Arkos Global Advisors More: the full row for Arkos Global Advisors 9,458 $1.22M 0.18% -1,668 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 9,397 $1.21M 0.51% +5,897 13F-HR/A Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,148 $1.18M 0.02% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,036 $1.16M 0.04% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,922 $1.15M 0.03% +6,997 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 8,813 $1.14M 0.32% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,813 $1.14M 0.01% +114 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 8,764 $1.13M 0.77% -272 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,450 $1.09M 0.05% +321 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,327 $1.07M <0.01% -162 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,262 $1.06M 0.04% +994 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 8,215 $1.06M 0.01% +215 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,184 $1.05M 0.05% +152 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,025 $1.03M 0.06% +2,135 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 7,985 $1.03M <0.01% -1,613 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,925 $1.02M <0.01% -421 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 7,899 $1.02M 0.37% -55 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,836 $1.01M 0.01% new 13F-HR/A Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,757 $999K 0.01% +3,546 13F-HR Timeline Group Hudock, Inc. More: the full row for Hudock, Inc. 7,530 $970K 0.17% +193 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 7,490 $965K 0.06% +46 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 7,354 $947K 0.56% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 7,056 $909K 0.09% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,013 $904K 0.06% +1,849 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,875 $886K 0.08% +2 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,873 $886K 0.06% -376 13F-HR Timeline Group Crane Advisory, LLC More: the full row for Crane Advisory, LLC 7,261 $878K 0.16% -119 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,759 $871K 0.05% -207 13F-HR/A Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,681 $861K 0.02% -141,181 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,667 $859K 0.02% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 6,630 $854K 0.26% 0 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 6,548 $844K 0.09% -349 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 6,500 $837K 0.51% +1,525 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 6,491 $836K 0.41% +519 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,329 $815K 0.02% -73 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 6,106 $787K 0.01% +1,835 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,090 $785K 0.04% +882 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,336 $763K 0.04% +577 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 5,917 $762K 0.32% -268 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 5,824 $750K 0.19% +101 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,721 $737K 0.02% +1,469 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 5,718 $737K 0.34% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,648 $728K <0.01% -3,598 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 5,544 $714K 0.37% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,518 $711K 0.01% +287 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,507 $710K 0.02% -87 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,482 $706K <0.01% -11,889 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,456 $703K 0.02% -1,059 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 5,446 $702K 0.11% +12 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,433 $700K 0.06% new 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 5,410 $697K 0.03% +360 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 5,365 $691K 0.06% -489 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 5,336 $687K 0.54% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,315 $685K 0.01% 0 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 5,332 $677K 0.61% +542 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,255 $677K 0.03% -992 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 5,230 $674K 0.46% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,225 $673K 0.07% +1,585 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,187 $668K 0.03% -69 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,160 $665K 0.07% -391 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,986 $642K 0.02% +116 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 4,894 $631K 0.16% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,886 $630K 0.03% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,821 $621K 0.01% +558 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,787 $617K 0.09% -726 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,787 $617K 0.08% +1,157 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,780 $616K 0.06% new 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 4,736 $610K 0.17% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,726 $609K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,693 $605K 0.01% +2,713 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,666 $601K 0.06% +12 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,511 $581K 0.04% +456 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,487 $578K 0.16% +67 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,275 $551K 0.03% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,265 $550K 0.08% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,153 $535K 0.02% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 4,043 $521K 0.26% new 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,945 $508K 0.1% +21 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,880 $500K 0.14% -135 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,871 $499K <0.01% -29 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 3,853 $496K 0.03% 0 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,811 $491K 0.3% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,929 $486K 0.19% -632 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,767 $485K <0.01% -79 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,666 $472K <0.01% -5 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,660 $472K 0.1% new 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 3,630 $468K 0.35% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 3,567 $460K 0.1% -152 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 3,500 $451K 0.38% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,455 $445K 0.34% +322 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,485 $444K 0.03% -96 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,426 $441K 0.01% -545 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,370 $434K <0.01% 0 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 3,351 $432K 0.01% +394 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,342 $431K 0.09% -612 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 3,332 $429K 0.34% -822 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,328 $429K <0.01% +1,265 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 3,290 $424K 0.04% 0 