HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,560 $243K 0.03% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 1,550 $241K 0.13% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,562 $240K <0.01% +199 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,544 $240K 0.01% -21,200 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,539 $239K 0.05% -699 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,537 $239K 0.02% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,537 $239K 0.04% -20 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,515 $238K 0.01% -499 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,525 $237K 0.06% -2 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,516 $236K 0.04% -6 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,512 $235K 0.01% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 1,511 $235K 0.06% +77 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,511 $235K 0.03% +26 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,509 $235K 0.13% +5 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,514 $234K <0.01% new 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,503 $234K <0.01% +119 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,500 $233K 0.02% 0 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,499 $233K 0.02% +103 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,495 $232K 0.01% +24 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,495 $232K 0.04% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,493 $232K 0.02% +4 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,490 $232K 0.01% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 1,490 $232K 0.16% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,484 $231K 0.02% +22 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,481 $230K 0.01% +27 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,480 $230K 0.08% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,480 $230K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,467 $228K 0.02% +167 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,466 $228K <0.01% -57 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,461 $227K 0.02% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,460 $227K 0.03% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,445 $224K 0.02% +38 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,442 $224K 0.03% -40 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,442 $224K 0.01% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,440 $224K 0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,440 $224K 0.06% -17 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,426 $222K 0.04% -13 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,465 $222K 0.01% -38 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,413 $220K <0.01% +66 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,412 $220K <0.01% -8 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,412 $220K 0.01% -2 13F-HR Timeline Group Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1,410 $219K 0.02% +10 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,407 $219K 0.01% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,407 $219K 0.01% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,405 $219K 0.03% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,400 $218K 0.09% +20 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,398 $217K <0.01% -155 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 1,397 $217K 0.04% +23 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,394 $217K 0.03% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,392 $216K 0.02% -32 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,392 $216K 0.05% 0 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 1,392 $216K 0.13% 0 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,389 $216K 0.03% 0 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,385 $215K 0.01% -40 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,382 $215K 0.01% new 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,381 $215K 0.02% -153 13F-HR/A Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 1,377 $214K 0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,400 $213K 0.02% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,365 $212K 0.01% +1,160 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,363 $212K 0.06% +13 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,360 $211K <0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,360 $211K 0.01% -8,793 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,358 $211K 0.03% +3 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,351 $210K 0.04% -77 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,350 $210K 0.06% 0 13F-HR/A Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,349 $210K 0.02% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,348 $210K 0.01% 0 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 1,348 $210K 0.05% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,348 $210K <0.01% -41 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,347 $209K 0.01% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,346 $209K <0.01% -645 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,345 $209K 0.02% -64 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 1,338 $208K 0.02% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,337 $208K 0.07% -100 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 1,337 $208K 0.13% +10 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,333 $207K 0.01% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,330 $207K 0.01% -273 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,328 $207K 0.01% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,322 $206K 0.04% -182 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,320 $205K 0.01% new 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,320 $205K 0.16% new 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 1,318 $205K 0.13% new 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 1,316 $205K 0.07% new 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 1,325 $204K 0.08% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,309 $204K 0.02% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,308 $203K 0.03% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,303 $203K 0.01% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,303 $203K 0.06% -720 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,302 $202K <0.01% +50 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,293 $201K 0.01% new 13F-HR/A Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,295 $201K 0.01% new 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 1,292 $201K 0.18% -791 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,256 $200K 0.02% new 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,288 $200K 0.03% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,288 $200K 0.03% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,282 $199K 0.04% +39 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,279 $199K 0.04% +2 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,263 $196K 0.01% -2,967 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,233 $192K 0.01% -234 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,230 $191K 0.02% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,209 $188K 0.02% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,200 $187K 0.05% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,190 $185K 0.06% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,162 $181K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,210 $179K 0.08% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,144 $178K +702 Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,113 $173K 0.08% +39 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,100 $171K 0.14% -417 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,098 $171K 0.02% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,070 $166K 0.04% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,069 $166K 0.07% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,042 $162K <0.01% +22 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,037 $161K 0.01% -2,208 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,037 $161K 0.03% +71 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,030 $160K 0.01% +40 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,027 $160K 0.02% +227 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,018 $158K 0.02% +3 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,012 $157K 0.15% +5 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,002 $156K <0.01% +2 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 970 $151K 0.08% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 942 $146K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 938 $146K 0.04% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 902 $140K 0.01% +61 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 898 $140K 0.02% -50 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 886 $138K 0.01% +8 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 886 $138K 0.02% new 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 869 $135K 0.13% -14 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 868 $135K 0.06% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 867 $135K 0.03% +500 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 861 $134K 0.07% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 855 $133K 0.07% +102 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 824 $128K 0.05% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 824 $128K 0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 800 $124K 0.03% -288 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 797 $124K 0.04% +1 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 790 $123K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 780 $121K 0.06% +200 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 763 $119K 0.03% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 756 $118K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 764 $117K 0.08% +45 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 748 $116K 0.02% +2 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 747 $116K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 741 $115K 0.02% +126 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 738 $115K 0.03% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 712 $111K 0.05% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 692 $108K 0.02% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 683 $106K 0.04% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 673 $105K 0.01% -120 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 670 $104K 0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 667 $104K 0.02% +2 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 656 $102K 0.01% +90 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 654 $102K 0.06% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 649 $101K 0.01% +2 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 637 $99K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. 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More: the full row for IMG Wealth Management, Inc. 575 $89.4K 0.06% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 564 $87.7K 0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 546 $84.9K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 527 $81.9K <0.01% -1 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 526 $81.8K 0.02% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 510 $79.3K 0.02% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 510 $79.3K 0.04% -75 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 503 $78.2K 0.01% -8 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 500 $78K 0.01% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 499 $78K 0.01% -65 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 489 $76K 0.07% -236 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 489 $76K 0.02% +1 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 484 $75.3K 0.02% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 480 $74.6K 0.03% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 475 $73.9K <0.01% -30 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 467 $72.6K 0.04% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 463 $72K <0.01% -24 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 463 $72K 0.04% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 470 $69.6K 0.02% +33 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 443 $68.9K 0.01% +144 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 440 $68.4K 0.01% +11 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 439 $68K 0.02% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 418 $65K 0.06% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 408 $63.5K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. 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