Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,572 $2.61M 0.03% -320 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 9,540 $2.6M 1.03% -198 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 9,514 $2.59M 1.29% +71 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,317 $2.54M <0.01% -3,996 13F-HR Timeline Group CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 9,311 $2.54M 2.23% +373 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 9,232 $2.51M 0.07% -743 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 9,091 $2.48M 0.04% -67 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,082 $2.47M 0.03% +184 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,081 $2.47M 0.01% +124 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9,048 $2.46M 0.05% -50 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,982 $2.45M 0.04% +30 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,947 $2.44M 0.02% +95 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 8,935 $2.43M 0.96% -1,158 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 8,874 $2.42M 2.23% +200 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 8,869 $2.42M 2.3% -183 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 8,866 $2.41M <0.01% +1,990 13F-HR Timeline Group Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 8,823 $2.4M 1.14% +262 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,817 $2.4M 0.01% -3,937 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,776 $2.39M 0.07% +2,239 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,626 $2.37M 0.02% -23 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 8,693 $2.37M 0.01% +216 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,663 $2.36M 0.25% +1,031 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 8,421 $2.29M 0.5% -51 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 8,421 $2.29M 0.44% -51 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 8,390 $2.28M 0.51% +95 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,374 $2.28M 0.21% -1,423 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,245 $2.25M 0.18% +445 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,234 $2.24M 0.18% 0 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 8,206 $2.23M 0.94% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,119 $2.21M 0.13% -175 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 8,087 $2.2M 0.69% -792 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 8,032 $2.19M 0.78% -49 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 7,967 $2.17M <0.01% +7,258 13F-HR Timeline Group AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 7,940 $2.16M 0.67% -487 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,853 $2.14M 0.05% new 13F-HR/A Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 7,837 $2.13M 0.48% +1,303 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 7,824 $2.13M 0.31% +69 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,793 $2.12M 0.02% +17 13F-HR Timeline Group S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 7,745 $2.11M 1.45% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,735 $2.11M 0.04% +16 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 7,630 $2.08M 1.23% -574 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,609 $2.07M 0.01% +733 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 7,486 $2.07M 0.55% -1,586 13F-HR Timeline Clark Capital Management Group, Inc. 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More: the full row for MontVue Capital Management, Inc. 7,246 $1.97M 1.34% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 7,314 $1.95M 0.08% -2,691 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 7,115 $1.94M 0.06% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,045 $1.92M 0.02% +35 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 7,041 $1.92M 0.53% +407 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,039 $1.92M 0.1% +6 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,026 $1.91M 0.01% +328 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,987 $1.9M 0.02% -495 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 6,948 $1.89M 1.16% +951 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 6,865 $1.87M 1.25% -325 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 6,854 $1.87M <0.01% -8,695 13F-HR/A Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,837 $1.86M 0.05% +139 13F-HR Timeline City State Bank More: the full row for City State Bank 6,835 $1.86M 0.48% -90 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 6,667 $1.82M 0.81% +632 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 6,619 $1.8M <0.01% -92 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,608 $1.8M 0.03% +559 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,588 $1.79M 0.1% -444 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 6,541 $1.78M 1.52% 13F-HR/A Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,531 $1.78M 0.1% +13 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,525 $1.78M 0.08% +3,179 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 6,515 $1.77M 0.44% +630 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 6,499 $1.77M 0.3% +519 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,422 $1.75M 0.03% -1,231 13F-HR/A Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,422 $1.75M 0.94% +57 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 6,390 $1.74M 0.24% -24 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 6,308 $1.72M 0.61% +628 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,305 $1.72M 0.43% +37 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 6,216 $1.69M 0.16% +102 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 6,213 $1.69M 1.42% +9 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 6,159 $1.68M 0.65% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 6,155 $1.68M 0.02% -173 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 6,120 $1.67M 0.24% +2 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,113 $1.66M 0.35% -354 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 6,090 $1.66M 0.09% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,075 $1.65M 0.04% -813 13F-HR/A Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 6,049 $1.65M <0.01% 0 13F-HR/A Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,041 $1.65M 0.1% -69 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,966 $1.62M 0.02% +788 13F-HR Timeline Group Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 5,939 $1.62M 1.4% -560 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,886 $1.6M 0.18% -1,054 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,855 $1.59M 0.02% -293 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,840 $1.59M 0.37% +17 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 5,830 $1.59M 