Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 2,800 $1.2M 0.49% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 2,800 $1.2M 1.03% 13F-HR/A Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 2,799 $1.2M 1.06% +175 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 2,792 $1.2M 1.4% -631 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 2,842 $1.2M 0.26% +337 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,777 $1.19M 0.04% +189 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 2,776 $1.19M 0.95% -160 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,774 $1.19M 0.62% 0 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 2,768 $1.19M 0.36% -69 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 2,764 $1.19M 0.32% -400 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 2,763 $1.19M <0.01% new 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 2,755 $1.19M 0.65% -70 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,753 $1.18M 0.08% +69 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 2,743 $1.18M 0.66% -65 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,738 $1.18M 0.06% -476 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 2,738 $1.18M 0.03% -4 13F-HR Timeline Group J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 2,737 $1.18M 0.64% -276 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 2,730 $1.17M 0.75% -197 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 2,727 $1.17M 1.12% +197 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,726 $1.17M 0.65% +572 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,717 $1.17M 0.1% -1,751 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,715 $1.17M 0.25% -251 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,701 $1.16M 0.06% new 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,701 $1.16M 0.23% -177 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 2,700 $1.16M 0.23% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,697 $1.16M 0.09% +584 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,692 $1.16M 0.4% -421 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,686 $1.16M 0.4% +43 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 2,682 $1.15M 0.56% -47 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,681 $1.15M 0.17% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,678 $1.15M 0.11% +1,204 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,671 $1.15M 0.04% +28 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 2,671 $1.15M 0.69% -172 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 2,670 $1.15M 0.32% -900 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 2,666 $1.15M 0.47% -80 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,665 $1.15M 0.63% -552 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,664 $1.15M 0.35% +55 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 2,662 $1.15M 0.29% -2,037 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,651 $1.14M 0.14% -1,298 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,649 $1.14M 0.84% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,640 $1.14M 0.76% 0 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 2,640 $1.14M 0.25% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,634 $1.13M 0.05% -267 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 2,630 $1.13M 0.68% +74 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,626 $1.13M 0.01% +14 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,526 $1.12M 0.64% -50 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 2,602 $1.12M 1.03% +34 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 2,599 $1.12M 0.31% +464 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 2,593 $1.12M 0.97% +490 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,586 $1.11M 0.06% -758 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 2,586 $1.11M 0.14% -505 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,576 $1.11M 0.46% +35 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,572 $1.11M 0.13% +96 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 2,560 $1.1M 1.3% +370 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 2,556 $1.1M 0.34% +8 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 2,556 $1.1M 1.01% +47 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,550 $1.1M 0.74% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,543 $1.09M 0.12% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,538 $1.09M 0.08% +1,828 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,537 $1.09M 0.04% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,536 $1.09M 0.13% +1,544 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 2,529 $1.09M 0.54% -78 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,527 $1.09M 0.03% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,524 $1.09M 0.02% +420 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 2,523 $1.09M 0.65% +323 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,514 $1.08M 0.34% +102 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 2,514 $1.08M 0.17% +13 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,510 $1.08M 0.38% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,508 $1.08M 0.14% +41 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,503 $1.08M 0.35% -128 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,499 $1.08M 0.47% -81 13F-HR/A Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,492 $1.07M 0.12% -72 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 2,489 $1.07M 0.1% -165 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,485 $1.07M 0.07% -13 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 2,468 $1.07M 0.85% -617 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 2,463 $1.06M 0.37% +38 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 2,461 $1.06M 0.46% 0 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,456 $1.06M 0.15% -365 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 2,451 $1.05M 0.37% +1,148 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 2,422 $1.05M 0.85% +250 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,442 $1.05M 0.14% 0 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 2,442 $1.05M 0.73% 0 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 2,442 $1.05M 0.49% +50 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,441 $1.05M 0.1% -293 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,439 $1.05M 0.01% +135 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2,439 $1.05M 0.52% -76 13F-HR Timeline Group Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 2,439 $1.05M 1.2% +47 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,436 $1.05M 0.24% -116 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 2,429 $1.05M 0.57% -12 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,428 $1.04M <0.01% -1,202 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,420 $1.04M 0.07% -30 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,418 $1.04M 0.26% +1,317 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,415 $1.04M 0.1% -67 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,412 $1.04M 0.35% +88 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,411 $1.04M 0.67% +200 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,403 $1.03M 0.08% -80 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,403 $1.03M 0.32% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,391 $1.03M 0.2% -17 13F-HR Timeline AUCTUS ADVISORS LLC More: the full row for AUCTUS ADVISORS LLC 2,381 $1.02M 0.97% +15 