RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,643 $586K 0.01% +526 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,513 $586K 0.16% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,640 $586K 0.07% -16 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,637 $585K 0.04% -33 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,614 $580K 0.19% +6 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,610 $579K 0.02% -104 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 2,610 $579K 0.26% -287 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 2,600 $577K 0.29% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,599 $577K 0.09% +40 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,594 $576K 0.06% -3,199 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,594 $576K 0.02% -1,951 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,592 $575K 0.09% +12 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,583 $573K 0.08% +57 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,457 $573K 0.48% +50 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,579 $572K 0.05% 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,574 $571K 0.09% +8 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 2,566 $569K 0.16% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,558 $568K 0.07% -49 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,552 $566K 0.22% +138 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,541 $564K 0.5% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,540 $564K 0.35% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,518 $563K 0.07% new 13F-HR/A Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,521 $559K 0.21% -13,801 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 2,520 $559K 0.06% +458 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,509 $557K 0.09% +106 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,508 $556K 0.04% +8 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,507 $556K 0.04% -34 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,505 $556K 0.11% +39 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,502 $555K 0.02% -27 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,501 $555K 0.11% +94 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,500 $555K 0.42% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,491 $553K 0.12% -333 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,492 $553K 0.53% +162 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,488 $552K 0.38% +379 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,475 $549K 0.16% +353 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,474 $549K 0.28% -43 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,469 $548K 0.04% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,466 $547K 0.12% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,457 $545K 0.09% -196 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,450 $544K 0.15% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,450 $544K 0.27% -313 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,402 $542K 0.04% +86 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,441 $542K 0.06% +585 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,439 $541K 0.07% -70 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,437 $541K 0.12% +33 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 2,430 $539K 0.06% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,424 $538K 0.07% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,422 $537K 0.17% -3 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 2,346 $536K 0.18% -727 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,410 $535K 0.29% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,401 $533K 0.03% -37 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,397 $532K 0.15% -160 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 2,380 $528K 0.44% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,378 $528K 0.02% +164 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 2,378 $528K 0.09% +275 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,358 $523K 0.02% +114 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 2,349 $521K 0.02% 0 13F-HR Timeline Group Partners in Financial Planning More: the full row for Partners in Financial Planning 2,349 $521K 0.1% +1 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 2,350 $521K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,347 $521K 0.09% +15 13F-HR/A Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,343 $520K 0.44% -794 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,338 $519K 0.41% +13 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. 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