Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,629 $850K 0.04% +3 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,629 $850K 0.39% +445 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,624 $848K 0.87% 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,619 $845K 0.03% +97 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,615 $843K 0.07% +35 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,598 $834K 0.07% +66 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 1,597 $834K 0.15% +191 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,594 $832K 0.09% +173 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,593 $831K 0.23% -103 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,589 $830K 0.23% -18 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,588 $829K 0.25% -40 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,588 $829K 0.03% -225 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,584 $827K 0.68% -35 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,582 $826K 0.09% +31 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,577 $823K 0.44% 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,556 $812K 0.12% +90 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,553 $811K 0.04% +13 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 1,549 $809K 0.09% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,545 $806K 0.12% 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,545 $806K 0.21% -50 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,545 $806K 0.08% -438 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,544 $806K 0.02% +32 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 1,539 $803K 0.29% +24 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,533 $800K 0.05% -11 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,532 $800K 0.06% +6 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,529 $798K 0.03% -21 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,527 $797K 0.12% -7 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 1,518 $792K 0.18% +40 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,508 $787K 0.02% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,508 $787K 0.01% +30 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,505 $786K 0.02% +26 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 1,505 $786K 0.38% -75 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,501 $783K 0.07% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,497 $781K 0.36% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,495 $780K 0.04% -13 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,492 $779K 0.06% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,491 $778K 0.03% +218 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,481 $773K 0.07% -43 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,478 $771K 0.11% +63 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,477 $771K 0.2% -97 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 1,466 $765K 0.45% +26 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,464 $764K 0.15% -171 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 1,459 $762K 0.59% 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1,456 $760K 0.09% -225 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 1,455 $759K 0.04% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,448 $756K 0.09% +19 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,448 $756K 0.06% +87 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,423 $743K 0.09% +96 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,417 $740K 0.27% +20 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,398 $730K 0.04% +58 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,396 $729K 0.22% -6 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,391 $726K 0.18% -445 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,385 $723K 0.06% +51 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,383 $722K 0.13% -40 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,380 $720K 0.15% -50 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,377 $719K 0.06% +32 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,375 $718K 0.16% -23 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 1,372 $716K 0.08% -300 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 1,371 $716K 0.1% +253 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,364 $712K 0.13% -172 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 1,356 $708K 0.13% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,356 $708K 0.12% +191 13F-HR/A Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,353 $706K 0.19% +828 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,340 $706K 0.06% +161 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,350 $705K 0.1% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,350 $705K 0.36% -40 13F-HR Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 1,349 $704K 0.38% -114 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,347 $703K 0.41% 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,342 $700K 0.59% 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,339 $699K 0.05% -23 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,335 $697K 0.49% +15 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,332 $695K 0.03% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,330 $694K 0.07% -49 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,330 $694K 0.09% +1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,325 $692K 0.07% +7 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,317 $687K 0.11% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,315 $686K 0.25% 0 13F-HR Timeline SWS Partners More: the full row for SWS Partners 1,314 $686K 0.21% -926 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 1,311 $684K 0.55% +735 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,307 $682K 0.02% -1 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,304 $681K 0.27% +3 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,300 $679K 0.18% +90 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,296 $676K 0.57% 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 1,292 $674K 0.54% -1,344 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,287 $672K 0.13% +15 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,286 $671K 0.16% +37 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 1,284 $670K 0.12% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,274 $665K 0.4% +6 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,272 $664K 0.16% +64 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,260 $657K 0.15% -775 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,256 $656K 0.03% +97 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,255 $655K 0.26% +91 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,251 $653K 0.06% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,250 $652K 0.09% +37 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,248 $651K 0.6% 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 1,247 $651K 0.32% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,246 $650K 0.01% +661 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,245 $650K -184 Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,240 $647K 0.05% 0 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,237 $646K 0.37% +90 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 1,234 $644K 0.49% 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,122 $643K 0.34% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,230 $642K 0.06% +230 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 1,227 $640K 0.04% +769 13F-HR Timeline Trust Co More: the full row for Trust Co 1,221 $637K 0.07% +600 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,216 $635K 0.02% +19 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,181 $632K 0.14% +9 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,210 $632K 0.04% +170 13F-HR Timeline Group Planning Center, Inc. More: the full row for Planning Center, Inc. 1,201 $627K 0.08% -16 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,194 $623K 0.41% +49 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. 