Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,616 $1.62M 0.22% -308 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,612 $1.61M 0.04% -68 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,611 $1.61M 0.31% -230 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 3,611 $1.61M 1.09% -168 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 3,608 $1.61M 0.03% +1,462 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,604 $1.61M 0.66% +1,325 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,370 $1.61M 0.66% -14 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 3,593 $1.61M 1.3% -40 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 3,581 $1.6M 0.67% +247 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 3,541 $1.58M 1.19% +361 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,538 $1.58M 0.19% +444 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,538 $1.58M 0.03% -3,730 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,536 $1.58M 0.07% -276 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,523 $1.57M 0.04% +31 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 3,514 $1.57M 0.57% +136 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 3,495 $1.56M 0.98% +16 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,488 $1.56M 0.45% +61 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,465 $1.55M 0.93% +28 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 3,452 $1.54M 0.81% +147 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,445 $1.54M 0.02% -48,301 13F-HR/A Timeline Group Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 3,417 $1.53M 0.76% -1,016 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3,400 $1.52M 0.42% +823 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 3,395 $1.52M 0.82% 0 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,387 $1.51M 0.36% -2,998 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,383 $1.51M 0.03% -493 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,381 $1.51M 0.35% +53 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 3,368 $1.5M 1.09% +50 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 3,367 $1.5M 0.06% -12,845 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 3,363 $1.5M 1.15% 0 13F-HR/A Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,335 $1.5M 1.47% -13 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 3,361 $1.5M 0.24% +105 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,349 $1.5M 1.27% -105 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 3,347 $1.5M 0.9% +185 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,337 $1.49M 0.27% -283 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 3,336 $1.49M 0.41% +443 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,323 $1.48M 0.81% -32 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 3,321 $1.48M 0.28% new 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,308 $1.48M 0.32% +2,098 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 3,300 $1.47M 0.05% 0 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,299 $1.47M 1.03% 0 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 3,275 $1.46M 0.81% +43 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 3,274 $1.46M 0.2% -234 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,272 $1.46M 0.05% -2,574 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,271 $1.46M 0.23% -171 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,265 $1.46M 0.81% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,262 $1.46M 0.32% -38 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,257 $1.45M 0.14% -70 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,256 $1.45M 1.25% +110 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 3,254 $1.45M 0.62% +1,448 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,244 $1.45M 0.7% +360 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,231 $1.44M 0.23% -25 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,223 $1.44M 1.27% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,215 $1.44M 0.14% -464 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 3,211 $1.43M 1.21% +2,619 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,211 $1.43M 0.24% -296 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,207 $1.43M 0.74% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 3,191 $1.43M 0.24% -65 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 3,184 $1.42M 0.71% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,168 $1.42M 0.56% -180 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,160 $1.41M 0.49% +2,000 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,158 $1.41M 0.12% -1,015 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,150 $1.41M 0.41% +426 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,147 $1.41M 0.11% -8 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 3,146 $1.41M 0.03% -30 13F-HR Timeline Group Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 3,139 $1.4M 0.12% -365 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,127 $1.4M 0.18% -3,095 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 3,121 $1.39M 1.1% -267 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 3,106 $1.39M +1,542 Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,111 $1.39M 0.09% 0 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 3,109 $1.39M 0.3% +247 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,088 $1.38M 0.68% +255 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 3,087 $1.38M 1.08% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,083 $1.38M 0.11% +372 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 3,080 $1.38M 0.34% -192 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,078 $1.38M -312 Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 3,077 $1.37M 1.02% +45 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,069 $1.37M 0.12% +269 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,067 $1.37M 0.65% 0 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 3,056 $1.37M 0.98% +8 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 3,051 $1.36M 0.71% -40 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,036 $1.36M 0.04% -389 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,033 $1.35M 0.73% -55 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,025 $1.35M 0.05% -243 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,019 $1.35M 0.07% +960 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 3,017 $1.35M 0.65% +1,060 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,015 $1.35M 0.06% -490 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 3,011 $1.35M 0.06% -184 13F-HR Timeline Group B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 3,000 $1.34M 0.2% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,000 $1.34M 0.32% +300 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,999 $1.34M 0.16% +54 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,995 $1.34M 0.01% -8 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 2,988 $1.33M 0.39% +59 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 2,984 $1.33M 0.89% -31 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 2,982 $1.33M 0.1% +426 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 2,964 $1.33M 0.11% +70 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) 2,977 $1.33M 0.04% -8,596 13F-HR Timeline Group Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 2,975 $1.33M 