Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,655 $3.24M 0.11% +279 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,646 $3.23M -49 Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,639 $3.23M 0.06% +107 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,619 $3.22M 0.09% +290 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,598 $3.21M 0.38% 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 5,569 $3.19M 0.45% +391 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 5,563 $3.19M 0.28% -142 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 5,554 $3.18M 0.78% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,552 $3.18M 0.02% +909 13F-HR Timeline Group F/m Investments LLC More: the full row for F/m Investments LLC 5,526 $3.16M 0.12% +1,480 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 5,478 $3.14M 1.81% -33 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 5,449 $3.13M 0.06% -7,136 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 6,309 $3.12M 1.02% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,445 $3.12M 0.25% +189 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,412 $3.1M 0.37% +21 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 5,382 $3.08M 2.14% +40 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 5,354 $3.07M 0.11% +1,882 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 5,323 $3.05M 2.48% 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 5,317 $3.04M 0.53% +97 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,316 $3.04M 0.09% +951 13F-HR Timeline Group New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 5,292 $3.03M 1.54% +5 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 5,266 $3.02M 0.91% +54 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 5,249 $3.01M 0.18% +4 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,246 $3M 0.04% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 5,235 $3M 1.18% +2,065 13F-HR Timeline Achmea Investment Management B.V. in group Achmea Investment Management … More: the full row for Achmea Investment Management B.V. 5,233 $3M 0.05% +3,192 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,214 $2.99M 0.09% -72 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 5,209 $2.98M 0.39% 0 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 5,206 $2.98M 0.89% +732 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,202 $2.98M 0.09% +724 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,201 $2.98M 0.38% 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 5,184 $2.97M 0.4% +502 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,171 $2.96M 0.27% -218 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 5,161 $2.96M 0.8% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 5,139 $2.94M 0.23% -390 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 5,100 $2.92M 0.38% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,087 $2.91M 0.09% +179 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,079 $2.91M 0.31% +1,835 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,065 $2.9M 0.18% +296 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 5,052 $2.89M 0.52% -93 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 5,047 $2.89M 1.37% +158 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,033 $2.88M 0.17% +44 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 5,021 $2.88M 0.62% 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,000 $2.86M 0.84% 0 13F-HR Timeline Murchinson Ltd. More: the full row for Murchinson Ltd. 5,000 $2.86M 1.29% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,995 $2.86M 0.08% +1,353 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,988 $2.86M 0.08% -837 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 4,971 $2.85M 2.15% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,951 $2.84M 0.16% +119 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 4,939 $2.83M 0.26% -94 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,932 $2.82M 0.03% +167 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 4,926 $2.82M 0.38% -224 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 4,923 $2.82M 0.82% -8 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,877 $2.79M 0.05% +106 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GQG Partners LLC More: the full row for GQG Partners LLC 4,870 $2.79M <0.01% new 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 4,870 $2.79M 0.04% -4,158 13F-HR Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 4,869 $2.79M 0.39% -8 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,845 $2.77M 0.88% +70 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,798 $2.75M 0.37% +26 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,898 $2.74M 0.14% +374 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 4,789 $2.74M 1.9% -134 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 4,886 $2.74M +887 Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,774 $2.73M 0.08% -4,259 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,773 $2.73M 0.73% -100 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 4,743 $2.72M 0.13% -152 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,726 $2.71M 0.04% +722 13F-HR/A Timeline Group ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 4,710 $2.7M 0.14% +345 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 4,702 $2.69M 0.2% +2,660 13F-HR Timeline Group Field & Main Bank More: the full row for Field & Main Bank 4,701 $2.69M 0.95% +33 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 4,689 $2.69M 2.18% 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 4,680 $2.68M 1.23% 0 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 4,665 $2.67M 1.88% -1,119 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 4,659 $2.67M 0.06% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,677 $2.66M 0.01% +1,464 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,652 $2.66M 0.29% -679 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,641 $2.66M 0.15% +467 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,622 $2.65M <0.01% -406 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,618 $2.64M 0.25% +388 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,590 $2.63M 0.18% -61 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,580 $2.63M 0.27% +700 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,583 $2.62M 0.1% -52 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 4,578 $2.62M 0.05% -697 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,570 $2.62M 0.5% -373 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 4,569 $2.62M 1% 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 4,567 $2.62M 0.05% -975 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,567 $2.62M 0.18% 0 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 4,564 $2.61M 0.98% -143 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,555 $2.61M 0.06% +447 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,512 $2.58M 1.2% +24 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 4,480 $2.57M 2.12% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,468 $2.56M 0.21% +2,064 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,462 $2.56M 0.08% -143 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,457 $2.55M 0.12% +730 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,454 $2.55M 1.01% -237 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,452 $2.55M 0.19% -7,160 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,443 $2.54M 0.37% -25 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 4,410 $2.52M 1.31% -85 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 4,407 $2.52M 1.18% +156 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,675 $2.51M 0.05% +163 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 4,384 $2.51M 0.85% +217 13F-HR Timeline ANB BANK More: the full row for ANB BANK 4,350 $2.49M 1.09% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,335 $2.48M 0.08% +1,275 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 4,326 $2.48M 0.83% -3 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 4,310 $2.47M 0.26% -281 13F-HR Timeline Group DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 4,293 $2.46M 2.23% 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,292 $2.46M 0.18% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,279 $2.45M 0.69% +1 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 4,276 $2.45M 0.43% -17 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 4,265 $2.44M 1.92% -53 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 4,259 $2.44M 1.27% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 5,384 $2.44M 0.29% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,238 $2.43M 0.44% +2,968 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 4,237 $2.43M 0.81% -46 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 4,206 $2.41M 1.33% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,187 $2.4M 1.81% +62 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 4,184 $2.4M 1.02% -59 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,184 $2.4M 0.05% +38 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,172 $2.39M 0.03% +209 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,163 $2.38M 0.03% +103 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,162 $2.38M 0.05% +1,963 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4,160 $2.38M 0.94% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,114 $2.36M 0.07% -133 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,102 $2.35M 0.17% +156 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,097 $2.35M 0.07% +549 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,086 $2.34M 0.15% +217 13F-HR Timeline Group Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 4,081 $2.34M 1.18% new 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,059 $2.32M 0.54% +146 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,045 $2.32M 1.66% +270 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 4,043 $2.32M 0.94% 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 4,022 $2.3M 0.16% +12 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,011 $2.3M 1.06% -80 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 4,008 $2.3M 0.97% +5 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 4,000 $2.29M 0.43% new 13F-HR Timeline Group AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 3,994 $2.29M 0.99% -252 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 3,977 $2.28M 0.83% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,969 $2.27M 0.63% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 3,960 $2.27M 0.58% +3 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,953 $2.26M 0.85% -37 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,942 $2.26M 0.83% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,933 $2.25M 0.06% +590 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,931 $2.25M 0.18% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,930 $2.25M 0.88% -77 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,930 $2.25M 0.32% -163 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,927 $2.25M 0.06% +34 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 3,918 $2.24M 0.9% -64 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,915 $2.24M 0.09% +5 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,899 $2.23M 0.23% +286 13F-HR/A Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,884 $2.23M 0.03% 13F-HR Timeline Group Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 3,872 $2.22M 2.81% -74 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,841 $2.2M 0.02% +469 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 3,817 $2.19M 0.84% +171 13F-HR/A Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,799 $2.18M 0.21% +25 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,798 $2.17M 0.08% +697 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,779 $2.16M 0.46% -2 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,772 $2.16M 0.7% +26 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,768 $2.16M 0.15% -1 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,760 $2.15M 1.72% -96 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,757 $2.15M 0.03% -825 13F-HR Timeline Group Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 5,134 $2.14M 0.68% -27 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,742 $2.14M 0.02% -3,506 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 3,735 $2.14M 0.77% +135 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,725 $2.13M 0.14% -150 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,724 $2.13M 0.49% -10 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,720 $2.13M 0.04% -5,137 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,713 $2.13M 0.54% +21 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,710 $2.12M 0.2% +638 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 3,710 $2.12M 0.18% -123 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 3,710 $2.12M 0.53% -25 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,701 $2.12M 0.06% -39 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 3,640 $2.08M 0.41% 0 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 3,633 $2.08M 2.07% +50 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 3,632 $2.08M 0.99% -113 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,625 $2.08M 0.09% -1,483 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 3,623 $2.07M 0.1% +11 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 3,600 $2.06M 0.07% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,597 $2.06M 0.44% -50 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,579 $2.05M 1.07% -699 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,572 $2.04M 0.37% +199 13F-HR/A Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,558 $2.04M 0.05% +503 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,544 $2.03M 0.21% +56 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 3,530 $2.02M 0.06% -38 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,522 $2.02M 0.24% +310 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 3,515 $2.01M 0.43% -936 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 3,504 $2.01M 1.27% +2,735 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,486 $2M 0.21% +379 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 3,483 $1.99M 0.4% +371 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,478 $1.99M 0.03% +472 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,474 $1.99M 0.06% +508 13F-HR/A Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 3,470 $1.99M 1.06% +227 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,465 $1.98M 0.05% +353 13F-HR Timeline Nikulski Financial, Inc. 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