MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,162 $1.46M 0.01% +106 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 11,148 $1.46M 0.15% -5,111 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 11,003 $1.45M 0.03% +1,839 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 10,936 $1.43M 0.5% -17,729 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,897 $1.43M 0.03% +5,920 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 10,881 $1.42M 0.16% +3 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,817 $1.42M 0.02% +2,373 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 10,812 $1.42M 0.36% +641 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 10,801 $1.41M 0.19% +2,253 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 10,792 $1.41M 0.01% -1,024 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,707 $1.4M 0.03% +2,419 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 10,689 $1.4M 0.05% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 10,606 $1.39M 0.38% -3,474 13F-HR/A Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 10,572 $1.38M 0.29% -377 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,394 $1.38M 0.04% +5,233 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 10,527 $1.38M 0.35% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 10,513 $1.38M 0.27% +3,690 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 9,866 $1.37M 0.04% +1,256 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 10,396 $1.36M 0.12% +96 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 10,341 $1.35M 0.1% 0 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 10,338 $1.35M 0.64% -61 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,283 $1.35M 0.02% +688 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,261 $1.34M 0.04% +534 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 10,200 $1.34M 0.55% -16,021 13F-HR Timeline Foresight Group Ltd Liability Partnersh… More: the full row for Foresight Group Ltd Liability Partnership 10,379 $1.31M 0.23% 0 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 10,005 $1.31M 0.55% 0 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 9,996 $1.31M 1.08% -214 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 9,952 $1.3M 0.74% -253 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 9,892 $1.3M 0.02% -58,457 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 9,705 $1.27M 0.54% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,664 $1.27M 0.03% +181 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,138 $1.26M 0.04% +1,712 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9,516 $1.25M 0.14% +18 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 9,380 $1.23M 0.27% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 9,377 $1.23M 0.07% -1,123 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 9,258 $1.21M 0.01% +2,672 13F-HR Timeline Group CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 9,225 $1.21M 0.21% new 13F-HR Timeline DNCA FINANCE More: the full row for DNCA FINANCE 9,250 $1.21M 0.07% -2,150 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 9,388 $1.19M 0.01% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,065 $1.19M 0.11% -4,909 13F-HR Timeline Group Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 8,477 $1.18M 0.05% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 9,008 $1.18M 0.27% +290 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,258 $1.17M 0.04% +442 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,898 $1.17M 0.02% -223 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 8,872 $1.16M 0.52% -1,748 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,827 $1.16M 0.08% +2,605 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 8,818 $1.15M 0.69% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,765 $1.15M 0.01% +264 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,784 $1.15M 0.07% -12 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 8,691 $1.14M 0.05% -188 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 8,668 $1.14M 0.03% +1,657 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 8,565 $1.12M 0.02% +75 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,559 $1.12M 0.11% +1,629 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 8,544 $1.12M 0.39% -954 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 8,541 $1.12M 0.04% -167 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,427 $1.1M 0.01% +151 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,349 $1.09M 0.12% +1,102 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 8,296 $1.09M +1,704 Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 8,274 $1.08M 0.43% -1,845 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 8,253 $1.08M 0.21% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 8,236 $1.08M 0.18% -2,702 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 8,161 $1.07M 0.31% -921 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,103 $1.06M 0.02% -243 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 8,126 $1.06M 0.25% +4 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8,105 $1.06M 0.02% +27 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8,064 $1.06M 0.04% -850 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 8,083 $1.06M 0.02% +1,151 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,054 $1.05M 0.06% +775 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 8,000 $1.05M 0.1% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 7,984 $1.05M 0.26% +927 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,982 $1.05M 0.05% -3,297 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,976 $1.04M 0.01% +3,053 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 7,921 $1.04M 0.39% -235 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 7,910 $1.04M 0.06% +1,093 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 7,894 $1.03M 0.7% +60 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 7,669 $1M 0.27% 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 7,608 $996K 0.07% +2,219 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,596 $995K 0.03% +1,544 13F-HR/A Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 7,563 $990K 0.08% +2,165 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 7,517 $984K 0.05% -7 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 7,499 $982K 0.13% -600 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 7,484 $980K 0.4% -237 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 7,471 $978K 0.44% -390 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 7,412 $971K 0.11% new 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 7,400 $969K 0.19% -3,100 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 7,350 $962K <0.01% -815 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,340 $961K 0.05% +43 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 7,330 $960K 0.01% +4,539 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,284 $954K 0.07% +58 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,175 $940K 0.04% -859 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 7,100 $930K 0.59% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,058 $924K 0.01% -1,481 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,018 $920K 0.06% -213 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,948 $910K 0.04% -406 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,948 $910K 0.09% -244 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 6,832 $895K 0.85% +198 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 6,814 $892K 0.73% +2,356 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 6,803 $891K 0.14% +792 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,731 $882K 