SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 37,177 $249K 0.17% +234 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 37,102 $249K <0.01% +12,949 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 36,753 $246K 0.16% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 36,608 $245K 0.09% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 35,764 $239K <0.01% -12,048 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 35,618 $239K 0.04% -2,900 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 35,032 $235K <0.01% +6,626 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 35,024 $235K <0.01% +1,988 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 34,760 $233K <0.01% +12,220 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 31,094 $230K 0.01% -440 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 34,203 $229K 0.03% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 33,294 $223K <0.01% +4,304 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 33,290 $223K 0.01% -662 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 33,201 $222K +1,373 Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 32,999 $221K 0.01% +18,381 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 32,765 $220K 0.04% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 31,805 $213K <0.01% -4,894 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 31,857 $213K <0.01% -568 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 31,524 $211K 0.01% +1,121 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 28,450 $211K 0.02% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 31,361 $210K 0.06% +473 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 30,993 $208K 0.02% +31 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 30,849 $207K 0.04% +28,027 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 30,791 $206K <0.01% +14,509 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 30,191 $202K <0.01% +27,099 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 29,954 $201K 0.01% +17,289 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 29,789 $200K 0.06% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 29,707 $199K <0.01% +10,559 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 29,347 $197K 0.12% +7,770 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 29,693 $196K 0.07% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 28,839 $193K 0.02% +2,150 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 28,803 $193K 0.05% -530 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 27,365 $183K 0.01% +1,475 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 27,358 $183K 0.04% +102 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 27,179 $182K 0.02% +10,000 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 27,021 $181K 0.02% +6,594 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 26,788 $179K 0.01% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 26,730 $179K 0.01% +7,377 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 26,719 $179K 0.11% -6,478 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 25,946 $174K 0.05% -3 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 25,513 $171K <0.01% +8,127 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 25,319 $170K 0.03% +5,333 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 25,024 $168K 0.02% +4,604 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 24,789 $166K 0.05% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 24,141 $162K 0.04% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 23,912 $160K 0.06% new 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 23,862 $160K 0.01% +1,000 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 23,660 $159K 0.01% +6,506 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 23,164 $155K 0.02% -53,032 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 23,000 $154K 0.01% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 22,965 $154K 0.02% +4,551 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 22,900 $153K 0.03% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 22,192 $149K 0.03% -211 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 21,943 $147K 0.03% +4,723 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 21,936 $147K 0.01% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 21,917 $147K 0.06% +2,481 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 21,698 $145K <0.01% new 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 20,430 $137K 0.06% -2,374 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 20,368 $136K <0.01% +8,319 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 20,037 $134K 0.04% +20,000 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 20,000 $134K 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 19,955 $134K 0.01% +2,303 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 19,890 $133K 0.05% -17,720 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 19,869 $133K <0.01% -509 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 19,666 $132K 0.01% -3,901 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 19,579 $131K <0.01% -8,924 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 19,206 $129K <0.01% +1,711 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 19,122 $128K <0.01% 0 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 18,636 $125K 0.06% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 18,565 $124K 0.03% -13,364 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 17,621 $118K <0.01% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 17,618 $118K 0.05% 0 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 17,421 $117K 0.1% +6,367 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 17,268 $116K <0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 16,364 $110K <0.01% +6,097 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 16,217 $109K 0.02% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 15,598 $105K <0.01% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 15,493 $104K <0.01% +2,905 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 15,476 $104K <0.01% -3,983 13F-HR Timeline Group Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 15,400 $103K 0.06% +118 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 16,458 $103K 0.02% -2,424 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 15,179 $102K 0.04% -2,688 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 14,999 $100K 0.01% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 14,967 $100K 0.11% +773 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 14,931 $100K <0.01% -25 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 14,727 $98.7K 0.01% -766 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 14,493 $97K 0.04% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 14,276 $96K <0.01% +189 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 14,265 $95.6K <0.01% -2,163 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 14,241 $95.4K 0.04% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 14,180 $95K <0.01% +2,157 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 14,160 $94.9K 0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,142 $94.8K <0.01% new 