Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,831 $545K 0.04% +142 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 3,763 $544K 0.23% +3,244 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,762 $544K 0.28% -15 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,756 $543K 0.12% 0 13F-HR Timeline CHARTIST INC /CA/ More: the full row for CHARTIST INC /CA/ 3,754 $543K 0.37% 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,732 $539K 0.05% +307 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,728 $539K 0.04% +16 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,728 $539K 0.15% +280 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,707 $536K 0.16% +83 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,705 $536K 0.07% +498 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 3,695 $534K 0.29% +182 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,678 $532K 0.28% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,669 $530K 0.01% +825 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,659 $529K 0.01% -19,812 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 3,654 $528K 0.07% +1,775 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,652 $528K 0.02% +96 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 3,652 $528K 0.09% +216 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,643 $527K 0.06% 0 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,640 $526K 0.07% -68 13F-HR Timeline Essex LLC More: the full row for Essex LLC 3,635 $525K 0.1% -80 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,626 $524K 0.05% +1 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,623 $524K 0.02% +925 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,618 $523K 0.13% -121 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,609 $522K 0.07% +602 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 3,688 $521K 0.07% -263 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 3,600 $520K 0.51% 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,595 $520K 0.13% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,568 $516K 0.05% +65 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 3,565 $515K 0.32% -760 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,563 $515K 0.03% +22 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 3,545 $512K 0.08% -45 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 3,537 $511K 0.22% +16 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,527 $510K 0.28% -410 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,540 $510K 0.03% +1,728 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 3,526 $510K 0.07% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,526 $510K 0.07% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,517 $508K 0.01% +105 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,492 $505K 0.06% -56 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,490 $504K 0.01% -55,550 13F-HR/A Timeline Group First Bank & Trust More: the full row for First Bank & Trust 3,489 $504K 0.08% +57 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,463 $501K 0.27% 0 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 3,496 $500K 0.35% -325 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,456 $499K 0.07% +20 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,449 $499K 0.07% +365 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 3,445 $498K 0.8% -50 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,426 $495K 0.05% -100 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,420 $494K 0.34% +5 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,411 $493K 0.03% +602 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 3,411 $493K 0.07% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,595 $493K 0.04% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Greenline Partners, LLC More: the full row for Greenline Partners, LLC 3,317 $479K 0.06% -115 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,317 $479K 0.25% -15 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 3,315 $479K <0.01% +451 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,376 $478K 0.13% +209 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,305 $477K 0.03% -249 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,300 $477K 0.07% +11 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,297 $477K 0.01% -1,702 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,382 $476K 0.05% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,286 $475K 0.02% +639 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 3,283 $475K 0.38% -78 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,272 $473K 0.08% +1,489 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,271 $472K 0.07% +73 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,264 $472K 0.31% +511 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 3,311 $472K 0.2% 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,254 $470K 0.06% -89 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3,254 $470K 0.22% -3 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,233 $467K 0.07% -16 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,227 $466K 0.07% +25 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,211 $464K 0.1% +300 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,204 $463K 0.22% -101 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,204 $463K 0.11% -1 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 3,201 $463K 0.12% +2 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,199 $462K 0.02% -33 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,198 $462K 0.16% +20 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,192 $461K 0.05% +185 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,180 $460K 0.13% +77 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,170 $458K 0.05% 0 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 3,164 $457K 0.21% new 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 3,161 $457K 0.09% +1,027 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 3,133 $453K 0.33% 0 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 3,133 $453K 0.07% +107 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,126 $452K 0.28% -811 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 3,175 $452K 0.16% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,116 $450K 0.06% -111 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,100 $450K 0.13% -15 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,111 $450K 0.06% new 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,109 $449K 0.07% +14 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,107 $449K 0.07% -4,617 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,106 $449K 0.04% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,105 $449K 0.03% -248 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,100 $448K 0.08% -1 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,097 $448K 0.18% -290 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,095 $447K 0.15% +236 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 3,085 $446K 0.2% +325 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,076 $445K 0.29% +106 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,066 $443K 0.02% +83 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 3,071 $441K 0.09% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,042 $440K 0.02% +1,010 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 3,027 $437K 