Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,881 $843K 0.14% +514 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 3,871 $840K 0.11% new 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 3,868 $840K 0.53% +16 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 3,867 $840K 0.31% -15 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,387 $839K 0.07% -35 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,860 $838K 0.23% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,847 $835K 0.16% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,841 $834K 0.27% +210 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,836 $833K 0.22% +145 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 3,822 $830K 0.08% 0 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 3,814 $828K 0.1% -1,600 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,811 $828K 0.09% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,811 $827K 0.35% -108 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 3,808 $827K 0.01% -278 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,803 $826K 0.41% -88 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,794 $824K 0.31% -552 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,791 $823K 0.03% +1,229 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 3,774 $819K 0.01% -26,440 13F-HR/A Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,756 $816K 0.09% -880 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,753 $815K 0.16% -203 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,747 $814K 0.09% -389 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,745 $813K 0.09% +56 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 3,725 $809K 0.36% +307 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,717 $807K 0.01% +275 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 3,715 $807K <0.01% +1,046 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,713 $806K 0.05% +221 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 3,537 $806K 0.14% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,703 $804K 0.04% -1,507 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,702 $804K 0.17% +8 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,699 $803K 0.04% -191 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,697 $803K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,694 $802K 0.18% +1,856 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,674 $798K 0.05% 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 3,668 $796K 0.28% +1,538 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,660 $795K 0.04% -3,774 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,652 $793K 0.23% +724 13F-HR Timeline InvesTrust More: the full row for InvesTrust 3,650 $792K 0.31% new 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,650 $792K 0.26% -111 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 3,643 $791K 0.27% 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 3,640 $790K 0.76% 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,621 $786K 0.17% 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 3,615 $785K 0.27% -1,430 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,611 $784K 0.05% -133 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,607 $783K 0.01% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,606 $783K 0.4% +60 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 3,577 $777K 0.53% 0 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 3,569 $775K 0.2% -1,025 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 3,544 $769K 0.09% 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 3,543 $769K 0.02% 0 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 3,523 $765K 0.13% new 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 3,519 $764K 0.44% +29 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,500 $760K 0.02% +1,299 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 3,261 $760K 0.51% 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 3,495 $759K 0.33% 0 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,490 $758K 0.48% +150 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,479 $755K 0.04% +1,025 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 3,470 $753K 0.04% +850 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,469 $753K 0.16% +500 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 3,470 $753K 0.17% 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,464 $752K 0.08% -79 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,462 $752K 0.02% -53 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,454 $750K 0.02% +662 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,060 $748K 0.01% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,444 $748K 0.59% +1,205 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,440 $747K 0.1% +89 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,438 $746K 0.17% +583 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 3,429 $744K 0.17% -103 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 3,422 $743K 0.36% 0 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 3,419 $742K 0.08% +40 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,419 $742K 0.05% -219 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,416 $742K 0.1% +1,652 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,412 $741K 0.3% -2 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 3,392 $736K 0.26% -4,479 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,386 $735K 0.07% +339 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 3,385 $735K 0.15% new 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 3,382 $734K 0.52% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,378 $733K 0.05% +200 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 3,375 $733K 0.2% +50 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 3,361 $730K 0.15% +668 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,361 $730K 0.02% +200 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,352 $728K 0.05% +252 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 3,343 $726K 0.17% +1,317 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,341 $725K 0.3% 0 13F-HR Timeline United Bank More: the full row for United Bank 3,321 $721K 0.24% new 13F-HR Timeline CLG LLC More: the full row for CLG LLC 3,318 $720K 0.18% +580 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 3,311 $719K 0.15% -5 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,301 $717K 0.03% +94 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,294 $715K 0.17% -488 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,292 $715K 0.36% -65 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 3,271 $710K 0.63% 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 3,268 $710K 0.03% +355 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,249 $705K 0.25% +807 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 3,247 $705K 0.27% -210 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,603 $703K 0.08% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 3,236 $703K 0.07% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,233 $702K 0.01% +6 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,223 $700K 0.02% -40 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 3,205 $696K 0.12% +1,065 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,204 $696K 0.01% new 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,197 $694K 0.31% +41 