Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 12,449 $1.15M 0.06% +500 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 12,388 $1.14M 0.13% -1,677 13F-HR Timeline Bancreek Capital Management, LP in group Bancreek Capital Management, … More: the full row for Bancreek Capital Management, LP 12,360 $1.14M 4.31% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 12,345 $1.14M 0.15% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 12,338 $1.14M 0.14% -45,544 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,251 $1.14M 0.07% -27 13F-HR Timeline Formuepleje A/S More: the full row for Formuepleje A/S 12,231 $1.13M 0.09% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 12,457 $1.12M 0.04% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 12,053 $1.11M 0.02% -1 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 12,046 $1.11M 0.21% +262 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 12,898 $1.11M 0.72% -1 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 12,006 $1.11M 0.03% -115,888 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 11,989 $1.1M 0.02% -163 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 11,926 $1.09M 0.06% -1,620 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 11,795 $1.09M 0.08% -15 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 11,700 $1.08M 0.19% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 11,688 $1.08M 0.46% +1,257 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 11,654 $1.07M 0.12% -74 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,634 $1.07M 0.02% -3,377 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 11,510 $1.06M 0.12% +2,849 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,497 $1.06M 0.03% -2,748 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 11,482 $1.06M 0.09% 13F-HR Timeline Group Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 11,475 $1.06M 0.09% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 11,456 $1.05M 0.2% +569 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 11,414 $1.05M 0.24% +127 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 11,352 $1.05M 0.04% +3,333 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 11,326 $1.04M 0.12% -108 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 11,325 $1.04M 0.18% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 11,295 $1.04M 0.06% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 11,240 $1.04M 0.03% -377 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 11,055 $1.02M 0.04% 0 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 10,970 $1.01M 0.02% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 10,944 $1.01M 0.32% +775 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 10,902 $1M 0.13% +43 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 10,854 $1000K 0.02% -1,536 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 10,733 $988K 0.69% +150 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,648 $981K 0.01% +3,182 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 10,635 $979K 0.82% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 10,631 $979K 0.21% new 13F-HR/A Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 10,544 $971K 0.24% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 10,500 $967K 0.11% 0 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 10,464 $964K 0.86% -12,128 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,461 $963K 0.04% -1,287 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 10,447 $962K 0.43% +127 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 10,380 $956K 0.2% +1,135 13F-HR/A Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 10,342 $952K 0.05% -15 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 10,335 $952K 0.02% -577 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 10,316 $950K 0.03% -54,031 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 10,267 $945K 0.1% -19 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 10,192 $939K 0.13% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,151 $935K 0.02% -3,957 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 10,114 $931K 0.08% -6,145 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 10,074 $928K 0.01% +478 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 10,000 $921K 0.1% +2,950 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,934 $915K 0.02% -1,417 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,927 $914K 0.02% +776 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,893 $911K 0.03% -227 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,893 $910K 0.06% -95,981 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,853 $907K 0.04% -223 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 9,833 $906K 0.01% +1,590 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 9,795 $902K 0.22% -29 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 9,712 $894K 0.05% -563 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,626 $886K 0.04% +227 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 9,606 $885K 0.01% -352 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,598 $884K 0.02% -2 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 9,579 $882K 0.01% -8 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 10,143 $875K 0.14% +1,987 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 9,489 $874K 0.05% -179 13F-HR/A Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 9,386 $864K 0.64% +741 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 10,216 $861K 0.5% -54 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 9,335 $860K 0.02% +4,817 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 9,326 $859K 0.17% +156 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 9,276 $854K 0.05% +5,320 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 9,170 $844K 0.05% +30 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 9,161 $844K 0.05% -894 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 9,099 $838K 0.06% +69 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 9,086 $837K 0.28% +1,081 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 9,024 $831K 0.02% +3,284 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 9,197 $829K 0.01% +28 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 9,000 $829K 0.19% 0 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 8,983 $827K 0.45% -27 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 8,970 $826K 0.2% +60 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 8,965 $826K 0.02% +170 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,898 $819K 0.05% -160 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,873 $817K 0.03% -5,333 13F-HR Timeline Group RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 8,865 $816K 0.37% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 8,758 $807K 0.01% +7,332 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 9,465 $804K 0.09% +1,875 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 8,711 $802K 0.08% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 8,700 $801K 0.05% 0 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 8,684 $800K 0.29% -2,490 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,588 $791K 0.01% +933 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 8,549 $787K 0.04% -3,881 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 8,544 $787K 0.06% -1,311 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 8,526 $785K 0.12% -98 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 8,491 $782K 0.05% +704 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,485 $781K 0.03% -2,193 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 8,426 $781K 0.21% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,467 $780K 0.03% -1,513 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 8,412 $775K 0.17% -4,367 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,405 $774K 0.02% +467 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,391 $773K 0.02% +1,030 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 8,368 $771K 0.22% +72 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,365 $770K 0.04% -149 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 8,305 $765K 0.01% +12 13F-HR Timeline Group RB Capital Management, LLC More: the full row for RB Capital Management, LLC 8,273 $762K 0.15% -854 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 8,272 $762K 0.24% +1,412 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,178 $753K 0.03% -1,962 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,169 $752K 0.07% -631 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,168 $752K 0.06% -226 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 8,165 $752K 0.09% +162 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 8,010 $738K 0.05% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 7,981 $735K 0.15% +1,298 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 8,125 $726K 0.1% -170 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,873 $725K 0.09% -113 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,825 $721K 0.06% +184 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 7,740 $717K 0.14% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,789 $717K 0.01% -495 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,727 $712K 0.04% -1,117 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 7,726 $711K 0.21% +1,465 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 7,725 $711K 0.04% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,720 $711K 0.01% +755 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,701 $709K 0.15% -1 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 7,700 $709K 0.04% +1,232 13F-HR/A Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 7,676 $707K 0.15% -1,518 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7,602 $700K 0.04% +30 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 7,583 $698K 0.01% new 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 7,574 $697K 0.04% +335 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,568 $697K 0.01% -635 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 7,534 $694K 0.01% -221 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,533 $694K 0.06% +121 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 7,515 $692K 0.01% -30 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 7,505 $691K 0.05% -18 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,492 $690K 0.03% +899 13F-HR Timeline Group Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 7,445 $686K <0.01% -739 13F-HR Timeline Group Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 7,428 $684K 0.31% +112 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,427 $684K 0.1% +1,078 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,380 $680K 0.03% -25 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,376 $679K 0.02% new 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 7,370 $679K 0.11% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 7,337 $676K 0.17% +132 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 7,287 $671K 0.04% +855 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,264 $669K 0.04% +2,502 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 7,230 $666K 0.14% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 7,135 $657K 0.01% +323 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,093 $653K 0.07% +91 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 7,075 $652K 0.26% -299 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 7,070 $651K 0.28% +172 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 7,053 $650K 0.07% +53 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,033 $648K 0.04% +103 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 7,035 $647K <0.01% 0 13F-HR Timeline Group ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 7,023 $647K 0.23% -2 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,015 $646K 0.01% +1,515 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 7,006 $645K 0.08% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 6,970 $642K 0.48% +755 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,970 $642K 0.02% -297 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,940 $639K 0.06% +80 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,935 $639K 0.04% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 6,924 $637K 0.15% +2,934 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,906 $636K 0.01% +980 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,838 $630K 0.04% -40 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,831 $629K 0.05% -170 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 6,750 $622K 0.08% 0 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 6,738 $621K 0.04% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 6,734 $620K 0.07% -16 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 6,734 $620K 0.11% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,698 $617K 0.02% +295 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 6,663 $614K 0.04% +1,717 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 6,660 $613K 0.04% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6,622 $610K 0.08% -16 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 6,607 $608K 0.1% +1,335 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 6,600 $607K 0.05% 0 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 6,588 $607K 0.03% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,579 $606K 0.01% +651 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 6,487 $597K 0.18% +445 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 6,480 $597K 0.03% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,460 $595K 0.01% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,449 $594K 0.02% -78 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,450 $594K 0.07% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,428 $592K 0.03% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,426 $592K 0.01% +314 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 6,381 $588K 0.1% -53 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,364 $586K 0.01% +297 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,339 $584K 0.02% -1,707 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,305 $581K 0.04% +57 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,260 $576K 0.01% -15,440 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 6,259 $576K 0.04% +244 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 6,258 $576K 0.08% new 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 6,240 $575K 0.05% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,189 $570K 0.02% +8 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,182 $569K 0.04% -1,164 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,919 $568K 0.03% -42 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,134 $565K 0.04% -88 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,124 $564K 0.05% +1,551 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 6,064 $558K 0.01% +240 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 6,051 $557K 0.07% +3,249 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 6,030 $555K 0.18% -1,334 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,026 $555K 0.08% +612 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 6,011 $554K 0.03% +3,156 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 6,000 $553K 0.29% 0 13F-HR Timeline