Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,707 $743K 0.28% -50 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 6,677 $740K 0.26% +217 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 6,660 $738K 0.05% -61 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,651 $737K 0.1% +885 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 6,635 $736K 0.25% -215 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 6,625 $734K 0.25% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,591 $731K 0.03% +1,409 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,566 $728K 0.05% -275 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,556 $727K 0.03% -987 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 6,496 $720K -18 Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 6,472 $717K 0.29% -142 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 6,412 $711K 0.03% +2,971 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 6,364 $706K 0.17% -12,775 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,352 $704K 0.01% -18,819 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 6,343 $703K 0.7% +3 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 6,512 $703K 0.03% +4,292 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,333 $702K 0.02% +2,965 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 6,331 $702K 0.04% -17,902 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,328 $702K 0.16% +230 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,311 $700K 0.05% +1,218 13F-HR Timeline Group Jacobs Equity LLC More: the full row for Jacobs Equity LLC 6,268 $695K 0.62% +633 13F-HR Timeline United Bank More: the full row for United Bank 6,240 $692K 0.23% new 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 6,237 $691K 0.42% +828 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,232 $691K 0.03% -3,162 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 6,229 $691K <0.01% 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 6,193 $687K 0.01% -44,034 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 6,150 $682K 0.06% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 6,119 $678K <0.01% -160 13F-HR Timeline Group True Vision MN LLC More: the full row for True Vision MN LLC 6,098 $676K 0.35% +837 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 6,091 $675K 0.27% -82,640 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 6,087 $675K 0.1% +950 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 6,068 $673K 0.26% +371 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 6,044 $670K +3,016 Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 6,019 $667K 0.15% -23,891 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,975 $662K 0.02% +770 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,966 $661K -1,312 Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 5,878 $652K 0.01% -484,393 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,856 $649K 0.01% +335 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,846 $648K 0.01% +3,165 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 5,762 $639K <0.01% +3,281 13F-HR Timeline Group Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 5,750 $637K 0.15% -850 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 5,733 $636K 0.01% +25 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 5,733 $636K 0.19% +93 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 5,718 $634K 0.22% -195 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,637 $625K 0.01% -1,257 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 5,569 $617K 0.4% -268 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 5,551 $615K 0.24% +750 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 5,518 $612K 0.02% +1,535 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 5,462 $606K 0.18% +1,008 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 5,457 $605K 0.16% +1,512 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 5,429 $602K 0.04% -20 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,416 $600K 0.06% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 5,415 $600K 0.12% -275 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 5,399 $598K 0.38% +76 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 5,367 $595K 0.61% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,355 $594K 0.03% +468 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 5,330 $591K <0.01% +477 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,287 $586K 0.03% -880 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,283 $586K 0.05% -126 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 5,252 $582K 0.21% -1,360 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,248 $582K 0.02% -4,304 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 5,233 $580K 0.59% -1,101 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 5,214 $578K 0.53% +370 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 5,200 $576K 0.05% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,177 $574K 0.01% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 5,167 $573K 0.38% +170 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,166 $573K 0.1% -2,502 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 5,156 $572K 0.55% +150 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,146 $570K 0.01% +2,755 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 4,944 $570K -7,879 Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 4,849 $567K 0.53% 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 5,081 $563K <0.01% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,080 $563K 0.13% -5,349 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,044 $559K 0.04% -418 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,042 $559K 0.01% new 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 5,015 $556K 0.01% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 5,005 $555K 0.04% +306 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,001 $554K 0.11% +2,289 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 5,000 $554K 0.13% 0 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,992 $553K <0.01% -444 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,977 $552K 0.02% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,959 $550K <0.01% -265 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 4,934 $547K 0.04% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,919 $545K 0.13% -36 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 4,910 $544K 0.13% +278 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 4,843 $537K 0.28% -263 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,815 $534K 0.06% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 4,791 $531K 0.32% +1,343 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,786 $531K 0.08% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,761 $528K 0.01% +523 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 4,758 $527K 0.13% +1,954 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 4,744 $526K 0.34% -1,170 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,733 $525K 0.08% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,729 $524K <0.01% -674 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,622 $512K 0.01% +36 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,588 $509K 0.04% -680 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,539 $507K 0.03% -1,052 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 4,556 $505K 0.08% -1,177 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,553 $505K 0.11% -94 