Empowered Funds, LLC More: the full row for Empowered Funds, LLC 27,531 $1.49M 0.01% +2,095 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 27,479 $1.48M 1% -4,101 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 27,045 $1.46M 0.5% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 26,907 $1.45M 0.12% +857 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 26,225 $1.42M 0.64% +15,336 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 26,150 $1.41M 0.07% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 26,022 $1.41M 0.22% +3,605 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 25,664 $1.39M 0.13% +525 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 25,548 $1.38M +19,069 Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 25,196 $1.36M 0.04% +773 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 25,120 $1.36M <0.01% +482 13F-HR Timeline Group AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 25,000 $1.35M 0.37% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 24,644 $1.33M 0.32% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 24,233 $1.32M 0.28% -2 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 24,302 $1.31M 0.02% +442 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 24,266 $1.31M 0.18% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 23,831 $1.29M 0.03% 0 13F-HR Timeline Group Virtus Family Office LLC More: the full row for Virtus Family Office LLC 23,807 $1.29M 1.02% -1,840 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 23,680 $1.28M 0.02% 0 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 23,444 $1.27M 0.02% -45 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 23,372 $1.26M 0.06% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 23,185 $1.25M 0.01% +3,533 13F-HR Timeline Group Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 21,505 $1.16M 0.35% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 20,589 $1.11M 0.01% +10,443 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 20,441 $1.1M 0.13% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 20,390 $1.1M 0.1% -741 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 20,000 $1.08M 0.47% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 19,816 $1.07M 0.01% -24 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 19,523 $1.05M 0.1% -102 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 19,009 $1.03M 0.69% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 18,920 $1.02M 0.01% -104 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 18,906 $1.02M <0.01% +707 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,750 $1.01M 0.03% -24 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 18,530 $1M 0.13% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 17,931 $969K <0.01% -340 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 17,888 $966K 0.01% +1,735 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 17,848 $964K 0.08% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 17,754 $959K 0.03% -50 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,340 $937K 0.01% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16,980 $917K 0.01% +3 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 16,715 $903K 0.35% -199 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 15,903 $898K 0.05% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 16,596 $897K 0.6% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 16,520 $893K 0.01% +610 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 15,738 $850K 0.64% +51 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 15,698 $848K <0.01% +846 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 15,473 $836K 0.01% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 15,248 $824K 0.07% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 15,000 $810K 0.08% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 14,997 $810K 0.18% +38 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 14,716 $795K 0.05% -483 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 14,697 $794K 0.03% +13,995 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 14,594 $789K <0.01% -83 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 14,584 $788K 0.01% -3,731 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 14,453 $781K 0.1% +18 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 14,430 $780K <0.01% -76 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 14,283 $772K 0.04% +3,909 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 14,260 $770K 0.14% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 14,234 $769K 0.09% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 14,191 $767K 0.15% -165 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 13,756 $751K +7,697 Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 13,238 $717K 0.01% +931 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 13,258 $716K <0.01% +426 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 13,247 $716K 0.07% -4,299 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 12,942 $699K 0.3% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 12,650 $683K 0.1% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,395 $670K 0.01% +5,544 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 12,220 $660K 0.07% -1,023 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 12,213 $660K 0.04% +886 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 12,185 $658K 0.16% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 12,148 $656K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,048 $651K <0.01% +2,504 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 12,000 $648K 0.01% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 11,963 $646K 0.03% +4 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 11,788 $641K 0.05% -559 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 11,846 $640K 0.37% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 11,779 $636K 0.07% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 11,533 $623K 0.03% +472 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 11,528 $623K 0.04% -23,108 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 11,380 $615K 0.01% -612 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,307 $611K 0.02% +6 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,125 $601K 0.02% +76 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 11,000 $594K 0.08% new 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 10,975 $593K 0.05% +4,030 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 10,943 $591K 0.03% -99 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 10,913 $590K 0.03% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 10,891 $588K 0.01% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 10,866 $587K 0.02% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 10,820 $585K 0.16% 0 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 10,750 $581K 0.16% 0 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 10,697 $578K 0.02% -1,425 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 10,231 $553K 0.12% -414 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10,185 $550K <0.01% -213 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 10,164 $549K 0.05% +31 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 10,143 $548K 0.03% -339 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 10,087 $545K 0.28% -351 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,052 $543K 0.01% 0 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 