Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 5,386 $1.54M 0.58% -145 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 5,367 $1.53M 0.62% +4,545 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 5,323 $1.52M 0.09% -653 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 5,318 $1.52M 0.79% -2,000 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 5,316 $1.52M 0.5% -4,311 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,305 $1.51M 0.6% +4,030 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 5,300 $1.51M 0.55% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,280 $1.51M 0.1% +16 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 5,257 $1.5M 0.54% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 5,252 $1.5M 0.54% -603 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 5,250 $1.5M 0.34% -891 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,244 $1.5M 0.21% -163 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,233 $1.49M 0.06% +1,801 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,231 $1.49M 0.1% +1,234 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 5,229 $1.49M 0.05% -3,312 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 5,228 $1.49M 0.07% +1,732 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 4,768 $1.49M 0.79% +21 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 5,211 $1.49M 0.31% new 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 5,205 $1.49M 0.27% -22,268 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,167 $1.47M 0.39% -427 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,139 $1.47M 0.24% -12 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 5,138 $1.47M 0.27% -7,447 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 5,124 $1.46M 0.38% +301 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 5,123 $1.46M 0.3% +963 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,121 $1.46M 0.05% +259 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 5,120 $1.46M 0.69% -14 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,113 $1.46M 0.08% -455 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,112 $1.46M 0.07% -2,170 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,105 $1.46M 0.17% -73 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 5,063 $1.45M 0.42% +2 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,059 $1.44M 0.28% +921 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 5,060 $1.44M 0.2% -33,232 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 5,042 $1.44M 0.19% -928 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,006 $1.43M 0.09% -169 13F-HR Timeline Union Square Park Capital Management, L… More: the full row for Union Square Park Capital Management, LLC 5,000 $1.43M 1.12% new 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 4,999 $1.43M 0.6% 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 4,974 $1.42M 1.19% +45 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,962 $1.42M 0.06% -422 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 4,957 $1.41M 0.75% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,888 $1.4M 0.18% +102 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,856 $1.39M 0.33% +1,135 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 4,856 $1.39M 0.87% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,844 $1.38M 0.09% -19 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 4,842 $1.38M 0.46% +2,082 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,830 $1.38M 0.64% -9,667 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,780 $1.36M 0.11% +199 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,736 $1.35M 0.16% +786 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,733 $1.35M 0.37% +393 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,717 $1.35M 0.41% 0 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 4,693 $1.34M 0.3% +647 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 4,685 $1.34M 1.01% new 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 4,676 $1.33M 0.1% -1,731 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 4,668 $1.33M 0.95% -171 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 4,662 $1.33M 0.29% +83 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 4,649 $1.33M 0.51% -130 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,639 $1.32M 0.1% +373 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,637 $1.32M 0.17% +1 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,630 $1.32M 0.11% +1,296 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 4,610 $1.32M 0.13% new 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 4,602 $1.31M 0.35% 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,596 $1.31M 0.02% +3 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 4,568 $1.3M 0.28% 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,556 $1.3M 0.32% 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,555 $1.3M 0.09% -598 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,552 $1.3M 0.04% -687 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 4,539 $1.3M 0.26% 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,537 $1.29M 0.2% +242 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,534 $1.29M 0.2% -377 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,528 $1.29M 0.17% +312 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,524 $1.29M 0.16% new 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 4,523 $1.29M 0.62% -40 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,522 $1.29M 0.09% +1,860 13F-HR/A Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,514 $1.29M 0.01% +128 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,509 $1.29M 0.08% new 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,503 $1.29M +344 Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 4,500 $1.28M 0.05% new 13F-HR Timeline JAT Capital Mgmt LP More: the full row for JAT Capital Mgmt LP 4,500 $1.28M 1.38% new 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 4,494 $1.28M 0.14% -10,480 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,494 $1.28M 0.07% +356 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,479 $1.28M 0.26% new 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 4,473 $1.28M 0.15% -17 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 4,470 $1.28M 0.32% -3,448 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 4,464 $1.27M 1.17% 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 4,454 $1.27M 0.46% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,421 $1.26M 0.02% -30 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,385 $1.25M 0.27% -201 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 4,383 $1.25M 0.37% -1,880 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,383 $1.25M 0.28% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,363 $1.25M 0.27% +1,096 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 4,356 $1.24M 0.48% +55 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,347 $1.24M 0.01% +399 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,340 $1.24M 0.21% +1,109 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,336 $1.24M 0.02% +985 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,333 $1.24M 0.19% +25 13F-HR/A Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 4,321 $1.23M 0.59% 13F-HR/A Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 4,320 $1.23M 0.24% +2,320 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 4,315 $1.23M 0.26% -1,161 