Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 6,022 $862K 0.23% -343 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 6,021 $862K 0.12% +186 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,015 $861K 0.11% +13 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,013 $861K 0.24% +3,105 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 5,818 $861K 0.1% -143 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,007 $860K 0.05% +691 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 5,904 $859K 0.2% -212 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 5,983 $857K 0.06% 0 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 5,970 $855K 0.41% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 5,969 $855K 0.14% +1,430 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 5,966 $854K 0.52% +1,585 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 5,965 $854K 0.76% +785 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 5,953 $852K 0.41% +176 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 5,951 $852K 0.45% +290 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,929 $849K 0.09% +769 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 5,918 $847K 0.11% +300 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,912 $847K 0.04% -739 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 5,894 $844K 0.29% +232 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 5,893 $844K 0.25% -924 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 5,892 $844K 0.16% +1,950 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5,503 $843K 0.41% +847 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 5,889 $843K 0.19% new 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 5,889 $843K 0.1% -33 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 5,888 $843K 0.02% +550 13F-HR Timeline Cobler Capital Management, LLC More: the full row for Cobler Capital Management, LLC 5,493 $843K 0.84% 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 5,386 $842K 0.48% +55 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 5,424 $842K 0.3% +408 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 5,880 $842K 0.01% 0 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 5,875 $841K 0.26% -115 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 5,876 $841K 0.21% -8 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 5,873 $841K 0.15% -6,222 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 5,864 $840K 0.32% +405 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 5,841 $836K 0.39% +11 13F-HR/A Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 5,839 $836K 0.13% +25 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 5,825 $834K 0.21% +169 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 5,823 $834K 0.19% +11 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,807 $832K 0.07% -15 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 5,805 $831K 0.27% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 5,800 $831K 0.67% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 5,797 $830K 0.06% -260 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 5,792 $829K 0.14% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5,784 $828K 0.21% -602 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,780 $828K 0.13% -964 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 5,764 $825K 0.26% -73 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 5,761 $825K 0.05% -806 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 5,753 $824K 0.14% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 5,736 $821K 0.09% -10 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 5,732 $821K 0.03% +2,613 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 5,729 $820K 0.48% -308 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,729 $820K 0.13% +1,035 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 5,720 $819K 0.05% +4,099 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,716 $819K 0.31% -361 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 5,701 $816K 0.09% -1,200 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 5,696 $816K 0.07% -19,834 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 5,693 $815K 0.05% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 5,693 $815K 0.07% 0 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 5,685 $814K 0.61% +1,136 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 5,675 $813K 0.24% -414 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 5,663 $811K 0.08% -3,826 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 5,655 $810K 0.21% +42 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 5,204 $808K 0.43% +20 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 5,385 $807K 0.05% -4,146 13F-HR/A Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 5,638 $807K 0.13% +103 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 5,546 $807K 0.43% -86 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 5,345 $807K 0.21% -910 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 5,626 $806K 0.39% -74 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 5,616 $804K 0.25% -1,531 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 5,614 $804K 0.03% +98 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 5,608 $803K 0.1% +276 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,608 $803K 0.19% -155 13F-HR/A Timeline Sentry LLC More: the full row for Sentry LLC 5,605 $803K 0.16% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 5,600 $802K 0.16% +321 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 5,595 $801K 0.52% -539 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 5,594 $801K 0.5% +1,169 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 5,571 $798K 0.12% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 5,556 $796K 0.51% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 5,528 $792K 0.32% +143 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 5,525 $791K 0.56% -289 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 5,525 $791K 0.34% +265 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 5,521 $791K 0.28% -457 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 5,515 $790K 0.04% -149 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 5,510 $789K 0.6% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,509 $789K 0.01% -2,413 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 5,492 $786K 0.11% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 5,472 $784K 0.01% +4,128 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 5,465 $783K 0.12% +257 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,462 $782K 0.08% -26 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 5,459 $782K 0.1% +36 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 5,461 $782K 0.44% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,460 $782K 0.08% -406 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 5,447 $780K 0.18% -300 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,438 $779K 0.09% +942 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 5,437 $779K 0.34% +186 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 5,436 $778K 0.08% -63 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 5,436 $778K 0.15% -17 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 5,431 $778K 0.23% -2,879 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5,430 $778K 0.71% -110 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 5,430 $778K 0.22% +400 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,427 $777K 0.3% -1,030 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 5,420 $776K 0.07% -519 