MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,557 $1.69M 0.01% +395 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 11,368 $1.66M 0.08% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 11,275 $1.65M 0.41% -190 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 11,193 $1.64M 0.2% +680 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 11,164 $1.63M 0.18% +8,868 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 11,163 $1.63M 0.2% -212 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,151 $1.63M 0.13% +2,086 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 11,122 $1.63M 0.22% +321 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 11,052 $1.61M 0.13% +9,340 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,968 $1.61M 0.03% -35 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 10,965 $1.6M 0.31% +3,296 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 10,956 $1.6M 0.07% +2,974 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 10,907 $1.59M 0.15% +26 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,874 $1.59M 0.05% +1,736 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 10,848 $1.58M 0.38% +36 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 10,771 $1.57M 0.46% -165 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 10,603 $1.55M 0.39% -3 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,543 $1.54M 0.03% -164 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 10,516 $1.54M <0.01% new 13F-HR Timeline Group Foresight Group Ltd Liability Partnersh… More: the full row for Foresight Group Ltd Liability Partnership 10,379 $1.51M 0.27% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 10,341 $1.51M 0.09% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,329 $1.51M 0.04% +68 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 10,326 $1.51M 0.28% -246 13F-HR Timeline Regents Gate Capital LLP More: the full row for Regents Gate Capital LLP 10,277 $1.5M 2% new 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 10,224 $1.49M 0.52% +24 13F-HR Timeline Trium Capital LLP More: the full row for Trium Capital LLP 10,196 $1.49M 0.94% -1,489 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 10,196 $1.49M 0.76% +244 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 10,166 $1.49M 1.03% +170 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,081 $1.47M 0.02% +4,757 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 10,060 $1.47M 0.65% -278 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 10,043 $1.47M +3,388 Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 10,005 $1.46M 0.56% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 9,958 $1.45M 0.3% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,182 $1.45M 0.04% +316 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 9,918 $1.45M 0.04% -1,362 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 9,894 $1.45M 0.35% -3,300 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 9,705 $1.42M 0.57% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9,534 $1.4M 0.13% +18 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 9,488 $1.39M 0.86% +7,450 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 9,252 $1.35M 0.93% +2,420 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 9,227 $1.35M 0.05% -68,409 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,200 $1.35M 0.01% +435 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 9,139 $1.34M 0.01% -119 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 9,115 $1.34M 0.08% +1,205 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 9,092 $1.33M 0.2% -133 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 9,000 $1.32M 0.07% +216 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 8,987 $1.31M 0.02% +904 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 8,919 $1.3M 0.56% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 8,905 $1.3M 0.27% -103 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,258 $1.3M 0.04% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 8,879 $1.3M 0.03% +211 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,879 $1.3M 0.07% +52 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,857 $1.29M 0.07% +2,699 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,829 $1.29M 0.03% -835 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 8,769 $1.28M 0.69% -49 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,914 $1.25M 0.3% +1,794 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,486 $1.24M 0.02% -412 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 8,490 $1.24M 0.06% -887 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,489 $1.24M 0.11% -70 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,468 $1.24M 0.01% +492 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 8,456 $1.24M 0.05% -235 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 8,420 $1.23M 0.04% -121 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 8,343 $1.22M 0.53% -529 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 8,271 $1.21M 0.2% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 8,253 $1.21M 0.23% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8,202 $1.2M 0.02% +97 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 8,169 $1.19M 0.25% +43 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 8,119 $1.19M 0.27% +135 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8,049 $1.18M 0.04% -15 13F-HR Timeline Group Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 8,040 $1.18M 0.39% -121 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 8,000 $1.17M 0.1% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 7,979 $1.17M 0.01% -448 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 7,941 $1.16M 0.32% -603 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 7,894 $1.15M 0.25% -7,561 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 7,882 $1.15M 0.4% -392 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 8,191 $1.15M 0.01% -1,197 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 7,867 $1.15M 0.71% -27 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 7,866 $1.15M 0.11% +1,332 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,827 $1.14M 0.04% +4,392 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 7,812 $1.14M 0.1% +2,176 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 7,733 $1.13M 0.02% +5,123 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,724 $1.13M 0.01% +666 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 7,656 $1.12M 0.37% -265 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 7,652 $1.12M 0.17% -7,223 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 7,736 $1.11M +3,944 Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,578 $1.11M 0.1% +1,431 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 7,575 $1.11M 0.13% +76 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 7,484 $1.09M 0.4% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,477 $1.09M 0.03% +2,991 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,459 $1.09M 0.05% +1,036 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 7,350 $1.07M <0.01% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,345 $1.07M 0.05% +5 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 7,333 $1.07M 0.1% -79 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,319 $1.07M 0.04% +144 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 7,300 $1.07M 0.43% -171 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,280 $1.06M 0.05% -774 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,266 $1.06M 0.03% +997 13F-HR Timeline Group Greenland Capital Management LP More: the full row for Greenland Capital Management LP 7,250 $1.06M 0.2% -150 