LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,503 $1.03M 0.03% +40 13F-HR Timeline Group Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 1,500 $1.02M 0.77% +379 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 1,500 $1.02M 0.22% new 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 1,500 $1.02M 0.31% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 1,741 $1.02M 0.32% +115 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,495 $1.02M 0.09% -15 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 1,492 $1.02M 0.5% -153 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 1,489 $1.02M 0.08% -4,060 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,484 $1.01M 0.01% +181 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 1,483 $1.01M 0.83% +483 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 1,479 $1.01M 0.12% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,479 $1.01M 0.91% +14 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 1,468 $1M 0.48% -22 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,465 $999K 0.08% -3 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,461 $997K 0.39% -174 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,460 $996K 0.26% +2 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 1,459 $996K 0.17% +207 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 1,455 $993K 0.59% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,445 $986K 0.09% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,440 $982K 0.11% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,439 $982K 0.26% -75 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,438 $981K 0.13% +4 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,430 $975K 0.32% -80 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,429 $975K 0.01% -67 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,420 $969K 0.03% -133 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,420 $969K 0.11% -200 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 1,414 $965K 0.15% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,410 $962K 0.3% 0 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,409 $961K 0.1% new 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 1,405 $959K 0.25% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,393 $950K 0.03% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,387 $946K 0.07% -427 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,387 $946K 0.19% -68 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,381 $942K 0.01% -5,626 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,379 $941K 0.08% +4 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,379 $941K 0.08% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,375 $938K 0.02% +1 13F-HR/A Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,372 $936K 0.03% +129 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,368 $933K 0.07% -12 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,365 $931K 0.11% -150 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,361 $929K 0.1% -50 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,617 $926K +139 Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,356 $925K 0.12% +22 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,350 $921K 0.07% +53 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 1,346 $918K 0.24% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,345 $917K 0.01% -407 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,338 $913K 0.05% +18 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 1,359 $913K 0.18% +1 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,335 $911K 0.06% -3 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,335 $911K 0.02% +8 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,650 $907K 0.02% +37 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,324 $903K 0.01% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,323 $903K 0.03% +562 13F-HR Timeline Group Dorato Capital Management More: the full row for Dorato Capital Management 1,305 $897K 0.66% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,315 $897K 0.4% -15 13F-HR/A Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,313 $896K 0.52% -30 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,303 $889K 0.15% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,301 $888K 0.03% +81 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,300 $887K 0.1% +104 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,290 $880K 0.14% -25 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,283 $875K 0.07% 0 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,280 $873K 0.46% -107 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,276 $871K 0.03% +3 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 1,275 $870K 0.01% +157 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 1,275 $870K 0.32% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,265 $863K 0.29% -5 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,258 $863K 0.4% +14 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,263 $861K 0.04% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,261 $860K 0.31% +214 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 1,260 $860K 0.82% +60 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,256 $857K 0.03% +45 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,245 $849K 0.02% +356 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,244 $849K 0.09% +201 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,242 $847K 0.08% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,241 $847K <0.01% +67 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,239 $845K 0.39% -23 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 1,236 $844K 0.39% +22 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,235 $843K 0.06% -66 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,233 $841K 0.04% -7 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,231 $840K 0.18% +24 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,228 $838K 0.1% +129 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,226 $836K 0.03% -138 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,208 $824K 0.01% -4 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,198 $817K 0.03% -82 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,194 $815K 0.01% +225 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,187 $810K 0.05% -11 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,186 $809K 0.05% -979 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,185 $808K 0.66% +129 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,184 $808K 0.12% -678 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,178 $804K 0.01% -35 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,176 $802K 0.34% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,175 $802K 0.07% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,172 $799K 0.05% -132 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,169 $798K 0.36% -91 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,170 $798K 0.09% +27 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,167 $797K 0.09% +35 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,166 $795K 0.05% +645 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,165 $795K 0.07% +13 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 1,165 $795K 0.62% -16 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,162 $793K 