Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 2,134 $596K 0.07% -37 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,148 $596K 0.17% -1 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,130 $595K 0.01% -506 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 2,129 $595K 0.05% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,128 $594K 0.13% +123 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,126 $594K 0.01% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,125 $593K 0.12% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,115 $591K 0.01% -74 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,115 $591K 0.17% -1,335 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,112 $590K 0.04% +187 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,109 $589K 0.15% +138 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,108 $589K 0.4% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,101 $587K 0.39% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,130 $585K 0.06% -25 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,092 $584K 0.21% +25 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 2,086 $582K -652 Timeline OSSIAM More: the full row for OSSIAM 2,080 $581K 0.01% -35,097 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,079 $581K 0.05% +529 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 2,071 $578K 0.29% +8 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,831 $577K 0.12% +66 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,066 $577K 0.29% -20 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,930 $576K 0.04% -1,948 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,061 $576K 0.27% -30 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,048 $572K 0.04% +1,479 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,041 $570K 0.12% +18 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 1,605 $567K 0.35% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,024 $565K 0.05% +1,419 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,019 $563K 0.02% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,014 $562K 0.05% +12 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 2,012 $562K 0.16% -28 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,005 $560K 0.27% 0 13F-HR Timeline Group Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,786 $559K 0.29% -160 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,986 $554K 0.02% -1,065 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 1,985 $554K 0.07% -2,000 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,983 $554K 0.35% -738 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,980 $553K 0.04% +656 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,980 $553K 0.02% -169 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,976 $552K 0.05% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,975 $551K 0.06% -115 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 1,969 $550K 0.2% +67 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,960 $548K 0.01% -270 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,938 $541K 0.06% +37 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,937 $541K 0.02% +42 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,934 $540K 0.05% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,933 $540K 0.02% +377 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,923 $537K 0.05% +2 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,920 $536K 0.1% +320 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 1,920 $536K 0.41% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,912 $534K 0.01% -359 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 1,909 $533K 0.11% +779 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,900 $531K 0.31% -100 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,898 $530K 0.18% +862 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,826 $530K 0.29% -40 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,893 $529K 0.1% -1 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,883 $526K 0.02% +8 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,879 $525K 0.01% +272 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,874 $523K 0.01% -268 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,872 $523K 0.01% +143 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,749 $518K 0.01% +211 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,849 $516K 0.2% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 1,842 $514K 0.08% -29 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,834 $512K 0.08% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,830 $511K 0.09% -527 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,830 $511K 0.04% +115 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,827 $510K 0.22% -2 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,817 $507K 0.18% -56 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,816 $507K 0.12% +385 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,810 $505K 0.38% +213 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,808 $505K 0.06% -11 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 1,806 $504K 0.11% +17 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 1,802 $503K 0.31% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,801 $503K 0.01% -164 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,780 $497K 0.06% -51 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,778 $497K 0.03% +247 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,778 $497K 0.16% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,772 $495K 0.03% +14 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,772 $495K 0.07% +25 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,772 $495K 0.04% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,772 $494K 0.15% +128 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,797 $494K 0.07% -89 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,759 $491K 0.06% +520 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,756 $490K 0.07% +11 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,751 $489K 0.03% +254 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 1,750 $489K 0.1% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,379 $487K 0.04% -596 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,741 $486K 0.04% +75 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,741 $486K 0.07% -12 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 1,628 $486K <0.01% -640 13F-HR Timeline Group Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,740 $486K 0.16% -42 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,731 $483K 0.07% -6 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,729 $483K 0.25% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,726 $482K 0.04% +444 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,681 $482K 0.06% -152 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,720 $480K 0.32% +55 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 1,718 $480K 0.25% 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,714 $479K 0.04% +31 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,704 $476K 0.17% -417 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 1,704 $476K 0.38% new 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,703 $476K 0.52% -188 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 1,702 $475K 0.15% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,693 $473K 0.1% -132 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,686 $471K 0.02% -127 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,685 $471K 0.04% +113 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 1,684 $470K 0.36% +997 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,681 $469K 0.04% -401 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 1,677 $468K 0.36% +99 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,672 $467K 0.01% -179 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 1,665 $465K 0.18% +196 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,648 $460K 0.03% +65 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,641 $458K 0.08% -57 13F-HR Timeline Group Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 1,636 $457K 0.47% 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1,634 $456K 0.13% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,634 $456K 0.01% +479 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,633 $456K 0.04% -273 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,629 $455K 0.01% -3,667 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,625 $454K 0.01% +35 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 1,619 $452K 0.25% +975 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,618 $452K 0.14% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 1,609 $449K 0.18% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,609 $449K 0.29% +440 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,598 $446K <0.01% -9,839 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,598 $446K 0.02% +275 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,594 $445K 0.02% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,590 $444K 0.03% -2 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,579 $441K 0.02% -32 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 1,577 $440K 0.26% 0 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 1,567 $438K 0.05% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,566 $437K 0.01% +65 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,562 $436K 0.03% -13 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,567 $435K 0.03% -46 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,551 $433K 0.04% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,533 $428K 0.28% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,526 $426K 0.31% +35 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,526 $426K 0.02% -89 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,525 $426K 0.05% -23 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 1,525 $426K 0.12% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,519 $424K 0.01% -65 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,518 $424K 0.03% +26 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,509 $421K 0.03% +103 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,502 $421K 0.02% -184 13F-HR/A Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,503 $420K 0.22% -594 13F-HR Timeline MILFORD FUNDS LTD More: the full row for MILFORD FUNDS LTD 1,500 $419K 0.01% new 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,500 $419K 0.29% +25 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,499 $419K 0.08% -55 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,495 $417K 0.17% -276 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 1,493 $417K 0.09% +766 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,487 $415K 0.02% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1,484 $414K 0.14% +33 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,482 $414K 0.04% -118 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,477 $412K 0.11% -23 13F-HR/A Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,473 $411K 0.01% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,473 $411K 0.05% +1 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,472 $411K 0.03% -594 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 1,471 $411K 0.23% +35 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,465 $409K 0.11% -67 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 1,465 $409K 0.35% +63 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,464 $409K 0.03% +292 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,459 $407K 0.06% +332 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,456 $406K 0.01% +256 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 1,455 $406K 0.34% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,451 $405K 0.04% -66 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,450 $405K 0.19% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,446 $404K 0.04% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,442 $403K 0.28% -8 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,437 $401K 0.01% -240 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,437 $401K 0.11% +50 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,436 $401K 0.02% +110 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,434 $401K 0.01% -167 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,429 $399K 0.26% -200 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,425 $398K 0.03% +20 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,419 $396K 0.03% +32 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,419 $396K 0.03% +146 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,412 $394K 0.2% new 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 1,407 $393K <0.01% +77 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,407 $393K 0.06% +11 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 1,404 $392K 0.02% +65 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,399 $391K 0.09% -39 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,398 $391K 0.04% +102 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 1,395 $390K 0.21% -197 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 1,387 $387K 0.16% -500 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,386 $387K 0.01% +112 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 1,384 $386K 0.38% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,383 $386K 0.13% +254 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 1,319 $385K 0.11% +22 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 1,374 $384K 0.37% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,371 $383K 0.18% -121 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,371 $383K 0.03% +40 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,371 $383K 0.04% -459 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,368 $382K 0.01% +22 13F-HR/A Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,355 $378K 0.28% 0 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 1,355 $378K 0.18% +88 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 1,351 $377K 0.04% new 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 1,350 $377K 0.08% +45 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,348 $376K 0.03% +764 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,365 $375K 0.02% +17 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,336 $373K 0.08% +81 13F-HR Timeline ABS Direct Equity Fund LLC More: the full row for ABS Direct Equity Fund LLC 1,160 $372K 0.28% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,333 $372K 0.04% -350 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,331 $372K 0.09% -137 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,329 $371K 0.22% -32 13F-HR Timeline