Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,178 $451K 0.05% +14 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,175 $450K 0.01% -234 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,170 $448K 0.02% -223 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,169 $448K 0.02% -62 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 1,162 $445K 0.03% -175 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,155 $442K 0.33% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,154 $442K 0.01% 0 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 1,305 $439K 0.13% -8 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,140 $437K 0.03% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,138 $436K 0.06% +4 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,131 $433K 0.01% 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,130 $433K 0.01% -9 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,127 $432K 0.16% 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 1,101 $422K 0.15% +114 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,099 $421K 0.25% -100 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,098 $421K 0.01% +65 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,092 $418K 0.05% -35 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,088 $417K 0.02% -2,868 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,088 $417K 0.1% +4 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,087 $416K 0.01% +185 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,082 $415K 0.03% -3,151 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,081 $414K 0.08% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,075 $412K 0.08% -168 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,060 $406K 0.01% -46 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,057 $405K 0.01% +192 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,056 $405K 0.04% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,054 $404K 0.01% +8 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,043 $400K 0.1% +88 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,041 $399K 0.25% +6 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,032 $395K 0.03% -278 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,166 $394K 0.03% +82 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,028 $394K 0.03% +191 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,024 $392K 0.06% -136 13F-HR/A Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,011 $387K 0.15% -25 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,008 $386K 0.13% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,007 $386K 0.24% +98 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,001 $383K 0.02% -565 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 1,000 $383K 0.05% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,000 $383K 0.01% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,000 $383K 0.01% -17,399 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 999 $383K 0.09% +1 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 997 $382K 0.02% +26 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 990 $379K 0.03% +133 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 988 $379K 0.01% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 979 $375K <0.01% -2,792 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 979 $375K 0.05% +274 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 974 $373K 0.09% +25 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 972 $373K 0.01% +22 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 972 $372K <0.01% +174 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 972 $372K 0.05% +59 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 970 $372K 0.01% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 967 $370K 0.14% -457 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 965 $370K 0.05% -38 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 961 $368K 0.01% +23 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 945 $362K 0.03% +24 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 933 $358K 0.22% +2 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 926 $355K 0.04% +54 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 923 $354K <0.01% +790 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 916 $351K 0.03% -2,201 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 908 $348K 0.01% -3 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 907 $347K 0.13% -119 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 906 $347K <0.01% -30 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 906 $347K 0.04% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 905 $347K 0.12% 0 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 905 $347K 0.03% -38 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 900 $345K 0.46% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 896 $343K 0.02% +38 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 893 $342K 0.08% -547 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 892 $342K <0.01% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,000 $341K 0.01% +91 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 887 $340K 0.3% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 885 $339K 0.01% +57 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 883 $338K 0.1% -750 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 872 $334K 0.19% -8 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 870 $333K 0.03% -200 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 866 $332K 0.08% -48 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 863 $331K 0.07% new 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 855 $328K 0.08% 0 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 853 $327K 0.04% +160 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 850 $326K 0.04% +17 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 837 $321K 0.03% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 832 $319K 0.01% -436 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 828 $317K 0.02% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 817 $313K 0.03% +127 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 815 $312K <0.01% -517 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 815 $312K +47 Timeline Quarry LP More: the full row for Quarry LP 814 $312K 0.07% -318 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 813 $311K 0.02% +79 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 808 $310K 0.1% -63 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 891 $308K 0.14% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 802 $307K 0.02% 0 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 800 $306K 0.19% 0 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 800 $306K 0.08% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 793 $304K 0.03% +24 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 787 $301K 0.16% +38 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 786 $301K 0.01% +87 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 784 $301K 0.04% -8 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 784 $300K 0.15% +1 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 782 $300K 0.01% -115 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 782 $300K 0.02% +131 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 778 $298K 0.01% -127 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 778 $298K 0.05% -66 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 777 $298K 0.03% -175 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 765 $293K <0.01% +42 13F-HR Timeline Group Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 765 $293K 0.2% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 759 $291K 0.02% -91 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 751 $288K 0.01% +115 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 748 $287K 0.02% +17 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. 747 $286K 0.01% +71 13F-HR Timeline Group Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 742 $284K 0.01% +1 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 740 $283K 0.02% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 738 $283K 0.01% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 727 $279K 0.05% +85 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 726 $278K <0.01% new 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 725 $278K <0.01% new 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 723 $277K 0.03% -55 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 722 $277K 0.19% 0 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 800 $276K 0.31% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 719 $275K 0.02% -219 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 705 $275K 0.18% +5 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 711 $272K 0.01% -125 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 709 $272K 0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 708 $271K 0.01% new 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 706 $271K 0.11% +7 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 704 $270K 0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 700 $268K 0.15% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 700 $268K 0.11% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 700 $268K 0.26% 0 13F-HR/A Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 696 $267K 0.07% -57 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 694 $266K 0.12% -19 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 690 $264K 0.01% +51 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 689 $264K 0.07% -47 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 687 $263K 0.04% +44 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 685 $262K 0.04% -13 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 684 $262K 0.2% -8 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 693 $262K 0.12% -65 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 676 $259K 0.04% -90 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 671 $257K 0.06% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 664 $254K 0.02% -28 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 662 $254K 0.02% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 660 $253K 0.01% +3 13F-HR Timeline Group MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 656 $251K 0.03% 13F-HR/A Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 653 $250K <0.01% -59,300 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 652 $250K 0.01% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 644 $247K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 642 $246K 0.01% +156 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 632 $242K 0.09% +1 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 631 $242K 0.06% +1 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 630 $241K 0.08% +33 13F-HR/A Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 630 $241K 0.03% -63 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 626 $240K 0.04% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 625 $239K 0.06% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 624 $239K 0.01% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 620 $238K 0.05% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 619 $237K 0.04% new 13F-HR Timeline Group IRON Financial LLC More: the full row for IRON Financial LLC 619 $237K 0.13% -8 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 616 $236K 0.08% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 614 $235K 0.03% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 613 $235K 0.06% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 611 $234K 0.06% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 611 $234K 0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 611 $234K <0.01% new 13F-HR/A Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 608 $233K 0.04% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 607 $233K 0.02% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 605 $232K 0.06% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 605 $232K 0.02% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 604 $231K 0.02% +25 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 600 $230K <0.01% 0 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 600 $230K 0.01% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 596 $228K 0.05% new 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 596 $228K 0.17% +3 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 643 $228K 0.01% +37 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 593 $227K 0.01% +10 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 591 $226K 0.02% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 591 $226K 0.01% +1 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 590 $225K 0.11% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 588 $225K 0.02% +5 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 585 $224K 0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 584 $224K 0.01% new 13F-HR/A Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 582 $223K 0.13% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 580 $222K 0.02% -11 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 580 $222K 0.01% -9 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 578 $221K 0.03% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 576 $221K 0.04% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 576 $221K 0.22% new 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 575 $220K 0.11% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 570 $218K <0.01% new 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 568 $218K 0.01% -113 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 567 $217K 0.04% new 13F-HR/A Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 565 $217K 0.07% -36 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 561 $215K <0.01% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 560 $215K 0.1% new 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 558 $214K 0.17% -122 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 557 $213K 0.03% +19 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 550 $211K 0.1% new 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 548 $210K 0.09% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 546 $209K 0.04% new 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 542 $208K 0.01% new 13F-HR/A Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 539 $206K 0.12% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 538 $206K 0.06% new 13F-HR Timeline