Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,681 $856K 0.02% 0 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,680 $856K -5 Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,677 $854K 0.27% +78 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,673 $852K 0.01% -228 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,669 $850K 0.29% +1 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 1,662 $846K 0.28% +835 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,662 $846K 0.02% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,658 $844K 0.02% -15 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,659 $844K 0.01% +907 13F-HR Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,652 $841K 0.14% +130 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,650 $840K 0.05% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,644 $838K 0.02% +321 13F-HR Timeline Group Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 1,619 $825K 0.61% +136 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,615 $823K 0.13% +1,300 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,613 $822K 0.09% 0 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 1,596 $813K 0.71% +49 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,594 $812K 0.1% +22 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,582 $806K 0.02% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,576 $803K 0.58% -24 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,572 $801K 0.06% -256 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 1,572 $800K 0.33% +2 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,571 $800K 0.05% -316 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,569 $799K 0.25% +108 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 1,559 $794K 0.36% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,557 $793K 0.01% -106 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 1,547 $788K 0.56% +9 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 1,546 $787K 0.13% -235 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,538 $783K 0.28% +1,225 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 1,530 $779K 0.02% new 13F-HR Timeline Group Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,522 $775K 0.01% +4 13F-HR Timeline Group WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,515 $772K 0.04% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 1,506 $767K 0.28% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,504 $766K <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,504 $766K 0.02% -550 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,503 $765K 0.61% +24 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 1,500 $764K 0.21% 0 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 1,500 $764K 0.15% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,498 $763K 0.02% -93 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,488 $758K 0.06% -101 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,483 $755K 0.08% +183 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 1,479 $753K 0.08% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,509 $749K 0.04% -186 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 1,468 $748K 0.29% 0 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 1,414 $748K 0.11% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,466 $747K 0.1% new 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,465 $746K 0.07% +100 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,465 $746K 0.06% 0 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,460 $744K 0.13% -105 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 1,455 $741K 0.4% 0 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,454 $740K 0.09% +16 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,445 $736K 0.06% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,439 $733K 0.16% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,433 $730K 0.07% -7 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,435 $729K 0.04% +302 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,430 $728K 0.22% 0 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 1,426 $726K 0.2% new 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,424 $725K 0.01% +49 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,415 $721K 0.08% -5 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,412 $719K 0.01% -344 13F-HR/A Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,410 $718K 0.2% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,407 $717K 0.01% +313 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 1,406 $716K 0.15% new 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 1,405 $716K 0.17% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,404 $715K 0.01% +254 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,396 $711K 0.01% -33 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 1,383 $705K 0.48% -426 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,305 $704K 0.48% 0 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 1,370 $698K 0.68% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,370 $698K 0.02% -474 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,364 $695K 0.03% +26 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,265 $694K 0.21% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 1,360 $693K 0.11% +1 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,357 $691K 0.05% -22 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,350 $688K 0.07% -11 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,347 $686K 0.05% -21 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,344 $685K 0.01% +9 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,343 $684K 0.45% +158 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,340 $682K 0.03% -14,894 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 1,298 $682K 0.38% +133 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,337 $681K 0.07% -19 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 1,335 $680K 0.29% -755 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,333 $679K 0.06% -46 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,330 $677K 0.06% 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 1,330 $677K 0.55% +70 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,328 $676K 0.02% +65 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,324 $674K 0.01% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,319 $672K 0.01% -165 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,317 $671K 0.02% +16 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,315 $670K 0.28% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,310 $667K 0.04% +980 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 1,275 $665K 0.22% 0 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,301 $663K 0.3% +21 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,300 $662K 0.05% -597 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,289 $660K 0.28% +31 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,295 $660K 0.29% +56 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,294 $659K 0.02% +38 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,293 $658K 0.04% -57 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,293 $658K 0.02% -100 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,283 $654K 0.41% +420 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,283 $653K 