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,196 $694K 0.04% new 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,193 $693K 0.39% +1,576 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,181 $691K 0.05% -444 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 3,179 $690K 0.32% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,177 $690K 0.06% +29 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 3,174 $689K 0.21% 0 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 3,172 $689K 0.44% -278 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 2,868 $688K 0.12% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,133 $685K 0.05% +877 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,152 $684K 0.1% -18 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,141 $682K 0.01% +47 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,131 $680K 0.21% -572 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 3,131 $680K 0.41% -560 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 3,104 $678K 0.02% new 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,114 $676K 0.11% 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 3,102 $673K 0.2% -66 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,100 $673K 0.02% -721 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,944 $672K 0.07% +788 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,092 $671K 0.02% -8,876 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 3,086 $670K 0.5% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,083 $669K 0.23% +235 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 3,082 $669K 0.06% new 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,082 $669K 0.25% +149 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,079 $669K 0.03% +459 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 3,078 $668K 0.28% 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,060 $664K 0.12% +3 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,050 $662K 0.26% +50 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,040 $660K 0.04% +26 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 3,032 $658K 0.36% +6 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,030 $658K 0.14% +17 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 3,009 $656K 0.18% +34 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,011 $654K 0.24% -1 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,008 $653K 0.45% +20 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,995 $650K 0.05% +72 13F-HR Timeline Group Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 2,993 $650K 0.12% +883 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,795 $644K 0.24% +109 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,964 $644K 0.23% -65 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 2,959 $642K 0.35% -266 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 2,952 $641K 0.21% new 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 2,938 $638K 0.23% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,936 $638K 0.04% +374 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 2,935 $637K 0.22% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,932 $637K <0.01% -726 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,929 $636K 0.01% -1,972 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,916 $633K 0.08% +1,233 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,912 $632K 0.03% -1,743 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,902 $630K 0.22% +174 13F-HR/A Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,900 $630K 0.07% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,900 $630K 0.07% -3 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,899 $629K 0.18% -206 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,898 $629K 0.01% -1,041 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,896 $629K 0.05% +253 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 2,897 $629K 0.35% -84 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,887 $627K 0.18% 0 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,886 $627K 0.17% +115 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,886 $627K 0.08% -840 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,869 $623K 0.06% +25 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,865 $622K 0.61% 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,857 $620K 0.13% +25 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,843 $617K 0.12% -41 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,840 $617K 0.09% +126 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,835 $616K <0.01% +221 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,833 $615K 0.04% +44 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 2,820 $615K 0.18% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,825 $613K 0.22% +664 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 2,824 $613K 0.04% +6 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,822 $613K 0.08% +11 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,820 $612K 0.09% +2 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,813 $611K 0.09% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,808 $610K 0.02% -1,635 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 2,807 $609K 0.35% -250 13F-HR Timeline Group Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,806 $609K 0.2% -116 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,805 $609K 0.02% -306 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 2,800 $608K <0.01% -308,200 13F-HR Timeline Group Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,800 $608K 0.06% +18 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,796 $607K 0.24% +31 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,792 $606K 0.24% +291 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 2,790 $606K 0.04% -1,350 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 2,788 $605K 0.36% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,788 $605K 0.09% +33 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,785 $605K 0.18% 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,776 $603K 0.14% -152 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 2,773 $602K 0.26% -10 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,773 $602K 0.03% +1,150 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,770 $601K 0.31% -31 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,769 $601K 0.04% -466 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,769 $601K 0.13% +117 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,754 $598K 0.25% 0 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 2,750 $597K 0.64% +400 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,750 $597K 0.04% +324 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 2,748 $597K 0.17% -90 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,733 $593K 0.15% -143 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,728 $592K 0.02% -227 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,449 $592K 0.01% +850 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 2,720 $591K 0.34% 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 2,715 $589K 0.18% 0 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 2,714 $589K +496 Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 2,707 $588K 0.05% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,703 $587K 0.24% -217 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 2,702 $587K 0.04% new 13F-HR Timeline