CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 15,421 $471K <0.01% +692 13F-HR Timeline Group Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 15,200 $464K 0.45% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 15,087 $460K <0.01% +89 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 15,000 $458K 0.03% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 14,986 $457K 0.01% -5,781 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 14,897 $455K 0.01% -617 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 15,437 $445K 0.24% -98 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 14,510 $443K 0.01% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 14,443 $441K <0.01% -1,567 13F-HR/A Timeline Group TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 14,240 $435K +3,580 Timeline World Investment Advisors More: the full row for World Investment Advisors 14,040 $429K 0.01% -292 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 13,857 $422K 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 13,383 $408K 0.02% -5,682 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 9,507 $404K <0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,219 $403K 0.02% -10,025 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 13,154 $401K 0.15% -3,426 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 13,132 $401K 0.01% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 13,000 $397K 0.22% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 12,974 $396K <0.01% -76 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,916 $394K <0.01% -637 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 12,888 $393K <0.01% -1,222 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 12,852 $392K <0.01% +1,860 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 12,802 $391K 0.04% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,671 $387K <0.01% -4,447 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12,434 $379K 0.01% +432 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 12,398 $378K <0.01% +2,928 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 12,358 $377K 0.03% -644 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,306 $376K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 12,305 $376K <0.01% new 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 12,200 $372K 0.08% -18,300 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 12,024 $367K 0.32% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 11,850 $362K 0.03% +4,415 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 11,730 $358K 0.07% +598 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 11,692 $357K 0.02% -1,343 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 11,497 $351K <0.01% -7,561 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 11,462 $350K 0.35% +3,731 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 11,395 $348K 0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 11,107 $339K <0.01% new 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,000 $336K 0.01% -5,000 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 10,938 $334K 0.35% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 10,840 $331K 0.04% -2,000 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 10,829 $331K 0.04% -40 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 10,813 $330K 0.06% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 10,805 $330K 0.04% new 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 10,800 $330K 0.11% -2,600 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,761 $328K 0.01% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 10,750 $328K 0.02% -3,300 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,740 $328K <0.01% -20 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 10,594 $323K 0.01% 0 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,492 $320K 0.01% -409 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 10,376 $317K 0.14% new 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 10,372 $316K 0.2% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 10,338 $316K 0.01% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 10,325 $315K 0.06% +978 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,284 $314K 0.01% +974 13F-HR/A Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 10,256 $313K 0.09% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10,137 $309K 0.01% +645 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 10,000 $305K 0.08% 0 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 10,000 $305K 0.7% 0 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 9,675 $295K <0.01% +8,040 13F-HR Timeline Group Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 9,628 $294K 0.1% +1,036 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 9,550 $291K 0.07% +200 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 9,413 $287K 0.11% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,363 $286K <0.01% -528 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 9,334 $285K <0.01% new 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 9,273 $283K 0.24% +2,701 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 9,265 $283K 0.07% +1,139 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,136 $278K 0.04% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,050 $276K 0.03% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,021 $275K <0.01% -676 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 8,964 $274K <0.01% new 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 8,925 $272K 0.1% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,616 $263K <0.01% +246 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,499 $262K 0.02% -2,819 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 8,500 $259K 0.04% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 8,499 $259K 0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 8,391 $256K 0.01% -371 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 8,350 $255K 0.05% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 8,328 $254K 0.03% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 8,157 $249K <0.01% +17 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,057 $246K <0.01% 0 13F-HR/A Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,977 $243K 0.03% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 7,516 $242K 0.05% +292 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,742 $236K <0.01% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 7,680 $234K 0.03% +5 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 7,676 $234K 0.01% new 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 7,669 $234K 0.16% +400 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,647 $233K 0.08% -1,319 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,229 $231K <0.01% -41 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 7,532 $230K 0.11% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 7,500 $229K <0.01% new 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 7,441 $227K 0.08% new 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 7,435 $227K 0.13% 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 7,400 $226K 0.03% 0 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. 7,360 $225K <0.01% new 13F-HR Timeline Group Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 7,200 $220K 0.2% -1,163 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bank of New Hampshire More: the full row for Bank of New Hampshire 7,194 $220K 0.05% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,154 $218K 0.01% +2,312 13F-HR/A Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 7,100 $217K 0.04% -900 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 7,095 $217K 0.12% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,095 $217K <0.01% new 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,914 $211K <0.01% new 13F-HR Timeline Group Addison Capital Co More: the full row for Addison Capital Co 6,895 $210K 0.04% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 6,826 $208K 0.02% new 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,821 $208K <0.01% -461 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 6,745 $206K 0.02% new 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 6,739 $206K 0.17% -2,171 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,732 $205K <0.01% new 13F-HR Timeline Group NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 6,704 $205K 0.01% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 6,654 $203K 0.07% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,602 $201K 0.03% new 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 6,600 $201K 0.05% new 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 6,591 $201K 0.03% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,574 $201K <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 5,625 $172K 0.03% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 5,600 $171K 0.03% +1,600 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,383 $164K 0.11% +116 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,846 $148K <0.01% +600 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 4,705 $144K 0.14% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 4,624 $141K 0.04% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,621 $132K <0.01% -313 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,149 $127K <0.01% -255 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,124 $126K 0.01% +1,191 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,884 $119K <0.01% +42 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,860 $118K 0.04% -818 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,824 $117K 0.02% +2,980 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,638 $111K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,403 $104K <0.01% +799 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 3,275 $100K 0.07% 0 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 3,276 $100K <0.01% -38 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 3,087 $94.2K 0.05% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,000 $91.6K 0.01% +898 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,666 $81.4K 0.01% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 2,661 $81.2K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,446 $74.6K 0.03% +3 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,401 $73.3K 0.01% +1,871 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,200 $67.1K <0.01% +106 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,174 $66K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,111 $64.4K <0.01% -2,966 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 2,000 $61K 0.03% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,950 $59.5K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,853 $56.6K <0.01% -26 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,785 $54.5K <0.01% 0 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,724 $52.6K <0.01% -161 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 1,600 $48.8K 0.02% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,580 $48.2K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,500 $45.8K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,408 $43K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,355 $41.4K <0.01% +605 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,355 $41.4K 0.01% +686 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,278 $39K 0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,280 $39K <0.01% 0 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,225 $37.4K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,206 $36.8K <0.01% -3,617 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,204 $36.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1,199 $36.6K 0.02% -301 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,147 $35K <0.01% +632 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,062 $32.4K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,026 $31.3K 0.01% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,000 $30.5K 0.01% 0 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) 964 $29.4K <0.01% -6,143 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 964 $29.4K <0.01% +100 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 955 $29.1K <0.01% new 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 950 $29K 0.02% -150 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 940 $28.7K <0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 917 $28K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 909 $27.7K <0.01% -295 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 909 $27.7K <0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 875 $27K 0.01% 0 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 850 $25.9K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 790 $25.3K 0.01% new 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 800 $24.4K 0.02% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 814 $24K <0.01% +568 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 750 $22.9K 0.01% 0 13F-HR/A Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 706 $21.5K 0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 694 $21.2K 0.02% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 675 $20.6K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 650 $19.8K <0.01% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 466 $19.8K 0.01% -650 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 600 $19.2K <0.01% -220 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 600 $18.3K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 600 $18.3K <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 637 $18.3K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 576 $17.6K <0.01% -65 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 572 $17.5K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 535 $16.3K <0.01% +185 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 507 $15.5K 0.09% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. 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