Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,680 $1.52M 0.11% +445 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 2,676 $1.52M 0.52% +396 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,670 $1.52M 0.29% 0 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 2,652 $1.51M 0.13% -139 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,651 $1.51M 0.26% +393 13F-HR Timeline Group BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 2,648 $1.51M 0.38% -28 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,637 $1.5M 0.12% +385 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,633 $1.5M 0.13% +321 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,630 $1.5M 0.16% +86 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,628 $1.49M 0.79% +204 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,626 $1.49M 0.19% +162 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,619 $1.49M 0.29% +16 13F-HR/A Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,605 $1.48M 0.72% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,601 $1.48M 0.15% -284 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,601 $1.48M 0.24% -2,057 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,592 $1.47M 0.22% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,586 $1.47M 0.11% +697 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,584 $1.47M 0.01% +2,267 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,580 $1.47M 0.74% -41 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,574 $1.46M 0.06% 0 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 2,573 $1.46M 0.2% +1,185 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,573 $1.46M 0.19% +136 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 2,564 $1.46M 0.23% +24 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,556 $1.45M 0.39% -2,615 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 2,552 $1.45M 0.27% -892 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,549 $1.45M 0.08% -16,214 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,548 $1.45M 0.26% 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,545 $1.45M 0.4% +9 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 2,540 $1.44M 0.22% +2,154 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,540 $1.44M 0.56% +80 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,540 $1.44M 0.23% -18 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,538 $1.44M 0.18% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,537 $1.44M 0.18% +31 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,536 $1.44M 0.44% -19 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,532 $1.44M 0.57% +179 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 2,528 $1.44M 0.18% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 2,528 $1.44M 0.62% +330 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,528 $1.44M 0.08% +22 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 2,526 $1.44M 1.18% 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,525 $1.44M 0.43% +16 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 2,517 $1.43M 0.26% +218 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,513 $1.43M 0.08% +11 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,511 $1.43M 0.17% -29 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,511 $1.43M 0.18% new 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,508 $1.43M 0.37% +29 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,502 $1.42M 0.87% +226 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,498 $1.42M 0.35% -17 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,496 $1.42M 0.39% +86 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,487 $1.41M 0.17% -4 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,471 $1.41M 0.29% -3 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 2,484 $1.41M 0.39% -46 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 2,483 $1.41M 0.51% +1 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,481 $1.41M 0.38% -7 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,481 $1.41M 0.75% 0 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 2,476 $1.41M 0.92% +681 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 2,474 $1.41M 0.57% +17 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 2,471 $1.41M 0.63% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,464 $1.4M 0.45% -23 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 2,460 $1.4M 0.21% +1,657 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,538 $1.4M 0.13% +535 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,459 $1.4M 0.46% +103 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,459 $1.4M 0.13% -525 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,458 $1.4M 1.09% +67 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,454 $1.4M 0.2% -13 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,451 $1.39M 0.28% +17 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,450 $1.39M 0.28% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,446 $1.39M 0.16% +16 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 2,437 $1.39M 0.45% 0 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 2,433 $1.38M <0.01% +131 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,380 $1.38M 0.04% +143 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,418 $1.38M 0.42% +85 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 2,389 $1.37M 1.1% -52 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,411 $1.37M 0.42% -523 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,404 $1.37M 0.85% +9 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,402 $1.37M 0.08% -36 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,402 $1.37M 0.09% -5 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,400 $1.37M 0.11% +12 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,399 $1.36M 0.13% +81 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,397 $1.36M 0.03% -37 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,392 $1.36M 0.05% +1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,385 $1.36M 0.15% -5 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,385 $1.36M 0.32% -2 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,381 $1.35M 0.75% +235 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 2,380 $1.35M 0.02% 0 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 2,371 $1.35M 0.74% +260 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,370 $1.35M 0.07% -1,956 13F-HR Timeline Group Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 2,368 $1.35M 0.35% -3 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,363 $1.34M +445 Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,358 $1.34M 0.11% +81 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,356 $1.34M 0.46% 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,356 $1.34M 0.15% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,352 $1.34M 0.16% -21 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,349 $1.34M 0.7% +63 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,345 $1.33M 1.21% -151 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 2,343 $1.33M 0.55% -59 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,297 $1.33M 0.22% +143 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,325 $1.32M 0.4% -67 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 