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,375 $1.02M 0.05% +684 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 2,371 $1.02M 0.08% +81 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,367 $1.02M 0.11% +1,028 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,394 $1.02M 0.56% +100 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,361 $1.02M 0.23% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 2,361 $1.02M 0.11% -531 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,360 $1.02M 0.32% +12 13F-HR/A Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 2,359 $1.02M 0.46% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,358 $1.01M 0.2% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,356 $1.01M 0.18% +352 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,350 $1.01M 0.2% 0 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 2,349 $1.01M 0.56% -13 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 2,348 $1.01M 0.45% -166 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,344 $1.01M 0.13% -240 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 2,344 $1.01M 0.34% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,342 $1.01M 0.1% -9 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,341 $1.01M 0.06% -62 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,340 $1.01M 0.12% +150 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,324 $1000K 0.13% new 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,324 $1000K 0.35% -90 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,322 $999K 0.09% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,320 $998K 0.01% +640 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,312 $995K 0.44% -130 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,310 $994K 0.45% 0 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 2,262 $991K 0.13% -8 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 2,293 $987K 0.49% -20 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 2,290 $985K 0.36% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,287 $984K 0.11% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,277 $980K 0.13% +4 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 2,277 $980K 0.14% -194 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,274 $978K 0.1% -50 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,273 $978K 0.22% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,268 $976K 0.04% +764 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 2,265 $975K 0.2% -16 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,264 $974K 0.16% new 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,263 $974K 0.13% -22 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,257 $971K 0.16% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,254 $970K 0.05% +14 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 2,250 $968K 0.17% 0 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 2,250 $968K 0.2% -33 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 2,245 $966K 0.4% -503 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,242 $965K 0.15% +194 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,230 $960K 0.1% -422 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 2,229 $959K 0.46% +55 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 2,227 $958K 0.49% +1,459 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,224 $957K 0.06% new 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 2,220 $955K 0.76% -170 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,409 $955K 0.15% -192 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 2,210 $951K 0.8% -195 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 2,198 $946K 0.64% -17 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 2,190 $942K 0.46% new 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 2,187 $941K 0.23% +21 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 2,168 $939K 0.27% +693 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,182 $939K 0.16% -78 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,182 $939K 0.08% +541 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,180 $938K 0.06% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,180 $938K 0.01% +653 13F-HR Timeline Group All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,179 $938K 0.29% +278 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,168 $933K 0.02% -217 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 2,165 $932K 0.13% -162 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,163 $931K 0.21% +68 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,159 $929K 0.02% -10 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,158 $929K 4.11% -243 13F-HR Timeline American Trust More: the full row for American Trust 2,157 $928K 0.08% -927 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,156 $928K 0.29% 0 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 2,108 $928K 0.14% -21 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 2,151 $926K 0.02% -10 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,150 $925K 0.17% -28,262 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 2,149 $925K 0.01% -900 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 2,148 $924K 0.12% 0 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 2,145 $923K 0.05% -100 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 2,145 $923K 0.08% +30 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,144 $923K 0.06% +4 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,144 $923K 0.14% 0 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 2,140 $921K 0.08% 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,138 $920K 0.09% -792 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 2,132 $917K 0.2% -1 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,129 $916K 0.42% +34 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,127 $915K 0.06% -117 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,126 $915K 0.13% -9 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,122 $913K 0.19% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,121 $913K 0.05% +195 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,120 $912K 0.05% -579 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 2,116 $910K 0.24% -27 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 2,114 $910K 0.11% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,112 $909K 0.04% +147 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,111 $908K 0.3% -121 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,107 $906K 0.38% +52 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 2,105 $906K 0.53% +42 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,100 $904K 0.23% +700 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 2,100 $904K 0.88% -10,100 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 2,095 $902K 0.54% -234 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,095 $901K 0.04% -385 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 2,094 $901K 0.94% -53 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,078 $899K 0.03% +860 13F-HR Timeline Group INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,088 $898K 0.05% -2,062 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 2,086 $898K 0.32% +392 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 2,082 $896K 0.37% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,080 $895K 0.72% -5 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,074 $892K 0.18% -17 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 2,072 $892K 0.65% new 13F-HR Timeline