Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 17,080 $318K 0.2% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 17,038 $317K 0.16% +2 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 17,000 $316K 0.13% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 16,913 $314K 0.06% +143 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 16,900 $314K 0.07% +1,300 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 16,900 $314K 0.05% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 16,831 $313K 0.01% -243 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 16,600 $309K 0.04% +1,000 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 16,597 $309K 0.26% +1,130 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 16,560 $308K 0.03% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16,458 $306K <0.01% +4,368 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 16,433 $305K 0.03% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 16,401 $305K 0.08% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 18,800 $304K 0.04% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 16,288 $303K 0.18% +1,000 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 16,236 $302K 0.05% -200 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 16,155 $300K 0.02% -595 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 16,122 $300K <0.01% -962 13F-HR/A Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 16,100 $299K 0.13% 0 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 16,000 $297K 0.15% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 15,996 $297K <0.01% +60 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 15,935 $296K 0.08% +136 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 15,912 $296K 0.02% +3,350 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 15,700 $294K 0.04% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 18,496 $292K 0.04% +63 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 15,725 $292K 0.09% +200 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 15,716 $292K 0.26% +115 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 15,608 $292K 0.02% +1,962 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 17,126 $289K 0.05% -4,713 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 15,540 $289K 0.07% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 15,523 $289K 0.02% +920 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 15,515 $288K 0.22% +244 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 15,432 $287K 0.04% 0 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 15,400 $286K 0.2% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 15,373 $286K 0.03% +369 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 15,341 $285K 0.04% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 15,288 $284K 0.07% 0 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 15,268 $284K 0.1% -1,000 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 15,175 $283K 0.02% -10,206 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 15,067 $280K 0.09% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 14,869 $276K 0.03% +1,223 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 14,864 $276K 0.01% 0 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 14,787 $275K 0.21% -500 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 14,734 $274K 0.06% +258 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 14,722 $274K 0.06% 0 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 14,712 $273K 0.04% +2,000 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 14,679 $273K 0.37% +4,180 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 14,620 $272K 0.05% +46 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 14,563 $271K 0.2% -1,413 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 14,488 $269K 0.02% 0 13F-HR/A Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 14,470 $269K 0.08% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 14,464 $269K <0.01% +2,441 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 14,446 $269K 0.36% +439 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 14,426 $268K 0.09% +1,304 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 14,264 $265K <0.01% -2,464 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 14,180 $264K 0.12% 0 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 14,171 $263K 0.15% +10 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 14,160 $263K 0.05% -300 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 14,127 $263K 0.06% +507 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 14,109 $262K 0.01% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 14,096 $262K 0.05% +235 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 14,039 $261K 0.03% +96 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 233,781 $260K 0.05% +231,860 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 14,000 $260K 0.22% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 13,958 $259K 0.02% +490 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 13,952 $259K 0.04% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 13,900 $258K 0.08% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 13,848 $257K 0.03% -650 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 13,814 $257K 0.11% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 13,767 $256K 0.01% -14,843 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 13,763 $256K 0.02% +167 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 13,759 $256K 0.01% +3,579 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 13,731 $255K 0.01% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 13,675 $254K 0.03% +215 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 13,664 $254K 0.04% 0 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 13,632 $253K 0.06% new 13F-HR/A Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 13,575 $252K 0.17% -2,010 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 13,551 $252K 0.08% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 13,535 $252K 0.03% +2,013 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 13,490 $251K 0.18% -2,000 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 13,467 $250K 0.08% +1,128 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 13,458 $250K 0.15% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 13,500 $250K 0.09% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 13,442 $250K <0.01% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 13,428 $250K 0.02% +5 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 13,346 $248K 0.02% new 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 13,300 $247K 0.06% 0 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 13,210 $247K 0.04% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 13,263 $247K 0.01% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 13,180 $245K 0.02% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 13,170 $245K 0.06% -14,612 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 13,160 $245K 0.09% -702 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 13,150 $244K 0.07% +18 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 13,071 $243K 0.05% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 13,028 $242K 0.02% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 13,003 $242K <0.01% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 12,990 $241K <0.01% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 12,988 $241K 0.02% -8,561 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 12,987 $241K 0.11% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 12,960 $241K 0.13% +500 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 