2,324 $1.32M 1.81% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,389 $1.32M 0.05% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,290 $1.32M 0.14% -139 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,319 $1.32M 0.61% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,315 $1.32M 0.48% -3,503 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,310 $1.31M 0.09% +272 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 2,305 $1.31M 2.58% +1,827 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2,303 $1.31M 0.4% -24 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,295 $1.31M 0.08% -26 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,293 $1.3M 0.84% +84 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 2,313 $1.3M 0.21% -189 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 2,279 $1.3M 0.05% +214 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 2,278 $1.3M 0.6% +224 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,274 $1.29M 0.11% -48 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,272 $1.29M 0.7% -142 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,271 $1.29M 0.86% +35 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 2,269 $1.29M 0.54% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,268 $1.29M 0.12% +6 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 2,258 $1.28M 0.16% +205 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,255 $1.28M 0.58% -97 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,253 $1.28M 0.39% +1,137 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 2,252 $1.28M 1% -471 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,247 $1.28M 0.43% +10 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2,243 $1.28M 0.16% -75 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 2,236 $1.27M 0.04% -3,100 13F-HR Timeline Group Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,177 $1.26M 0.99% -25 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,220 $1.26M 0.32% -272 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 2,220 $1.26M 0.28% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,220 $1.26M 1.05% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,217 $1.26M 0.05% +490 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,216 $1.26M 0.92% +202 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 2,214 $1.26M 0.38% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,192 $1.26M 0.34% -80 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,210 $1.26M 0.02% +424 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 2,208 $1.26M 0.44% +221 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,206 $1.25M 0.16% +46 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 2,202 $1.25M 0.1% -15 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,201 $1.25M 0.27% +45 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 2,200 $1.25M 0.88% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,198 $1.25M 0.22% -262 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 2,195 $1.25M <0.01% -161 13F-HR Timeline Group Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 2,192 $1.25M 0.81% +38 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,158 $1.24M 0.83% -450 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,187 $1.24M 0.29% +660 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 2,184 $1.24M 0.77% +3 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,179 $1.24M 0.05% +150 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 2,175 $1.24M 0.26% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,166 $1.23M 0.03% +144 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,164 $1.23M 0.36% +6 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,163 $1.23M 0.49% +66 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,154 $1.23M 0.16% -6,395 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,148 $1.22M 0.06% -6 13F-HR Timeline Stonegate Management LLC More: the full row for Stonegate Management LLC 2,144 $1.22M 0.81% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Field & Main Bank More: the full row for Field & Main Bank 2,140 $1.22M 0.36% -25 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,139 $1.22M 0.69% -419 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,137 $1.22M 0.42% +12 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,137 $1.22M 0.05% -11 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 2,128 $1.21M 0.08% -67 13F-HR Timeline Group BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 2,120 $1.21M 1.06% +88 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,114 $1.2M 0.11% +644 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 2,087 $1.2M 0.96% +88 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,119 $1.19M 0.89% -235 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,096 $1.19M 0.55% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,094 $1.19M 0.21% +1,891 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,093 $1.19M 0.03% +245 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 2,088 $1.19M 0.34% +35 13F-HR Timeline Maren Capital LLC More: the full row for Maren Capital LLC 2,085 $1.19M 0.07% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,080 $1.18M 0.35% -301 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 2,074 $1.18M 0.34% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,071 $1.18M 0.37% -36 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,069 $1.18M 0.02% +396 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,067 $1.18M 0.12% -40 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,050 $1.17M 0.55% 0 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,050 $1.17M 0.41% +1 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,048 $1.16M 0.49% -59 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,047 $1.16M 0.22% -8,243 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 2,044 $1.16M 0.21% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,032 $1.16M 0.14% +344 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 2,025 $1.15M 0.33% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,024 $1.15M 0.39% -210 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,019 $1.15M 0.19% -16 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,017 $1.15M 0.07% +93 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,016 $1.15M 0.16% +311 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 2,006 $1.14M 1.16% 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,002 $1.14M 0.17% -169 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 2,000 $1.14M 0.04% -700 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,998 $1.14M 0.18% +451 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,996 $1.14M 0.04% +50 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,993 $1.13M 0.23% 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,993 $1.13M 0.04% -53 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,990 $1.13M 0.19% -140 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,983 $1.13M 0.24% -342 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,975 $1.12M 0.8% +3 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 1,971 $1.12M 0.54% -1,738 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,970 $1.12M 0.85% 0 13F-HR Timeline Permanens Capital L.P. 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