0.02% +1,351 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 6,655 $871K new Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 6,597 $864K 0.01% -2,479 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 6,534 $856K 0.11% +1,506 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,528 $855K 0.21% +13 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,465 $847K 0.14% +64 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,451 $845K 0.06% +147 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 6,423 $841K 0.05% +3,681 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 6,418 $840K 0.3% -294 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 6,400 $838K 0.84% +2,925 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 6,360 $833K 0.26% -700 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,322 $828K 0.01% +2,394 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 6,286 $823K 0.16% -1,222 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,269 $821K 0.03% +1,251 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,269 $821K 0.05% +27 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,241 $817K 0.06% +731 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 6,220 $815K 0.21% +159 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,158 $806K 0.05% +2,126 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,147 $805K 0.08% +478 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,663 $804K 0.11% +1,936 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 6,052 $792K 0.31% 13F-HR/A Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,028 $789K 0.08% -173 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,010 $787K 0.03% +27 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,998 $785K 0.02% +619 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 5,965 $781K 0.56% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 5,954 $780K 0.16% +209 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,941 $778K 0.01% +1,885 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,903 $773K 0.1% +1,343 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,897 $772K 0.02% +942 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,887 $771K 0.01% -241 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,824 $762K 0.12% -474 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,767 $755K 0.01% +95 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,167 $753K 0.01% -70 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 5,715 $748K 0.02% -4,746 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 5,636 $738K 0.13% +1,979 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,601 $733K 0.13% -139 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,570 $729K 0.01% +227 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 5,564 $729K 0.36% -335 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,528 $724K 0.1% -133 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,098 $719K 0.02% +3,061 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,482 $718K 0.11% +1,028 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,482 $718K 0.08% +1,573 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,472 $717K 0.01% -116 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 5,470 $716K 0.02% 0 13F-HR Timeline Group First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,469 $716K 0.38% -400 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,445 $713K 0.05% +269 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 5,439 $712K 0.04% +322 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 5,432 $711K 0.01% +339 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,417 $709K 0.03% -249 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 5,416 $709K 0.17% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 5,411 $709K 0.01% -192,779 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,324 $697K 0.01% +10 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 5,323 $697K 0.09% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,304 $695K 0.05% +1,641 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,291 $693K 0.13% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,275 $691K 0.04% +1,002 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 5,238 $686K 0.61% -163 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,213 $683K 0.04% -184 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 5,206 $682K 0.01% +2,332 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,161 $676K 0.09% +1,590 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 5,150 $674K 0.46% 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 5,134 $672K 0.19% 0 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 5,064 $663K 0.45% -236 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,000 $657K 0.01% -26 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,986 $655K 0.03% +326 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,997 $654K 0.53% +6 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,985 $653K 0.01% +3,148 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,968 $651K 0.36% +215 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,967 $650K 0.02% -843 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 4,955 $649K 0.04% -44 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,946 $648K 0.02% -214 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,934 $646K 0.04% +759 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 4,928 $645K 0.13% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4,906 $642K 0.14% -1,048 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,835 $633K 0.04% +1 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 4,828 $632K 0.01% +10 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,821 $631K 0.01% -15 13F-HR Timeline Group Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 4,774 $625K 0.43% +11 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,738 $620K 0.07% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,720 $618K 0.03% -7 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,680 $613K 0.49% +41 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,642 $608K 0.04% +2,252 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 4,639 $607K 0.14% -778 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,630 $606K 0.18% +105 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,611 $604K 0.03% +55 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,618 $603K 0.01% -3,814 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,597 $602K 0.01% +438 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,574 $599K 0.19% -493 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,551 $595K 0.06% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,521 $592K 0.01% +671 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,490 $588K 0.11% -930 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,486 $587K 0.02% -596 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 4,463 $585K 0.05% +13 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,464 $585K 0.03% -111 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,464 $585K 0.03% +2,173 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,340 $568K 0.02% -2,389 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 4,321 $566K 0.22% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,291 $562K 0.07% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,290 $562K 0.41% -125 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,257 $557K 0.22% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Boltwood Capital Management More: the full row for Boltwood Capital Management 4,210 $551K 0.14% -95 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,193 $549K 0.02% +188 13F-HR Timeline