CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,342 $393K 0.06% +516 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,327 $392K 0.01% -41 13F-HR Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 3,318 $391K 0.06% 0 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 3,269 $385K 0.3% -659 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,265 $384K 0.08% new 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 $383K 0.4% 0 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 3,224 $380K 0.33% 0 13F-HR/A Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,223 $379K 0.07% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,198 $377K 0.13% -509 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 3,191 $376K 0.09% 0 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 3,147 $370K 0.16% +4 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 3,146 $370K 0.14% 0 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 3,130 $368K <0.01% -857,450 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,119 $367K 0.03% -2,190 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 3,074 $362K 0.09% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,063 $361K 0.07% -446 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,056 $360K 0.03% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 3,032 $357K 0.13% -126 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,032 $357K 0.17% -83 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,031 $357K 0.03% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 3,028 $356K 0.14% +43 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,021 $356K 0.01% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,988 $352K <0.01% -1,992 13F-HR Timeline Group Severin Investments, LLC More: the full row for Severin Investments, LLC 2,984 $351K 0.31% +33 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,978 $351K 0.02% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,967 $349K 0.02% -39 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,962 $349K 0.17% -5,092 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,959 $348K 0.02% -493 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,956 $348K 0.01% -181 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 2,917 $343K 0.14% new 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,914 $343K 0.2% -20 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 2,866 $337K 0.18% new 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,855 $336K 0.05% +215 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,850 $336K 0.15% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,840 $335K 0.02% +302 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,796 $329K 0.02% -435 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 2,804 $328K 0.12% 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,771 $326K 0.09% new 13F-HR/A Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,770 $326K 0.02% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,735 $322K 0.03% -420 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,782 $320K 0.16% -294 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,712 $319K 0.06% 0 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 2,706 $318K 0.24% -236 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 2,687 $316K 0.1% 0 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 2,686 $316K 0.03% +14 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,681 $316K <0.01% +223 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 2,648 $312K 0.27% 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,634 $310K 0.01% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,625 $309K 0.2% -100 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 2,609 $307K 0.06% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,600 $306K 0.02% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,585 $304K 0.08% -28 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,546 $300K 0.09% +302 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,541 $299K 0.1% +25 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,532 $298K 0.02% -63 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,522 $297K 0.16% +59 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 2,519 $296K 0.05% -28 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 2,515 $296K 0.05% +450 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,506 $295K <0.01% +511 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,256 $294K 0.03% 0 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 2,481 $292K <0.01% +514 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,460 $290K 0.01% -149 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,453 $289K 0.03% +170 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,441 $287K 0.25% +8 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,437 $287K <0.01% -604 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,429 $286K 0.1% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,422 $285K <0.01% +204 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 2,411 $284K 0.16% +101 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,407 $283K 0.08% -7 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,397 $282K 0.04% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,393 $282K 0.02% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,391 $281K <0.01% +279 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 2,377 $280K 0.08% -15 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,353 $277K 0.04% +66 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 2,352 $277K 0.18% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,346 $276K <0.01% +357 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 2,342 $276K 0.01% -347 13F-HR Timeline Group Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,336 $275K 0.06% +376 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,333 $275K 0.07% +377 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,333 $275K 0.03% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,324 $274K <0.01% -128 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,324 $274K 0.01% -32 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,318 $273K 0.04% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 2,316 $273K 0.09% -138 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,308 $272K 0.05% -64 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,305 $271K 0.09% +70 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,282 $269K 0.02% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,275 $268K 0.01% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,270 $267K 0.02% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,258 $266K <0.01% -5,545 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,244 $264K 0.02% +301 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,240 $264K 0.01% -1,096 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 2,236 $263K 0.15% -139 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,225 $262K 0.02% -1,197 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,241 $262K <0.01% +79 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 5,850 $262K 0.17% +2,925 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,220 $261K 0.01% -4,387 13F-HR/A Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,213 $261K 0.08% -62 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,209 $260K 