Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 9,740 $816K 0.6% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 9,697 $812K 0.02% +710 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 9,696 $812K 0.08% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,689 $811K 0.01% +2,208 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 9,312 $780K 0.01% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 9,299 $779K 0.02% 0 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 9,086 $761K 0.01% 0 13F-HR Timeline Group INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 9,079 $760K 0.37% -46 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 8,891 $745K 0.33% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 8,720 $730K 0.3% +370 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,713 $730K 0.06% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 8,527 $714K 0.3% -1,025 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 8,495 $711K 0.16% +800 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 8,495 $711K <0.01% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,326 $697K 0.05% 0 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 8,300 $695K 0.13% +4,150 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 8,285 $694K 0.01% +5,331 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,280 $693K 0.04% +6,517 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,247 $691K 0.05% -226 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,200 $687K 0.01% -604 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 8,104 $684K 0.3% +16 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,128 $681K 0.02% +1,130 13F-HR/A Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 8,085 $677K 0.15% new 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 8,025 $672K 0.76% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,783 $670K 0.03% -979 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,995 $670K 0.17% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,959 $667K 0.02% +126 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 7,846 $657K 0.07% -329 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 7,818 $655K 0.01% -1,836 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,762 $650K 0.03% 0 13F-HR/A Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 7,584 $649K 0.23% -555 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 7,749 $649K 0.02% +7,744 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 7,725 $647K 0.25% +143 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,566 $634K 0.2% +647 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 7,540 $631K 0.04% +1,524 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,536 $631K 0.05% -219 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 7,461 $625K 0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,444 $623K 0.04% +4,762 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,215 $622K 0.02% +1,362 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 7,353 $616K 0.03% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,340 $615K 0.05% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 7,316 $613K <0.01% -5,700 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,289 $610K 0.02% -1,816 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,257 $608K 0.02% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,230 $605K 0.04% +943 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,173 $601K 0.03% -362 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,118 $596K 0.02% -514 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 7,050 $590K 0.1% -950 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 7,015 $587K 0.33% +273 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,999 $586K 0.04% +1,393 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 6,970 $584K 0.12% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 6,904 $578K 0.03% -91 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,902 $578K <0.01% -673,716 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,887 $577K 0.09% -24 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,879 $576K 0.05% +5,146 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 6,868 $575K 0.07% -633 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 6,815 $571K 0.46% -9,655 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 6,411 $570K 0.09% -2,185 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,734 $564K 0.16% +3,859 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 6,683 $560K 0.34% -12,587 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,635 $556K 0.03% -921 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 6,566 $550K 0.12% +119 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,489 $543K 0.01% 0 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 6,481 $543K 0.25% +26 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 6,391 $535K 0.08% new 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 6,300 $528K 0.09% 0 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 6,271 $525K <0.01% +2,243 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 6,269 $525K <0.01% +5,376 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,208 $520K 0.01% +1,160 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 6,183 $518K 0.02% 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 6,032 $505K 0.07% 0 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 6,000 $502K 0.12% 0 13F-HR Timeline Group MWA Asset Management More: the full row for MWA Asset Management 5,971 $500K 0.31% +63 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,909 $495K 0.06% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 5,889 $493K 0.23% +356 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,869 $491K 0.02% +253 13F-HR Timeline Group Fox Financial, Inc More: the full row for Fox Financial, Inc 5,863 $491K 0.42% -21 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,828 $488K 0.1% +1 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 5,822 $488K 0.12% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 5,803 $486K 0.14% +874 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 5,749 $481K 0.01% +676 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,694 $477K <0.01% -300 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 5,680 $476K 0.25% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,644 $473K 0.32% +1 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 5,622 $471K 0.05% -3,497 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 5,609 $470K 0.01% 0 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 5,565 $466K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,517 $462K <0.01% -371 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,416 $454K 0.01% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 5,378 $450K 0.1% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 5,360 $449K 0.23% -60,482 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,313 $445K 0.02% +1,769 13F-HR Timeline Friday Financial More: the full row for Friday Financial 5,300 $444K 0.23% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,289 $443K 0.08% +1,528 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,199 $438K <0.01% -21 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,416 $438K 0.04% -14 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,229 $438K 0.13% +432 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,179 $434K <0.01% +155 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,161 $432K <0.01% -2,116 