EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,013 $684K <0.01% +1,426 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 5,693 $668K 0.02% -236 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,815 $661K 0.01% 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 5,809 $660K 0.06% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,797 $659K 0.01% -793 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,797 $659K 0.01% +2,240 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 5,790 $658K <0.01% new 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 5,787 $658K 0.1% +3,733 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,765 $655K 0.01% -295 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 5,728 $651K 0.04% +17 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,722 $651K 0.02% -4 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,681 $646K 0.02% +1,919 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,660 $643K 0.07% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,452 $620K 0.01% +1,272 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,858 $618K 0.02% +2,808 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,375 $611K 0.01% +128 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HM PAYSON & CO More: the full row for HM PAYSON & CO 5,360 $609K 0.01% -300 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 5,338 $607K 0.27% +186 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 5,319 $605K 0.02% -870 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,273 $600K 0.07% -1,908 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 5,257 $598K 0.05% -15,812 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 5,227 $594K 0.19% +27 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 5,206 $592K 0.06% +125 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 5,185 $589K 0.19% +1 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,168 $588K <0.01% +481 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,946 $586K 0.04% -147 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,133 $584K 0.11% +195 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 5,080 $577K 0.3% -923 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 5,067 $576K 0.2% 0 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 4,979 $566K 0.11% +131 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 4,974 $565K 0.21% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,902 $557K 0.01% -5,772 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 4,872 $554K 0.25% +1 13F-HR/A Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,854 $552K 0.03% -296 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4,851 $552K 0.33% +880 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,851 $552K 0.03% new 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 4,843 $551K 0.14% +43 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 4,734 $538K 0.1% +1,842 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 4,729 $538K <0.01% -444 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,691 $533K <0.01% +4 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,681 $532K 0.03% +214 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 4,668 $531K 0.02% -5,895 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,646 $528K 0.01% +184 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,601 $523K 0.01% -223 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,600 $523K 0.05% +1,400 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,560 $518K 0.01% -106 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 4,555 $518K 0.03% +164 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,316 $512K 0.05% -124 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 4,500 $512K 0.05% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,458 $507K 0.41% +2,799 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,400 $502K <0.01% -9 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 4,408 $501K 0.03% -313 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 4,398 $500K 0.01% -774 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,126 $496K 0.01% -190 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,326 $492K 0.02% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,325 $492K 0.01% -332 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,312 $490K 0.01% +2 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,307 $490K 0.4% +385 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 4,305 $489K 0.05% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,288 $488K <0.01% +1,584 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,278 $486K 0.02% +290 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,255 $484K 0.07% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,207 $478K 0.1% +3 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,191 $476K 0.08% -1,499 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,196 $476K 0.03% +1,381 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,173 $474K 0.05% -260 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 4,141 $471K 0.29% +778 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,124 $469K 0.03% -60 13F-HR Timeline Aurora Investment Counsel More: the full row for Aurora Investment Counsel 4,113 $468K 0.24% -240 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,097 $466K 0.21% +70 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,083 $464K 0.03% +127 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 4,070 $463K <0.01% -4,467 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,050 $460K 0.08% new 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 4,035 $459K 0.12% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,020 $457K 0.01% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 4,016 $457K 0.04% new 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 4,000 $455K <0.01% 0 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,999 $455K 0.01% +624 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,832 $454K 0.27% -322 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,964 $451K 0.01% +1,048 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,931 $447K 0.06% new 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,904 $444K 0.34% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,892 $442K 0.02% +173 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,883 $441K 0.01% +1,180 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,873 $440K 0.01% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,865 $439K 0.03% +250 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 3,863 $439K 0.34% +1,341 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,856 $438K 0.11% +98 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,840 $437K 0.07% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,815 $434K 0.05% +70 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,768 $433K 0.01% +609 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,769 $428K 0.04% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,765 $428K <0.01% +239 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,756 $427K 0.02% new 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 3,740 $425K 0.06% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,732 $424K <0.01% +2 13F-HR Timeline Group TOBAM More: the full row for TOBAM 3,704 $421K 0.1% -4,130 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,663 $416K 0.01% +415 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,611 $410K 0.16% +7 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 