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 7,240 $1.06M <0.01% -4,970 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 7,200 $1.05M 0.11% -3,196 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,167 $1.05M 0.07% -117 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 7,100 $1.04M 0.54% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 7,088 $1.04M 0.03% +3,325 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 7,042 $1.03M 0.03% +1,327 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,025 $1.03M 0.02% +1,084 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,001 $1.02M +1,531 Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,989 $1.02M 0.04% +41 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 7,094 $1.01M 0.02% -20,565 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,873 $1M 0.05% +1,598 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,867 $1M 0.01% +3,744 13F-HR Timeline Group DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 6,813 $995K 0.21% -1,423 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) 6,810 $995K 0.02% -16,369 13F-HR Timeline Group Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 6,800 $994K 0.64% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,781 $991K 0.02% +884 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 6,778 $990K <0.01% new 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,741 $985K 0.01% +3,601 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 6,738 $984K 0.02% -5,334 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,728 $983K 0.05% +2,086 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 6,678 $976K 0.24% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 6,671 $975K 0.03% new 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 6,504 $950K 0.03% -4,185 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,480 $947K 0.11% +577 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,470 $945K 0.02% +1,873 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,427 $939K 0.01% +540 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,435 $937K 0.2% -93 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 6,359 $929K 0.29% -59 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 6,351 $928K 0.18% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 6,333 $925K 0.05% -1,184 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,331 $925K 0.14% -134 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 6,312 $922K 0.01% -285 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 6,301 $921K 0.02% -68,161 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,292 $919K 0.03% -1,304 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,283 $918K 0.06% -1,280 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,234 $911K 0.05% -35 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,216 $908K 0.17% +3,871 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 6,190 $904K 0.2% -30 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,170 $901K 0.02% +160 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,156 $899K 0.06% -85 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,108 $892K 0.05% -910 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,028 $881K 0.09% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 5,965 $872K 0.55% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,942 $868K 0.02% -56 13F-HR/A Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,848 $854K 0.01% +278 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,791 $846K 0.25% +4,161 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,755 $841K 0.01% -12 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 5,749 $840K 0.15% -205 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,746 $839K 0.11% -78 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,677 $829K 0.02% +1,555 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,675 $829K 0.04% +371 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 5,665 $828K 0.23% -695 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,663 $827K 0.03% -788 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 5,592 $817K 0.16% +4,650 13F-HR Timeline Group Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 5,564 $813K 0.36% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,546 $810K 0.01% +2,033 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,505 $804K 0.04% +60 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 5,488 $802K 0.58% +250 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,484 $801K 0.01% +12 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,470 $799K 0.02% +372 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,469 $799K 0.39% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,464 $798K 0.11% -137 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,425 $793K 0.11% -57 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 5,150 $780K 0.49% 0 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 5,331 $779K 0.08% +8 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 5,273 $770K 0.17% -143 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,259 $768K 0.05% +1,575 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,221 $763K 0.04% +1,373 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,221 $761K 0.02% +603 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,162 $754K 0.13% -129 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,147 $752K 0.05% -66 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 5,134 $750K 0.18% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,131 $750K 0.01% +146 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 5,201 $747K 0.02% +1,621 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,094 $744K <0.01% +1,682 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,093 $744K 0.02% -324 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,079 $742K 0.05% -11,072 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,063 $742K 0.04% +77 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 5,064 $740K 0.48% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,062 $740K 0.01% -105 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 5,055 $739K 0.04% -384 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,000 $733K 0.01% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,997 $730K 0.49% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 4,955 $724K 0.04% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,950 $723K 0.08% +1,943 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4,935 $721K 0.15% +29 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,889 $714K 0.03% +169 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,879 $713K 0.04% +1,267 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,850 $709K 0.07% -813 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 4,828 $705K 0.01% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,818 $705K 0.04% +1,119 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,804 $702K 0.02% -163 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 4,784 $699K 0.39% +10 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 4,757 $695K 0.2% +436 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,753 $694K 0.06% +15 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 4,745 $694K +641 Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,742 $693K 0.01% +3,035 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 4,736 $692K 0.07% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,732 $691K 0.01% -1,590 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 4,729 $691K 0.06% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,715 $689K 0.06% +2,197 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,705 $687K 0.18% +75 13F-HR Timeline