FF Advisors,LLC More: the full row for FF Advisors,LLC 1,994 $458K 0.22% +20 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,991 $457K 0.18% +930 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 1,985 $456K 0.03% +985 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,975 $453K 0.02% -40 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,956 $449K 0.03% -68 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,945 $446K 0.03% -20 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,933 $444K 0.04% +103 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,927 $442K 0.02% -66 13F-HR Timeline Group Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 1,920 $441K 0.02% -40,928 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,899 $436K 0.05% +5 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 1,885 $433K 0.18% -1 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 1,887 $432K 0.01% -8,971 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,876 $431K <0.01% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,864 $428K 0.28% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,863 $427K 0.02% -153 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,853 $425K 0.05% 0 13F-HR/A Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,846 $424K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,846 $424K <0.01% +79 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,832 $420K 0.01% +291 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,820 $418K 0.01% new 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,801 $413K 0.02% -200 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,800 $413K 0.08% 0 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,800 $413K 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,790 $411K 0.01% -359 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,787 $410K 0.16% -4,803 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,778 $408K 0.03% +55 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,776 $408K 0.03% 0 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 1,775 $407K 0.1% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,774 $407K 0.02% -1,661 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,771 $406K 0.01% +268 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,770 $406K 0.01% -185 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,765 $405K 0.01% -9 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,755 $403K <0.01% 0 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,750 $402K 0.07% -50 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,750 $402K 0.08% +750 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 1,748 $401K 0.01% +41 13F-HR Timeline S&CO INC More: the full row for S&CO INC 1,750 $401K 0.02% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,741 $400K 0.03% -89 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,741 $400K 0.08% +272 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,738 $399K 0.01% -7,760 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,714 $393K 0.03% +36 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,714 $393K 0.01% -33 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,701 $390K 0.21% +25 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 1,700 $390K 0.22% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,752 $390K 0.01% +406 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,693 $389K 0.02% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,693 $388K 0.1% +62 13F-HR Timeline ANB BANK More: the full row for ANB BANK 1,691 $388K 0.16% +46 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,689 $388K 0.07% 0 13F-HR Timeline Group Corundum Group, Inc. More: the full row for Corundum Group, Inc. 1,683 $386K 0.16% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,716 $385K <0.01% +46 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,672 $384K 0.06% +110 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 1,667 $383K 0.06% -205 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,663 $382K 0.01% -93 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,655 $380K 0.16% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,650 $379K 0.02% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,616 $372K 0.04% 0 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 1,621 $372K 0.39% +4 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,616 $371K 0.01% -14 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,593 $366K 0.01% -28 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,587 $364K 0.02% 0 13F-HR/A Timeline Group LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,600 $364K 0.03% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,580 $362K 0.07% +357 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,578 $362K 0.03% +45 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,571 $361K 0.07% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,602 $359K 0.01% +42 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 1,563 $359K 0.11% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 1,550 $356K 0.08% new 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,533 $352K 0.08% -28 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,526 $350K 0.13% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,525 $350K 0.02% +13 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,516 $348K 0.03% -8,431 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,509 $346K 0.05% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 1,506 $346K 0.09% -11 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,495 $343K 0.02% +35 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,492 $342K 0.02% +12 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,485 $341K 0.01% +196 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,480 $340K 0.2% -154 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,480 $340K 0.01% -83 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,474 $338K 0.02% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,452 $333K <0.01% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,440 $330K 0.02% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,430 $328K 0.12% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,430 $328K <0.01% +130 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 1,429 $328K 0.11% +6 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,422 $326K 0.05% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,422 $326K 0.02% 0 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,415 $325K 0.22% +6 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,412 $324K <0.01% +42 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,411 $324K 0.03% -2 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,396 $320K 0.02% -150 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,396 $320K 0.01% +1 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,393 $320K 0.01% -256 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 1,375 $316K 0.15% +143 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 1,375 $316K 0.09% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,372 $315K 0.01% +6 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,367 $314K 0.07% -382 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,359 $312K <0.01% +8 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,355 $311K 0.01% +262 