DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3,570 $1.65M <0.01% +1,386 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,568 $1.65M 0.06% +882 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,563 $1.65M 0.64% -90 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,509 $1.63M 0.43% +21 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,507 $1.62M 0.05% +3,027 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 3,490 $1.62M 0.93% -5 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,480 $1.61M 0.02% -200 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3,472 $1.61M 0.4% +72 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,469 $1.61M 0.34% +88 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,465 $1.6M 0.93% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,463 $1.6M 0.12% +1,569 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 3,457 $1.6M 0.1% +493 13F-HR/A Timeline Trust Co More: the full row for Trust Co 3,454 $1.6M 0.18% +870 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 3,430 $1.59M 0.83% +1,700 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,409 $1.58M 0.02% -396 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 3,393 $1.58M 0.24% 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 3,393 $1.57M 1.28% -200 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 3,389 $1.57M 1.01% +21 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,387 $1.57M 0.34% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 3,378 $1.56M 0.75% -74 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 3,363 $1.56M 1.16% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,356 $1.55M 0.29% -1,817 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,349 $1.55M 1.27% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,342 $1.55M 0.02% -41 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 3,340 $1.55M 0.8% +65 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,325 $1.54M 0.15% +374 13F-HR Timeline Group Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,323 $1.54M 0.79% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,318 $1.54M 0.27% -19 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,307 $1.53M 1.23% +51 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 3,300 $1.53M 0.05% 0 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,299 $1.53M 0.95% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,280 $1.52M 0.32% -565 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 3,274 $1.52M 0.19% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,269 $1.51M 0.21% +38 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,269 $1.51M 0.77% +4 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 3,267 $1.51M 0.6% +13 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,266 $1.51M 0.49% +377 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,263 $1.51M 0.06% new 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,256 $1.51M 0.08% -455 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,252 $1.51M 1.47% -83 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 3,249 $1.5M 0.77% +505 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,248 $1.5M 1.21% +25 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,213 $1.5M 0.12% +839 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 3,225 $1.49M 0.61% +208 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 3,223 $1.49M 0.78% -398 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,222 $1.49M 0.04% -18,008 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,219 $1.49M 0.04% +194 13F-HR/A Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 3,208 $1.49M 0.75% -1,717 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,207 $1.49M 0.73% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 3,201 $1.48M 0.23% +10 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,195 $1.48M 0.41% +45 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,190 $1.48M 0.22% -81 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 3,184 $1.47M 0.27% +75 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 3,178 $1.47M 0.37% -662 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,166 $1.47M 0.1% -1,604 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,162 $1.46M 0.1% -1,492 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 3,159 $1.46M 1.12% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,155 $1.46M 0.16% -571 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 3,154 $1.46M 0.78% -30 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,150 $1.46M 0.12% -65 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,144 $1.46M 0.24% -67 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,447 $1.45M 0.05% -89 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,134 $1.45M 0.04% +211 13F-HR/A Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,131 $1.45M 0.69% -528 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 3,129 $1.45M 1% +8 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,128 $1.45M 0.45% -32 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,124 $1.45M 0.14% -13,239 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,123 $1.45M 0.09% +12 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 3,121 $1.45M 1.15% -90 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,118 $1.44M 0.74% +85 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,105 $1.44M 0.64% -139 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 3,096 $1.43M 0.38% +108 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 3,074 $1.42M 0.94% -13 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,074 $1.42M 0.11% +5 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,071 $1.42M 0.67% -17 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,056 $1.42M 0.18% +245 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 3,052 $1.41M 0.88% -4 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,045 $1.41M 0.17% -82 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,351 $1.4M 0.51% -19 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,021 $1.4M 0.1% -126 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,017 $1.4M 0.61% -50 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 3,016 $1.4M 0.29% -64 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,009 $1.39M 0.06% -10 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,007 $1.39M 0.32% +1,471 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 3,002 $1.39M 0.35% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,995 $1.39M 0.04% +252 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,994 $1.39M 0.38% +577 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,993 $1.39M 0.1% +119 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 2,991 $1.39M 0.92% +79 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,991 $1.39M 0.15% -8 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 2,986 $1.38M 0.72% -65 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,980 $1.38M 0.09% -2,381 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 2,975 $1.38M 0.9% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,969 $1.37M 0.03% -2,866 13F-HR Timeline Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 2,968 $1.37M 0.77% +1,483 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,960 $1.37M 0.22% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 2,950 $1.37M 1.28% +2,792 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,947 $1.36M 0.73% +6 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,938 $1.36M 0.05% -77 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,929 $1.36M <0.01% +538 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 2,926 $1.36M 