Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 32,357 $974K 0.07% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 31,827 $970K 0.22% -2,240 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 31,681 $966K 0.08% +10,117 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 31,404 $958K 0.05% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 31,213 $952K 0.57% +6,132 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 31,199 $951K <0.01% -248 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 31,191 $951K <0.01% +2,077 13F-HR Timeline Group BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 31,100 $948K 0.21% -432 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 30,915 $943K 0.06% -2,465 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 30,906 $942K 0.1% -348 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 30,870 $941K 0.62% +207 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 30,736 $937K 0.8% -3,840 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 30,553 $932K 0.1% +4,773 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 30,509 $930K 0.06% +2,169 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 30,493 $930K 0.01% -33 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 30,421 $928K 0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 30,264 $923K 0.01% -3,203 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 30,151 $919K 0.01% -1,510 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 30,055 $916K <0.01% -900 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 29,781 $908K 0.76% +1,855 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 29,780 $908K 0.34% -1,403 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 29,680 $905K 0.01% -8,628 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 29,590 $902K 0.01% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 29,556 $901K 0.15% +38 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 29,493 $899K 0.03% -3,080 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 29,355 $895K 0.05% +210 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 29,317 $894K 0.19% +98 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 29,192 $890K 0.1% -3,100 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 29,077 $887K 0.02% +9,376 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 28,976 $883K 0.78% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 28,963 $883K 0.02% -3,120 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 28,850 $880K <0.01% -1,425 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 28,769 $877K 0.08% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 28,728 $876K <0.01% +15,001 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 28,630 $873K 0.01% +937 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 28,454 $868K 0.67% +243 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 28,191 $860K 0.07% -930 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 28,161 $859K 0.03% +18,721 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 28,131 $858K 0.13% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 28,110 $857K 0.01% -1,151 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 27,839 $849K 0.24% +1,252 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 27,684 $844K 0.05% +1,791 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 27,389 $835K 0.02% -715 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 27,345 $834K 0.03% -520 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 27,051 $825K 0.04% +9,242 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 27,000 $823K 0.13% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 26,645 $812K 0.01% -74 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 26,482 $807K 0.02% -983 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 26,331 $803K 0.25% +17 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 26,260 $801K 0.06% -627 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 26,230 $800K 0.45% new 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 25,979 $792K 0.2% +770 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 25,972 $792K 0.43% -1,168 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 25,944 $791K 0.01% +2,600 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 25,896 $790K 0.37% -24,010 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 25,677 $783K 0.27% 0 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 25,538 $779K 0.03% +12,384 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 25,530 $778K 0.08% +2,075 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 25,437 $776K 0.02% new 13F-HR Timeline Group PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 25,283 $771K 0.42% +4,000 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 25,264 $770K 0.38% -7,468 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 25,220 $769K 0.04% +275 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 25,200 $768K 0.01% new 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 25,150 $767K 0.01% -59,465 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 24,907 $759K 0.04% +396 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 24,846 $758K 0.2% 0 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 24,110 $735K 0.4% +6,345 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 23,882 $734K 0.01% -256 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 3,400 $731K 0.11% new 13F-HR/A Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 23,858 $727K 0.19% -8,873 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 23,823 $726K 0.55% -2,280 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 23,820 $726K 0.15% +321 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 23,809 $726K 0.02% -3,085 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 23,744 $724K 0.18% +838 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 23,641 $721K 0.25% -266 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 23,549 $718K 0.27% +39 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 23,528 $717K <0.01% +4,860 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 23,461 $715K 0.02% +1,620 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 23,454 $715K 0.23% -669 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 23,279 $710K 0.29% -15,545 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 23,155 $706K 0.06% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 23,016 $702K 0.14% +14,683 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 22,997 $701K 0.51% +246 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 22,944 $700K 1.05% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 22,925 $699K 0.11% +250 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 22,906 $698K 0.16% +427 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 22,449 $684K <0.01% 0 13F-HR Timeline Group Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 22,340 $681K 0.02% -7,550 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 22,266 $679K 0.15% +275 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 22,182 $676K 0.11% -1,566 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 21,916 $668K 0.23% 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 21,915 $668K <0.01% -675 13F-HR Timeline Group TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 21,685 $661K 0.2% 0 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 21,675 $661K 0.16% -2,466 13F-HR Timeline Busey Bank More: the full row for Busey Bank 21,645 $660K 0.02% -1,506 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 21,590 $658K 0.17% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 21,572 $658K 0.06% +559 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 21,561 $657K 0.01% -4,227 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 21,323 $650K 0.03% -3,108 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 21,052 $642K 