10,016 $541K 0.13% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 9,959 $538K 0.06% -250 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 9,900 $535K 0.02% +30 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9,877 $534K <0.01% +1,932 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 9,732 $526K 0.06% +834 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 9,704 $524K 0.03% -3,696 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,628 $520K <0.01% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 9,582 $518K 0.03% -6,452 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,564 $517K 0.02% -93 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9,559 $516K 0.26% -14 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,416 $509K <0.01% -1,614 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 9,308 $503K 0.04% 0 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 9,290 $502K 0.18% +30 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 9,285 $502K 0.02% -71 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 9,168 $499K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9,223 $498K 0.02% +225 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 9,086 $491K 0.47% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 8,883 $480K 0.07% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 8,876 $480K <0.01% new 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,871 $479K 0.01% 0 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 8,865 $479K 0.03% -250 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 8,861 $479K 0.03% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 8,800 $475K 0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,685 $469K 0.02% +1,787 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 8,565 $463K 0.01% 0 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 8,500 $459K 0.14% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 8,436 $456K 0.11% 0 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 8,425 $455K 0.22% -1,611 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 8,400 $454K 0.06% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 8,210 $444K 0.05% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 8,113 $438K <0.01% +27 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 8,002 $432K 0.02% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 7,995 $432K 0.12% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,915 $428K 0.03% +691 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 7,910 $427K <0.01% +4,984 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 7,828 $423K 0.09% -968 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 7,815 $422K 0.03% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,812 $422K <0.01% -8 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,799 $421K 0.01% new 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,740 $418K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7,689 $415K 0.07% +25 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 7,548 $408K 0.24% -295 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 7,481 $404K 0.33% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 7,438 $402K 0.01% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 7,418 $401K 0.04% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 7,408 $400K <0.01% -407 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,350 $398K 0.09% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 7,200 $389K 0.05% +6,980 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 7,185 $388K 0.04% +330 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,988 $378K 0.04% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,962 $376K 0.02% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,889 $372K 0.01% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 6,877 $372K 0.02% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,792 $367K 0.01% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 6,730 $364K <0.01% -206 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,689 $361K 0.01% +7 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 6,676 $361K 0.06% -58 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,631 $358K <0.01% +1,053 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 6,615 $357K 0.02% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 6,531 $353K 0.01% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 6,524 $352K 0.17% +42 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,515 $352K 0.04% 0 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 6,488 $351K 0.14% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 6,430 $348K <0.01% +138 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 6,400 $346K 0.05% 0 13F-HR Timeline Group Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 6,345 $343K 0.04% 0 13F-HR/A Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 6,340 $343K 0.12% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,299 $340K <0.01% -225 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 6,286 $340K 0.05% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 6,273 $339K 0.09% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 6,263 $338K <0.01% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 6,240 $337K 0.06% -640 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 6,225 $336K 0.07% +6 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 6,000 $324K 0.03% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 6,000 $324K 0.03% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,800 $324K 0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 5,951 $322K 0.04% 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 5,940 $321K 0.19% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 5,900 $319K 0.07% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,886 $318K 0.01% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 5,880 $318K +312 Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,823 $315K <0.01% 0 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 5,811 $314K 0.14% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,805 $313K 0.01% new 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,650 $305K 0.02% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,630 $304K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 5,600 $303K 0.1% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 5,598 $302K 0.02% 0 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 5,535 $299K 0.08% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 5,506 $297K <0.01% -24,294 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 5,500 $297K 0.02% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,461 $295K <0.01% 0 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 5,450 $294K 0.05% +100 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,441 $294K <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,415 $293K 0.02% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,343 $289K <0.01% +5,168 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 5,335 $288K 0.07% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 5,329 $288K 0.16% 0 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 5,280 $285K 0.26% 0 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 5,273 $285K 0.1% +17 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,251 $284K <0.01% +750 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 5,235 $283K 0.06% +8 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,235 $283K <0.01% +2,524 13F-HR Timeline