0.02% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,161 $792K 0.05% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,161 $792K 0.11% +1 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,159 $791K 0.1% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,158 $790K 0.03% +31 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 1,157 $789K 0.25% +662 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,155 $788K 0.14% +2 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 1,154 $788K 0.09% -43 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,154 $787K 0.01% -69 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 1,152 $786K 0.52% +49 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,150 $785K 0.01% -8,631 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,150 $784K 0.03% +50 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,145 $781K 0.23% +755 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,144 $780K 0.1% +75 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,136 $775K 0.04% +18 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 1,135 $774K 0.14% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,133 $773K 0.06% +84 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,132 $772K 0.05% -376 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,130 $771K 0.09% 0 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,124 $767K 0.07% new 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 1,124 $767K 0.09% +76 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,122 $765K 0.21% 0 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 1,120 $764K 0.47% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,094 $762K 0.01% -179 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,116 $762K 0.05% +63 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,112 $759K 0.07% +24 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,111 $758K 0.01% -220 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,108 $756K 0.01% -15,596 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,106 $755K 0.04% +620 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,099 $750K 0.2% 0 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,099 $750K 0.45% -1 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 1,094 $746K 0.37% +14 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,092 $745K <0.01% -466 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,090 $744K 0.24% +32 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,089 $743K 0.1% +33 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,089 $743K 0.51% +100 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,088 $743K 0.26% +568 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,088 $742K 0.01% -7,779 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1,086 $741K 0.15% -702 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,083 $739K <0.01% +285 13F-HR Timeline Group Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,082 $738K 0.15% +19 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,081 $738K 0.08% +513 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,080 $737K 0.3% +47 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,078 $735K 0.31% -164 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,076 $734K 0.07% -31 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,074 $733K 0.28% +100 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 1,072 $731K 0.09% +3 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 $731K 0.02% 0 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,070 $730K 0.04% -27 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 1,070 $730K 0.14% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,065 $727K 0.04% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,063 $725K 0.03% new 13F-HR/A Timeline Group Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 1,061 $724K 0.36% -7 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,056 $720K 0.01% +48 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,055 $720K 0.02% +179 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,054 $719K <0.01% +4 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,054 $719K 0.17% +4 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,053 $718K 0.02% +453 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,050 $716K 0.02% -108 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 1,044 $712K 0.03% +147 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,041 $710K 0.04% +92 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,033 $705K 0.14% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 1,012 $700K 0.19% +3 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 1,024 $699K 1.15% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,024 $699K 0.07% -367 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,020 $696K 0.02% +388 13F-HR Timeline Group Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 1,018 $695K 0.15% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,018 $694K 0.02% +23 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,014 $692K 0.02% +3 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,013 $691K 0.5% +509 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,010 $689K 0.03% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,009 $689K 0.01% -44 13F-HR Timeline Group Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,007 $687K 0.65% -3 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,002 $684K 0.06% +20 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,002 $684K 0.02% -4 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,001 $683K 0.03% -10 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,001 $683K 0.3% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 1,000 $682K 0.25% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,000 $682K 0.05% +356 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 1,000 $682K 0.15% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 1,000 $682K 0.43% -1,000 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,000 $682K 0.19% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 993 $677K 0.02% -27 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 988 $674K 0.46% -17 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 988 $674K 0.28% -114 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 988 $674K 0.2% +8 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 984 $671K 0.08% +100 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 998 $671K 0.02% +3 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 984 $671K 0.17% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 979 $668K 0.05% +2 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 976 $666K 0.06% +1 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 971 $662K 0.03% -25 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 965 $659K 0.02% +9 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 963 $657K 0.35% -29 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 959 $654K 0.23% +18 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 956 $652K 0.15% -41 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 955 $652K 0.18% -110 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 953 $650K 0.05% -34 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 950 $648K 0.08% -159 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 944 $644K 0.19% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 943 $643K 0.01% -200 13F-HR Timeline