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,314 $1.23M 0.22% +125 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,304 $1.23M 0.12% -600 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,294 $1.23M 0.44% -1,600 13F-HR Timeline Group Wallace Hart LLC More: the full row for Wallace Hart LLC 4,289 $1.22M 0.9% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,284 $1.22M 0.04% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,261 $1.22M 0.33% +1 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,927 $1.21M 0.15% -313 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,253 $1.21M 0.42% -87 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,238 $1.21M 0.22% -669 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,222 $1.21M 0.42% -45,565 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,211 $1.2M 0.03% +488 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 4,211 $1.2M 0.73% -32 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,208 $1.2M 0.02% -1,855 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 4,200 $1.2M 0.37% +1,700 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,197 $1.2M 0.02% +2,850 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 4,198 $1.2M 0.11% +2,192 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 4,188 $1.2M 0.39% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,112 $1.19M 0.17% -115 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,153 $1.19M 0.11% -401 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,136 $1.18M 0.39% +125 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 4,133 $1.18M 0.37% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,126 $1.18M 0.24% +827 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,118 $1.18M 0.05% +3 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,115 $1.17M 0.1% -145 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 4,110 $1.17M 0.11% +400 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,073 $1.16M 0.4% 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,043 $1.15M 0.01% -212 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,034 $1.15M 0.1% -567 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,033 $1.15M 0.17% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 4,025 $1.15M 0.34% -12 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 4,020 $1.15M 0.42% +978 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 4,017 $1.15M 0.4% +70 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,012 $1.15M 0.32% -5,528 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,006 $1.14M 0.13% +80 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,999 $1.14M 0.15% 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,977 $1.14M 0.46% +187 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,989 $1.14M 0.35% +3,936 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,980 $1.14M 0.41% +2,185 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 3,973 $1.13M 0.32% new 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 11,791 $1.13M 0.09% 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,928 $1.12M 0.29% +71 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 3,925 $1.12M 0.28% -50 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,921 $1.12M 0.08% +697 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,917 $1.12M 0.28% -136 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,891 $1.11M 0.34% +45 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,889 $1.11M 0.29% -2,171 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 $1.11M 0.22% 0 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,881 $1.11M 0.05% +1,063 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 3,881 $1.11M 0.34% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,878 $1.11M 0.09% +646 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,877 $1.11M 0.44% -55 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 3,875 $1.11M 0.2% -5 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,861 $1.1M 0.13% -76 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,131 $1.1M 0.29% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,851 $1.1M 0.37% +106 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,846 $1.1M 0.8% +1,185 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,842 $1.1M 0.04% -24 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 3,837 $1.09M 1.32% -2,134 13F-HR/A Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,834 $1.09M 0.02% +150 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,809 $1.09M 0.1% -1,383 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,799 $1.08M 0.08% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,798 $1.08M 0.28% -97 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,796 $1.08M 0.06% +124 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 3,767 $1.08M 0.8% +3,310 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,768 $1.08M 0.28% -790 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,762 $1.07M 0.11% +260 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3,747 $1.07M 0.31% -1,434 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,747 $1.07M 0.3% -113 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,730 $1.06M 0.37% +1,016 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,719 $1.06M 0.08% +373 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 3,709 $1.06M 0.13% +2,744 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,700 $1.06M 0.46% +2,730 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,693 $1.05M 0.02% +975 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,674 $1.05M 0.15% +707 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,668 $1.05M 0.08% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,664 $1.05M 0.28% +2,096 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,661 $1.04M 0.13% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,657 $1.04M 0.04% -63 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,656 $1.04M 0.03% -12 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 3,650 $1.04M 0.65% -400 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,644 $1.04M <0.01% +13 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,842 $1.04M 0.23% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,613 $1.03M 0.41% +2,793 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,610 $1.03M 0.03% -14 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,609 $1.03M 0.11% +557 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,606 $1.03M 0.03% -26,964 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,835 $1.03M 0.05% +1,304 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 3,600 $1.03M 0.64% -1,037 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 3,600 $1.03M 0.42% 0 13F-HR Timeline Titan Wealth (CI) Ltd in group Titan Investment Solutions Ltd More: the full row for Titan Wealth (CI) Ltd 3,600 $1.03M 0.4% 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,597 $1.03M 0.03% +101 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,588 $1.02M 0.22% +100 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 3,587 $1.02M 0.76% 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,585 $1.02M 0.57% new 13F-HR Timeline Anatole Investment Management Ltd More: the full row for Anatole Investment Management Ltd 3,583 $1.02M 0.17% -571,437 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 3,575 $1.02M 1.06% 13F-HR Timeline Wall Street Financial Group, Inc. 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