12,835 $239K 0.08% +2,035 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 12,816 $238K 0.1% +1,344 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 12,810 $238K 0.07% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 12,808 $238K 0.05% -50 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 12,805 $238K 0.07% new 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 12,560 $233K 0.12% +7 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 12,534 $233K 0.02% -5,000 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 12,572 $233K <0.01% +1,057 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 12,500 $232K 0.01% -1,007 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 12,500 $232K 0.02% 0 13F-HR Timeline Group WOODSTOCK CORP More: the full row for WOODSTOCK CORP 12,500 $232K 0.02% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 12,499 $232K 0.19% 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 12,485 $232K 0.03% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 12,466 $232K 0.02% -5,769 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 12,457 $232K 0.19% +7 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 12,450 $231K 0.22% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 12,326 $229K 0.06% +187 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 12,308 $229K 0.2% +2 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 12,300 $229K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 12,290 $228K 0.02% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 9,150 $228K 0.21% -2,500 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 13,066 $226K 0.01% new 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 12,086 $225K 0.23% 0 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 12,076 $224K 0.11% +683 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 12,015 $223K <0.01% +1,539 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 12,011 $223K 0.06% new 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 12,009 $223K 0.06% +538 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 12,004 $223K 0.08% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 11,989 $223K 0.02% +1,682 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 11,987 $223K 0.02% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 11,892 $221K 0.1% +52 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 11,887 $221K 0.12% 0 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 11,869 $221K 0.02% -978 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 11,847 $220K <0.01% new 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 12,742 $220K 0.13% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 11,796 $219K 0.08% +576 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 11,786 $219K 0.17% +186 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 11,765 $219K 0.08% +154 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 11,718 $218K 0.01% -2,190 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 11,649 $217K 0.03% +10 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 11,622 $216K 0.13% -3,975 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 11,547 $216K 0.03% +53 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 11,615 $216K <0.01% +2,855 13F-HR Timeline Group Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 11,612 $216K 0.12% -254 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 11,506 $214K 0.04% -1,810 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 11,501 $214K 0.02% +9,001 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 11,500 $214K 0.03% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 11,500 $214K 0.08% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 11,500 $214K 0.07% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 11,466 $213K <0.01% +92 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 11,454 $213K 0.01% -5,418 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 11,430 $212K 0.02% -15,995 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 11,423 $212K 0.07% new 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 11,331 $212K 0.02% new 13F-HR Timeline Group Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 11,404 $212K 0.1% -600 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 11,369 $211K 0.09% +7 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 11,276 $210K 0.1% +5 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 10,647 $209K 0.07% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 11,137 $207K 0.02% -1,902 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 11,135 $207K 0.23% +450 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 11,061 $206K 0.04% 0 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 11,020 $205K 0.19% +300 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 10,997 $204K 0.07% 0 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 10,965 $204K <0.01% new 13F-HR/A Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 10,922 $203K 0.03% new 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 10,899 $203K 0.02% +85 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,884 $202K 0.01% -126,999 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 10,761 $200K 0.02% +170 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 10,697 $199K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,670 $198K 0.02% -1,230 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 10,667 $198K 0.01% -6,935 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 10,630 $197K 0.04% +20 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 10,584 $197K 0.08% +25 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 10,565 $196K 0.05% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 10,546 $196K 0.03% +90 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 10,535 $196K 0.14% -457 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 10,520 $196K 0.03% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 10,508 $195K 0.01% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 10,500 $195K 0.15% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 10,386 $193K 0.05% +147 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 10,350 $192K 0.02% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,326 $192K 0.01% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,270 $191K <0.01% 0 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 10,179 $191K 0.02% new 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 10,196 $190K 0.04% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 10,170 $189K 0.05% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 10,164 $189K 0.02% +4 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,150 $189K 0.01% new 13F-HR/A Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,143 $189K 0.02% -2,121 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 10,141 $189K 0.01% new 13F-HR/A Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 10,083 $187K 0.01% 0 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 10,073 $187K 0.01% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 10,055 $187K 0.01% new 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 10,050 $187K 0.09% -600 13F-HR Timeline Group Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 10,043 $187K 0.07% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 10,026 $186K 0.01% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 10,010 $186K 0.23% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 10,000 $186K 0.02% new 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 10,000 $186K 0.09% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 9,980 $186K 0.04% +518 13F-HR Timeline