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 13,489 $90.4K <0.01% -231 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 13,318 $89.2K 0.06% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,214 $88.5K <0.01% +1,465 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 13,082 $87.6K 0.01% -20,555 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 12,976 $86.9K <0.01% -5,089 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,934 $84.9K <0.01% +116 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 12,599 $84.8K 0.01% +873 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 12,632 $84.6K <0.01% -1,724 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 12,584 $84.3K 0.03% 0 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 12,469 $83.5K 0.06% +757 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 12,387 $83K 0.02% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 12,144 $81.4K 0.02% -2,231 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 12,034 $80.6K 0.05% -784 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 12,027 $80.6K 0.02% +807 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 17,230 $78.6K <0.01% 0 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 11,649 $78K 0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,389 $76.3K <0.01% -727 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 11,326 $75.9K <0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,170 $74.8K <0.01% -165 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 11,135 $74.6K 0.09% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,015 $73.8K <0.01% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 11,000 $73.7K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,995 $73.7K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,983 $73.6K <0.01% -544 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 10,925 $73.2K 0.03% -323 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,868 $72.8K <0.01% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 10,863 $72.8K 0.01% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,776 $72.2K 0.01% -9,000 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10,617 $71.1K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,593 $71K <0.01% +1,211 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 10,551 $70.7K 0.08% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 10,387 $69.6K 0.04% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 10,375 $69.5K 0.02% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,371 $69.5K <0.01% -3,298 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 10,223 $68.5K 0.03% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10,124 $67.8K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 9,996 $67K 0.05% -13,295 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,847 $66.8K <0.01% +955 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,532 $63.9K <0.01% +3,693 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,343 $55.9K <0.01% -169 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 7,801 $52.3K 0.03% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,943 $47K <0.01% +4,175 13F-HR/A Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 6,978 $46.8K 0.04% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 6,666 $44.7K 0.03% +104 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 5,970 $40K 0.01% -143,596 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,665 $38K <0.01% -1,206 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5,076 $34K <0.01% -10,152 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,960 $33.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4,550 $30.5K 0.03% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,374 $29.3K <0.01% -90 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 4,225 $28K 0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,827 $25K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,719 $24.9K <0.01% -1,021 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,437 $23K <0.01% -630 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 3,376 $22.6K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,242 $21.7K <0.01% +1,220 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,139 $21K <0.01% -710 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 3,099 $20.8K 0.01% +2,466 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) 3,068 $20.6K <0.01% -24,853 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,850 $19.1K <0.01% +742 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,693 $18K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,634 $17.6K <0.01% -79 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,466 $16.5K <0.01% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,454 $16.4K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,281 $15.3K <0.01% +442 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,271 $15.2K 0.01% 0 13F-HR/A Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,303 $15K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,126 $14.2K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,114 $14.2K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,093 $14K <0.01% +1,440 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,647 $11K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,624 $10.9K <0.01% +757 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,600 $10.7K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,460 $10.6K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,527 $10.2K <0.01% +1,039 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,487 $9.96K <0.01% -1,147 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,202 $8.06K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,090 $7.74K <0.01% +218 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,128 $7.56K <0.01% +1,127 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,106 $7.41K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,035 $6.93K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,000 $6.7K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 925 $6.2K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 899 $6.02K <0.01% +266 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 849 $6K <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 879 $5.89K <0.01% +203 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 865 $5.8K <0.01% -361 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 817 $5.47K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 808 $5.41K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 724 $4.85K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 712 $4.77K <0.01% -87 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 692 $4.64K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 618 $4.14K <0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 615 $4.12K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 793 $3.62K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 532 $3.56K <0.01% -649 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 500 $3.35K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 471 $3.16K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 412 $3K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. 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