0.89% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,962 $1.32M 0.86% +374 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,960 $1.32M 0.22% -10 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,955 $1.32M 0.52% +69 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,951 $1.32M 0.15% +38 13F-HR Timeline Group Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,941 $1.31M 0.79% +85 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,938 $1.31M 0.28% -107 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,936 $1.31M 0.28% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 2,934 $1.31M 0.6% -7,790 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,924 $1.31M 0.13% -130 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,923 $1.31M 0.04% +1,844 13F-HR/A Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 2,912 $1.3M 0.91% +225 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,909 $1.3M 0.45% +69 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,907 $1.3M 0.11% -9,839 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,838 $1.3M 0.13% +249 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 2,894 $1.29M 0.82% -162 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,889 $1.29M 0.45% +16 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 2,887 $1.29M 0.47% -13 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 2,886 $1.29M 0.94% -241 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,712 $1.29M 0.07% -272 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,874 $1.28M 0.1% +257 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,873 $1.28M 0.16% 0 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 2,860 $1.28M 0.96% +251 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,859 $1.28M 0.12% -233 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,855 $1.28M 0.34% new 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,848 $1.27M 0.02% +450 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,835 $1.27M 0.09% -909 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,811 $1.26M 0.18% +101 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 2,810 $1.26M 0.1% +900 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,803 $1.25M 0.06% -117 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,801 $1.25M 0.31% -68 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,801 $1.25M 0.08% -8,530 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 2,774 $1.24M 0.32% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,761 $1.23M 0.12% -5,021 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 2,749 $1.23M 0.17% +333 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 2,744 $1.23M 0.62% +34 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,743 $1.23M 0.05% -200 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,729 $1.22M 0.17% +24 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 2,724 $1.22M 0.63% +494 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 2,718 $1.21M 1.02% +14 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,714 $1.21M 0.07% -28 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,707 $1.21M 0.18% -963 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 2,695 $1.2M 0.2% -990 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,686 $1.2M 0.05% +1,403 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,684 $1.2M 0.51% +19 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,679 $1.2M 0.1% +5 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 2,674 $1.19M 0 Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,672 $1.19M 0.05% -364 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,652 $1.18M 0.64% -43 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 2,651 $1.18M 0.21% +119 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 2,500 $1.18M 0.72% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,638 $1.18M 0.52% +133 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 2,632 $1.18M <0.01% -3,992 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,624 $1.17M 0.36% +11 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 2,623 $1.17M 1.05% +10 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 2,623 $1.17M 0.33% +195 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,616 $1.17M 0.13% -411 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,514 $1.17M 0.01% -20 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,601 $1.16M 0.25% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,596 $1.16M 0.17% -142 13F-HR/A Timeline Trust Co More: the full row for Trust Co 2,584 $1.15M 0.14% +449 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,580 $1.15M 0.03% -40 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,578 $1.15M 0.15% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,578 $1.15M 0.26% -35 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,575 $1.15M 0.17% +60 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,573 $1.15M 0.5% -764 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,556 $1.14M 0.5% -5 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,555 $1.14M 0.05% -130 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,549 $1.14M 0.63% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,548 $1.14M 0.22% +1,571 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,546 $1.14M 0.12% -315 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,384 $1.14M 0.1% +226 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 2,541 $1.14M 0.12% -5,876 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 2,541 $1.14M 0.05% 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 2,540 $1.13M 0.69% +57 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,374 $1.13M 0.11% new 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,536 $1.13M 0.08% -30 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,534 $1.13M 0.11% -6 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,533 $1.13M 0.38% +706 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,532 $1.13M 0.1% +79 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,531 $1.13M 0.1% -809 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,530 $1.13M 0.09% -13 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,529 $1.13M 0.06% +229 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 2,520 $1.13M 0.39% -2,206 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,514 $1.12M 0.09% -221 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,506 $1.12M 0.05% +1,250 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,504 $1.12M 0.14% -3,145 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,502 $1.12M 0.28% -1 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,368 $1.12M 0.99% -17 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,495 $1.11M 0.19% -70 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 2,470 $1.1M 0.42% -20 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,468 $1.1M 0.05% +525 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,465 $1.1M 0.86% -273 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 2,460 $1.1M <0.01% 0 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,430 $1.09M 0.09% +617 13F-HR/A Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,428 $1.08M 0.54% +110 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,425 $1.08M 0.11% -7 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,422 $1.08M 0.14% +136 13F-HR Timeline Nikulski Financial, Inc. 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