Lavaca Capital LLC More: the full row for Lavaca Capital LLC 2,238 $602K 0.27% +3 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,232 $601K 0.02% +76 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,230 $600K 0.4% -13 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,229 $600K 0.2% +2 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 2,227 $599K 0.28% +1,157 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,226 $599K 0.06% +313 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,224 $598K 0.27% -60 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 2,222 $598K 0.32% +344 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 2,219 $597K 0.22% +1 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,203 $593K 0.04% -53 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,203 $593K 0.05% +25 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 2,200 $592K 0.33% +100 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,192 $590K 0.19% new 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,190 $589K 0.22% -50 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,187 $588K 0.04% +77 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,185 $588K 0.5% -41 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,170 $584K 0.04% +208 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,168 $583K 0.26% -155 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,166 $583K 0.25% +23 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 2,166 $583K 0.36% +537 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,165 $582K 0.18% +812 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,165 $582K 0.05% +1 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 2,160 $581K 0.83% -80 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,158 $581K 0.02% -350 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,153 $579K 0.45% -18 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,151 $579K 0.02% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,151 $579K 0.03% -151 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,148 $578K 0.23% +29 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,141 $578K +212 Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,145 $577K 0.3% +88 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 2,144 $577K 0.23% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,137 $575K 0.08% +85 13F-HR Timeline Group Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,134 $574K 0.34% -15 13F-HR Timeline Group HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,126 $572K 0.03% -7 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,122 $571K 0.16% -88 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 2,121 $571K 0.38% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,118 $570K 0.06% +42 13F-HR/A Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 2,118 $570K 0.33% +1,334 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,118 $570K 0.1% +44 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,117 $570K 0.16% +53 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,116 $569K 0.07% +4 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,112 $568K 0.19% +170 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 2,107 $567K 0.07% +208 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 2,100 $565K 0.53% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,096 $564K 0.06% -39 13F-HR/A Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 2,095 $564K 0.03% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,084 $561K 0.01% +65 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,082 $560K 0.02% -13 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,080 $560K 0.1% +22 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,079 $559K 0.08% +167 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,078 $559K 0.06% +99 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,077 $559K 0.15% -400 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,076 $559K 0.39% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,074 $558K 0.07% -4 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 2,073 $558K 0.04% -1,123 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,073 $558K 0.15% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 2,409 $557K 0.18% -145 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 2,066 $556K 0.21% +272 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 2,056 $553K 0.26% +1 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,049 $551K 0.16% +2 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,046 $550K 0.01% new 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 2,041 $549K 0.1% -16,543 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 2,040 $549K 0.3% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,104 $547K 0.19% +28 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 2,032 $547K 0.23% +85 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,032 $547K 0.4% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,035 $546K 0.29% +731 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,026 $545K 0.1% +215 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 2,025 $545K 0.23% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,024 $544K 0.25% -7 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,020 $543K 0.12% +1,272 13F-HR/A Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 2,017 $543K 0.27% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,014 $542K 0.19% -54 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,012 $541K 0.13% -200 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,010 $541K 0.35% -126 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,002 $539K 0.1% -61 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 2,000 $538K 0.09% 0 13F-HR Timeline Prospect Hill Management, LLC More: the full row for Prospect Hill Management, LLC 2,000 $538K 0.28% +1,125 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,000 $538K 0.52% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,000 $538K 0.46% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,997 $537K 0.12% +88 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,990 $535K 0.17% -427 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,991 $535K 0.13% +22 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,987 $535K 0.17% -3 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 1,986 $534K 0.27% -25 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 1,983 $534K 0.04% -5 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,979 $532K 0.34% +334 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 1,976 $532K 0.01% 0 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,976 $532K 0.04% +70 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,963 $528K 0.12% -86 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,065 $527K 0.23% -5,741 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,959 $527K 0.25% +310 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,944 $523K 0.03% -9,672 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,943 $523K 0.03% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,933 $520K 0.02% +22 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 1,932 $520K 0.27% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,930 $519K 0.12% +1,000 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 1,930 $519K 0.08% -845 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,927 $518K 0.12% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,920 $517K 0.05% -1,931 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,910 $514K 0.35% -184 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,910 $514K 0.06% -194 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 1,909 $513K 0.47% -1,925 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,902 $512K 0.05% -86 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 1,900 $511K 0.23% -510 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 1,900 $511K 0.29% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,897 $510K 0.33% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,893 $509K 0.04% +25 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,890 $509K 0.54% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 1,889 $508K 0.62% +71 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,888 $508K 0.07% +738 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,886 $507K 0.04% +95 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,884 $507K 0.06% +250 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,877 $505K 0.04% +43 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,876 $505K 0.23% +116 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,873 $504K 0.26% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,872 $504K 0.12% +253 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,870 $503K 0.05% +17 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,864 $501K 0.09% 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,860 $501K 0.02% +253 13F-HR/A Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,860 $500K 0.01% +310 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,858 $500K 0.38% +9 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,855 $499K 0.1% +112 13F-HR/A Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,845 $496K 0.14% -95 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,839 $495K 0.09% -26 13F-HR/A Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,834 $493K 0.17% +465 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,829 $492K 0.19% +600 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,828 $492K 0.17% -32 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 1,825 $491K 0.32% -106 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 1,824 $491K 0.1% 0 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,826 $490K 0.29% +619 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,822 $490K 0.01% -97 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,810 $487K 0.25% -824 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 1,805 $486K 0.23% -301 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 1,800 $484K 0.55% -1,800 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,798 $484K 0.11% +1 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,796 $483K 0.18% -22 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,793 $482K 0.31% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,793 $482K 0.08% +12 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,789 $481K 0.19% +1 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 1,789 $481K 0.02% -3,142 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 1,783 $480K 0.39% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,781 $479K 0.07% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,772 $477K 0.04% +4 13F-HR/A Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 1,770 $476K 0.04% +305 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,770 $476K 0.16% -170 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,770 $476K 0.01% -67 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 1,769 $476K 0.13% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,761 $474K 0.06% -417 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,751 $474K 0.26% +1 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,759 $473K 0.12% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 1,700 $473K 0.07% -1,626 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,756 $472K 0.02% -80 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,748 $470K 0.3% +101 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,834 $468K 0.12% +2 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,738 $468K 0.1% +1 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 1,735 $467K 0.06% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,730 $465K 0.02% new 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,728 $465K 0.13% +38 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,715 $461K 0.08% +137 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 1,706 $459K 0.7% -1,459 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 1,700 $457K 0.01% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,699 $457K 0.07% -50 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,695 $456K 0.04% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 1,692 $455K 0.05% +167 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,689 $454K 0.02% +13 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,687 $454K 0.03% -29 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 1,687 $454K 0.05% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,687 $454K 0.04% -258 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,686 $454K 0.45% -28 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,500 $453K 0.24% 0 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 1,684 $453K 0.31% +30 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,683 $453K 0.07% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,681 $452K 0.09% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,674 $450K 0.06% +78 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,673 $450K 0.38% -823 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 1,664 $448K 0.03% -604 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,664 $448K 0.02% +110 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,662 $447K 0.16% +27 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,661 $447K 0.5% +108 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,661 $446K 0.07% +38 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,654 $445K 0.33% +9 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,653 $445K 0.05% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,651 $444K 0.02% -10 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,649 $444K 0.06% -598 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 1,649 $444K 0.17% +5 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,648 $443K 0.02% +237 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,915 $443K 0.2% -110 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 1,646 $443K 0.02% 0 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 1,645 $443K 0.03% -200 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,644 $442K 0.18% 0 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,641 $442K 0.18% +58 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,640 $441K 0.15% +820 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,634 $440K 0.04% +34 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,631 $439K 0.3% -120 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,631 $439K 0.17% -20 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,630 $439K 0.05% +3 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,624 $437K 0.33% -47 13F-HR/A Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,620 $436K 0.06% +40 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,603 $435K 0.01% -1,173 13F-HR Timeline