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,340 $308K <0.01% -1,159 13F-HR/A Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,335 $306K 0.04% -115 13F-HR/A Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,329 $305K 0.07% +7 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,326 $304K 0.01% +31 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,325 $304K <0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,316 $302K 0.01% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,314 $302K 0.04% +11 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 1,310 $301K 0.05% 0 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 1,310 $301K 0.2% 0 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 1,306 $300K 0.01% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,296 $297K 0.14% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,291 $296K 0.13% +50 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,287 $295K 0.01% -908 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,282 $294K 0.01% +257 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,192 $294K 0.05% +12 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,275 $293K 0.03% -79 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,271 $292K 0.01% +20 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,257 $288K 0.01% -1 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,267 $288K 0.05% +141 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,246 $286K 0.08% +31 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,284 $285K 0.1% -355 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,240 $285K <0.01% +26 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,239 $284K 0.01% -18 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,238 $284K 0.03% -50 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,236 $284K 0.04% -13 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,226 $281K 0.1% -183 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,217 $279K 0.12% -13 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 1,217 $279K 0.05% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,212 $278K 0.03% -7 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 1,200 $275K 0.01% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,198 $275K 0.01% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,194 $274K <0.01% -109 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,179 $271K 0.02% -10 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,175 $270K 0.01% +19 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,175 $270K <0.01% -170 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,165 $267K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,161 $266K 0.02% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,160 $266K 0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,146 $263K 0.01% -156 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,142 $262K 0.02% +111 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,140 $262K 0.08% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,140 $262K 0.12% -396 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 1,129 $259K 0.21% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,123 $258K 0.01% 0 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 1,113 $255K 0.06% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,111 $255K 0.03% -64 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,107 $254K 0.05% +3 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,105 $253K 0.01% +229 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,104 $253K 0.03% -100 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,104 $253K new Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,103 $253K 0.41% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,102 $253K 0.02% new 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,101 $253K 0.04% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,088 $250K 0.02% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,086 $249K 0.05% +13 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 1,084 $249K 0.04% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,083 $249K 0.02% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,076 $247K 0.04% +440 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,073 $246K 0.04% +21 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,071 $246K 0.02% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,062 $244K 0.09% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,055 $242K 0.02% -5 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,051 $241K <0.01% new 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 1,050 $241K 0.04% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,050 $241K 0.01% +54 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,086 $241K 0.01% -37 13F-HR/A Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 1,158 $240K 0.16% -542 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 1,050 $240K 0.03% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,043 $239K 0.01% -200 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,042 $239K 0.04% -2,857 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,041 $239K 0.1% 0 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,146 $238K 0.08% +79 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,028 $236K 0.04% -21 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,030 $236K <0.01% -273 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,022 $235K 0.03% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,017 $233K 0.01% -662 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 1,013 $232K 0.01% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,007 $231K <0.01% new 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 1,000 $229K 0.06% 0 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 1,000 $229K 0.06% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,000 $229K 0.05% 0 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 1,000 $229K 0.08% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,000 $229K 0.07% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 996 $229K 0.02% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 995 $228K <0.01% -777 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 988 $227K 0.04% -50 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 986 $226K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 985 $226K <0.01% -75,429 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 984 $226K 0.01% +107 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 984 $226K 0.05% -99 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 982 $225K 0.01% -58 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 976 $224K 0.04% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 971 $223K <0.01% +31 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 969 $222K 0.02% -261 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 961 $221K 0.05% -4 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 960 $220K 0.06% +1 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 952 $219K 0.07% +29 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 952 $218K 0.01% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 950 $218K 0.01% +100 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 950 $218K 0.03% +42 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 945 $217K 0.08% 0 13F-HR Timeline