FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,387 $418K 0.02% new 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,385 $418K 0.01% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,385 $418K 0.02% +1,054 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 1,380 $416K 0.17% +1,242 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 1,370 $413K 0.03% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,370 $413K 0.05% +1,233 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 1,368 $413K 0.15% +1,227 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,365 $412K <0.01% +1,226 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,364 $412K 0.01% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,361 $411K 0.04% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,360 $410K 0.14% +1,224 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 1,360 $410K 0.23% +1,215 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 1,354 $409K 0.3% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,350 $407K 0.15% new 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,333 $402K 0.05% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,333 $402K 0.18% new 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,331 $402K 0.09% new 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 1,325 $400K 0.09% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,325 $400K 0.12% new 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,314 $396K 0.1% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,310 $395K 0.02% new 13F-HR Timeline Outlook Capital Management, LLC More: the full row for Outlook Capital Management, LLC 1,310 $395K 0.13% 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 1,308 $395K 0.14% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,690 $394K 0.13% +1,520 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 1,306 $394K 0.04% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,305 $394K 0.06% +1,226 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,300 $392K 0.37% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,300 $392K 0.12% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 1,297 $391K 0.08% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1,296 $391K 0.04% +779 13F-HR Timeline Group Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,294 $390K 0.15% new 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,291 $390K 0.24% +1,074 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,290 $389K 0.08% +1,141 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 1,290 $389K 0.16% new 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 1,287 $388K 0.09% new 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 1,870 $388K 0.05% +1,683 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,283 $387K 0.09% new 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 1,280 $386K 0.05% new 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,280 $386K 0.08% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,276 $385K 0.02% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,275 $385K 0.02% +1,125 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,275 $385K 0.17% +1,177 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,274 $384K 0.02% new 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 1,271 $383K 0.12% +1,100 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,270 $383K 0.07% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,270 $383K 0.12% +1,143 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 1,270 $383K 0.03% new 13F-HR Timeline Group Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 1,266 $382K 0.63% +945 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,260 $380K 0.05% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,257 $379K 0.04% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,250 $377K 0.01% +1,125 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 1,250 $377K 0.37% +1,151 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 1,250 $377K 0.14% new 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 1,250 $377K 0.37% 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 1,245 $376K 0.12% +1,107 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,243 $375K 0.06% new 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1,242 $375K 0.18% +1,095 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 1,240 $374K 0.16% new 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 1,934 $373K 0.13% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,232 $372K 0.03% new 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 1,231 $371K 0.09% 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 1,230 $371K 0.15% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,225 $370K 0.1% new 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 1,223 $369K 0.26% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,220 $368K 0.5% +1,098 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,220 $368K 0.06% +1,098 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 1,217 $367K 0.37% 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,211 $365K 0.07% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,210 $365K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,210 $365K 0.09% +1,089 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,210 $365K 0.03% new 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 1,210 $365K 0.1% new 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,207 $364K 0.07% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,205 $364K 0.19% +1,019 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,203 $363K 0.01% +1,195 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,200 $362K 0.07% +1,080 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 1,200 $362K 0.05% new 13F-HR/A Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,200 $362K 0.1% new 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,200 $362K 0.17% new 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,200 $362K 0.11% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,200 $362K <0.01% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,191 $359K 0.04% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,190 $359K 0.01% new 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 1,762 $358K 0.27% 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,648 $357K 0.26% +1,445 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,181 $356K 0.01% new 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,181 $356K 0.1% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 988 $356K 0.05% new 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 1,180 $356K 0.2% new 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 1,180 $356K 0.12% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,180 $356K 0.01% new 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 1,177 $355K 0.21% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,177 $355K 0.19% +1,038 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 1,174 $354K 0.11% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,171 $353K 0.06% +1,028 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,169 $353K 0.03% +1,024 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 1,168 $352K 0.14% +1,018 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 1,161 $350K 0.14% new 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 1,160 $350K 0.17% new 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,160 $350K 0.02% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1,160 $350K 0.02% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,156 $349K 0.1% new 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 1,156 $349K 0.43% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,150 $347K 0.02% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,150 $347K 0.12% new 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,149 $347K 0.09% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,144 $345K 0.05% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,140 $344K 0.05% new 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 1,140 $344K 0.07% new 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1,140 $344K 0.28% new 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 1,138 $343K 0.24% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,137 $343K 0.03% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,135 $342K 0.18% +993 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,133 $342K 0.09% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,130 $341K 0.03% +1,112 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,130 $341K 0.1% +944 13F-HR Timeline Rockbridge Asset Management LLC More: the full row for Rockbridge Asset Management LLC 1,130 $341K 0.22% new 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,124 $339K 0.04% new 13F-HR/A Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 1,120 $338K 0.11% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,118 $337K 0.03% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,115 $336K 0.09% new 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,112 $336K 0.06% new 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,111 $335K 0.22% +995 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,111 $335K 0.1% new 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 300 $335K 0.22% new 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,108 $334K 0.25% new 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,108 $334K 0.03% new 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,103 $333K 0.05% +930 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,102 $332K 0.04% new 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 1,100 $332K 0.11% new 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,100 $332K 0.14% new 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 1,100 $332K 0.03% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,098 $331K 0.05% new 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 1,090 $329K 0.06% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,090 $329K 0.02% -2,995 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,090 $329K 0.05% new 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,087 $328K 0.08% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,085 $327K 0.08% new 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 1,082 $326K 0.38% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,080 $326K 0.08% new 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,080 $326K 0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,080 $326K 0.1% +962 13F-HR Timeline Group Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,076 $325K 0.02% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 1,076 $325K 0.15% new 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,075 $324K 0.05% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,074 $324K 0.1% +963 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,070 $323K 0.02% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,070 $323K 0.02% new 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 1,070 $323K 0.03% new 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,069 $322K 0.12% new 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 1,066 $322K 0.16% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,060 $320K 0.01% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,060 $320K 0.18% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,060 $320K 0.04% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,058 $319K 0.02% +1,028 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,057 $319K <0.01% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,055 $318K 0.03% new 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 1,051 $317K 0.2% new 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,050 $317K 0.04% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,040 $314K 0.06% +848 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,040 $314K 0.01% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 213 $313K 0.01% new 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,030 $311K 0.04% new 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 1,029 $310K 0.09% new 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,026 $309K 0.08% new 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,023 $308K 0.05% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,021 $308K 0.02% new 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,020 $308K 0.05% new 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,020 $308K 0.02% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,018 $307K 0.06% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,017 $307K 0.01% new 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 1,017 $307K 0.04% new 13F-HR/A Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,014 $306K +904 Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 1,012 $305K 0.1% new 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,011 $305K 0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,010 $305K 0.03% +909 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,010 $305K 0.01% new 13F-HR Timeline Group DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 1,010 $305K 0.03% new 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 1,010 $305K 0.12% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,009 $304K 0.06% new 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,008 $304K 0.13% new 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,004 $303K 0.07% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,000 $302K 0.05% +900 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 1,000 $302K <0.01% new 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,000 $302K 0.02% new 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,000 $302K 0.02% new 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 1,000 $302K 0.21% new 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 1,000 $302K 0.05% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,000 $302K 0.03% +900 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,000 $302K 0.03% +900 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,000 $302K 0.02% new 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 1,000 $302K 0.05% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,000 $302K 0.02% +845 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 1,000 $302K 0.12% new 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 990 $299K 0.24% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 990 $299K 0.01% +892 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 990 $299K 0.02% +896 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 987 $298K 0.12% new 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 987 $298K 0.1% new 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 986 $297K 0.01% new 13F-HR Timeline