0.02% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,021 $437K 0.05% -2,528 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,017 $436K 0.12% -4,275 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3,012 $436K 0.06% +1 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,008 $435K 0.14% +1,070 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,006 $435K 0.07% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,002 $434K 0.41% 0 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,996 $433K 0.14% -129 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,995 $433K 0.05% +197 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,994 $433K 0.02% -149 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 2,982 $431K 0.09% +7 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 2,970 $429K 0.12% -75 13F-HR/A Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,964 $428K 0.04% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 2,961 $428K 0.11% -1 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,949 $426K 0.06% +263 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,946 $426K 0.11% +9 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,940 $425K 0.15% +207 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,969 $421K 0.12% -66 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 2,902 $419K 0.11% +725 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,896 $419K 0.01% +160 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,891 $418K 0.06% +85 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,890 $418K 0.18% +85 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,887 $417K 0.04% -150 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,883 $417K 0.17% +5 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,873 $415K 0.05% +62 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 2,866 $414K 0.12% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,848 $412K 0.03% +107 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,836 $410K 0.03% +337 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,924 $410K 0.24% +139 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,833 $409K 0.14% -88 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 2,821 $408K 0.24% +12 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,818 $407K 0.32% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,811 $406K 0.03% +1,067 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 2,800 $405K 0.24% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,800 $405K 0.06% new 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,795 $404K 0.12% +202 13F-HR Timeline QVR LLC More: the full row for QVR LLC 2,789 $403K 0.49% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,789 $403K 0.05% -1,661 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 2,786 $403K 0.35% +86 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 2,785 $403K 0.19% +86 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,781 $402K 0.06% +132 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,775 $401K <0.01% +9 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 2,774 $401K 0.08% 0 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,773 $401K 0.28% +755 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,772 $401K 0.13% +26 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 2,765 $400K 0.19% -1,287 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,764 $399K 0.09% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,760 $399K 0.08% -174 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,759 $399K 0.01% +513 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,755 $398K 0.19% 0 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,826 $398K 0.27% -698 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,750 $397K 0.06% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,898 $396K 0.15% +274 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,736 $395K 0.15% -76 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 2,734 $395K 0.07% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,731 $395K 0.32% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,695 $393K 0.17% +106 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,715 $392K 0.04% +1,312 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 2,734 $391K 0.08% -12 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,703 $391K 0.08% -243 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 2,700 $390K 0.01% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,696 $390K 0.03% -500 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,679 $387K 0.02% +265 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 2,670 $386K 0.24% -12 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,667 $385K 0.05% -562 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,660 $384K 0.06% +455 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 2,642 $382K 0.48% -11 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,608 $377K 0.02% -1,477 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,611 $377K 0.19% +5 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,607 $377K 0.01% new 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,638 $376K 0.04% -7 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,596 $375K 0.11% +175 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,593 $375K 0.21% +109 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 2,264 $375K 0.07% +150 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 2,591 $374K 0.17% -34 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,569 $371K 0.19% -33 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,569 $371K 0.06% 0 13F-HR/A Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 2,565 $371K 0.33% -50 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 2,558 $370K 0.31% -4 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,556 $369K 0.01% -430 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,548 $369K 0.07% +880 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,549 $368K 0.02% +5 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,540 $367K 0.01% +597 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,529 $366K 0.16% -31 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,522 $365K 0.21% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,512 $363K 0.01% -2,692 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,502 $362K 0.03% +1 13F-HR Timeline COOKE & BIELER LP More: the full row for COOKE & BIELER LP 2,500 $361K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 2,500 $361K 0.28% 0 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 2,517 $361K 0.02% -400 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,495 $361K 0.11% -1,207 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,495 $361K 0.13% 0 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 2,492 $360K 0.11% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,486 $359K 0.15% -14 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 2,480 $358K 0.39% +295 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,479 $358K 0.14% -190 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 2,478 $358K 0.08% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,476 $358K 0.03% -64 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,472 $357K 0.1% 0 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 2,468 $357K 0.08% new 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 2,468 $357K 0.26% 0 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 2,467 $357K 0.07% 0 13F-HR Timeline