OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,685 $1.43M 0.02% -83 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,632 $1.41M 0.18% +6 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 5,603 $1.41M -97 Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,501 $1.38M 0.03% +204 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,427 $1.36M 0.05% 0 13F-HR Timeline Group Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 5,418 $1.36M 0.93% +774 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5,411 $1.36M 0.76% -280 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,348 $1.34M 0.08% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,257 $1.32M 0.01% -4 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,241 $1.32M 0.01% +4 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,139 $1.29M 0.02% -717 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 5,100 $1.28M <0.01% -5,900 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 5,003 $1.26M 0.05% new 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,999 $1.25M 0.17% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,849 $1.24M 0.3% -1,113 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,915 $1.23M 0.01% +352 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,875 $1.22M 0.05% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,809 $1.21M 0.09% -176 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 4,734 $1.19M 1.02% +24 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 4,723 $1.19M 0.76% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,705 $1.18M 0.09% -235 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 4,606 $1.16M 0.4% -31 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,570 $1.15M 0.08% -257 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,485 $1.13M 0.03% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,387 $1.1M 0.02% new 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 4,296 $1.08M 0.91% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,217 $1.07M 0.04% +526 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,234 $1.06M 0.09% +19 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,200 $1.05M <0.01% 0 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,159 $1.04M 0.1% -674 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,150 $1.04M 0.06% +37 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,095 $1.03M 0.03% -1,584 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,057 $1.02M 0.07% +3 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3,973 $998K 0.13% +935 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,876 $974K 0.02% +1,103 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,831 $962K 0.07% -76 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 3,816 $958K -114 Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 3,730 $937K 0.16% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,684 $925K 0.01% +2 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,666 $921K 0.08% -32 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,662 $920K <0.01% +598 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,598 $904K 0.23% -871 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,525 $885K 0.24% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,488 $885K 0.1% -9 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,471 $872K 0.02% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,459 $869K 0.03% new 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 3,444 $865K 0.8% -95 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,417 $858K <0.01% -76 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 3,403 $855K 0.41% +16 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $849K 0.51% 13F-HR Timeline Amount filed as zero, left out of ratios. Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,331 $837K <0.01% +378 13F-HR/A Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,292 $827K <0.01% -3,062 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,284 $825K 0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,280 $824K 0.53% -98 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,255 $818K <0.01% +1,888 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,241 $814K 0.04% -932 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 3,216 $808K 0.05% -111 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,200 $804K 0.09% 0 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 3,195 $802K 0.44% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,136 $788K 0.01% +13 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 3,145 $776K 0.36% 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 3,081 $774K +177 Timeline Embree Financial Group More: the full row for Embree Financial Group 3,052 $767K 0.09% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,012 $756K 0.08% +285 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,000 $754K 0.28% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,958 $743K 0.03% -152 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,947 $740K 0.11% -391 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,933 $737K 0.01% +9 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,928 $735K 0.08% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 2,920 $733K 0.26% +1,270 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,910 $731K <0.01% -1 13F-HR Timeline Group Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,896 $727K 0.44% +3 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 2,843 $720K 0.29% +14 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,817 $708K 0.85% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,811 $706K 0.41% +197 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 2,807 $705K 0.27% +10 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,800 $703K 0.23% -133 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,784 $699K 0.08% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,763 $694K <0.01% +283 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,748 $690K <0.01% +416 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,721 $683K 0.01% -201 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,689 $675K 0.01% -838 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 2,662 $669K 0.23% -1,349 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,599 $653K 0.05% +1 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,555 $649K 0.08% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,576 $647K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,553 $641K 0.01% +62 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,547 $640K 0.01% 0 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 2,515 $632K 0.56% 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 2,506 $629K 0.18% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,504 $629K 0.01% +1,001 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,495 $627K 0.17% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,488 $625K 0.09% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,479 $623K 0.11% 0 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 2,410 $605K 0.18% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,409 $605K 0.4% -62 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,340 $588K 0.02% +10 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 2,339 $587K 0.21% new 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 2,334 $586K 