3,610 $410K 0.3% -22,292 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 3,604 $410K 0.19% +29 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 3,600 $409K 0.07% -1,200 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,581 $407K <0.01% -2 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,563 $405K 0.03% -125 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 3,561 $405K 0.2% -3,123 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3,540 $402K 0.03% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,538 $402K 0.01% -49 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 3,525 $401K 0.12% -560 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 3,515 $400K 0.09% new 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 3,500 $398K 0.05% -1,000 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,496 $397K <0.01% -2,083 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,482 $396K 0.01% +1,094 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 3,450 $392K 0.09% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,350 $392K 0.01% new 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 3,411 $388K 0.04% +6 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,410 $388K <0.01% -405 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,388 $385K 0.16% -2 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,380 $384K 0.08% -5 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 3,358 $382K 0.05% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,330 $379K 0.01% -750 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,321 $378K 0.02% -147 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,310 $377K 0.01% +389 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,310 $376K 0.01% -36 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,286 $374K <0.01% +392 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,272 $372K 0.01% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,269 $372K 0.12% +67 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,262 $371K 0.02% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,256 $370K 0.02% +3 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,253 $370K 0.02% +12 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,249 $369K 0.01% -29 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,235 $368K 0.03% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,234 $368K 0.08% +826 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,228 $367K <0.01% new 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,224 $367K 0.02% -18 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,212 $365K 0.02% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,204 $364K 0.01% new 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,204 $364K 0.17% +404 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,185 $362K <0.01% -565 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,175 $361K 0.1% -36 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,163 $360K 0.09% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 3,151 $358K 0.3% -366 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 3,151 $358K 0.23% +46 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,107 $353K 0.06% -1,408 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,084 $353K 0.02% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,059 $352K 0.01% +35 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,076 $350K 0.03% +500 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,069 $349K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,058 $348K <0.01% -17 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 3,056 $347K 0.15% -137 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 3,054 $347K 0.17% -3,080 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,052 $347K 0.14% +102 13F-HR Timeline Group GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,025 $344K 0.02% 0 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 3,000 $341K 0.01% 0 13F-HR Timeline Group Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,000 $341K 0.05% 0 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,995 $341K 0.03% -1,126 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,985 $339K 0.03% new 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 2,977 $338K 0.02% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,957 $336K <0.01% new 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,956 $336K 0.02% -1,014 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,953 $336K 0.03% -420 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,619 $336K 0.01% -162 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,946 $335K 0.04% -175 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,935 $334K 0.02% +27 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,935 $334K 0.07% +292 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,925 $333K 0.05% -14 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,912 $331K <0.01% +19 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,900 $330K 0.07% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,866 $326K 0.09% -230 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,864 $326K 0.03% +284 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,860 $325K 0.08% +90 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,856 $325K 0.01% +498 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,837 $323K 0.07% +16 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,831 $322K 0.02% +182 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,800 $318K 0.01% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,773 $315K 0.01% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 2,760 $314K 0.18% +30 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,751 $313K 0.02% -456 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 2,738 $311K 0.07% 0 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 2,720 $309K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LCNB CORP More: the full row for LCNB CORP 2,668 $303K 0.09% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,668 $303K <0.01% +1 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,667 $303K 0.01% +254 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,659 $302K 0.12% +162 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) 2,647 $301K 0.01% +185 13F-HR Timeline Group TL Private Wealth More: the full row for TL Private Wealth 2,500 $300K 0.11% 0 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 2,637 $300K 0.21% -205 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,629 $299K 0.17% -145 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,625 $298K 0.08% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,623 $298K 0.02% +203 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,608 $296K <0.01% new 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,600 $296K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,582 $294K <0.01% +307 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,574 $293K 0.08% -34 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,572 $292K 0.07% -137 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,566 $292K 0.01% +526 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,561 $291K <0.01% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 2,550 $290K 0.26% -240 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,525 $289K 0.01% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,533 $288K <0.01% new 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,532 $288K 0.03% 0 13F-HR Timeline