Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 4,719 $415K 0.14% +1 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,715 $414K 0.06% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,679 $411K 0.25% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,657 $409K 0.01% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 4,634 $407K 0.03% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,599 $404K 0.11% -62 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,577 $402K 0.04% -22 13F-HR Timeline SMITH, MOORE & CO. 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Empirical Wealth Management 4,442 $390K 0.01% +1,711 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,266 $382K 0.04% new 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 4,277 $379K 0.04% new 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,298 $378K 0.02% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,288 $377K <0.01% -132 13F-HR Timeline Group Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,250 $374K 0.19% 0 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 4,220 $371K <0.01% +750 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. 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More: the full row for FWG Investments, LLC. 3,967 $349K 0.27% +7 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 3,954 $348K 0.29% 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,950 $347K 0.04% new 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 3,946 $347K 0.11% 0 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 3,917 $344K <0.01% new 13F-HR Timeline Group New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,869 $343K 0.34% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,867 $340K 0.02% -141 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,838 $337K 0.01% new 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 3,820 $336K 0.09% -290 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,809 $335K 0.05% new 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 3,795 $334K 0.08% +7 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 3,794 $333K 0.36% 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 3,750 $330K 0.04% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,737 $328K <0.01% +1,187 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,721 $327K 0.02% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,649 $326K 0.13% +1,931 13F-HR Timeline Cape Investment Advisory, Inc. 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More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,513 $309K <0.01% +317 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,488 $307K 0.01% -1,418 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 3,480 $306K 0.17% 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 3,467 $305K 0.13% +141 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,451 $303K 0.06% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,445 $303K 0.18% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,423 $301K 0.02% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,419 $300K 0.18% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,414 $300K 0.02% -106 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,411 $300K 0.03% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 3,390 $298K 0.09% -2,558 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,381 $297K 0.13% +113 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,374 $297K 0.03% -131 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,344 $294K 0.03% +137 13F-HR Timeline ETF Store, Inc. 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More: the full row for Sherman Asset Management, Inc. 3,140 $276K 0.25% 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 3,114 $274K 0.06% -137 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 3,103 $273K 0.12% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,099 $272K 0.06% -118 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 3,087 $271K 0.02% -2 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 3,080 $271K 0.16% 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,079 $271K 0.01% -2,208 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,058 $269K 0.21% 13F-HR Timeline Post Resch Tallon Group Inc. 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More: the full row for INVESTMENT PARTNERS, LTD. 2,980 $262K 0.11% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,973 $261K 0.09% +449 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,967 $261K 0.04% -7 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,861 $251K 0.01% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,861 $251K 0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,861 $251K 0.02% new 13F-HR Timeline Stack Financial Management, Inc More: the full row for Stack Financial Management, Inc 2,812 $247K 0.02% new 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,810 $247K 0.03% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,806 $247K 0.02% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 2,780 $244K 0.07% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,777 $244K 0.09% -159 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 2,772 $244K 0.06% -1,595 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,772 $244K 0.06% +458 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,771 $244K 0.05% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,757 $242K 0.03% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,752 $242K 0.02% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 2,739 $241K 0.04% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,735 $240K 0.04% -9,086 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,729 $240K <0.01% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,728 $240K 0.05% -256 13F-HR/A Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,722 $239K 0.06% 0 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 2,726 $239K 0.09% -214 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,696 $237K 0.18% +251 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,694 $237K 0.06% 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,666 $234K <0.01% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 2,659 $234K 0.19% -1 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,653 $233K 0.04% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,647 $233K 0.06% new 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 2,639 $232K 0.11% +5 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,631 $231K <0.01% +2 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,620 $230K 0.09% -60 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,622 $230K 0.01% -109 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 2,609 $229K 0.02% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2,600 $229K 0.04% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,597 $228K 0.11% new 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,582 $227K 0.02% new 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,575 $226K 0.15% -85 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,567 $226K 0.07% +100 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,548 $224K 0.06% -1,937 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,544 $224K 0.03% -2,615 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 2,534 $223K 0.06% 0 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 2,516 $221K 0.15% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,500 $220K 0.06% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,494 $219K 0.01% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,458 $216K 0.03% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,446 $215K 0.02% +4 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,429 $214K 0.03% 0 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,427 $213K -320 Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,422 $213K 0.08% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,420 $213K <0.01% -220 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,399 $211K 0.1% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,375 $209K 0.02% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,368 $208K 0.02% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,364 $208K 0.01% new 13F-HR/A Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2,353 $207K 0.14% 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 2,346 $206K 0.21% 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,343 $206K 0.04% 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,334 $205K 0.03% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,317 $204K <0.01% +129 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 2,289 $201K 0.02% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 2,100 $185K 0.08% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,087 $183K 0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,969 $173K <0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,950 $171K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,911 $168K 0.01% -296 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,882 $165K 0.14% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,867 $164K 0.04% -45 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,849 $164K 0.12% +823 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,815 $160K 0.02% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,781 $157K 0.05% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,780 $156K 0.05% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,703 $150K <0.01% 0 13F-HR/A Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,688 $148K <0.01% -100 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,618 $142K 0.02% -305 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,600 $141K 0.04% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,563 $137K 0.02% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,520 $134K 0.02% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 1,463 $129K 0.05% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,360 $121K 0.05% +1,200 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,365 $120K 0.01% 0 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,347 $118K 0.04% -54 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,338 $118K 0.09% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,337 $118K 0.02% +536 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 1,328 $117K 0.15% +2 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,299 $114K 0.11% 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,283 $113K 0.11% 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,250 $110K 0.09% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,244 $109K <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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LLC 1,183 $104K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,163 $102K 0.07% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,162 $102K 0.03% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,153 $101K 0.02% 0 13F-HR/A Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 1,124 $98.8K 0.04% +543 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,114 $97.9K 0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,105 $97.1K 0.04% -91 13F-HR Timeline