Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 8,661 $668K 0.05% +224 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 8,618 $665K 0.06% -100 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 8,583 $662K 0.44% -273 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 8,575 $661K 0.72% +10 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 8,570 $661K 0.21% +2 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 8,545 $659K 0.43% +85 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 8,535 $658K 0.01% new 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 8,520 $657K 0.01% +870 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 8,505 $656K 0.11% +105 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 8,478 $654K 0.35% -1,776 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 8,474 $653K 0.13% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 8,458 $652K 0.06% +750 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 8,455 $652K 0.34% 0 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 8,451 $652K 0.25% +8 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 8,432 $650K 0.25% -46 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 8,430 $650K <0.01% -252 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 8,426 $650K 0.03% -798 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 8,415 $649K 0.31% -120 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 8,379 $646K <0.01% -2,152,666 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 8,354 $644K 0.07% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 8,500 $644K 0.12% -25 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 8,350 $644K 0.09% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 8,285 $639K 0.03% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 8,280 $638K 0.18% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 8,268 $638K 0.06% +595 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 8,258 $637K 0.09% -116 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 8,454 $636K 0.15% +272 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 8,249 $636K 0.33% -1,194 13F-HR Timeline MOTCO More: the full row for MOTCO 8,217 $634K 0.05% -1,031 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 8,213 $633K 0.13% +1,818 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 8,212 $633K 0.18% new 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 8,125 $627K 0.04% +50 13F-HR/A Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 8,117 $626K 0.07% -1,164 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 8,095 $624K 0.3% 0 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 8,094 $624K 0.1% -351 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 8,081 $623K 0.03% +986 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 8,067 $622K 0.09% -209 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 8,057 $621K 0.14% +3 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 8,049 $621K 0.06% +280 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 8,046 $620K 0.23% 0 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 8,044 $620K 0.48% -130 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 8,021 $618K 0.33% -254 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 8,019 $618K 0.3% -100 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 8,010 $618K 0.13% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 7,982 $615K 0.18% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 7,980 $615K 0.01% +1,186 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 7,975 $615K 0.32% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 7,961 $614K 0.09% -27 13F-HR Timeline Group Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 7,922 $611K 0.21% +32 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 7,902 $609K 0.03% -3,503 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 7,884 $608K 0.09% +15 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 7,873 $607K 0.26% +4,220 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 7,864 $606K 0.14% -2,099 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 7,822 $603K 0.09% +370 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 7,785 $600K 0.19% -130 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 7,779 $600K 0.26% 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 7,776 $600K 0.16% -6 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 7,755 $598K 0.08% 0 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 7,750 $598K 0.36% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7,749 $598K 0.16% 0 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 7,729 $596K 0.1% -879 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,711 $595K 0.02% +3,532 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,699 $594K 0.01% +434 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 7,659 $591K 0.05% 0 13F-HR/A Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 7,656 $590K 0.07% +257 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 7,577 $584K 0.22% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 7,572 $584K 0.1% -6 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,564 $583K 0.03% -213 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 7,540 $581K 0.39% -1,791 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 7,526 $580K 0.04% -80 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 7,524 $580K 0.06% -78 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 7,514 $579K 0.41% +2,539 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 7,614 $579K 0.17% -73 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 7,508 $579K 0.05% +6 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,499 $578K 0.07% -184 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 7,496 $578K 0.2% -2,731 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 7,486 $577K 0.13% -68 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 7,479 $577K 0.1% 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 7,455 $575K 0.05% +7 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 7,455 $575K 0.07% 0 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 7,527 $572K 0.24% -106 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 7,406 $571K 0.12% -37 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 7,383 $569K 0.06% -760 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 7,451 $569K 0.24% +315 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 7,370 $568K 0.11% 0 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 7,360 $568K 0.22% 0 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 7,321 $564K 0.02% +2 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 7,305 $563K 0.14% -1,941 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 7,287 $562K 0.14% -12 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 7,278 $561K 0.38% -792 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 7,271 $561K 0.42% -690 13F-HR Timeline Wealth Management Associates, Inc. 