Apriem Advisors More: the full row for Apriem Advisors 1,078 $482K 0.05% -90 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,077 $482K 0.06% +203 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,073 $480K 0.01% -125 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 1,073 $480K 0.01% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,071 $479K 0.02% -79 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,067 $477K 0.11% +95 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,066 $477K 0.04% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,065 $476K 0.03% -41 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,060 $474K 0.03% +21 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,060 $474K 0.01% 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. 1,054 $471K 0.01% -113 13F-HR Timeline Group LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,054 $471K 0.08% -68 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,048 $469K 0.11% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,045 $467K 0.27% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,042 $466K 0.04% +5 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,042 $466K 0.16% +235 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,042 $466K 0.08% +17 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,039 $465K 0.02% +242 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,034 $462K 0.01% +293 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 1,033 $462K 0.22% +101 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,032 $462K 0.05% -67 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,031 $461K 0.02% 0 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 1,030 $461K 0.14% -165 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,029 $460K 0.02% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,028 $460K 0.18% -405 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,027 $459K 0.02% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,025 $459K 0.31% -778 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 1,019 $456K 0.24% -200 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,016 $454K 0.18% -251 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,015 $454K 0.08% +29 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,014 $453K 0.12% -65 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 1,013 $453K 0.05% -2 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,008 $451K 0.02% -131 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,008 $451K 0.02% -2 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,006 $450K 0.15% -3 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,006 $450K 0.03% +586 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,005 $449K 0.04% +5 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,005 $449K 0.01% +975 13F-HR Timeline Group Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,002 $448K 0.14% 0 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 1,000 $447K 0.11% -7 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 998 $446K 0.3% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 998 $446K 0.05% +20 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 996 $445K 0.01% +7 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 993 $444K 0.03% 0 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 992 $444K 0.29% -449 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 992 $444K 0.15% +492 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 992 $444K 0.24% -92 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 990 $443K 0.14% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 989 $442K 0.01% -213 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 989 $442K 0.17% -1,005 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 987 $441K 0.15% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 978 $437K 0.11% -674 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 975 $436K 0.07% +256 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 973 $435K 0.08% 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 971 $434K 0.15% -39 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 969 $433K 0.02% +194 13F-HR Timeline Group MRA Advisory Group More: the full row for MRA Advisory Group 968 $433K 0.19% +40 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 967 $432K 0.19% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 964 $431K 0.09% -20 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 963 $431K 0.06% +8 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 961 $430K 0.28% +31 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 959 $429K 0.21% -1,739 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 956 $428K 0.32% +100 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 954 $427K 0.28% -2 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 951 $425K 0.39% +229 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 950 $425K 0.25% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 949 $424K 0.13% +359 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 948 $424K 0.07% new 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 942 $421K 0.14% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 937 $419K 0.01% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 936 $419K 0.29% 0 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 930 $416K 0.07% -195 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 930 $416K 0.06% +27 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 928 $415K 0.14% +14 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 927 $415K 0.03% -55 13F-HR/A Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 925 $414K 0.14% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 918 $411K 0.03% -155 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 916 $410K 0.3% 0 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 915 $409K 0.14% -4 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 913 $408K 0.11% -83 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 911 $407K 0.15% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 909 $407K 0.02% +147 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 908 $406K 0.21% new 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 907 $406K 0.14% +30 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 901 $403K 0.06% +2 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 901 $403K 0.1% -9 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 900 $403K 0.09% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 892 $399K <0.01% -220 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 887 $397K 0.02% -1 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 887 $397K 0.08% -30 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 885 $396K 0.03% -225 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 885 $396K 0.12% -3,902 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 884 $395K 0.07% -48 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 878 $393K 0.27% +85 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 878 $393K 0.01% -231 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 877 $392K 0.18% -510 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 875 $391K 0.06% +71 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 872 $390K 0.25% +13 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 872 $390K 0.01% new 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 871 $390K 0.02% -29 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 