0.24% -435 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,916 $1.35M 0.27% -20 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,916 $1.35M 0.06% +204 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,915 $1.35M 0.51% -40 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 2,911 $1.35M 0.36% +288 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 2,905 $1.35M 0.16% -5,969 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 2,900 $1.34M 0.28% +1,920 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 2,900 $1.34M 0.05% new 13F-HR Timeline Group one8zero8, LLC More: the full row for one8zero8, LLC 2,900 $1.34M 0.32% -100 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 2,899 $1.34M 0.45% new 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 2,898 $1.34M 0.47% -270 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,890 $1.34M 0.32% +89 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 2,890 $1.34M 0.81% -4 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 2,883 $1.33M 0.89% -101 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,859 $1.32M 0.02% +11 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,858 $1.32M -220 Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,856 $1.32M 0.15% -17 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,849 $1.32M 0.45% -60 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 2,848 $1.32M 0.96% -12 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 2,848 $1.32M 0.45% -39 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,838 $1.31M 0.16% +242 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,835 $1.31M 0.08% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,809 $1.3M 0.51% +171 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,803 $1.3M 0.06% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,779 $1.29M 0.51% -3,060 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,790 $1.29M 0.11% -69 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 2,780 $1.29M 0.82% -106 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 2,774 $1.28M 0.32% 0 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 3,046 $1.28M 0.84% -31 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,765 $1.28M 0.21% +217 13F-HR/A Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,761 $1.28M 0.08% -1,911 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,760 $1.28M 0.63% +380 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,756 $1.28M 0.51% +72 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,738 $1.27M 0.25% -200 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,734 $1.27M 0.08% +375 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 2,730 $1.26M 0.16% -19 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 2,726 $1.26M 0.94% +8 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,717 $1.26M 0.01% +1,592 13F-HR Timeline Group Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,710 $1.25M 0.51% +496 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,705 $1.25M 0.39% +2,029 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 2,704 $1.25M 0.22% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,933 $1.25M 0.16% new 13F-HR/A Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,807 $1.25M 0.11% -31 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 2,695 $1.25M 0.19% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,693 $1.25M 0.15% -845 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 2,688 $1.24M 0.61% -36 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,684 $1.24M 0.27% +164 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 2,674 $1.24M 0 Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,673 $1.24M 0.23% +719 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,631 $1.22M 0.33% -1,652 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 2,627 $1.22M 1.02% +4 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,617 $1.21M 0.15% -112 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,614 $1.21M 0.09% -65 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,614 $1.21M 0.35% -10 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,613 $1.21M 0.05% +84 13F-HR Timeline Group PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,609 $1.21M 0.17% +34 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,607 $1.21M 0.47% -9,247 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,607 $1.21M 0.08% +77 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,605 $1.21M 0.05% +50 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,603 $1.21M 0.02% +251 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,603 $1.21M 0.13% -13 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,601 $1.2M 0.24% 0 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 2,585 $1.2M <0.01% -47 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,582 $1.2M 0.25% -680 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 2,574 $1.19M 0.73% +277 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 2,566 $1.19M 0.68% +26 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,565 $1.19M 0.23% -13 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,565 $1.19M 0.58% +194 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 2,558 $1.18M 0.42% +88 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,555 $1.18M 0.13% -23 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,555 $1.18M 0.61% -97 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,552 $1.18M 0.06% -162 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,549 $1.18M 0.63% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,539 $1.18M 0.01% +25 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,538 $1.18M 0.08% +2 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,536 $1.17M 0.09% +22 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,534 $1.17M 0.11% 0 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,520 $1.17M 0.47% -36 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,519 $1.17M 0.38% +111 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,511 $1.16M 0.1% +344 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 2,511 $1.16M 0.15% +252 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,501 $1.16M 0.16% -1,987 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,500 $1.16M 0.3% 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,499 $1.16M 0.27% -1,574 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,497 $1.15M 0.41% +173 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,485 $1.15M 0.94% +117 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 2,469 $1.14M 0.07% new 13F-HR/A Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2,472 $1.14M 0.48% +286 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,463 $1.14M 0.12% +41 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,460 $1.14M 0.13% -44 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 2,460 $1.14M 0.1% new 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 2,456 $1.14M 0.13% +126 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. True North Advisors, LLC More: the full row for True North Advisors, LLC 2,454 $1.14M 0.22% +1,815 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,451 $1.14M 0.18% -44 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,449 $1.13M 0.09% -83 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,441 $1.13M 0.24% -61 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,440 $1.13M 0.11% +15 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 2,434 $1.13M 0.41% +31 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,428 $1.12M 0.53% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,392 $1.12M 0.27% +48 13F-HR Timeline