0.3% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,327 $584K 0.25% 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,300 $578K 0.18% +2 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,298 $577K 0.42% -1,006 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,276 $572K 0.12% new 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,267 $569K 0.09% -78 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,234 $561K 0.03% -105 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 2,230 $560K 0.04% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,218 $557K <0.01% -17 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,216 $557K 0.05% +10 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,197 $554K 0.08% -130 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,202 $553K 0.01% -1,477 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,199 $552K 0.01% +1,198 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,196 $552K 0.27% +38 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,163 $543K 0.06% -50 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 2,147 $539K 0.2% 0 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 2,129 $535K 0.05% +7 13F-HR Timeline Cabana LLC More: the full row for Cabana LLC 2,124 $534K 4% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,117 $532K <0.01% 0 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 2,102 $528K <0.01% +89 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,081 $523K 0.15% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,074 $521K 0.06% -602 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,068 $519K 0.15% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,065 $519K 0.01% -48 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,054 $516K 0.01% +259 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,052 $516K 0.1% -43 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,044 $513K 0.01% +764 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,034 $511K 0.01% +423 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,002 $510K 0.06% +89 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,000 $502K 0.01% new 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,000 $502K 0.41% 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,995 $501K <0.01% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,985 $499K 0.01% new 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,967 $494K 0.32% -96 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,955 $491K 0.16% 0 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 1,900 $477K 0.11% -140 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,885 $473K 0.01% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,868 $469K 0.02% -104 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,867 $469K 0.17% -232 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 1,844 $463K 0.32% +248 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 1,822 $458K 0.45% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,800 $452K <0.01% 0 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,764 $443K 0.21% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,730 $435K 0.11% +8 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,690 $424K 0.01% +50 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,684 $423K 0.01% +146 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,666 $419K 0.23% +8 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,655 $416K 0.01% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,631 $410K 0.03% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,627 $409K 0.03% -39 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,621 $407K <0.01% -92 13F-HR Timeline Group Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,598 $401K 0.24% 0 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 1,576 $396K 0.27% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 1,576 $396K 0.33% 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 1,575 $396K 0.26% 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,573 $395K 0.08% +289 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,568 $394K 0.14% +40 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,562 $392K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,559 $392K 0.05% +7 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,541 $387K 0.05% 0 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,538 $386K 0.03% +9 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,519 $382K <0.01% 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,513 $380K <0.01% +4 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,506 $378K 0.01% +165 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,498 $376K 0.02% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,488 $374K 0.02% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,469 $369K 0.18% +125 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 1,434 $360K 0.3% 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,429 $359K 0.02% -334 13F-HR Timeline Group Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 1,410 $354K 0.14% +111 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,383 $347K 0.13% +4 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,380 $346K <0.01% -1,450 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,369 $344K 0.08% +2 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,366 $343K 0.19% -109 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,360 $342K 0.01% +116 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,360 $342K <0.01% -65 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,350 $339K 0.1% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,305 $328K 0.07% new 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,301 $327K 0.06% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,300 $327K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,300 $327K 0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,291 $324K 0.02% 0 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 1,277 $321K 0.12% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,286 $319K 0.05% +3 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,264 $317K 0.02% -52 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,257 $316K 0.11% +2 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,244 $313K 0.03% +94 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,229 $309K 0.02% +271 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 1,215 $305K 0.24% 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,200 $301K 0.01% new 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,200 $301K 0.16% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,191 $299K <0.01% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,192 $299K 0.06% -234 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 1,175 $295K 0.03% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,143 $287K 0.01% -3 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 1,134 $285K 0.19% 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) 1,117 $281K 0.01% -1,800 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,113 $280K 0.04% 0 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 1,109 $278K 0.11% +1 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,089 $275K 0.02% -125 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,089 $274K 0.01% -2 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,089 $274K 0.04% 0 13F-HR Timeline Group