Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,675 $1.79M 0.11% -288 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,670 $1.78M 0.27% +305 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 3,650 $1.77M 0.54% -20 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 3,645 $1.77M 1.13% 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,348 $1.77M 1.71% 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 3,633 $1.77M 1.43% 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,629 $1.76M 0.51% +103 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,628 $1.76M 0.17% new 13F-HR/A Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,620 $1.76M 0.31% +8 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,608 $1.75M 1.16% +92 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,605 $1.75M 0.11% -1,274 13F-HR/A Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,603 $1.75M 0.14% +21 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 3,598 $1.75M 0.89% +1,085 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,573 $1.74M 0.46% -97 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 3,572 $1.74M 0.45% -24 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,562 $1.73M 0.11% -41 13F-HR Timeline Group Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 3,555 $1.73M 1.15% +29 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,539 $1.72M 0.33% -236 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,531 $1.72M 0.23% +992 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 3,508 $1.7M 0.21% +167 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,507 $1.7M 0.26% -392 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,505 $1.7M 0.07% +344 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 3,504 $1.7M 0.13% -352 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,492 $1.7M 0.03% +581 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 3,488 $1.69M 1.2% +56 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 3,479 $1.69M 1.05% -4 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,499 $1.69M 0.14% -1,555,679 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 3,455 $1.68M 0.17% -8,409 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,454 $1.68M 1.4% +98 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,442 $1.67M 0.27% -249 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,437 $1.67M 0.89% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 3,436 $1.67M 0.74% -266 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,427 $1.67M 0.5% +180 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,425 $1.66M 0.05% +419 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,419 $1.66M 0.02% -1,392 13F-HR Timeline Parametrica Management Ltd in group Parametrica Management Ltd More: the full row for Parametrica Management Ltd 3,414 $1.66M 2.19% new 13F-HR Timeline Group Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 3,395 $1.65M 0.87% -50 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,390 $1.65M -669 Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 3,388 $1.65M 1.42% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,387 $1.65M 0.19% -151 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 3,378 $1.64M 0.59% +36 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,372 $1.64M 0.14% +1,077 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 3,363 $1.63M 1.25% new 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,355 $1.63M 0.83% -255 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 3,351 $1.63M 0.05% +1,492 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,348 $1.63M 0.59% +74 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,340 $1.62M 0.14% +303 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 3,337 $1.62M 0.73% -143 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 3,334 $1.62M 0.7% +37 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,328 $1.62M 0.34% -26 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,327 $1.62M 0.16% -12 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 3,318 $1.61M 1.11% +103 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 3,305 $1.61M 0.84% +182 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 3,300 $1.6M 0.05% -2,900 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,300 $1.6M 0.35% -17 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,299 $1.6M 1.11% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 3,272 $1.59M 0.39% +101 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,268 $1.59M 0.05% -114 13F-HR/A Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 3,268 $1.59M 0.76% 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,265 $1.59M 0.8% -98 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 3,256 $1.58M 0.27% +555 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,256 $1.58M 0.24% +170 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 3,256 $1.58M 0.26% -3 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,176 $1.58M 0.1% +2,017 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 3,232 $1.57M 0.84% -106 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,223 $1.57M 1.33% -1,249 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 3,217 $1.56M 0.09% +1,587 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,207 $1.56M 0.79% 0 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 3,201 $1.56M 0.81% new 13F-HR Timeline River Road Asset Management, LLC More: the full row for River Road Asset Management, LLC 3,196 $1.55M 0.02% -638 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 3,195 $1.55M 0.07% 0 13F-HR Timeline Group Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 3,184 $1.55M 0.79% -200 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 3,180 $1.55M 1.2% 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 3,176 $1.54M 0.03% new 13F-HR Timeline Group Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 3,162 $1.54M 0.88% +252 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,155 $1.53M 0.12% -252 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,146 $1.53M 1.39% +101 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,384 $1.52M 0.56% -50 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 3,127 $1.52M 1.03% +90 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,124 $1.52M 0.16% +296 13F-HR/A Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,115 $1.51M 0.19% 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,111 $1.51M 0.1% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,103 $1.51M 0.09% +152 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 3,095 $1.5M 0.78% +124 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,094 $1.5M 0.2% +311 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,092 $1.5M 0.14% -10 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 3,091 $1.5M 0.48% -115 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,088 $1.5M 0.74% +32 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 3,087 $1.5M 1.09% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,077 $1.5M 0.39% -60 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,067 $1.49M 0.66% -53 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 3,045 $1.49M 0.11% +1,193 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 3,056 $1.49M 0.97% -142 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,054 $1.48M 0.14% -1 13F-HR Timeline CAXTON ASSOCIATES LP More: the full row for CAXTON ASSOCIATES LP 3,050 $1.48M 0.05% -1,529 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 3,048 $1.48M 1.18% 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 3,047 $1.48M 0.03% -1,612 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,045 $1.48M 0.31% -3 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,030 $1.48M 