Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 10,331 $494K 0.03% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 10,301 $493K 0.12% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 10,293 $492K 0.01% -252 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,257 $491K 0.01% +653 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,177 $487K 0.02% +1,253 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 10,159 $484K <0.01% -214,706 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,081 $483K 0.03% -2,295 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 10,091 $483K 0.27% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,082 $482K <0.01% +2,566 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 10,076 $482K 0.09% -3,170 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 10,035 $480K 0.15% -24 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 10,232 $479K 0.09% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 10,012 $479K 0.23% +550 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 9,930 $475K 0.02% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 9,865 $472K 0.37% -20 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 9,845 $471K 0.11% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 9,835 $470K 0.03% +1,569 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 9,685 $463K 0.16% +1,720 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 9,661 $462K 0.23% 0 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 10,165 $461K 0.05% 0 13F-HR/A Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 8,400 $460K 0.11% -51,880 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,522 $455K 0.01% +184 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 9,484 $454K 0.11% +5,705 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,429 $451K 0.02% +1,605 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 9,429 $451K 0.01% +581 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 9,401 $450K 0.03% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 9,396 $449K 0.1% 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 9,373 $448K 0.01% -941 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 9,322 $446K 0.29% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 9,287 $444K 0.07% -45 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,277 $444K 0.01% +500 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 9,265 $443K 0.22% -365 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 9,226 $441K 0.03% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 9,198 $440K 0.18% -299 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 9,128 $437K 0.07% 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 9,101 $436K 0.01% -149 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,089 $435K 0.02% -51 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 9,046 $433K 0.04% +550 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,038 $432K 0.01% -221 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,970 $429K 0.02% -252 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 8,964 $429K 0.38% +32 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 8,959 $429K 0.13% +39 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,936 $427K 0.02% +218 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 8,935 $427K 0.05% 0 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 8,885 $425K 0.31% +420 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,875 $424K 0.03% -934 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 8,853 $423K 0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,836 $423K 0.05% +2,842 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 8,850 $423K 0.33% +2 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,842 $423K 0.01% -639 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 8,767 $419K 0.03% +47 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 8,757 $419K 0.09% -112 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 8,749 $418K 0.01% +778 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 8,714 $417K <0.01% +85 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 8,705 $416K 0.15% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,686 $415K 0.01% -378 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 8,665 $414K 0.03% -3 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 8,646 $414K 0.03% +28 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 8,582 $410K 0.18% -207 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,520 $408K 0.08% +74 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 8,533 $408K 0.02% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 8,513 $407K 0.09% -2,340 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 8,494 $406K 0.01% -440 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 8,453 $404K 0.14% -540 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 8,440 $404K 0.09% -264 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 8,440 $404K 0.07% -264 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,419 $403K 0.02% +1,060 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 8,412 $402K 0.04% +15 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 8,400 $402K 0.03% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 8,397 $402K -2,335 Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 8,369 $400K 0.08% +37 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,350 $399K 0.03% -4,517 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 8,314 $398K 0.08% +100 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 8,309 $397K 0.06% -2,900 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 8,289 $397K 0.03% +1,476 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 8,301 $397K 0.18% -128 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 8,275 $396K 0.02% -296 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 8,244 $394K 0.3% -15 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,214 $393K 0.05% -247 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 8,102 $388K 0.19% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,099 $387K 0.02% +1,572 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 8,093 $387K 0.34% 0 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 8,071 $386K 0.17% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 8,039 $384K 0.08% -4,755 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 8,028 $384K 0.12% -572 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 7,821 $383K 0.01% +7,710 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 8,007 $383K 0.02% 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,955 $380K 0.05% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,397 $380K 0.01% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 7,929 $379K 0.04% +2,000 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,919 $379K 0.01% -30 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 7,913 $378K 0.21% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,902 $378K 0.02% -1,318 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7,884 $377K 0.03% -301 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,879 $377K 0.03% +952 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,835 $375K 0.17% -146 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,823 $374K 0.03% +552 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 7,749 $371K <0.01% +74 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 7,717 $369K 0.14% 0 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 7,698 $369K 0.01% +943 