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 5,421 $776K 0.18% +338 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 5,418 $776K 0.12% -97 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,399 $773K 0.26% +69 13F-HR/A Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 5,400 $773K 0.03% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 5,045 $773K 0.43% -373 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 5,397 $773K 0.04% -200 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 5,396 $773K 0.8% -819 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,389 $772K 0.17% +3,511 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 5,380 $770K 0.09% +617 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,367 $769K 0.07% +766 13F-HR/A Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 5,365 $768K 0.56% -1,012 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 5,357 $767K 0.34% -436 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 5,357 $767K 0.1% -89 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 5,356 $767K 0.19% +1,834 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 5,353 $766K 0.32% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 5,347 $766K 0.81% +50 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 5,338 $764K 0.08% -82 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 5,338 $764K 0.51% +90 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 5,336 $764K 0.16% +24 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 5,335 $764K 0.39% 0 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 5,325 $762K 0.34% +494 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,325 $762K 0.38% +16 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 5,322 $762K 0.44% +152 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 5,315 $761K 0.14% +75 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 5,313 $761K 0.57% -65 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 5,122 $760K 0.1% -3,322 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,293 $758K 0.19% +298 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,292 $758K 0.13% -4,359 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5,280 $756K 0.06% +324 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 5,276 $755K 0.81% +241 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,273 $755K 0.18% +574 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 5,271 $755K 0.29% +1,039 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 5,267 $754K 0.2% +210 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 5,262 $753K 0.06% +11 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 5,256 $753K 0.12% -277 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 5,255 $752K 0.64% +148 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 5,244 $751K 0.21% +172 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,243 $751K 0.45% -504 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 5,242 $751K 0.1% +10 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 5,239 $750K 0.04% -458 13F-HR Timeline Group Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 5,222 $748K 0.32% -819 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 5,220 $747K 0.25% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 5,198 $744K 0.06% -179 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 5,183 $742K 0.5% -85 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 5,181 $742K 0.17% -202 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 5,181 $742K 0.04% -107 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,179 $742K 0.19% +16 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 5,177 $741K 0.42% -98 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,176 $741K 0.08% -406 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,159 $739K 0.28% +165 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 5,158 $739K 0.52% +702 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 5,154 $738K 0.14% +58 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 5,140 $736K 0.65% +803 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,133 $735K 0.07% +557 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 5,129 $734K 0.11% 0 13F-HR Timeline Group Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 5,129 $734K 0.29% +325 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 5,122 $733K 0.84% 0 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 5,109 $732K 0.59% -406 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,111 $732K 0.13% -510 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 5,110 $732K 0.18% +57 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 5,098 $730K 0.31% -37 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 5,095 $730K 0.14% -89 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 5,073 $726K 0.08% +656 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 5,073 $726K 0.19% -12,843 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,055 $724K 0.12% +1,438 13F-HR/A Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,049 $723K 0.1% -5,154 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,048 $723K 0.15% +770 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 5,031 $720K 0.12% -81 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 4,850 $720K 0.54% +2 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5,025 $720K 0.05% +586 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 5,020 $719K 0.03% -230 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 5,015 $718K 0.23% -51 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,010 $717K 0.63% +10 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 5,009 $717K 0.29% +21 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 4,826 $716K 0.43% +16 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 5,000 $716K 0.48% 0 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 4,993 $715K 0.59% 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 4,961 $710K 0.33% +455 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,872 $709K 0.42% +13 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 4,926 $705K 0.18% +698 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 4,900 $702K 0.03% +3,500 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 4,900 $702K 0.32% -91 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,881 $699K 0.08% +326 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 4,880 $699K 0.15% -689 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 4,874 $698K 0.26% +38 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 4,870 $697K 0.54% +613 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 4,857 $696K 0.44% +128 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 4,857 $696K 0.07% +93 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 4,847 $694K 0.56% +97 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 4,845 $694K 0.08% +221 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 4,842 $693K 0.26% +11 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 4,827 $691K 0.2% -1,548 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 4,820 $690K 0.72% +1,920 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,804 $688K 0.11% +300 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,803 $688K 0.04% -100 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 4,800 $687K 0.46% +11 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 4,799 $687K 0.03% new 13F-HR/A Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 4,800 $687K 0.03% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,792 $686K 0.17% -254 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 4,787 $685K 0.24% +953 13F-HR/A Timeline