Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 12,569 $395K 0.14% -777 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 12,548 $394K 0.07% -358 13F-HR Timeline Group United Asset Strategies, Inc. 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Inc 11,798 $371K 0.11% -1,548 13F-HR Timeline InvesTrust More: the full row for InvesTrust 11,788 $370K 0.14% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 12,162 $370K 0.01% -858 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,753 $369K 0.02% -2,230 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 11,722 $368K 0.01% -2,349 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 11,720 $368K 0.05% -660 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 11,718 $368K 0.15% +1,115 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 11,715 $368K 0.08% +3,882 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 11,708 $368K 0.01% -153 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 11,688 $367K 0.04% +1,876 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 11,666 $367K 0.07% -1,128 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 11,652 $366K 0.05% -1,987 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 11,642 $366K 0.12% -1,079 13F-HR Timeline First Command Advisory Services, Inc. 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Inc. More: the full row for Beaton Management Co. Inc. 11,346 $356K 0.16% 0 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 349,654 $355K 0.06% +162,652 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 11,276 $354K 0.01% +248 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 11,272 $354K 0.15% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 11,251 $353K 0.01% -1,182 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 12,924 $353K 0.02% -1,443 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 11,223 $353K 0.02% +851 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 11,178 $351K 0.12% 0 13F-HR Timeline Claro Advisors Inc. 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More: the full row for Parallax Volatility Advisers, L.P. 9,133 $287K 0.01% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 9,119 $287K 0.03% +1 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 9,112 $286K 0.01% +9 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 9,295 $286K 0.19% -2,774 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 9,098 $286K 0.06% -1,503 13F-HR Timeline BANK OZK More: the full row for BANK OZK 9,070 $285K 0.1% -9 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 9,046 $284K 0.28% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,017 $283K 0.01% +715 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 8,985 $282K 0.03% +823 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 8,955 $281K 0.22% +730 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 8,916 $280K 0.2% -272 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 8,900 $280K 0.02% +409 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,884 $279K 0.01% +1,944 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 8,864 $279K 0.09% +1 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 8,858 $278K 0.09% -1,217 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 8,838 $278K 0.02% +4,171 13F-HR Timeline Zullo Investment Group, Inc. 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A. 8,782 $276K 0.03% -2,027 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 8,770 $276K 0.01% +957 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,758 $275K 0.03% -3,704 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 8,738 $275K 0.12% 0 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 8,721 $274K 0.08% +77 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 8,713 $274K 0.02% +505 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 8,681 $273K 0.12% +65 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 8,649 $272K 0.04% -510 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 8,629 $271K 0.01% +21 13F-HR Timeline Avantax Planning Partners, Inc. 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