0.2% +34 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 3,043 $1.48M 0.4% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,040 $1.48M 0.33% -790 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,036 $1.48M 0.07% +215 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,033 $1.47M 0.2% -283 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 3,032 $1.47M 1.02% +34 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,027 $1.47M 0.17% -13 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 3,015 $1.47M 1% -88 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3,003 $1.46M 0.01% -1,297 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 3,000 $1.46M 0.18% new 13F-HR Timeline Group Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 2,975 $1.45M 0.97% -10 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 2,970 $1.44M 0.57% +23 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,970 $1.44M 0.24% -95 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,961 $1.44M 0.01% -96 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 2,951 $1.43M 0.49% 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,945 $1.43M 0.17% -145 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,943 $1.43M 0.06% -71 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,874 $1.43M 0.38% 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,936 $1.43M 0.3% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,928 $1.42M 0.64% -799 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 2,926 $1.42M 0.54% +13 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 2,920 $1.42M 0.27% -61 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,920 $1.42M 0.07% +5 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,913 $1.42M 0.16% +396 13F-HR Timeline Group Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 2,909 $1.41M 0.18% new 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 2,929 $1.41M 0.42% +73 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 2,900 $1.41M 0.51% +17 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,894 $1.41M 0.11% -20 13F-HR/A Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,893 $1.41M 0.46% +119 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,886 $1.4M 0.56% -55 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,884 $1.4M 0.65% +210 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,984 $1.4M 0.07% +91 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,873 $1.4M 0.16% -70 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,873 $1.4M 0.49% -92 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,870 $1.39M 0.09% +120 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,869 $1.39M 0.34% +510 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,862 $1.39M 0.29% 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,861 $1.39M 0.15% +462 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 2,859 $1.39M 0.7% +20 13F-HR Timeline CTC LLC More: the full row for CTC LLC 2,859 $1.39M 0.14% +1,075 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,856 $1.39M 0.8% -108 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,840 $1.38M 0.47% -269 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,846 $1.38M 0.49% +94 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 2,833 $1.38M 0.63% +40 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,800 $1.36M 0.13% -183 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 2,774 $1.35M 0.36% -120 13F-HR Timeline INVESTMENT MANAGEMENT ASSOCIATES INC /A… More: the full row for INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 2,760 $1.34M 0.59% -122 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,742 $1.33M 0.08% +44 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,738 $1.33M 0.2% 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,738 $1.33M 0.99% +17 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,735 $1.33M 0.1% -566 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,724 $1.32M 0.38% -408 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,716 $1.32M 0.13% +446 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,711 $1.32M 0.12% +83 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,710 $1.32M 0.19% +99 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 2,710 $1.32M 0.67% -90 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,705 $1.31M 0.18% +314 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 2,704 $1.31M 1.17% 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,703 $1.31M 0.1% -729 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,700 $1.31M 0.28% 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,698 $1.31M 0.98% new 13F-HR Timeline Group Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,695 $1.31M 0.7% -63 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 2,687 $1.31M 0.9% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,685 $1.3M 0.05% +254 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,674 $1.3M 0.11% -5,176 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 2,674 $1.3M +228 Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,665 $1.3M 0.53% 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 2,642 $1.28M 0.28% +49 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,534 $1.28M 0.01% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,624 $1.28M 0.21% -133 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,620 $1.27M 0.03% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,617 $1.27M 0.1% 0 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 2,613 $1.27M 1.14% 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,613 $1.27M 0.38% -41 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 2,609 $1.27M 0.92% -1 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,613 $1.27M 0.31% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,601 $1.26M 0.28% -186 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,588 $1.26M 0.81% -26 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,588 $1.26M 0.05% -21 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,580 $1.25M 0.15% +1,710 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,578 $1.25M 0.16% +11 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,577 $1.25M 0.34% -75 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 2,570 $1.25M 0.28% +9 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,566 $1.25M 0.08% -152 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,565 $1.25M 0.21% 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,561 $1.24M 0.55% -34 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,558 $1.24M 0.49% -31 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 2,556 $1.24M 0.05% -228 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,549 $1.24M 0.66% -451 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,543 $1.24M 0.1% +250 13F-HR/A Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,540 $1.23M 0.12% 0 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 2,532 $1.23M 0.2% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,518 $1.22M 0.57% +46 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,515 $1.22M 0.18% 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,505 $1.22M 0.56% +1,535 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,503 $1.22M 0.3% +88 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 2,500 $1.21M 0.61% 0 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 2,490 $1.21M 0.46% 0 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 2,483 $1.21M 0.73% +42 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,589 $1.2M 0.12% +1,345 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,463 $1.2M <0.01% -169 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 2,460 $1.2M <0.01% -10 13F-HR Timeline Group