863 $386K 0.17% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 862 $386K 0.03% -2 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 851 $385K 0.02% +3 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 860 $385K 0.27% 0 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 857 $383K 0.07% +117 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 857 $383K <0.01% -101,199 13F-HR Timeline Group BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 854 $382K 0.06% -38 13F-HR Timeline Security National Bank More: the full row for Security National Bank 852 $381K 0.06% +627 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 850 $380K 0.08% -4 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 850 $380K 0.03% -66 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 850 $380K 0.13% +2 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 848 $379K 0.08% -86 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 844 $377K 0.07% +50 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,035 $374K 0.13% -20 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 835 $373K 0.15% -78 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 831 $372K 0.26% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 826 $369K 0.17% -1 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 826 $369K 0.06% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 826 $369K 0.06% 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 821 $367K 0.07% +25 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 819 $366K 0.21% +6 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 818 $366K 0.04% -65 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 818 $366K 0.1% -110 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 812 $363K 0.08% -168 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Platform Technology Partners More: the full row for Platform Technology Partners 812 $363K 0.09% +6 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 811 $363K 0.01% -7 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 811 $363K 0.02% +25 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 809 $362K 0.02% +88 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 807 $361K 0.03% +8 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 756 $361K 0.06% new 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 802 $359K 0.04% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 802 $359K 0.05% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 801 $358K 0.03% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 801 $358K 0.02% +8 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 801 $358K 0.07% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 801 $358K 0.11% 0 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 800 $358K 0.03% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 799 $357K 0.15% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 798 $357K 0.09% new 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 796 $356K 0.02% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 793 $355K 0.02% -22 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 791 $354K 0.18% -189 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 787 $352K 0.07% -40 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 783 $350K 0.02% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 643 $350K 0.03% +29 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 782 $350K 0.04% -110 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 780 $349K 0.11% -93 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 777 $348K 0.11% -40 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 777 $348K 0.19% -40 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 773 $346K 0.01% +40 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 772 $345K 0.04% -11 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 769 $345K 0.12% +110 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 758 $339K 0.02% -6 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 757 $339K 0.1% +325 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 756 $338K 0.17% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 756 $338K 0.03% -35 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 754 $337K 0.05% +35 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 752 $336K 0.03% +27 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 751 $336K 0.06% +153 13F-HR Timeline BIT Capital GmbH More: the full row for BIT Capital GmbH 750 $335K 0.02% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 748 $335K 0.03% -9 13F-HR Timeline Group JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 748 $335K 0.06% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 748 $335K 0.06% -3 13F-HR Timeline Group Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 746 $334K 0.17% -50 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 746 $334K 0.13% -1,317 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 744 $333K 0.03% -4 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 742 $332K 0.01% +15 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 746 $330K 0.15% +362 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 736 $329K 0.04% -1,187 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 736 $329K 0.09% +51 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 736 $329K 0.17% -20 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 731 $327K 0.04% 0 13F-HR Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 730 $326K 0.11% -15 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 730 $326K 0.16% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 729 $326K 0.08% -290 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 595 $325K 0.09% -1,657 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 727 $325K 0.06% +50 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 720 $322K 0.06% 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 720 $322K 0.24% -17 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 717 $321K 0.01% -33 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 732 $321K 0.05% -142 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 716 $320K 0.08% +1 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 713 $319K 0.01% -225 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 713 $319K 0.05% -17 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 711 $318K 0.02% new 13F-HR/A Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 708 $317K 0.08% +87 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 708 $317K 0.1% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 708 $317K 0.05% +18 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 705 $315K 0.1% -31 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 705 $315K 0.09% -7,487 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 704 $315K 0.01% -875 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 704 $315K 0.05% -23 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 702 $314K 0.05% -124 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 701 $314K 0.03% -705 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 700 $313K 0.04% 0 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 700 $313K 0.18% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 699 $312K 0.14% -30 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 695 $311K 0.08% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 692 $309K -206 Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 692 $309K 0.02% +47 13F-HR Timeline