CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 16,675 $660K 0.23% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 16,680 $660K 0.29% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 16,464 $652K 0.05% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 16,274 $644K 0.09% new 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 16,268 $644K 0.39% -136,008 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 16,216 $642K 0.03% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 16,194 $641K 0.02% -1,002 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 16,169 $640K 0.44% 0 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 16,115 $638K 0.54% +144 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 15,957 $632K 0.05% -103 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 15,945 $631K 0.05% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 15,882 $629K 0.05% +37 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 15,705 $622K 0.26% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 15,544 $615K 0.22% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 15,448 $612K 0.06% -11 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 15,361 $608K 0.02% -3,211 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 15,302 $606K 0.45% 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 15,278 $605K 0.31% +35 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 15,203 $602K 0.1% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 15,099 $598K 0.1% -16 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 15,089 $597K 0.04% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 15,058 $596K 0.02% -426 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 14,988 $593K 0.03% -123 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,731 $583K 0.01% +446 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 14,627 $579K 0.5% -250 13F-HR/A Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 14,608 $578K 0.01% +715 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 14,598 $578K 0.08% new 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 14,565 $577K 0.3% -40 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 14,528 $575K 0.13% +20 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 14,471 $573K 0.26% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 14,344 $568K 0.01% +493 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 14,108 $559K <0.01% 0 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 14,089 $558K 0.03% +1 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 14,082 $558K 0.06% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 14,078 $557K 0.02% +33 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 14,070 $557K 0.15% -106 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 14,052 $556K <0.01% +4,464 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 14,050 $556K 0.18% -440 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 14,010 $555K 0.04% +4,911 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 13,326 $544K 0.06% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 13,643 $540K 0.04% 0 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 13,526 $535K 1.03% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 13,468 $533K 0.01% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 13,468 $533K 0.01% -1,137 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 13,419 $531K 0.08% -320 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 13,407 $531K 0.24% -7,600 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 13,401 $531K 0.06% +231 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 13,337 $528K 0.08% -484 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 13,196 $522K 0.08% -2,580 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,151 $521K 0.02% -17,461 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 13,102 $519K 0.14% +372 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 12,760 $505K 0.17% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 12,697 $503K 0.11% 0 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 12,686 $502K 0.06% new 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 12,665 $501K 0.5% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,577 $498K 0.02% +18 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 12,233 $498K 0.12% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 12,532 $496K 0.18% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 12,529 $496K 0.08% +1,520 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 12,500 $495K 0.01% -1,277 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 12,411 $491K 0.3% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 12,410 $491K 0.3% -549 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 12,129 $480K 0.2% -1,121 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 12,013 $476K 0.12% 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 12,007 $475K 0.15% +2 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 11,992 $475K 0.32% 0 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 11,980 $474K 0.13% +595 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 2,279 $474K 0.47% 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 11,864 $470K 0.14% +20 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,799 $467K 0.01% -270 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 11,718 $464K 0.13% -4 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 11,630 $460K 0.04% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,581 $459K 0.01% +5 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 11,475 $454K 0.05% 0 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 11,401 $451K 0.34% 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 11,307 $448K 0.21% +53 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,304 $448K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 11,294 $447K 0.14% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 11,258 $446K 0.03% +26 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 11,233 $445K 0.09% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 16,354 $444K 0.31% +9,104 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 11,012 $436K 0.11% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 11,000 $435K 0.3% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 10,907 $432K 0.04% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10,778 $427K 0.06% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 10,752 $426K 0.05% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 10,747 $425K 0.19% 0 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 10,729 $425K 0.39% 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 10,667 $422K 0.07% -17,017 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 10,647 $422K 0.34% +24 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 10,624 $421K 0.06% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 10,600 $420K 0.03% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,303 $417K 0.01% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 10,511 $416K 0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 10,407 $412K 0.05% +13 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 10,316 $408K 0.33% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 10,283 $407K 0.04% -2,259 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 10,273 $407K 0.02% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 10,257 $406K 0.07% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 10,255 $406K 0.01% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 10,254 $406K 0.11% +68 