0.06% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,190 $258K 0.01% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,167 $255K 0.05% -7 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,162 $255K 0.09% +30 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,170 $254K 0.01% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,155 $254K 0.07% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,151 $253K 0.08% -70 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 2,143 $252K 0.04% new 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 2,135 $251K 0.1% +76 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 2,107 $248K <0.01% +301 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,102 $247K 0.14% +183 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 2,100 $247K 0.13% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,098 $247K 0.02% +1,951 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 2,096 $247K 0.03% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,090 $246K 0.13% new 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 2,078 $245K 0.08% new 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 2,077 $245K 0.12% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,074 $244K 0.08% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,071 $244K 0.07% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,061 $243K <0.01% +306 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 2,057 $242K 0.23% 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,056 $242K 0.03% +16 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,053 $242K 0.03% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,079 $242K 1.05% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 2,051 $241K 0.03% new 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 2,028 $239K 0.06% -310 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,024 $238K 0.01% +270 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 2,023 $238K 0.11% +86 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,010 $237K 0.02% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,000 $235K 0.01% 0 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,998 $235K 0.02% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,997 $235K 0.03% +121 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,989 $234K 0.14% +6 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,986 $234K 0.01% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,963 $231K 0.05% -43 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,946 $229K 0.14% +153 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,930 $227K 0.05% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,926 $227K <0.01% new 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 1,924 $226K 0.05% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,909 $225K 0.04% +414 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 1,897 $223K 0.03% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,891 $223K 0.1% -9 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,890 $222K <0.01% +204 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,889 $222K 0.05% new 13F-HR Timeline ACUTE INVESTMENT ADVISORY, LLC More: the full row for ACUTE INVESTMENT ADVISORY, LLC 1,889 $222K 2.15% -453 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,886 $222K 0.07% 0 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 1,882 $222K 0.23% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,878 $221K 0.03% -159 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 1,868 $220K 0.09% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,862 $219K 0.09% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,860 $219K 0.09% new 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 1,846 $217K 0.05% -141 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,836 $217K 0.01% +90 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,832 $216K 0.01% -126 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 1,832 $216K 0.11% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,827 $215K 0.01% -473 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,819 $214K 0.15% +1 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,814 $214K <0.01% -475 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,813 $213K 0.05% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,811 $213K 0.05% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,807 $213K 0.01% +140 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,770 $208K 0.03% -639 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 1,763 $207K 0.1% +3 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,759 $207K 0.06% +4 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,754 $207K 0.03% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,754 $206K 0.14% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,753 $206K 0.01% +349 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,751 $206K 0.08% -795 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,748 $206K 0.04% -910 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 1,748 $206K 0.15% 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,736 $204K 0.04% -8 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,729 $204K 0.02% +927 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,723 $203K 0.04% +186 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,716 $202K 0.04% +1 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,714 $202K <0.01% +158 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,700 $200K <0.01% new 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 1,700 $200K 0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,678 $198K 0.02% -240 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,665 $196K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,437 $169K 0.01% +105 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,424 $168K 0.01% new 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 1,423 $168K 0.16% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,386 $163K 0.02% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,380 $162K 0.06% -4,855 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,355 $160K 0.14% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,328 $156K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,329 $156K <0.01% +826 13F-HR/A Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,312 $155K 0.01% +88 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,284 $151K 0.03% +4 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,267 $149K 0.03% +1 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1,235 $145K 0.01% -195 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,165 $137K 0.01% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,158 $136K 0.05% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,149 $135K 0.02% -625 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,146 $135K 0.02% +51 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,146 $135K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,110 $131K 0.01% +733 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,099 $129K 0.07% -240 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,095 $129K 0.07% -21 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 1,086 $128K 0.06% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,061 $125K <0.01% -1,066 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,060 $124K 0.02% -184 13F-HR Timeline