0.47% new 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 21,034 $641K 0.59% -8,418 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 21,000 $640K 0.21% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 20,697 $631K 0.16% -1,798 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 20,680 $631K 0.16% -6,000 13F-HR Timeline City State Bank More: the full row for City State Bank 20,665 $630K 0.14% +2,200 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 20,630 $629K 0.43% -154 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 20,625 $629K 0.32% +1,753 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 20,553 $627K <0.01% +573 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 20,147 $624K 0.26% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 20,417 $623K 0.2% -1,261 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 20,286 $619K 0.03% -4,961 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 20,272 $618K 0.12% +598 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 20,218 $616K 0.04% -7,385 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 20,100 $613K 0.04% -1,350 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 20,003 $610K 0.23% -1,230 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 19,998 $610K 0.02% -689 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 19,944 $608K 0.5% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 19,690 $600K 0.17% -709 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 19,654 $599K 0.02% +5,637 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 19,529 $595K 0.3% -334 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 19,476 $594K 0.1% +26 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 19,395 $591K 0.05% +189 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 19,351 $590K 0.18% +1,011 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 18,948 $578K -35,148 Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 18,873 $575K +555 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 18,773 $572K <0.01% +4,555 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 18,676 $569K 0.07% -313 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 18,612 $567K 0.01% 0 13F-HR Timeline Group Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 18,557 $566K 0.12% -1,351 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 18,519 $565K <0.01% +1,067 13F-HR Timeline Group Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 18,500 $564K 0.23% +5,500 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 18,441 $562K 0.02% +29 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 18,423 $562K 0.4% -1,116 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 18,095 $552K <0.01% 0 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 17,858 $544K 0.12% +186 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 17,794 $543K 0.06% -5,500 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 17,623 $537K 0.03% +1,353 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 17,575 $536K 0.05% 0 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 17,540 $535K 0.44% -1,200 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 17,431 $531K 0.07% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 17,351 $529K 0.39% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 17,276 $527K 0.03% -1,460 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 17,270 $527K 0.04% -1,330 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 17,182 $524K 0.03% -51,302 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 17,103 $521K 0.05% 0 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 17,005 $518K 0.07% -821 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 16,977 $518K 0.09% +7,448 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 16,943 $517K 0.25% -64 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 16,893 $515K 0.05% +33 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 16,825 $513K 0.02% +130 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 16,820 $513K 0.12% +200 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 16,693 $509K <0.01% -1,387 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 16,668 $508K 0.04% -2,026 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 16,532 $504K 0.02% -683 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 16,500 $503K 0.29% +3,880 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 16,500 $503K 0.02% 0 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 16,340 $498K 0.23% +550 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 16,311 $497K 0.12% +385 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 16,243 $495K 0.11% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 16,144 $492K 0.01% new 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 16,100 $491K 0.01% 0 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 15,900 $489K <0.01% 0 13F-HR Timeline Group Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 16,035 $489K 0.07% +116 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 15,974 $487K 0.02% new 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 15,898 $485K 0.06% -202,037 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 15,799 $482K 0.04% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15,763 $481K 0.05% -130 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 15,739 $480K 0.01% 0 13F-HR Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 15,746 $480K 0.03% 0 13F-HR Timeline Group Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 15,686 $478K 0.4% -220 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 15,686 $478K 0.4% new 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 15,671 $478K 0.14% -14,121 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 15,749 $478K 0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 15,552 $474K 0.01% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 15,480 $472K 0.01% +2,676 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 15,441 $471K 0.05% -220 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 15,415 $470K 0.03% -125 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 15,365 $468K 0.49% -30 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 15,323 $467K 0.01% -58 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 15,249 $462K 0.15% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 15,159 $462K 0.01% +8,450 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 15,088 $462K 0.01% -1,100 13F-HR Timeline Group KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 15,137 $462K 0.07% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 15,123 $461K 0.11% +591 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 15,035 $458K 0.29% +2,900 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 14,961 $456K 0.03% -690 13F-HR/A Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 14,900 $454K 0.01% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 14,835 $452K 0.05% +4,950 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 14,834 $452K 0.01% -984 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14,743 $450K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,698 $448K <0.01% +832 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 14,650 $447K 0.23% +125 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 14,643 $446K 0.02% +8,379 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 14,548 $446K 0.12% +149 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 14,537 $443K 0.01% +9 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 14,468 $441K 0.1% -2,427 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 14,288 $436K 0.13% -201 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 14,271 $435K 0.04% +1,069 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 14,216 $433K 0.47% +6,707 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 14,140 $431K 0.01% -3,195 13F-HR Timeline