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More: the full row for Ethic Inc. 7,194 $555K 0.01% +1,973 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 7,194 $555K 0.14% +4 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 7,155 $552K 0.22% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,254 $552K 0.04% +4 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 7,147 $551K 0.1% -270 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 7,124 $549K 0.39% +16 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 7,110 $548K 0.19% -100 13F-HR Timeline Group Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 7,075 $546K 0.35% -209 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 7,074 $545K 0.25% -12 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,071 $545K 0.11% 0 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 7,067 $545K 0.16% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 7,052 $544K 0.01% +200 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,049 $544K 0.05% -645 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 7,027 $542K 0.01% +492 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 7,020 $541K 0.02% -100 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 7,006 $540K 0.02% 0 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 7,000 $540K 0.02% 0 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 7,000 $540K 0.32% -1,000 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 7,000 $540K 0.43% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 6,993 $539K 0.3% +56 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 6,981 $538K 0.19% +16 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,965 $537K 0.09% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,943 $535K 0.12% +4 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 6,934 $535K 0.19% +105 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 6,926 $534K 0.05% 0 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 6,920 $534K 0.22% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,920 $534K 0.06% -633 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 6,899 $532K 0.15% +2,140 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 6,877 $530K 0.22% +10 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 7,002 $530K 0.3% +1,284 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 6,868 $530K 0.02% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 6,860 $529K 0.04% -102 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 6,860 $529K 0.28% 0 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 6,838 $527K 0.07% 0 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 6,836 $527K 0.16% 0 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 6,834 $527K 0.05% -347 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 6,815 $526K 0.1% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 6,805 $525K 0.08% -135 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,799 $524K 0.03% new 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 6,758 $521K 0.44% -131 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 6,757 $521K 0.27% +39 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 6,742 $520K 0.14% -170 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 6,740 $520K 0.02% +585 13F-HR Timeline Group Breachway Investments LLC More: the full row for Breachway Investments LLC 6,739 $520K 0.78% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 6,735 $519K 0.23% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,691 $516K 0.03% +8 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 6,675 $515K 0.08% 0 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 6,670 $514K 0.06% +375 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 6,623 $511K 0.32% -574 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 6,613 $510K 0.27% 0 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 6,610 $510K 0.48% 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 6,602 $508K 0.12% +603 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 6,580 $507K 0.2% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 6,565 $506K 0.05% -1,096 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 6,549 $505K 0.55% +16 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 6,535 $504K 0.18% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 6,524 $503K 0.13% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 6,522 $503K 0.01% +83 13F-HR Timeline Group CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 6,496 $501K 0.06% 0 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 6,478 $499K 0.17% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,474 $499K 0.14% +620 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 6,540 $499K <0.01% -18,588 13F-HR Timeline Group Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 6,438 $496K 0.14% -165 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 6,424 $495K 0.41% 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 6,403 $494K 0.04% -137 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,402 $494K 0.03% -2,033 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,402 $494K 0.03% -1,076 13F-HR Timeline Group Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 6,367 $491K 0.09% +15 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,473 $490K 0.23% -137 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 6,352 $490K 0.08% +624 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 6,468 $489K 0.17% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 6,335 $488K 0.05% 0 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 6,331 $488K 0.21% -329 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 6,322 $487K 0.11% -156 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 6,302 $486K 0.11% 0 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 6,300 $486K 0.66% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 6,299 $486K 0.1% +103 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 6,297 $486K 0.34% +812 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 6,273 $484K 0.08% -7,550 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 6,250 $482K 0.1% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 6,245 $482K 0.1% -100 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 6,237 $481K 0.05% -332 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 6,218 $479K 0.02% +712 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 6,212 $479K 0.38% +2 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 6,184 $477K 0.14% +318 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 6,171 $476K 0.06% -116 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 6,161 $475K 0.14% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,160 $475K 0.19% -47 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 6,135 $473K 0.2% -607 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 6,134 $473K 0.04% 0 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 6,114 $471K 0.49% -143 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 6,084 $469K 0.2% -16 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,080 $469K 0.1% +31 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 6,064 $468K 0.2% -123 13F-HR Timeline Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 6,125 $463K 0.23% +1,000 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,003 $463K 0.03% -1,610 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 5,998 $463K <0.01% +2,325 13F-HR Timeline Group Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 5,997 $462K 0.15% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,979 $461K 0.06% +13 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 5,975 $461K 0.32% -1,245 13F-HR Timeline