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,537 $503K 0.02% +82 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,524 $502K 0.04% -50 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 4,524 $501K 0.07% +15 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,490 $498K 0.07% -150 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 4,480 $497K 0.24% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,479 $497K 0.02% -4,731 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,460 $494K 0.16% -1,235 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,454 $494K 0.01% +100 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 4,451 $493K 0.04% +202 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,428 $491K 0.09% 0 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 4,406 $488K 0.49% +19 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,394 $487K 0.06% -354 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,373 $485K <0.01% +1,936 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,354 $483K 0.03% +2,256 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 4,346 $482K 0.12% -3 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 4,335 $481K 0.26% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,330 $480K 0.03% +1,211 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 4,325 $479K 0.46% +64 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 4,309 $478K 0.35% -87 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 4,267 $473K 0.02% 0 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 4,255 $472K 0.41% -200 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,246 $471K 0.06% -319 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 4,185 $464K 0.1% new 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 4,159 $461K 0.13% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,151 $460K 0.01% +1,163 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 4,141 $459K 0.02% new 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 4,252 $459K 0.52% -1,381 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,098 $458K 0.01% -3,517 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,109 $456K 0.01% -1,095 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,086 $453K 0.03% +167 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,039 $448K <0.01% -1,220 13F-HR Timeline Group Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 4,027 $446K 0.1% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,022 $446K 0.01% -1,434 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 4,013 $445K 0.25% -2,598 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 4,000 $443K 0.09% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,996 $443K <0.01% new 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 3,992 $443K 0.02% -1,092 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,955 $438K 0.04% 0 13F-HR Timeline Group MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,938 $437K 0.19% +43 13F-HR/A Timeline SWMG, LLC More: the full row for SWMG, LLC 3,923 $435K 0.12% -276 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 3,905 $433K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,901 $432K 0.01% +1,061 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,851 $427K 0.01% 0 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 3,800 $421K 0.24% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,792 $420K 0.41% +3,670 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,786 $420K 0.01% -60 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,780 $419K 0.05% +1,724 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,768 $418K 0.08% -1,772 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 3,758 $417K <0.01% +394 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,756 $416K 0.03% -570 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 3,751 $416K 0.37% +29 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 3,698 $410K 0.12% -1,770 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,634 $403K 0.04% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,625 $402K 0.06% +8 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 3,623 $402K 0.42% 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 3,607 $400K 0.11% 0 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 3,603 $399K 0.37% +1,546 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,571 $396K 0.03% 0 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 3,540 $392K 0.07% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,537 $392K 0.07% +101 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 3,536 $392K <0.01% +1,429 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 3,500 $388K 0.09% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,500 $388K 0.06% -674 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,479 $386K <0.01% -1,116 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,476 $385K 0.03% -3,439 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 3,466 $384K 0.38% -154 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,445 $382K 0.21% -80 13F-HR/A Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,293 $382K 0.01% -1,100 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,435 $381K 0.01% +2,500 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,426 $380K 0.02% -39,358 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,415 $379K 0.01% new 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 3,413 $378K 0.08% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,409 $378K 0.21% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,391 $376K 0.01% -12,612 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,360 $372K 0.03% -657 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 3,356 $372K 0.21% -168 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,342 $370K 0.06% 0 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 3,318 $368K 0.05% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,307 $367K 0.07% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,284 $364K 0.03% +253 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,265 $362K 0.08% 0 13F-HR Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 3,254 $361K 0.57% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,233 $358K 0.01% -438 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,224 $357K 0.02% -769 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,223 $357K 0.07% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,214 $356K 0.01% -183 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,190 $354K 0.12% -8 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 3,175 $352K 0.43% -270 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 3,151 $349K 0.15% +4 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 3,149 $349K 0.32% -75 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 3,146 $349K 0.14% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,120 $346K 0.09% -917 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 3,113 $345K 0.34% 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 3,109 $345K 0.16% -37,010 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,099 $344K 0.07% +36 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,077 $341K 0.01% -250 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,070 $340K 0.02% +111 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,056 $339K 0.03% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 3,046 $338K 0.2% +132 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,036 $337K 0.01% +1,012 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,021 $335K 0.01% 0 13F-HR Timeline