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 10,210 $404K 0.07% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 10,182 $403K 0.01% 0 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 10,148 $402K 0.23% -7,387 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 10,130 $401K 0.17% +5 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 10,073 $399K 0.23% +3,401 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 10,065 $398K 0.03% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9,977 $395K 0.01% -151 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MATAURO, LLC More: the full row for MATAURO, LLC 9,906 $392K 0.06% +23 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 9,890 $392K 0.15% +80 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 9,869 $391K 0.04% +401 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 9,752 $386K 0.43% 0 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 9,734 $385K 0.4% 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 9,709 $384K 0.02% +22 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 9,680 $383K 0.4% +49 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 9,660 $382K 0.36% 13F-HR/A Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 9,646 $382K 0.14% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 9,630 $381K 0.16% 0 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 9,566 $379K 0.16% +900 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 9,495 $376K 0.06% -186 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 9,479 $375K 0.17% +22 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 9,470 $375K 0.37% 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 9,455 $374K 0.02% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 9,410 $373K 0.06% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 9,303 $368K 0.02% 0 13F-HR Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 9,260 $367K 0.05% 0 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 9,253 $366K 0.12% -4,437 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 9,240 $366K 0.03% 0 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 9,232 $365K 0.26% 0 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 9,207 $364K 0.19% +1,772 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,173 $363K 0.02% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 9,137 $362K 0.06% +21 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 9,089 $360K <0.01% -275 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 8,990 $356K 0.12% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 8,987 $356K 0.06% +534 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 8,964 $355K 0.04% -151 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,832 $350K 0.04% 0 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 8,726 $345K 0.15% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 8,716 $345K 0.13% +20 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 8,692 $344K 0.07% -2,470,232 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 8,639 $342K 0.01% 0 13F-HR Timeline Group Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 8,600 $340K 0.09% +19 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 8,569 $339K 0.08% new 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 8,560 $339K 0.04% +3 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 8,414 $338K 0.01% -263 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 8,516 $337K 0.14% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 8,490 $336K 0.02% +2,605 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 8,478 $336K 0.02% -1,012 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,469 $335K 0.02% new 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 8,457 $335K 0.03% -1,293 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,437 $334K 0.02% 0 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 8,410 $333K 0.13% 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 8,395 $332K 0.01% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 8,381 $332K 0.06% +1,160 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 8,296 $328K 0.23% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 8,288 $328K 0.02% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,254 $327K 0.02% -788 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 8,210 $325K 0.03% -16,420 13F-HR Timeline Group Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 7,968 $325K 0.06% +19 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 8,207 $325K 0.08% +19 13F-HR Timeline First National Advisers, LLC in group FIRST NATIONAL BANK OF OMAHA More: the full row for First National Advisers, LLC 8,158 $323K 0.04% 0 13F-HR Timeline Group Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 8,143 $322K 0.06% +19 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 8,187 $319K 0.03% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 8,043 $318K 0.02% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 8,036 $318K 0.11% -9,892 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,031 $318K 0.02% 0 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 7,943 $314K 0.07% +1,119 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 7,936 $314K 0.08% 0 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 7,900 $313K 0.15% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,857 $311K <0.01% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,840 $310K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7,810 $309K 0.02% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 7,766 $307K 0.06% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,750 $307K 0.07% -510 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 7,739 $306K 0.22% -7,741 13F-HR/A Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 7,700 $306K 0.05% 0 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 7,706 $305K 0.08% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 7,674 $304K 0.07% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 7,652 $303K 0.06% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 7,493 $301K 0.03% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,568 $300K 0.01% -108 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 7,546 $299K 0.03% 0 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 7,521 $298K 0.07% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 7,509 $297K <0.01% new 13F-HR Timeline Group Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 7,503 $297K 0.08% +17 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,480 $296K 0.02% +1,106 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 7,461 $295K 0.18% +10 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 7,380 $292K 0.02% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 7,310 $289K 0.04% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7,299 $289K <0.01% -2,341 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,291 $289K 0.01% +869 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 7,267 $288K 0.11% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 7,239 $287K <0.01% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,176 $284K 0.02% 0 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,167 $284K 0.01% 0 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 7,160 $283K 0.3% 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 7,114 $282K 0.1% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 7,097 $281K 0.14% +1,427 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 7,071 $280K 0.16% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 6,959 $276K 0.01% new 13F-HR Timeline Group