1,193 $623K 0.01% 0 13F-HR Timeline Group Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 1,193 $623K 0.42% +93 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 1,190 $621K 0.02% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,187 $620K 0.02% +137 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,185 $619K 0.24% -4 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,181 $616K 0.39% +181 13F-HR Timeline Group Apriem Advisors More: the full row for Apriem Advisors 1,168 $610K 0.07% -15 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,165 $608K 0.21% -75 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,163 $607K 0.04% new 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,161 $606K 0.18% +138 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,161 $606K 0.12% +21 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,160 $605K 0.01% +570 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 1,154 $602K 0.2% -4 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,153 $602K 0.07% 0 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 1,152 $601K <0.01% new 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,150 $600K 0.18% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,149 $600K 0.23% +333 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,148 $599K 0.06% -7 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,144 $597K 0.09% +14 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,144 $597K 0.34% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,142 $596K 0.07% -2 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,141 $596K 0.31% -58 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,137 $593K <0.01% -521 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,107 $593K 0.12% +7 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,132 $591K 0.29% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,129 $589K 0.06% +85 13F-HR/A Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 1,125 $587K 0.38% +147 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 970 $585K 0.23% 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,069 $585K 0.05% +45 13F-HR Timeline Group Claris Financial LLC More: the full row for Claris Financial LLC 1,121 $585K 0.38% 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,119 $584K 0.12% 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,116 $583K 0.17% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,114 $581K 0.27% +215 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,111 $580K 0.24% +10 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 1,096 $572K 0.19% +7 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,093 $571K 0.05% +9 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,093 $571K 0.02% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,092 $570K 0.12% -82 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,092 $570K 0.09% -90 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,091 $569K 0.19% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 1,089 $568K 0.46% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,087 $567K 0.02% +313 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,087 $567K 0.13% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,075 $561K 0.43% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,071 $559K 0.07% +2 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,070 $558K 0.21% +6 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 1,070 $558K 0.22% +215 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,069 $558K 0.12% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,063 $555K 0.33% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,062 $554K 0.02% -456 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,028 $554K 0.13% 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,060 $553K 0.05% -25 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,059 $553K 0.07% +201 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,054 $550K 0.1% +240 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 1,054 $550K 0.09% -107 13F-HR/A Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,053 $549K 0.03% +27 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,051 $549K 0.55% 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,051 $549K 0.02% +89 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,049 $548K 0.01% 0 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 1,049 $548K 0.05% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,062 $546K 0.05% +3,816 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,040 $543K 0.03% +19 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,039 $542K 0.02% +19 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,037 $541K 0.18% +221 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,032 $539K 0.05% +38 13F-HR/A Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 1,030 $538K 0.04% -11 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,029 $537K 0.02% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,029 $537K 0.38% 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 1,027 $536K 0.06% +325 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 1,025 $535K 0.04% +85 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 1,025 $535K 0.18% 0 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,018 $531K 0.28% +59 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 1,016 $530K 0.07% 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,015 $530K 0.07% -34 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,014 $529K 0.05% +56 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,009 $527K 0.03% +477 13F-HR/A Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,009 $527K 0.05% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,008 $526K 0.13% +13 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,002 $523K 0.2% 0 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 999 $521K 0.02% +3 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 998 $521K 0.06% -8 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 998 $521K 0.19% 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 995 $519K 0.11% 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 990 $517K 0.16% -44 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 990 $517K 0.03% 0 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 990 $517K 0.18% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 990 $517K 0.02% +635 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 988 $516K 0.01% -160 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 988 $516K 0.18% +14 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 986 $515K 0.33% +364 13F-HR Timeline