TRUST POINT INC. More: the full row for TRUST POINT INC. 30,962 $141K 0.01% +5,917 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 30,888 $140K 0.04% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 30,403 $139K 0.01% +216 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 30,399 $139K 0.01% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 29,789 $136K 0.04% 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 29,333 $134K 0.04% -441 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 28,990 $132K <0.01% +1,917 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 27,000 $132K 0.03% new 13F-HR/A Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 28,890 $132K 0.01% +14,566 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 28,503 $130K <0.01% +1,363 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 28,406 $130K <0.01% -7,420 13F-HR Timeline Group Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 28,091 $128K 0.01% -896 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 28,081 $128K 0.04% -875 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 27,921 $127K <0.01% +11,446 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 27,322 $125K 0.02% +2,135 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 27,256 $124K 0.02% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 26,788 $122K <0.01% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 26,689 $122K 0.01% +1,274 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 25,949 $118K 0.03% -4,894 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 25,890 $118K 0.01% +1,270 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 24,912 $114K <0.01% +4,431 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 24,789 $113K 0.04% +155 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 24,593 $112K <0.01% new 13F-HR/A Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 24,153 $110K <0.01% +10,907 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 24,141 $110K 0.03% -4,040 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 23,986 $109K <0.01% +10,976 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 23,567 $107K <0.01% +10,615 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 23,291 $106K 0.09% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 23,171 $106K <0.01% -487 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 23,000 $105K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 23,000 $105K 0.01% 0 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 22,862 $104K 0.01% +500 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 22,804 $104K 0.07% -6,241 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 22,540 $103K <0.01% -34,043 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 22,403 $102K 0.02% -6,609 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 22,146 $101K 0.02% +348 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 22,000 $100K 0.01% new 13F-HR/A Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 21,936 $100K 0.01% 0 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 21,743 $99.1K 0.01% +705 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 21,577 $98.4K 0.06% +5,325 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 20,529 $93.6K <0.01% +1,024 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 20,427 $93.1K 0.01% -28 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 20,420 $93.1K 0.01% +233 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 20,378 $92.9K <0.01% -2,510 13F-HR/A Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 19,986 $91.1K 0.01% +830 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 20,000 $91K 0.01% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 19,776 $90.2K 0.01% +9,103 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 19,459 $88.7K <0.01% +2,393 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 19,436 $88.6K 0.03% 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 19,353 $88.2K <0.01% +454 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 18,882 $87.2K 0.02% +2,461 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 19,122 $87.2K <0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 19,148 $87K <0.01% +2,250 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 18,636 $85K 0.04% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 18,414 $84K 0.01% +1,526 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 18,065 $82.4K <0.01% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 17,867 $81.5K 0.03% 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 17,739 $80.9K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 17,652 $80.5K <0.01% -897 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 17,618 $80.3K 0.03% +276 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,428 $80.3K <0.01% +1,262 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 17,495 $79.8K <0.01% +3,698 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17,386 $79.3K <0.01% -3,120 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 17,230 $78.6K <0.01% +2,032 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 17,220 $78.5K 0.02% +2,148 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 17,179 $78.3K 0.01% -3,719 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 17,154 $78.2K <0.01% -243 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 16,749 $76.4K <0.01% +873 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 16,750 $76K 0.01% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 16,282 $74.2K <0.01% -5,587 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 15,493 $70.6K 0.01% +900 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 15,450 $70.5K 0.07% 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 15,282 $69.7K 0.04% 0 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 15,228 $69.4K 0.01% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 14,956 $68.2K <0.01% -566 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 14,618 $66.7K <0.01% +4,241 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 14,493 $66K 0.03% 0 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 14,376 $65.6K <0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 14,375 $65.6K 0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 14,356 $65.3K <0.01% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 14,241 $64.9K 0.02% +67 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 14,194 $64.7K 0.06% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 14,160 $64.6K <0.01% +1,216 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 14,087 $64K <0.01% +1,529 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 14,016 $63.9K 0.09% new 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 13,720 $62.6K <0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 13,669 $62.3K <0.01% +106 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,560 $61.8K <0.01% -4,243 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 13,272 $60.5K 0.01% new 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 12,818 $58.5K 0.03% -1,124 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 12,665 $57.8K <0.01% +2,393 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,818 $57.4K <0.01% +911 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 12,588 $57.4K <0.01% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 12,584 $57.4K 0.02% 0 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 12,387 $56.5K 0.01% +190 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,116 $55.3K <0.01% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 12,049 $54.9K <0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,023 $54.8K <0.01% -269 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,749 $53.6K <0.01% +33 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 11,726 $53.5K 0.01% new 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 11,712 $52.6K 0.03% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,527 $52.6K <0.01% +646 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,335 $51.7K <0.01% +70 13F-HR/A Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 11,326 $51.6K <0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 11,248 $51.3K 0.02% -8,050 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 11,220 $51.2K 0.01% +1,087 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 11,054 $50.4K 0.04% 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 11,000 $50.2K 0.02% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,868 $49.6K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 10,651 $48.6K <0.01% -695,533 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10,617 $48.4K <0.01% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 10,387 $47.4K 0.02% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,267 $46.8K <0.01% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,210 $46.6K <0.01% -2,131 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10,124 $46.2K <0.01% 0 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 10,079 $46K 0.06% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,382 $42.8K <0.01% -96,198 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,892 $40.5K <0.01% +370 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,512 $38.8K <0.01% -360 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 8,256 $36.8K 0.01% new 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 7,801 $35.6K 0.02% +2,028 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 6,978 $31.8K 0.03% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,871 $31.3K <0.01% -2,682 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 6,562 $29.9K 0.02% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,880 $26.8K 0.03% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,839 $26.6K <0.01% +5,588 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,960 $22.6K <0.01% -1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,740 $21.6K <0.01% -190 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4,550 $20.7K 0.02% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,479 $20.4K <0.01% +1,571 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,464 $20.4K <0.01% -9,228 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4,252 $19.4K 0.01% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,067 $18K <0.01% +1,511 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,849 $17.6K <0.01% +710 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,827 $17K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,699 $16.9K 0.01% +58 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,092 $14.1K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,083 $14K <0.01% -1,064 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 3,000 $13.7K 0.01% -1,133 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,822 $12.9K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,768 $12.6K <0.01% -3,799 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,713 $12.4K <0.01% +89 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,693 $12.3K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,634 $12K <0.01% new 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 2,534 $11.6K <0.01% -1,647 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,303 $11K <0.01% 0 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 2,318 $10.6K <0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,271 $10.4K 0.01% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,126 $9.7K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,114 $9.64K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,108 $9.61K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,022 $9.22K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,839 $8.39K <0.01% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,739 $7.93K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,647 $7.51K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,300 $5.92K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,226 $5.59K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1,225 $5.59K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,202 $5.48K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,181 $5.38K <0.01% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,089 $4.97K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,035 $4.72K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 872 $4.48K <0.01% +111 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 925 $4.22K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 867 $3.95K <0.01% +70 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 808 $3.68K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 799 $3.64K <0.01% -385 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 793 $3.62K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 676 $3.08K <0.01% new 13F-HR/A Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 692 $3K <0.01% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 653 $2.98K <0.01% +11 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 633 $2.89K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 633 $2.89K <0.01% -3,871 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 615 $2.8K <0.01% 0 13F-HR/A Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 612 $2.79K <0.01% +37 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 500 $2.28K <0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 488 $2.23K <0.01% -29 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 478 $2.18K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 435 $1.98K <0.01% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 366 $1.67K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NewSquare Capital LLC More: the full row for NewSquare Capital LLC 323 $1.47K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 318 $1.45K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 262 $1.2K <0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 375 $1K <0.01% -3 13F-HR Timeline Group Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 217 $990 <0.01% -100 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 187 $853 <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 160 $733 <0.01% +2 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 150 $684 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 146 $666 <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 123 $561 <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 85 $388 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 79 $359 <0.01% -448 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 63 $288 <0.01% new 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 40 $182 <0.01% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 37 $171 <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 15 $68 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 14 $64 <0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 12 $55 <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 10 $46 <0.01% 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 6 $27 <0.01% 13F-HR Timeline