FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 17,438 $1.75M 0.24% 0 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 17,300 $1.73M 0.8% +1,124 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 17,000 $1.7M 0.2% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 16,613 $1.66M 0.22% 0 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 16,583 $1.66M 0.56% -1,187 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 16,487 $1.65M 1.11% +1,240 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 16,182 $1.62M 0.73% -608 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 15,994 $1.6M <0.01% -25,799 13F-HR Timeline Group ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 15,853 $1.59M 0.53% +103 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 15,737 $1.58M 0.03% new 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 15,580 $1.56M 0.2% -100 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 15,569 $1.56M 0.47% +2,271 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 15,563 $1.56M 0.02% +1,483 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 15,526 $1.56M 0.01% +5,093 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,836 $1.53M 0.06% +9,057 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 15,208 $1.52M 0.07% +1,173 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,008 $1.5M 0.03% +2,367 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 14,881 $1.49M 0.29% -682 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 14,865 $1.49M 0.16% +700 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 14,716 $1.47M 0.5% 0 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 14,496 $1.45M 0.14% -753 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 14,450 $1.45M <0.01% -1,056 13F-HR Timeline Group Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 14,540 $1.45M 0.13% 0 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 14,131 $1.42M <0.01% +924 13F-HR Timeline EQ LLC More: the full row for EQ LLC 14,070 $1.41M 0.4% +1,477 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 14,026 $1.4M 0.59% +254 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,731 $1.38M 0.02% +398 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 13,684 $1.37M 0.02% -9 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,425 $1.34M 0.02% +10,991 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,848 $1.29M 0.1% +141 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 12,848 $1.29M 0.05% +1,005 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 12,804 $1.28M 0.13% -731 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,490 $1.25M 0.05% +301 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 12,490 $1.25M 0.16% +301 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 12,388 $1.24M 0.02% -1,254 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 12,328 $1.23M 0.44% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 12,322 $1.23M <0.01% +106 13F-HR/A Timeline Group Gainplan LLC More: the full row for Gainplan LLC 12,132 $1.22M 0.91% +805 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 12,061 $1.2M 0.01% +4,977 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 11,881 $1.19M 0.02% -817 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,820 $1.18M <0.01% -54,473 13F-HR Timeline Group Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 10,629 $1.18M 0.83% 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,688 $1.17M 0.03% +256 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 11,595 $1.16M 1.03% +31 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 11,512 $1.15M 0.46% -57 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 11,130 $1.11M 0.6% -656 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 11,067 $1.11M 0.13% -110 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,057 $1.11M 0.03% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,041 $1.11M 0.03% +7,448 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 9,889 $1.11M 0.51% +2,014 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,860 $1.09M 0.08% -2,056 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 10,844 $1.09M 0.14% +911 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,820 $1.08M 0.01% 0 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 10,690 $1.07M 0.05% +423 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 10,613 $1.06M 0.14% +1,595 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 10,305 $1.03M 0.03% new 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,274 $1.03M 0.01% +133 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,175 $1.02M 0.06% -2,202 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,079 $1.01M 0.06% +5,279 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,026 $1M 0.02% +2,892 13F-HR/A Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 10,000 $1M 0.1% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 9,990 $1M 0.09% +560 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,584 $960K <0.01% +2,386 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 9,514 $953K 0.55% -414 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 9,476 $949K 0.48% -30 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,452 $947K 0.01% +174 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 9,400 $942K <0.01% new 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 9,380 $940K new Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 9,345 $938K 0.03% +4,981 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 9,353 $937K 0.02% +140 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,319 $934K 0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,216 $923K 0.01% -289 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 9,113 $913K 0.23% +1,899 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,080 $910K 0.02% -121 13F-HR/A Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,001 $902K 0.03% +89 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 8,954 $897K 0.32% +722 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 8,862 $888K 0.34% +930 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 8,842 $886K 0.21% +5 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 8,804 $882K 0.13% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 8,719 $873K 0.41% -1,444 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 8,561 $858K 0.21% +1,000 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 8,508 $852K 0.29% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,337 $835K <0.01% +1,857 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 8,336 $835K 0.11% -409 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 8,315 $833K 0.12% +3 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 8,185 $820K 0.17% -16 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 8,170 $818K 0.08% +1,264 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 8,396 $812K 0.71% new 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 8,396 $812K 0.71% +46 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,969 $798K 0.01% +1,616 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 7,895 $791K 0.12% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,849 $786K 0.04% -3,597 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 7,812 $783K 0.67% -1,716 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 7,807 $782K 0.39% -190 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 7,715 $773K 0.18% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,612 $762K <0.01% -300 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 7,560 $757K 0.1% +2 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 7,553 $757K 0.48% -292 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 7,454 $740K 0.6% 0 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 7,044 $706K 0.21% +1,267 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 7,019 $703K 0.3% +919 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 7,018 $703K <0.01% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 6,954 $697K 0.6% +496 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,928 $694K 0.01% +804 13F-HR Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,873 $688K 0.09% 0 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 6,864 $687K 0.01% +1,894 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 6,847 $686K 0.02% +2,895 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,777 $679K 0.04% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 6,047 $673K 0.27% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,714 $673K 0.01% -214 13F-HR Timeline Group Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 6,706 $671K 0.28% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 6,594 $661K 0.12% +1,071 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 6,445 $646K 0.09% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 6,414 $643K 0.4% +34 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 6,376 $639K 0.08% -327 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 6,337 $635K 0.41% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,333 $634K 0.03% -1,101 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 6,294 $631K 0.28% +16 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 6,244 $625K 0.2% +237 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 6,233 $624K 0.19% -780 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,215 $623K 0.02% +4,836 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 6,188 $620K 0.26% +347 13F-HR Timeline ACUTE INVESTMENT ADVISORY, LLC More: the full row for ACUTE INVESTMENT ADVISORY, LLC 6,090 $610K 6.85% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 6,078 $609K 0.03% -111 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,063 $607K 0.01% +159 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,037 $605K 0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,037 $605K 0.01% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,021 $603K 0.2% -304 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 6,008 $602K 0.25% +2,672 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,942 $595K 0.07% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,928 $594K 0.01% +3,560 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,893 $590K 0.04% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,790 $580K 0.05% +3,189 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 5,789 $580K 0.18% -696 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 5,731 $574K 0.1% +5 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5,703 $571K <0.01% -90 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 5,679 $569K 0.1% 0 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 5,673 $568K 0.09% -280 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,623 $563K 0.06% +62 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,565 $557K 0.01% +699 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,564 $557K <0.01% +323 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 5,519 $553K 0.09% -6,769 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,508 $552K 0.01% +481 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 5,504 $551K 0.48% +114 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 5,399 $541K 0.05% +14 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,355 $536K 0.03% +150 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 5,279 $529K 0.08% -94 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,243 $525K 0.04% +1,041 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 5,189 $520K 0.33% -161 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,100 $511K 0.01% +192 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,093 $510K 0.05% +27 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 5,071 $508K 0.19% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,041 $505K 0.01% -12,349 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 5,026 $503K 0.02% -5,205 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,000 $501K 0.11% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,985 $499K 0.01% -94 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,985 $499K 0.02% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,958 $497K <0.01% +25 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,925 $493K 0.02% +1,799 13F-HR Timeline Group Burk Holdings LLC More: the full row for Burk Holdings LLC 4,903 $491K 0.21% +3 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,861 $487K 0.1% +829 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,852 $486K 0.03% -687 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 4,851 $486K 0.25% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 4,845 $485K 0.04% +2,330 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,832 $484K <0.01% -7,234 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,808 $482K 0.19% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,779 $479K 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,779 $479K 0.02% +376 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 4,768 $478K 0.04% +1,843 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 4,759 $477K 0.03% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,722 $473K 0.03% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,707 $472K 0.01% +385 13F-HR Timeline Group ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 4,597 $460K 0.17% -61 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,560 $457K <0.01% +32 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,517 $452K 0.06% +1 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,514 $452K 0.01% -301 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,502 $451K <0.01% +125 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 4,453 $446K 0.01% +146 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,451 $446K 0.02% +97 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,421 $443K 0.01% new 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 4,360 $437K 0.09% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 4,343 $435K new Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,339 $435K <0.01% +45 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,328 $434K 0.01% +453 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4,275 $428K 0.02% -290 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,263 $427K 0.02% -1,061 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,260 $427K 0.02% +694 13F-HR Timeline North Star Investment Management Corp. 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