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 5,150 $431K 0.16% +253 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 5,141 $431K 0.25% 0 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 5,078 $425K <0.01% new 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 5,059 $424K 0.05% -72 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 5,047 $423K 0.19% +1,706 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 5,041 $422K 0.11% -992 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,033 $421K 0.11% -75 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,031 $421K 0.03% -2 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,002 $419K 0.03% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,980 $417K 0.03% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 4,957 $415K 0.11% -806 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4,904 $411K 0.1% -238 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 4,884 $408K 0.01% 0 13F-HR Timeline Group L & S Advisors Inc More: the full row for L & S Advisors Inc 4,869 $408K 0.04% +252 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 4,847 $406K 0.46% +20 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 4,806 $402K 0.15% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,794 $401K 0.05% -10,201 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,703 $394K 0.01% +1,647 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,686 $392K <0.01% -339 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,667 $391K 0.01% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,664 $391K 0.23% 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,662 $390K 0.02% -530 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,639 $388K 0.02% +646 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,620 $387K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 4,600 $385K 0.19% 0 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,543 $380K 0.16% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,536 $380K 0.03% 0 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 4,500 $377K 0.06% 0 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 4,451 $373K 0.03% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,418 $370K 0.13% -290 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 4,400 $368K 0.03% -1,000 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,387 $367K 0.17% -3,594 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,320 $362K 0.05% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,228 $354K <0.01% new 13F-HR Timeline Group Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 4,222 $354K 0.14% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 4,212 $353K 0.16% +1 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,210 $353K 0.01% new 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 4,205 $352K 0.13% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 4,180 $350K 0.26% -565 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,175 $350K 0.03% +450 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,173 $349K 0.01% +1,200 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,157 $348K <0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,128 $346K <0.01% -30,686 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,078 $341K 0.04% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 4,069 $341K 0.1% +371 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,061 $340K 0.08% -16,833 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,070 $337K 0.18% -2,963 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 4,000 $335K 0.11% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 3,962 $332K 0.15% -200 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,960 $332K 0.01% -75 13F-HR Timeline Group Farrell Financial LLC More: the full row for Farrell Financial LLC 3,912 $328K 0.22% new 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 3,883 $325K 0.1% -697 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 3,828 $321K 0.33% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,826 $320K 0.04% -5 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,807 $319K 0.01% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,808 $319K 0.05% -2,944 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,796 $318K 0.06% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,789 $317K 0.03% 0 13F-HR Timeline Group PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,757 $315K 0.02% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,753 $314K 0.04% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,718 $311K 0.02% -1,420 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 3,700 $310K 0.02% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,644 $305K 0.1% +1,930 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 3,605 $302K 0.02% -650 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,600 $301K <0.01% +617 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 3,596 $301K 0.02% +8 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,576 $299K 0.03% +1 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,572 $299K 0.26% +78 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,562 $298K 0.03% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,447 $289K <0.01% -2,124 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,416 $286K 0.01% -21 13F-HR/A Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,408 $285K <0.01% +140 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 3,400 $285K <0.01% 0 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,399 $285K 0.01% -238 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,396 $284K 0.09% +344 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,337 $284K 0.05% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,370 $282K 0.05% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,343 $280K 0.03% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,332 $279K 0.08% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,329 $279K 0.05% -326 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,322 $278K 0.14% -146 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,246 $272K <0.01% 0 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,181 $266K 0.02% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,172 $266K 0.02% -712 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,169 $265K 0.02% -43 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,125 $262K 0.01% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,120 $261K 0.08% 0 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 3,035 $254K 0.05% -300 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 3,000 $251K 0.03% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,980 $250K 0.02% new 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 2,952 $247K 0.09% new 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 2,928 $245K 0.17% -925 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 2,926 $245K 0.08% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 2,896 $243K 0.14% 0 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 2,881 $241K 0.06% -15 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,850 $239K 0.14% 0 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 2,828 $237K 0.13% 0 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 2,812 $235K 0.1% +36 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,703 $233K 0.08% new 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 2,700 $226K 0.04% 0 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 2,700 $226K 0.2% 0 13F-HR Timeline