ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 4,605 $1.18M 0.55% +1,229 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,583 $1.17M 0.05% 0 13F-HR/A Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,789 $1.17M 0.03% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,574 $1.17M 0.04% +30 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 4,562 $1.17M 0.63% -501 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 4,525 $1.16M 0.11% +174 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,515 $1.15M 0.01% +15 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 4,513 $1.15M 0.09% +6 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 4,499 $1.15M 0.16% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 4,490 $1.15M 0.48% -750 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,482 $1.15M 0.02% -577 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 4,477 $1.14M 0.04% +1,567 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,465 $1.14M 0.11% +132 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,463 $1.14M 0.31% +1,413 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 4,452 $1.14M 0.84% +15 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,434 $1.13M 0.01% +1,243 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 4,421 $1.13M 0.28% -17 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,411 $1.13M 0.18% -939 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,408 $1.13M 0.08% -1,328 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) 4,382 $1.12M 0.03% -11,756 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,338 $1.11M 0.09% +180 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 4,305 $1.1M 0.37% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,302 $1.1M 0.01% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 4,299 $1.1M 0.05% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,285 $1.1M 0.09% -2,460 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 4,274 $1.09M 0.11% -26,633 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,264 $1.09M 0.13% -1,436 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,263 $1.09M 0.03% +56 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,241 $1.08M 0.04% -340 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,545 $1.08M 0.15% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,197 $1.07M 0.04% +11 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,195 $1.07M 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,179 $1.07M 0.01% +601 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,163 $1.06M 0.01% -26 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,132 $1.06M 0.02% +722 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,122 $1.05M 0.03% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,062 $1.04M 0.13% -370 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,037 $1.03M 0.19% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,029 $1.03M 0.03% +1 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,012 $1.03M 0.03% +250 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,009 $1.02M 0.05% -34 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,000 $1.02M 0.03% 0 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,991 $1.02M 0.3% +48 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 3,982 $1.02M 0.14% -257 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,975 $1.02M 0.02% +2,000 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 3,944 $1.01M 0.82% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,943 $1.01M 0.06% +1,610 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,867 $989K 0.1% +11 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,864 $988K 0.07% -30 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,863 $987K 0.02% -178 13F-HR Timeline Group Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,837 $981K 0.21% -105 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 2,795 $973K 0.51% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 3,802 $972K 0.1% +14 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,791 $969K 0.13% -1,032 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,788 $968K 0.02% +5 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 3,772 $964K 0.52% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,727 $953K 0.1% +19 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,676 $940K 0.02% -169 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 3,665 $937K 0.42% -735 13F-HR/A 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 3,644 $932K 0.05% +138 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,622 $926K 0.16% -300 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,592 $918K 0.04% -255 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,591 $918K <0.01% +1,477 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 3,579 $915K 0.39% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,575 $914K 0.56% -453 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,572 $913K 0.13% +2 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 3,566 $912K 0.08% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3,558 $910K 0.12% -3,151 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,551 $908K 0.19% -38 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,549 $907K 0.11% -13 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,479 $902K 0.01% -2,529 13F-HR Timeline Group MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 3,525 $901K 0.66% -1,130 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 3,524 $901K 0.02% +710 13F-HR Timeline Group NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 3,501 $895K 0.52% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,499 $894K 0.03% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,499 $894K 0.04% +5 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 3,493 $893K 0.14% +2,438 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,942 $893K 0.05% +81 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,483 $890K 0.06% +960 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 3,472 $888K 0.32% 0 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 3,466 $886K 0.6% +6 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,463 $885K 0.08% +765 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,461 $885K 0.01% +736 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,450 $882K 0.77% -150 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,432 $878K 0.04% +75 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,430 $877K 0.07% +57 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,410 $872K 0.04% +1,539 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,389 $866K 0.08% +67 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 3,387 $866K 0.45% new 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 3,292 $863K 0.05% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,362 $859K 0.08% +4 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 3,352 $856K 0.01% -31 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,338 $853K 0.04% -139 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,332 $852K 0.04% -194 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,328 $851K 0.01% -217 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,322 $849K 0.09% +176 13F-HR/A Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,314 $847K 0.05% +231 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,302 $844K 0.08% -30 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,301 $844K 0.15% -67 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,301 $844K 0.05% +5 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,290 $841K 0.02% +31 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,280 $839K 0.01% -576 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,246 $830K 0.05% -2,958 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 3,242 $829K 0.53% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,217 $822K 0.12% +15 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 3,200 $818K 0.03% new 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,192 $816K 0.11% +24 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,179 $813K 0.22% -20 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,173 $811K 0.46% -1,806 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,169 $810K 0.07% +1,221 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 3,163 $809K 0.24% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,156 $807K 0.16% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3,146 $804K 0.09% -74 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,599 $804K 0.24% +3 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,276 $800K 0.03% +100 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 3,125 $799K 0.04% -50 13F-HR Timeline Group Sara-Bay Financial More: the full row for Sara-Bay Financial 3,114 $796K 0.21% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,095 $791K 0.05% -9 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 3,092 $791K 0.2% +1,030 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 3,084 $788K 0.2% -300 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,078 $787K 0.04% -30 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,071 $785K 0.01% -20 13F-HR Timeline Group FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,535 $784K 0.27% +21 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,064 $783K 0.03% -100 13F-HR Timeline Aldebaran Financial Inc. 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More: the full row for Parkshore Wealth Management, Inc. 3,031 $775K 0.22% +1 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 2,706 $774K 0.09% 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,025 $773K 0.01% +249 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,006 $769K 0.07% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,006 $769K 0.29% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,003 $768K 0.04% +3 13F-HR Timeline SUCCESSION FINANCIAL, INC. More: the full row for SUCCESSION FINANCIAL, INC. 3,000 $767K 0.74% 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 3,000 $767K 0.03% -1,000 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,997 $766K 0.01% +137 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,976 $761K 0.19% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,976 $761K 0.05% -15 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 2,961 $757K 0.12% +4 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 2,959 $756K 0.34% +19 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,947 $753K 0.24% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,946 $753K 0.11% -715 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,945 $753K 0.07% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,939 $751K 0.05% -8 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,933 $750K 0.03% +1,605 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 2,928 $749K 0.65% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,911 $744K 0.04% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,909 $744K 0.03% +385 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,902 $742K 0.17% +3 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,897 $741K 0.09% -37 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,888 $738K 0.22% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,884 $737K 0.02% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 2,875 $735K 0.02% +11 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,869 $734K 0.34% -60 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,867 $733K 0.15% +164 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,867 $733K 0.02% +448 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,866 $733K 0.13% -135 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,854 $730K 0.01% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,853 $729K 0.16% +1,364 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 2,850 $729K 0.35% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,836 $725K 0.07% -119 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,836 $725K 0.18% +947 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,835 $725K 0.01% -100 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,551 $724K 0.07% -31 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,828 $723K 0.01% 0 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 2,815 $720K 0.06% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,804 $717K 0.17% -29 13F-HR Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,796 $715K 0.05% -138 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,781 $711K 0.02% +307 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,770 $708K 0.09% -114 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,768 $708K 0.01% -162 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,766 $707K 0.04% -22 13F-HR Timeline Group Live Oak Investment Partners More: the full row for Live Oak Investment Partners 2,764 $707K 0.38% -26 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,746 $702K 0.03% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,743 $701K 0.07% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,731 $698K 0.21% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,721 $696K 0.04% +27 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 2,719 $695K 0.14% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,718 $695K 0.24% +5 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,712 $693K 0.5% -535 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,709 $693K 0.06% -211 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,680 $685K 0.14% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,674 $684K 0.32% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,671 $683K 0.07% -25 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,666 $682K 0.03% +62 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 2,652 $678K 0.18% -30 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,633 $673K 0.04% -5,646 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,631 $673K 0.14% +23 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,626 $671K 0.03% -60 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,621 $670K 0.03% +151 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,616 $669K 0.22% -94 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 2,579 $659K 0.22% -48 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,568 $657K 0.12% -34 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 2,565 $656K 0.27% 0 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 1,838 $655K 0.41% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,557 $654K 0.07% 0 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 2,556 $653K 0.56% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,555 $653K 0.25% +8 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 2,552 $652K 0.37% -191 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,548 $651K 0.03% +71 13F-HR Timeline