True North Advisors, LLC More: the full row for True North Advisors, LLC 1,243 $430K 0.08% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 1,236 $427K 0.06% +112 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,231 $425K 0.01% -38 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,230 $425K 0.01% new 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 1,229 $425K 0.22% +2 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,227 $424K 0.01% -39 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,219 $421K 0.04% -2,998 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,199 $414K 0.14% +100 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,197 $414K 0.23% +2 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,196 $413K 0.03% -466 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,183 $409K 0.03% +187 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,180 $408K 0.02% +92 13F-HR/A Timeline Group ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,180 $408K 0.37% 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,180 $408K 0.01% -104 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,164 $402K 0.05% +677 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,162 $402K 0.05% +232 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,160 $401K 0.07% +138 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 1,156 $399K 0.35% new 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,155 $399K 0.32% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,154 $399K 0.01% -41 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,141 $395K 0.01% +242 13F-HR Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 1,140 $394K 0.07% new 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,140 $394K 0.03% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,139 $394K 0.01% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,135 $392K 0.18% -4,931 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,134 $392K 0.06% -32 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,132 $391K 0.1% +245 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,127 $389K 0.05% -1,781 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,116 $386K 0.03% +199 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,114 $385K 0.01% +71 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 1,143 $384K 0.03% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,106 $382K 0.01% -89 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,087 $376K 0.02% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,084 $375K 0.09% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,080 $373K 0.01% -7 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,070 $370K 0.03% +5 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,084 $369K 0.03% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,049 $362K 0.01% +52 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,046 $361K 0.01% +1 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,040 $359K 0.01% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,036 $358K 0.19% +123 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,035 $358K 0.26% -26 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,033 $357K 0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,033 $357K 0.01% 0 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,032 $351K 0.02% -4 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,014 $350K 0.03% -135 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,013 $350K 0.01% +76 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,008 $348K 0.12% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,003 $347K 0.06% -1,453 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,000 $346K 0.05% new 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 1,000 $346K 0.04% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,000 $346K 0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 998 $345K 0.07% +8 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 997 $345K 0.02% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 992 $343K 0.01% -758 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 990 $342K 0.03% +93 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 988 $341K 0.01% new 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 987 $341K 0.13% -569 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 942 $340K 0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,026 $336K 0.15% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 971 $336K 0.02% +64 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 970 $335K 0.01% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 955 $330K 0.09% new 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 952 $329K 0.04% new 13F-HR/A Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 950 $328K 0.01% 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 949 $328K 0.09% +8 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 943 $326K 0.03% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 943 $326K 0.29% +181 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 938 $324K 0.02% +213 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 938 $324K 0.02% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 936 $324K <0.01% +64 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 933 $322K 0.03% +171 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 931 $322K 0.21% +122 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 925 $320K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 921 $318K 0.03% -17 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 914 $316K 0.08% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 913 $315K 0.05% +6 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 911 $315K 0.01% +69 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 909 $314K 0.01% +70 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 909 $314K 0.22% +214 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 905 $313K 0.01% -198 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 905 $313K 0.01% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 905 $313K 0.13% new 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 902 $312K 0.01% new 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 900 $311K 0.03% -500 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 900 $311K 0.47% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 897 $310K 0.01% -5,410 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 891 $308K 0.19% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 888 $307K 0.04% -912 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 880 $304K 0.17% -25 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 872 $301K 0.06% +36 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 871 $301K 0.12% -1,665 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 865 $299K 0.01% +110 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 859 $297K <0.01% -75,521 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 858 $297K 0.02% +39 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 857 $296K 0.02% +49 13F-HR Timeline Group Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 855 $295K 0.07% +64 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 850 $294K 0.02% +197 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 846 $292K 0.02% +554 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 844 $292K 0.05% -93 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 841 $291K 0.02% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 838 $290K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 837 $289K 0.03% +800 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 837 $289K 0.02% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 836 $289K 0.01% -111 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 833 $288K 0.04% +108 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 828 $286K 0.01% -57 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 828 $286K 0.02% +4 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 821 $280K 0.02% new 13F-HR Timeline Group Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 803 $277K 0.02% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 802 $277K 0.02% +115 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 800 $276K 0.15% -200 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 800 $276K 0.09% 0 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 800 $276K 0.31% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 798 $276K 0.08% new 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 792 $274K 0.04% -29 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 798 $272K <0.01% +64 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 783 $271K 0.15% 0 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 778 $269K 0.03% -99 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 769 $266K 0.02% +48 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 768 $266K -2 Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 766 $265K 0.05% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 765 $264K 0.2% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 753 $260K 0.07% -1 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 752 $260K 0.05% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 749 $259K 0.15% -4 13F-HR Timeline Group Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 758 $257K 0.14% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 741 $256K 0.01% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 740 $256K 0.02% -15 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 738 $255K 0.01% 0 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 736 $254K 0.07% -108 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 734 $253K 0.02% -11 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 731 $253K 0.02% +27 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 723 $250K <0.01% -40 13F-HR Timeline Group Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 722 $249K 0.19% +5 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 713 $246K 0.13% new 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 713 $246K 0.16% -1 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 707 $244K 0.01% -87 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 705 $243K 0.04% +20 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 703 $243K 0.05% +95 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 699 $242K 0.11% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 700 $242K 0.18% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 700 $242K 0.15% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 700 $242K 0.12% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 700 $242K 0.29% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 699 $242K 0.01% -243 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 698 $241K 0.04% -30 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 695 $240K 0.01% new 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 693 $239K 0.03% +17 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 693 $239K 0.03% new 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 692 $239K 0.19% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 692 $239K 0.02% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 690 $238K 0.03% +14 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 681 $235K 0.02% -119 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 680 $235K 0.01% +10 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 680 $235K 0.02% -26 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 680 $235K 0.25% -348 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 676 $234K 0.01% new 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 662 $229K 0.02% new 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 657 $227K 0.07% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 657 $227K 0.02% -15,369 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 651 $225K 0.02% new 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 753 $225K 1.33% -2,950 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 644 $223K 0.15% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 643 $222K 0.04% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 642 $222K 0.04% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 639 $221K 0.01% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 638 $220K <0.01% -5,709 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 636 $220K 0.01% +87 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 631 $218K 0.09% new 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 630 $218K 0.06% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 627 $217K 0.12% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 625 $216K 0.06% -10 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 621 $215K 0.11% -2,031 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 615 $213K 0.22% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 606 $212K 0.01% -21 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 608 $210K 0.04% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 605 $209K 0.07% new 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 601 $208K 0.12% new 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 600 $207K <0.01% new 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 600 $207K 0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 597 $206K 0.1% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 595 $206K <0.01% -3,840 13F-HR Timeline Group Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 593 $205K 0.17% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 591 $204K 0.02% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 591 $204K 0.02% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 590 $204K 0.01% -2 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 589 $204K 0.01% new 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 589 $204K 0.12% -264 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 588 $203K 0.03% +185 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 583 $201K 0.01% -562 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 583 $201K 0.02% -188 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 582 $201K 0.09% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 579 $200K 0.02% new 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 548 $189K 0.09% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 574 $189K 0.13% -172 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 538 $186K 0.03% +63 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 522 $180K 0.12% +92 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 503 $174K 0.01% +3 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 500 $173K 0.08% 0 13F-HR Timeline