Csenge Advisory Group More: the full row for Csenge Advisory Group 2,819 $309K 0.01% -878 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 2,815 $309K 0.14% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,814 $309K 0.07% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,811 $308K <0.01% +829 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,776 $304K 0.01% +589 13F-HR Timeline Group McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 2,768 $304K 0.26% +3 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,744 $301K 0.16% 0 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 2,732 $300K 0.21% -264 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,725 $299K <0.01% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,717 $298K 0.02% +176 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,676 $296K 0.01% -582 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,694 $296K 0.01% -2,672 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 2,682 $294K 0.09% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,671 $293K <0.01% -40 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,660 $292K 0.02% new 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,657 $291K 0.03% -21,080 13F-HR Timeline Group MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,655 $291K 0.13% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,625 $288K 0.06% -6,132 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,587 $284K <0.01% +89 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,585 $284K 0.01% +3 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,585 $284K 0.09% -36 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,584 $283K 0.1% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,582 $283K 0.01% +138 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,582 $283K 0.07% -109 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 2,577 $283K <0.01% -451 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 2,576 $283K 0.06% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,565 $281K 0.03% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,559 $281K 0.02% -263 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,407 $276K <0.01% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,277 $275K 0.01% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,491 $273K 0.03% -727 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 2,487 $273K 0.49% +30 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,495 $272K 0.12% -23,533 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,483 $272K 0.05% +64 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,483 $272K 0.02% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,462 $270K 0.01% 0 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,456 $269K 0.16% -47 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,451 $269K 0.01% new 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 2,450 $269K 0.23% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,449 $269K 0.02% new 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 2,444 $268K 0.17% -155 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,419 $265K 0.04% +283 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,416 $265K 0.06% -19 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 2,415 $265K 0.03% new 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,409 $264K 0.08% 0 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 2,389 $262K 0.09% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 2,368 $260K 0.12% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,365 $259K 0.01% 0 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 2,356 $258K 0.25% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,347 $257K 0.04% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,340 $257K 0.13% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,334 $256K 0.02% +1,020 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 2,313 $254K 0.07% 0 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 2,300 $252K 0.1% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,293 $252K 0.05% 0 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 2,293 $252K 0.15% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,264 $248K 0.03% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,235 $248K 0.03% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,237 $245K 0.01% +1 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 2,234 $245K 0.03% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,229 $244K 0.02% -6 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 2,226 $244K 0.06% 0 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,216 $243K <0.01% +2,211 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,207 $242K 0.05% -103 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $242K 0.14% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,939 $240K 0.03% -162 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,180 $239K 0.01% +3 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 2,109 $231K 0.11% new 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 2,100 $230K 0.02% 0 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 2,091 $229K 0.21% +383 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 2,081 $228K 0.04% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,058 $226K <0.01% new 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 1,851 $225K 0.16% -1,922 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,031 $223K 0.04% -5,018 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,801 $222K <0.01% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,024 $222K 0.02% 0 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 2,014 $221K 0.16% +36 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,000 $219K 0.01% -1 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,998 $219K 0.02% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,000 $219K 0.02% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,994 $219K 0.12% -442 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,986 $218K <0.01% -115 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,986 $218K 0.14% 0 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 1,979 $217K 0.13% -112 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,969 $216K 0.03% +313 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,967 $216K <0.01% new 13F-HR/A Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,962 $215K 0.03% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 1,948 $214K 0.06% +305 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,940 $213K 0.03% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,938 $213K 0.16% +2 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,936 $212K 0.03% -55 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 1,935 $212K 0.03% -263 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,915 $210K <0.01% -12,885 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,915 $210K <0.01% -93 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,903 $209K 0.03% -1,056 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,895 $208K 0.1% +3 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 1,894 $208K 0.03% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,890 $207K 0.09% +1 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,871 $205K 0.01% -171 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,869 $205K 0.05% +1,729 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,865 $205K <0.01% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,865 $205K 0.02% -155 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,827 $200K 0.08% new 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 1,824 $200K 0.14% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,806 $198K 0.18% +2 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,754 $192K 0.06% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,749 $192K 0.06% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,696 $186K 0.06% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,680 $184K 0.14% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,672 $183K 0.03% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,653 $181K 0.11% +25 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,600 $176K 0.06% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,600 $176K 0.08% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,580 $173K 0.05% -24 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,578 $173K 0.05% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,380 $151K <0.01% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 1,316 $144K 0.1% +2 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,300 $144K 0.03% +1,091 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,302 $143K <0.01% 0 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,300 $143K 0.04% -112 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,300 $143K 0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,298 $142K 0.04% +1,276 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,271 $139K 0.03% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,225 $134K <0.01% -154 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,200 $132K 0.03% -400 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,197 $131K 0.03% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1,190 $131K 0.03% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,177 $129K 0.05% 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,054 $116K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,042 $115K 0.01% +543 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 1,016 $111K <0.01% +490 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1,013 $111K 0.07% -1 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 978 $107K 0.02% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 976 $107K 0.08% +97 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 970 $106K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 844 $92.6K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 817 $89.6K <0.01% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 792 $86.9K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 791 $86.8K 0.02% +151 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 771 $84.6K 0.01% +210 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 736 $80.7K 0.04% -260 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 728 $79.9K 0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 726 $79.6K 0.07% -34 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 714 $78.3K 0.03% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 689 $75.6K 0.04% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 687 $75.4K 0.02% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 678 $74.3K 0.02% +1 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 671 $73.6K 0.01% +598 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 666 $73.1K 0.06% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 661 $72.5K <0.01% +25 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 653 $71.6K 0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 649 $71.2K 0.01% new 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 636 $69.7K 0.01% +1 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 635 $69.7K 0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 630 $69.1K 0.02% -1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 590 $64.7K <0.01% 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/ 572 $62.7K <0.01% +488 13F-HR Timeline Group Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 560 $61.4K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 542 $59.5K <0.01% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 511 $56.1K <0.01% new 13F-HR/A Timeline GGM Financial LLC More: the full row for GGM Financial LLC 503 $55.2K 0.03% -38 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 501 $54.9K 0.12% +1 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 500 $54.8K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 500 $54.8K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 477 $52.3K 0.01% -20 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 475 $52.1K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 475 $52.1K <0.01% 0 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 460 $50.5K 0.01% +300 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 455 $49.9K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 436 $47.9K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 412 $45.2K 0.02% -222 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 380 $41.7K 0.01% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 379 $41.6K 0.01% new 13F-HR/A Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 375 $41.1K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 372 $40.8K 0.02% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 363 $39.8K 0.02% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 345 $37.8K 0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 328 $36K 0.03% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 300 $32.9K 0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 283 $31.1K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 281 $30.8K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 278 $30.5K <0.01% +214 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 259 $28.4K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 257 $28.2K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 245 $26.9K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 244 $26.8K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 243 $26.7K <0.01% -264 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 248 $26.2K 0.01% -16 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 204 $25.3K <0.01% +182 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 216 $23.7K <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 205 $22.5K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 202 $22.2K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 189 $20.7K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 189 $20.7K 0.01% -5 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 187 $20.5K <0.01% 0 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 181 $19.9K <0.01% -26 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 179 $19.6K <0.01% -59 13F-HR Timeline BAYBAN More: the full row for BAYBAN 173 $19K 0.02% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 162 $17.8K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 148 $16.2K <0.01% new 13F-HR Timeline Group