INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,298 $548K 0.04% +60 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,294 $547K 0.01% +3 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,284 $546K 0.04% -255 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 4,279 $545K 0.01% new 13F-HR Timeline Group KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,250 $542K 0.09% +768 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,236 $540K 0.07% -59 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,235 $540K 0.02% -817 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 4,179 $533K 0.16% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,160 $530K 0.04% +301 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 4,098 $527K 0.01% -1,259 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,106 $523K 0.03% +130 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 4,074 $519K 0.48% -520 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,048 $516K 0.02% -21 13F-HR Timeline Group FreeGulliver LLC More: the full row for FreeGulliver LLC 4,043 $515K 0.23% +264 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,029 $514K 0.07% +7 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,010 $511K 0.2% +303 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 4,000 $510K 0.26% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,981 $507K 0.03% -185,314 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3,963 $505K 0.04% +291 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,946 $503K 0.01% -25 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 3,917 $499K 0.01% -38,402 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,908 $498K 0.25% +55 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,900 $497K 0.11% -100 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 3,888 $496K 0.24% 13F-HR/A Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,885 $495K 0.05% +1,677 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,827 $492K 0.03% +96 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,857 $492K 0.17% 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,851 $491K 0.04% -1,574 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,851 $491K 0.03% +2 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 3,846 $490K 0.13% 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,840 $490K <0.01% +14 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,834 $489K 0.17% +790 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,817 $487K 0.02% +6 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,813 $486K 0.23% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,811 $486K 0.12% +1 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 3,805 $485K 0.23% 0 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 3,797 $484K 0.18% +5 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 3,766 $480K 0.14% +1 13F-HR Timeline Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 3,736 $476K 0.47% -6,735 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,731 $476K 0.08% +1,278 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,716 $474K 0.05% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,709 $473K 0.01% +203 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,705 $472K 0.01% +700 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,672 $468K 0.05% -330 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,671 $468K 0.25% 0 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 3,670 $468K 0.06% -130 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,668 $468K 0.01% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,636 $464K 0.14% 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,636 $464K 0.01% -507 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,622 $462K 0.01% 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 3,610 $460K <0.01% -205,975 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,598 $459K 0.01% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,906 $459K 0.01% -11,256 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,597 $459K 0.05% +1 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,576 $456K 0.15% 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,570 $455K 0.2% -25 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 3,567 $455K 0.03% -490 13F-HR Timeline Group Cercano Management LLC More: the full row for Cercano Management LLC 3,560 $454K 0.02% 0 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 3,553 $453K 0.2% +31 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,551 $453K 0.21% +136 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,532 $450K <0.01% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,509 $447K 0.02% -565 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,504 $447K 0.18% +34 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 3,482 $444K 0.08% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,455 $440K 0.06% -100 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,450 $440K 0.09% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,450 $440K 0.02% +1,165 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,447 $439K 0.1% -627 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,434 $438K 0.06% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,420 $436K 0.04% +231 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,383 $431K 0.06% -50 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 3,378 $431K 0.4% 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,358 $428K 0.02% -555 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,350 $427K 0.07% -25 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,348 $427K 0.37% 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,345 $426K 0.02% +655 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 3,332 $425K 0.37% -1,445 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,319 $423K 0.08% +132 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,314 $422K 0.01% -2,779 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,310 $422K 0.04% +1,545 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 3,308 $422K 0.08% -6,306 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,302 $421K 0.01% -209 13F-HR Timeline Group Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,297 $420K 0.15% +457 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,295 $420K 0.01% -327 13F-HR/A Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,248 $414K 0.01% -416 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,245 $414K 0.1% -35 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 3,213 $410K 0.04% +4 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 3,155 $402K 0.24% +185 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,146 $401K 0.01% +723 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,136 $400K 0.01% +201 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,136 $400K 0.12% -1,193 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,089 $394K 0.02% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,072 $392K 0.02% +1,415 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,063 $390K 0.01% new 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,052 $389K 0.01% +52 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,042 $388K 0.08% +1,264 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,039 $387K 0.01% -2,068 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,038 $387K 0.04% +652 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,026 $386K 0.01% -237 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,020 $385K 0.1% -950 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,013 $384K 0.04% -894 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,010 $384K 0.01% +651 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 3,010 $384K 0.24% 0 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 3,007 $383K 0.1% 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,005 $383K 0.07% +152 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 3,003 $383K 0.16% +894 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,994 $382K 0.02% +65 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,970 $379K 0.03% +2,609 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,931 $378K 0.06% -51,411 13F-HR/A Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,958 $377K 0.06% -158 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,943 $375K 0.13% -506 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,942 $375K 0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,914 $371K <0.01% +224 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,904 $370K 0.03% +56 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,109 $367K <0.01% new 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 2,863 $365K 0.17% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,852 $364K 0.02% +55 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 2,850 $363K 0.19% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,847 $363K 0.04% -1,133 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,833 $361K 0.05% +6 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,812 $358K 0.01% +311 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,794 $356K 0.04% -3 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,780 $354K 0.01% -40 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,767 $353K 0.02% +58 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,763 $352K 0.13% -600 13F-HR Timeline Group Ballast, Inc. More: the full row for Ballast, Inc. 2,752 $351K 0.08% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,748 $350K 0.1% -377 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 2,747 $350K 0.21% 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 2,722 $347K 0.22% -37 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 2,705 $345K 0.12% -100 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,698 $344K <0.01% -741 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,651 $338K 0.04% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,644 $337K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NFSG Corp More: the full row for NFSG Corp 2,639 $336K 0.05% +1 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,630 $335K 0.05% 0 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 2,627 $335K 0.24% 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,626 $335K 0.29% -119 13F-HR/A Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,623 $334K 0.04% +58 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 2,622 $334K 0.04% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,616 $333K 0.02% -150 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,615 $333K 0.02% -133 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 2,610 $333K 0.09% +4 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,609 $333K 0.03% -440 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,602 $332K <0.01% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,600 $331K <0.01% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,571 $328K 0.03% -858 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,554 $326K 0.2% 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,549 $325K 0.01% +80 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,534 $323K <0.01% +276 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,529 $322K 0.01% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 2,527 $322K 0.16% +829 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,524 $322K 0.01% +53 13F-HR Timeline Group Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 2,517 $321K 0.3% +456 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,498 $318K <0.01% +550 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,495 $318K 0.02% 0 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 2,474 $315K 0.02% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,473 $315K 0.03% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,736 $313K 0.04% +159 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,451 $312K <0.01% -614,021 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,448 $312K 0.02% +576 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,447 $312K <0.01% +457 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,442 $311K 0.01% -142 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,426 $309K 0.04% +18 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,425 $309K 0.06% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,424 $309K 0.02% +75 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,422 $309K 0.03% -121 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 2,400 $306K <0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 2,400 $306K 0.18% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,394 $305K <0.01% +2 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,370 $305K 0.03% 0 13F-HR Timeline Ares Systematic Credit Ltd More: the full row for Ares Systematic Credit Ltd 5,861 $304K 0.25% 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,341 $304K 0.04% +750 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,386 $304K 0.06% -53 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,381 $304K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,366 $302K 0.02% +1,240 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 2,870 $302K 0.09% +4 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 2,325 $296K 0.06% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,316 $295K 0.03% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,312 $295K 0.02% +9 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,187 $294K 0.01% +50 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 2,292 $292K 0.01% +184 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,288 $292K 0.02% +243 13F-HR/A Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,285 $291K <0.01% +346 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,281 $291K 0.06% +4 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 2,275 $290K 0.18% -40 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,248 $287K 0.01% +64 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,229 $284K 0.03% 0 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,217 $283K <0.01% -39 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,215 $282K 0.04% 0 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 2,182 $278K 0.23% 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,182 $278K 0.07% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,747 $278K 0.05% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,174 $277K 0.02% -13 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,174 $277K 0.07% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,421 $277K 0.03% +850 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,166 $276K 0.06% -206 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,430 $275K 0.35% +685 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,150 $274K 0.05% -44 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 2,146 $274K 0.05% +291 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,127 $271K 0.15% +1,493 13F-HR Timeline