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 3,589 $424K 0.32% -581 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,273 $422K 0.02% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,251 $419K 0.24% +69 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,234 $417K 0.03% 0 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,225 $416K 0.08% new 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 3,306 $411K 0.42% -125 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,136 $404K 0.03% -30 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,006 $387K 0.14% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,975 $383K 0.03% new 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 2,922 $376K 0.27% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,889 $372K 0.36% -6 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,867 $369K 0.51% -20 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,865 $369K 0.01% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,865 $369K 0.08% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,822 $364K 0.08% 0 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,826 $360K 0.03% +101 13F-HR/A Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,822 $359K 0.02% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,775 $358K 0.11% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,732 $352K 0.02% -150 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,716 $350K 0.03% +871 13F-HR Timeline Group Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,702 $348K 0.25% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,692 $347K 0.01% -12 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,640 $340K <0.01% -112 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,619 $337K 0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 2,603 $335K 0.14% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,589 $334K 0.11% -44 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 2,587 $333K 0.03% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,560 $330K 0.03% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,514 $324K <0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,507 $323K 0.01% +159 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 2,496 $322K 0.19% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,471 $318K <0.01% +760 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,445 $315K 0.01% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,441 $314K 0.01% -1,683 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,386 $308K 0.04% new 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 2,381 $307K 0.34% +9 13F-HR/A Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,378 $306K <0.01% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,377 $306K 0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Plancorp, LLC More: the full row for Plancorp, LLC 2,250 $290K 0.01% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,248 $290K 0.06% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,272 $284K 0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,202 $284K <0.01% +1,298 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,200 $283K 0.03% -314 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,202 $283K 0.2% 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 2,194 $283K 0.13% +159 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,179 $281K <0.01% 0 13F-HR/A Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,171 $280K 0.11% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 2,182 $279K 0.18% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,159 $278K 0.03% +7 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,145 $276K 0.25% -5 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,127 $274K 0.09% +63 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,120 $273K 0.01% -110 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 2,117 $272K 0.02% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,103 $271K 0.01% new 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 2,099 $270K 0.05% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,094 $270K 0.05% +12 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 2,091 $269K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,030 $262K 0.01% new 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 2,135 $261K 0.14% -44 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,025 $261K <0.01% -31 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 2,000 $258K 0.02% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,000 $258K 0.02% 0 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 1,997 $257K -1,608 Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,978 $255K 0.03% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,024 $252K 0.22% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,951 $251K 0.2% +2 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 1,956 $249K 0.14% 0 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,916 $247K <0.01% 0 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,915 $247K 0.04% +140 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 1,896 $244K 0.18% 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,886 $243K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,880 $242K 0.01% 0 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,838 $237K 0.01% new 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,819 $234K 0.02% 0 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,816 $234K 0.1% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,809 $233K 0.02% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,802 $232K <0.01% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,768 $228K 0.03% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,765 $227K 0.01% -50 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 1,748 $225K 0.34% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,745 $225K 0.03% -600 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,677 $216K 0.04% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,667 $215K 0.03% -379 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,641 $212K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,628 $210K <0.01% +322 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 1,624 $209K 0.07% +9 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 1,613 $208K 0.01% -1,652 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,597 $206K 0.01% new 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 1,557 $201K 0.05% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,553 $200K 0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,450 $187K 0.01% +24 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,353 $174K 0.17% +7 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,253 $161K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,200 $155K 0.02% 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,093 $141K <0.01% -38 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,008 $130K <0.01% +178 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 928 $120K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 860 $111K 0.01% -144 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 843 $109K 0.02% 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 828 $107K 0.08% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 785 $101K <0.01% -27 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 767 $98.8K 0.04% +4 13F-HR Timeline