Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 5,696 $702K 0.16% -38 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 5,692 $702K 0.27% +2,150 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,688 $701K 0.27% +46 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 8,060 $700K 0.27% 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 5,676 $700K 0.64% -2,211 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 5,654 $697K 0.39% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,648 $696K 0.08% +1,190 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,629 $694K 0.15% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,620 $693K 0.09% -3,450 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 5,610 $691K 0.04% new 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 5,595 $690K 0.24% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 5,583 $688K 0.07% +2,006 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 5,578 $687K 0.46% +185 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 5,563 $686K 0.04% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,556 $685K 0.02% -413 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 5,526 $681K 0.35% +327 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 5,510 $679K 0.32% 0 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 5,500 $678K 0.77% -12,884 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 5,500 $678K 0.22% +317 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,449 $672K 0.04% -278 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 5,417 $668K 0.16% -113 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 5,387 $664K 0.06% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,378 $663K 0.05% -29 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 5,375 $662K 0.28% -32 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,356 $660K 0.05% -351 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 571 $659K 0.25% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,346 $659K 0.03% -39,335 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 5,321 $656K 0.16% +200 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 5,300 $653K 0.26% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 5,294 $652K 0.01% -104,130 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,288 $652K 0.1% -4,612 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 5,283 $651K 0.2% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,283 $651K 0.07% -202 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,378 $650K 0.12% +2,463 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 5,251 $648K 0.38% +4,278 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,201 $647K 0.07% -3,346 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,235 $645K 0.09% +99 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 5,232 $645K 0.24% new 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5,211 $642K <0.01% +394 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,192 $640K 0.06% -49 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 5,156 $635K 0.15% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,500 $635K 0.01% -400 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 5,180 $633K 0.08% +1,731 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,128 $632K 0.05% +52 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,061 $624K 0.04% -110 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,022 $619K 0.01% +237 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 5,022 $619K 0.23% -131 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,989 $615K 0.1% +205 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,984 $614K 0.01% +100 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,975 $613K 0.05% -200 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 4,970 $613K 0.3% -170 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 4,967 $612K 0.05% +200 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,964 $612K 0.02% -841 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,956 $611K 0.06% -3,210 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,949 $610K 0.14% +4,063 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 4,943 $609K 0.07% +945 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,942 $609K 0.26% -101 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 4,853 $598K 0.38% +7 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 4,852 $598K 0.22% +217 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,006 $597K 0.02% -949 13F-HR Timeline Group PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 4,846 $597K 0.31% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,845 $597K 0.01% -2,848 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,091 $597K 0.05% +30 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,823 $594K 0.06% -1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,810 $593K 0.1% -209 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,808 $593K 0.1% +1,694 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,803 $592K 0.2% +2,279 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,801 $592K 0.01% -586 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,800 $592K 0.15% +600 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,784 $590K 0.05% -8,538 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 4,779 $589K 0.27% -378 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 4,768 $588K 0.02% -38 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,718 $581K 0.09% +1,477 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,717 $581K 0.01% +613 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,715 $581K 0.21% +1,648 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,715 $581K 0.23% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,709 $580K 0.19% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,684 $577K 0.05% +304 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,680 $577K 0.34% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,176 $576K 0.02% -1,396 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,672 $576K 0.04% +130 13F-HR Timeline Group Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 4,652 $573K 0.4% -456 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,646 $573K 0.16% -124 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,636 $571K 0.08% +958 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 4,636 $571K 0.02% -26,278 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,635 $571K 0.01% +903 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,615 $569K 0.03% +64 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 4,580 $564K 0.11% -400 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 4,566 $563K 0.15% +1,060 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,515 $557K 0.14% +402 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 4,500 $555K 0.22% 0 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 4,500 $555K 0.3% +1,500 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,500 $555K 0.06% +40 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,480 $552K 0.06% -70 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,476 $552K 0.01% +472 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,469 $551K 0.09% -20,094 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,458 $549K 0.14% -415 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 4,455 $549K 0.28% +837 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,444 $548K <0.01% +1,100 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,441 $547K 0.24% +270 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 4,366 $538K 0.33% +145 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,352 $536K 0.07% -589 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 4,334 $534K 0.15% -199 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 4,330 $534K 0.15% new 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 4,312 $531K 0.4% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,312 $531K 0.18% -25 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,298 $530K 0.01% +2,966 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,266 $526K 0.03% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 6,042 $525K 0.09% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,242 $523K 0.1% -32,948 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 4,233 $522K 0.22% -571 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,210 $519K 0.25% +175 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,209 $519K 0.01% -2,526 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 5,488 $518K 0.03% -3 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 4,201 $518K 0.01% +218 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,172 $514K 0.02% -976 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 4,167 $514K 0.2% +1,794 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,160 $513K 0.11% 0 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 4,142 $511K 0.25% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,133 $509K 0.02% +163 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,118 $508K <0.01% +1,248 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,115 $507K 0.02% -17 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 4,193 $507K 0.04% +757 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,101 $505K 0.13% -1,606 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,082 $503K 0.11% -406 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,081 $503K 0.2% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,081 $503K 0.05% -267 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,068 $501K 0.04% -184 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,049 $499K 0.12% +57 13F-HR/A Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,043 $498K 0.03% -319 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 4,042 $498K 0.13% +13 13F-HR/A Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,037 $498K 0.01% +7 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 4,008 $494K 0.37% +1 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 4,000 $493K 0.18% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,997 $493K 0.03% -313 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,990 $492K 0.09% +1,293 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 3,975 $490K 0.14% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,971 $489K 0.12% +567 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,958 $488K 0.19% +515 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 3,940 $486K 0.13% +809 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,930 $484K 0.16% +600 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 3,929 $484K 0.17% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,922 $483K 0.13% -48 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,920 $483K 0.02% -12,941 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,916 $483K 0.02% +123 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,913 $482K 0.07% -149 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 3,890 $479K 0.36% -117 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 3,885 $479K 0.09% -14 13F-HR Timeline Group Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 3,881 $478K 0.16% -199 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,866 $476K 0.06% +1,233 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,852 $475K 0.07% -159 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,895 $473K 0.01% +100 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,815 $470K 0.24% -151 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,807 $469K 0.29% +171 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,801 $468K 0.15% -42 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,800 $468K 0.02% +37 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 3,781 $466K 0.07% new 13F-HR/A Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,779 $466K 0.06% -115 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,775 $465K 0.07% new 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,769 $465K 0.35% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,764 $464K 0.35% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,753 $463K 0.01% +414 13F-HR/A Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,751 $462K 0.01% 0 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 3,700 $462K 0.01% -1,200 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,744 $461K 0.15% 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,725 $459K 0.07% +787 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 3,721 $459K 0.12% -101 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,719 $458K 0.09% -2,345 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,705 $457K 0.04% +20 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,699 $456K 0.02% -229 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,691 $455K 0.1% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,668 $452K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,663 $452K 0.09% +2 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,614 $445K 0.1% +3,138 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 3,610 $445K 0.21% -105 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,604 $444K 0.01% -212 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,603 $444K 0.02% -163 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 3,600 $444K 0.19% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,596 $443K 0.02% +27 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 3,578 $441K 0.08% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,530 $439K 0.4% +36 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 3,556 $438K 0.06% -268 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,550 $438K 0.21% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 3,546 $437K 0.07% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,543 $437K 0.08% -3,034 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,538 $436K 0.01% -491 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,536 $436K 0.04% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,532 $435K 0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,528 $435K 0.15% +628 13F-HR/A Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,526 $435K 0.13% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,519 $434K 0.26% +359 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,488 $430K 0.1% -13 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,473 $428K 0.04% -108 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,465 $427K 0.02% -162 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,431 $423K 0.06% +1,081 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 3,430 $423K 0.1% -138 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,428 $423K 0.01% +805 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 3,397 $419K 0.21% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,393 $418K <0.01% +239 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,382 $417K 0.04% -325 13F-HR Timeline