0.05% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,281 $653K 0.02% +5 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,275 $650K 0.02% -228 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,273 $649K 0.08% -17 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,272 $648K 0.19% +347 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,268 $646K 0.02% +136 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,267 $645K 0.04% -120 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,267 $645K 0.38% +178 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,261 $642K 0.12% -126 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 1,260 $642K 0.04% +498 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,259 $641K 0.01% -1,267 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 1,258 $641K 0.24% +22 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,256 $640K 0.02% +675 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,253 $638K 0.03% +67 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,241 $632K <0.01% 0 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,236 $630K 0.05% -173 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,219 $621K 0.02% -201 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,215 $619K 0.02% +160 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,207 $615K 0.02% -26 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,205 $614K 0.04% +33 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,204 $613K 0.03% +68 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,204 $613K 0.02% -22 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,203 $613K 0.06% -41 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,196 $609K 0.06% -32 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,190 $606K 0.06% +23 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,189 $605K 0.05% -53 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,188 $605K 0.01% +10 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,186 $604K 0.03% -1 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,183 $602K 0.02% +25 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,178 $600K 0.34% -135 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,175 $598K 0.05% 0 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 1,173 $597K 0.08% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,171 $596K 0.21% +91 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 1,170 $596K 0.25% -322 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,168 $595K 0.05% +3 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,167 $594K 0.23% -9 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,164 $593K 0.2% -5 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,162 $592K 0.02% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,161 $591K 0.03% 0 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,161 $591K 0.06% +2 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,160 $591K 0.08% -1 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,158 $590K 0.02% +8 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,153 $587K 0.13% -2 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 1,152 $587K 0.35% 0 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 1,081 $586K 0.38% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,142 $582K 0.08% +53 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,140 $580K 0.13% -320 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,139 $580K 0.07% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,138 $580K 0.03% +488 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 1,135 $578K 0.09% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,133 $577K 0.02% 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,129 $575K 0.06% -1 13F-HR/A Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,123 $572K 0.08% -61 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,122 $572K 0.14% 0 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 1,120 $571K 0.06% -34 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,113 $567K 0.12% +157 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,111 $566K 0.05% -1 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 1,106 $563K 0.04% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,099 $560K 0.14% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,098 $559K 0.17% -163 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 1,096 $558K 0.25% +2 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,093 $557K 0.16% +3 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,091 $556K 0.1% +9 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,090 $555K 0.01% -64 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,083 $552K 0.02% +65 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,078 $549K 0.01% +205 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 1,077 $548K 0.06% +5 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,076 $548K 0.1% -155 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,075 $548K 0.03% +34 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,071 $546K 0.01% 0 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 1,070 $545K 0.1% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,069 $545K 0.05% -101 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,036 $540K 0.08% +584 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,061 $540K 0.02% +63 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,059 $540K 0.03% -57 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,056 $538K <0.01% new 13F-HR Timeline Group Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 1,056 $538K 0.23% +428 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,054 $537K 0.03% -181 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,052 $536K 0.03% -13 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,052 $536K 0.12% -2 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,051 $535K 0.03% -147 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 1,050 $535K 0.27% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,049 $534K 0.01% -7 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,048 $534K 0.01% -63 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,047 $533K 0.13% +92 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,045 $532K 0.01% -163 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,040 $530K 0.02% +99 13F-HR Timeline Group Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,038 $529K 0.09% +5 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,037 $528K 0.04% -87 13F-HR Timeline Group Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,037 $528K 0.07% +626 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 1,032 $525K 0.02% -12 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,029 $524K 0.39% +22 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 955 $523K 0.37% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,025 $522K 0.01% +23 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,020 $519K 0.03% +41 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,020 $519K 0.01% +11 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 1,018 $518K 0.02% +183 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 1,018 $518K 0.1% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 1,017 $518K 0.13% +5 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,014 $517K 0.05% -110 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,010 $514K 0.02% 0 13F-HR Timeline