Smithfield Trust Co More: the full row for Smithfield Trust Co 4,288 $92K <0.01% -1 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 4,289 $91.6K <0.01% 0 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,243 $90.6K 0.03% +1,152 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 4,009 $85.6K <0.01% -211 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,920 $83.7K <0.01% -141 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,689 $78.8K 0.02% +448 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,651 $77.9K <0.01% +2,367 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 3,603 $76.9K 0.03% +263 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,293 $70.3K <0.01% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,264 $69.7K 0.04% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,216 $67.9K <0.01% -3,759 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,996 $64K <0.01% +129 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,978 $63.6K <0.01% -583 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 2,970 $63K 0.03% -350 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,753 $59K 0.01% -1,767 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 2,681 $57.2K 0.01% -107 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,651 $56.6K 0.01% +1,441 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,528 $54K 0.03% +568 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 53,636 $53.6K 0.02% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,506 $53.5K 0.01% +21 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,479 $52.9K 0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,434 $52K 0.03% +16 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 2,428 $51.8K 0.02% +21 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 2,334 $49.8K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,331 $49.8K 0.01% -195 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,301 $49.1K <0.01% +507 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 2,269 $48K <0.01% -1,226 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,238 $47.8K <0.01% -294 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 2,235 $47.7K 0.02% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,200 $47K 0.02% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,150 $45.9K <0.01% 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 2,089 $44.6K 0.03% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,026 $43.3K <0.01% +244 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,000 $42.7K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,000 $42.7K 0.02% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,955 $41.7K 0.03% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,920 $41K 0.01% +1,441 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,815 $38.8K <0.01% -4,550 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,506 $32.2K 0.01% +777 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,453 $31K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,422 $30.4K <0.01% +203 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,418 $30.3K <0.01% +571 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,370 $29.2K <0.01% new 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,283 $27.4K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,277 $27.3K 0.02% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,270 $27.1K <0.01% -44 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,187 $25.3K <0.01% -222 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,181 $25.2K <0.01% -44 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,163 $24.8K <0.01% +947 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,163 $24.8K 0.01% -90 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,137 $24.3K <0.01% -107 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,117 $23.8K <0.01% -3,180 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,039 $22.2K 0.01% -25 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,031 $22K <0.01% +178 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,030 $22K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,014 $21.6K <0.01% +747 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,002 $21.4K <0.01% +664 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,000 $21.4K 0.01% -5,804 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 1,000 $21K <0.01% +500 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 947 $20.2K 0.01% +385 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 925 $20K 0.01% -3 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 932 $19.9K 0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 923 $19.7K <0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 917 $19.6K <0.01% +587 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 915 $19.5K 0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 881 $18.8K <0.01% -2,625 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 770 $18.1K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 817 $17.4K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 786 $16.8K <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 781 $16.7K 0.01% +9 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 744 $15.9K 0.01% -310 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 703 $15K <0.01% -128,245 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 706 $15K <0.01% +538 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 677 $14.5K <0.01% +75 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 622 $13.3K <0.01% +78 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 592 $12.6K <0.01% +13 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 570 $12.2K 0.01% 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 560 $12K <0.01% -4,294 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 560 $12K <0.01% -34 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 558 $11.9K <0.01% -3,831 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 557 $11.9K <0.01% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 540 $11.5K 0.01% +10 13F-HR/A Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 531 $11.3K <0.01% -2 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 526 $11.2K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 498 $10.6K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 481 $10.3K <0.01% 0 13F-HR/A Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 479 $10.2K 0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 495 $10K <0.01% -22 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 456 $9.74K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 456 $9.73K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 423 $9.03K 0.01% 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 401 $8.56K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 400 $8.54K <0.01% -16 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 377 $8.05K <0.01% +294 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 369 $7.88K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 366 $7.81K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 344 $7.34K <0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 369 $7K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 344 $7K <0.01% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 340 $7K <0.01% new 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 315 $6.72K <0.01% new 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 309 $6.6K 0.01% +81 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 305 $6.51K <0.01% 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 298 $6.36K 0.01% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 297 $6.34K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 251 $5.36K <0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 250 $5.34K <0.01% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 240 $5.12K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 233 $4.97K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 225 $4.8K <0.01% -39 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 220 $4.7K <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 215 $4.59K <0.01% +31 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 213 $4.55K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 210 $4.49K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 210 $4.48K 0.01% 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 208 $4.44K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 204 $4.36K <0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 204 $4.36K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 201 $4.29K <0.01% 13F-HR Timeline Group Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 200 $4.27K <0.01% +198 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 184 $3.93K <0.01% 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 183 $3.91K <0.01% +95 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 180 $3.86K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 173 $3.69K <0.01% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 167 $3.57K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 165 $3.52K <0.01% +79 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 154 $3.29K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 148 $3.16K <0.01% +84 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 184 $3K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 136 $2.9K <0.01% -48 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 134 $2.86K <0.01% +12 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 123 $2.85K <0.01% new 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 130 $2.78K <0.01% new 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 104 $2.22K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 100 $2.13K <0.01% 0 13F-HR Timeline Group MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 100 $2.13K <0.01% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 100 $2.13K <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 97 $2.07K <0.01% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 111 $2K <0.01% +57 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 93 $1.99K <0.01% +78 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 90 $1.92K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 90 $1.92K <0.01% -20 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 82 $1.75K <0.01% -61 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 80 $1.71K <0.01% 0 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 80 $1.71K <0.01% -553 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 76 $1.61K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 75 $1.6K <0.01% -598 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 74 $1.58K <0.01% -334 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 60 $1.28K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 60 $1.28K <0.01% new 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 56 $1.2K <0.01% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 55 $1.18K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 55 $1.17K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 55 $1.17K <0.01% 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 50 $1.08K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 48 $1.02K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 48 $1.02K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 66 $1K <0.01% -8 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 62 $1K <0.01% 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 51 $1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 25 $1K <0.01% -133 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 43 $918 <0.01% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 42 $897 <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 40 $854 <0.01% -231 13F-HR Timeline Group JDM Financial Group LLC More: the full row for JDM Financial Group LLC 38 $811 <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 37 $790 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 36 $777 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 36 $769 <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 35 $748 <0.01% -369 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 35 $747 <0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 35 $747 <0.01% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 33 $705 <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 33 $705 <0.01% -33 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 32 $680 <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 30 $641 <0.01% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 30 $641 <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 26 $557 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 24 $513 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 23 $491 <0.01% +2 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 21 $448 <0.01% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 20 $427 <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 16 $342 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $342 <0.01% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 13 $278 <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 12 $267 0.02% -12,630 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 12 $257 <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 10 $213 <0.01% -10 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 10 $213 <0.01% -600,000 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 8 $171 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6 $128 <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 5 $107 <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1 $21 <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.