13F-HR/A Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 7,637 $365K 0.16% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,620 $364K 0.01% -510 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 7,600 $364K 0.02% -700 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,597 $363K 0.03% -214 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,591 $363K <0.01% +19 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 7,587 $363K 0.24% -395 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 7,561 $362K 0.03% -442 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 7,561 $361K 0.16% -600 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 7,523 $360K <0.01% -520 13F-HR Timeline Group CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 7,519 $360K 0.23% 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 7,513 $359K 0.07% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 7,485 $358K 0.01% +300 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 7,478 $358K 0.15% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 7,387 $353K 0.2% -631 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 7,336 $352K 0.04% -140 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 7,317 $350K 0.13% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 7,301 $349K 0.05% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 7,300 $349K 0.16% 0 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 7,285 $349K 0.09% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 7,287 $349K 0.03% 0 13F-HR Timeline Amplify Investments, LLC More: the full row for Amplify Investments, LLC 7,565 $348K 8.06% +1,335 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 7,273 $348K 0.05% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 7,272 $348K 0.05% +141 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 7,254 $347K 0.17% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 6,869 $347K 0.05% -3,643 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 7,216 $347K 0.05% -2,442 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,244 $346K 0.01% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,231 $346K 0.11% -101 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,223 $345K 0.05% 0 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 7,197 $344K 0.14% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 7,194 $344K 0.04% 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 7,169 $343K 0.2% 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 7,112 $340K 0.01% 0 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 7,091 $339K 0.18% -65 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 7,084 $339K 0.06% 0 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 7,083 $339K 0.1% -47 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 7,055 $337K 0.12% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 7,049 $337K 0.04% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 7,027 $336K 0.03% +1,108 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,022 $336K 0.01% -315 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 6,981 $334K 0.17% -292 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 6,937 $332K 0.1% -447 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 6,900 $330K 0.06% +5,600 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,880 $329K 0.02% 0 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 6,873 $329K 0.06% +1 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 6,866 $328K 0.06% -573 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,851 $328K 0.02% +227 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,838 $327K <0.01% +338 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,811 $326K 0.07% -802 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 6,215 $325K 0.07% +881 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,772 $324K 0.04% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,747 $323K -1,750 Timeline American Money Management, LLC More: the full row for American Money Management, LLC 6,718 $321K 0.05% +944 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 6,684 $320K 0.04% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,669 $319K 0.03% +109 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 6,650 $318K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 6,646 $318K 0.01% -1,111 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,632 $317K 0.02% +1,061 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 6,604 $316K 0.1% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 6,588 $315K <0.01% -12,998 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 6,585 $315K 0.11% 0 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 6,547 $313K 0.14% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,539 $313K 0.03% -139 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,538 $313K 0.02% -232 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,521 $312K 0.01% +500 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 6,490 $311K 0.2% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 6,480 $310K 0.04% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,477 $310K 0.03% -168 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 6,475 $309K 0.15% +213 13F-HR/A Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,439 $308K 0.03% -811 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 6,419 $307K 0.02% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 6,413 $307K 0.06% +1,175 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,377 $305K 0.01% +429 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,366 $304K 0.02% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6,333 $303K <0.01% -172 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 6,320 $302K 0.15% 0 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 6,477 $302K 0.21% 0 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 6,306 $302K 0.12% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 6,245 $301K 0.11% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,286 $301K 0.01% +283 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 6,276 $300K 0.25% -73 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 6,265 $300K 0.03% -830 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,250 $299K 0.02% new 13F-HR/A Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 6,237 $298K 0.07% +667 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 6,220 $298K 0.02% +640 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 6,187 $296K 0.03% -85,400 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,240 $295K 0.24% -212 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 6,124 $293K 0.14% 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 6,119 $293K 0.17% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 6,102 $292K 0.05% -1,800 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 6,079 $291K 0.04% +71 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 6,041 $289K 0.06% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 5,883 $288K 0.13% 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,968 $286K 0.03% -373 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 5,940 $284K 0.06% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,936 $284K 0.01% +1,456 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 5,933 $284K <0.01% -328 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 5,929 $284K 0.07% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,895 $282K 0.02% 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 5,852 $280K 0.09% -515 13F-HR Timeline