0.03% -1,820 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,394 $329K 0.03% -1,007 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 1,374 $324K 0.03% -170 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,360 $321K 0.18% +293 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 1,344 $317K 0.23% new 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,339 $316K <0.01% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,335 $315K <0.01% +178 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) 1,329 $314K 0.01% -77 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,327 $313K 0.03% +1,043 13F-HR/A Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,325 $313K 0.03% +125 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,316 $311K <0.01% +665 13F-HR Timeline Group PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 1,310 $309K 0.08% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,305 $308K 0.04% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,304 $308K <0.01% -30,594 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,301 $307K 0.02% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,298 $306K 0.01% new 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,283 $303K 0.02% 0 13F-HR Timeline STG SECURITIES, LLC More: the full row for STG SECURITIES, LLC 1,279 $302K 0.33% 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,275 $301K 0.04% +25 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,274 $301K 0.1% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,273 $300K <0.01% -97 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 1,273 $300K <0.01% -4,790 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,251 $295K <0.01% +34 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 1,221 $288K <0.01% -1 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 1,218 $287K 0.18% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,202 $284K <0.01% -12,605 13F-HR Timeline Group INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,193 $282K 0.06% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,190 $281K <0.01% -63 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,188 $280K <0.01% -74 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,187 $280K 0.03% new 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,185 $280K <0.01% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,183 $279K 0.02% 0 13F-HR/A Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,182 $279K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,174 $277K 0.04% -37 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,171 $276K <0.01% -30 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,168 $276K 0.03% -84 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,165 $275K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,141 $269K 0.05% -149 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,179 $269K 0.01% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,115 $263K 0.06% 0 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 1,100 $259K 0.01% -1,100 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,096 $259K 0.09% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,094 $258K 0.02% -20 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,086 $256K <0.01% -409 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,080 $255K 0.01% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,078 $254K 0.06% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,056 $249K 0.04% -127 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,030 $243K 0.07% -35 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,024 $242K <0.01% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,022 $241K <0.01% -4 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,014 $239K 0.01% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,010 $238K 0.01% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,004 $237K 0.01% new 13F-HR Timeline Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 1,000 $236K 0.38% 0 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 1,000 $236K 0.1% new 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 1,000 $236K 0.09% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,000 $236K 0.05% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 996 $235K 0.03% new 13F-HR Timeline Group Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 995 $235K 0.02% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 987 $233K 0.07% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 986 $233K 0.22% -837 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 985 $232K 0.02% new 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 983 $232K 0.02% new 13F-HR Timeline Group South Shore Capital Advisors More: the full row for South Shore Capital Advisors 983 $232K 0.16% new 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 974 $230K 0.15% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 966 $228K 0.01% new 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 948 $224K 0.18% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 945 $223K <0.01% new 13F-HR Timeline Acuitas Investments, LLC More: the full row for Acuitas Investments, LLC 935 $220K 15.45% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 932 $220K 0.01% -143 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 929 $219K <0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 927 $219K <0.01% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 925 $218K 0.03% -500 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 923 $218K 0.01% -55 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 912 $215K <0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 902 $213K 0.02% -2,146 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 902 $213K 0.01% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 891 $210K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 884 $209K <0.01% 0 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 885 $209K 0.01% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 884 $209K 0.01% new 13F-HR Timeline Group Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 877 $207K 0.06% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 876 $207K 0.01% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 867 $205K <0.01% -1,247 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 853 $201K 0.01% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 852 $201K <0.01% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 858 $201K <0.01% new 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 850 $201K 0.08% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 800 $189K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 784 $185K <0.01% -30 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 726 $171K <0.01% -91 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 722 $170K <0.01% +240 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 720 $170K 0.01% -5,480 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 660 $156K 0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 655 $155K 0.02% -65 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 649 $153K 0.01% +265 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 630 $149K 0.07% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 599 $141K <0.01% +19 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 591 $140K 0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 555 $131K 0.06% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 528 $125K 0.03% -35 13F-HR/A Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 526 $124K <0.01% -23,209 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 533 $124K 0.02% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 500 $118K 0.13% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 467 $110K 0.02% -89 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 458 $108K 0.05% -60 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 457 $108K 0.06% -46 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 450 $106K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 440 $104K <0.01% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 435 $103K <0.01% +50 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 427 $101K <0.01% +250 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 424 $100K 0.05% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 392 $92.5K 0.02% +374 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 388 $92K <0.01% -28 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 369 $87.1K 0 Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 371 $86.4K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 341 $80.5K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 335 $79K <0.01% -337 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 331 $78.1K 0.04% +9 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 327 $77.2K 0.01% -5 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 312 $73.6K <0.01% +116 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 308 $72.7K 0.03% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 300 $70.8K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 300 $70.8K 0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 300 $70.8K 0.06% -120 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 298 $70.3K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 294 $69.4K 0.04% -2 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 275 $64.9K 0.03% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 252 $59.5K <0.01% -23 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 233 $55K 0.02% +57 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 228 $53.8K 0.02% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 228 $53.8K 0.02% +6 13F-HR Timeline