0.45% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 5,814 $1.58M 0.41% -14 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,789 $1.58M 0.07% +24 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,742 $1.56M 0.17% -1,228 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,713 $1.56M 0.01% -405 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 5,694 $1.55M 0.01% +1,446 13F-HR/A Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,489 $1.49M 0.07% +155 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 5,462 $1.49M 0.93% -96 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 5,391 $1.47M 0.09% +2,377 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,242 $1.47M 0.18% +814 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 5,383 $1.47M 0.62% -142 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,383 $1.47M 0.02% -291 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 5,353 $1.46M 0.79% -71 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,370 $1.46M 0.02% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,336 $1.46M 0.05% -3,493 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,338 $1.45M 0.03% +14 13F-HR Timeline Group SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 5,291 $1.44M 0.08% 0 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 5,248 $1.43M 0.07% +61 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 5,249 $1.43M 0.12% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,242 $1.43M 0.36% -126 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 5,187 $1.41M 0.63% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,179 $1.41M 0.04% -135 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,170 $1.41M 0.12% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,161 $1.41M 0.03% -205 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 5,148 $1.4M 0.17% +133 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 5,145 $1.4M 0.21% -211 13F-HR Timeline Group KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 5,143 $1.4M 0.25% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,086 $1.39M 0.17% -894 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 5,066 $1.38M 0.14% 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,049 $1.37M 0.02% -1,439 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,030 $1.37M 0.07% -204 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,001 $1.36M 0.18% +1 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,997 $1.36M 0.42% -32 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 4,979 $1.36M 0.07% -36 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,921 $1.34M 0.12% -38 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,921 $1.34M 0.01% -1,101 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,901 $1.33M 0.3% +261 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,885 $1.33M 0.45% +250 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 4,864 $1.32M 0.6% +17 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,854 $1.32M 0.15% +12 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,841 $1.32M <0.01% -96 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 4,812 $1.31M 0.43% -206 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,768 $1.3M 0.02% -222 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,737 $1.29M 0.26% -4,737 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,703 $1.28M 0.03% -467 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,700 $1.28M 0.36% +1,000 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,690 $1.28M <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,658 $1.27M 0.09% +146 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,652 $1.27M 0.1% +12 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 4,636 $1.26M 1.09% 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,597 $1.25M 0.53% -15 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,565 $1.24M 0.04% +80 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,533 $1.23M 0.09% new 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 4,528 $1.23M 0.73% -443 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,377 $1.22M 0.55% -229 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 4,432 $1.21M 0.2% -79 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,423 $1.2M 0.01% +370 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,367 $1.2M 0.04% -533 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,383 $1.19M 0.08% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,376 $1.19M 0.06% +50 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,331 $1.18M 0.02% +450 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,315 $1.18M 0.02% +1,891 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,259 $1.16M 0.04% -19 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 4,247 $1.16M 0.61% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,246 $1.16M 0.01% -25 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 4,205 $1.15M 0.65% -80 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 4,168 $1.14M 0.05% +488 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,160 $1.13M 0.02% 0 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,150 $1.13M 0.09% -677 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,147 $1.13M 0.02% -533 13F-HR Timeline Financial Solutions Advisory Group, Inc. 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Prosperity Capital Advisors 3,966 $1.08M 0.06% -458 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,912 $1.07M 0.11% -177 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,863 $1.05M 0.01% -100 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 3,863 $1.05M 0.3% +681 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 3,857 $1.05M 0.38% +16 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 3,849 $1.05M 0.3% -485 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,840 $1.05M <0.01% +696 13F-HR Timeline Group Jacobs Equity LLC More: the full row for Jacobs Equity LLC 3,818 $1.04M 0.93% +396 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,804 $1.04M <0.01% +759 13F-HR Timeline Group KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 3,798 $1.03M 0.18% -267 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,775 $1.03M 0.03% -9 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,767 $1.03M 0.11% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,766 $1.03M 0.04% +1,205 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 3,758 $1.02M 0.36% -18 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,757 $1.02M 0.35% +154 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,744 $1.02M 0.44% +2 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 3,735 $1.02M 0.49% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 3,715 $1.01M 0.41% -355 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. 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