Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 18,195 $500K 0.18% +166 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 18,147 $499K 0.03% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 18,130 $498K 0.02% -413 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 18,124 $498K 0.13% -7,371 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 18,120 $498K 0.01% +437 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 18,030 $496K 0.33% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 17,975 $494K 0.06% 0 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 17,950 $493K 0.23% +100 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 17,935 $493K 0.09% -183 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 17,892 $492K 0.07% -393 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 17,772 $489K 0.05% +389 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 17,745 $488K 0.03% +208 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 17,625 $485K 0.41% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 17,577 $483K 0.04% +354 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 17,427 $479K 0.01% +5,824 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 17,405 $478K 0.01% +7 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 17,397 $478K 0.18% -2,272 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 17,035 $472K 0.07% +14,167 13F-HR/A Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 17,138 $471K 0.04% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 17,052 $469K 0.17% +1 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 17,041 $468K 0.03% +67 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 16,987 $467K 0.03% +2,875 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 16,926 $465K <0.01% -468 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 16,924 $465K 0.17% +760 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 16,842 $463K 0.09% +9,516 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 16,795 $462K 0.2% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 16,501 $454K 0.09% +601 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 16,445 $452K 0.01% +4,218 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 16,353 $450K 0.13% -957 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 16,346 $449K 0.06% +907 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 16,333 $449K 0.11% +1,347 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 16,242 $446K 0.03% +125 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 16,232 $446K 0.01% +1,489 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 16,222 $446K 0.14% -27,012 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 14,569 $444K 0.06% +116 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 16,084 $442K 0.16% -61,021 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 16,075 $442K 0.02% +269 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 16,064 $442K 0.12% +2,367 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 16,004 $440K 0.06% 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 16,000 $440K 0.1% -7,500 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 15,972 $439K 0.05% +246 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 15,939 $438K 0.02% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 15,922 $438K 0.17% -494 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 15,775 $434K 0.02% +4,000 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 15,692 $431K 0.04% +625 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 15,673 $431K 0.01% -773 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 15,608 $429K 0.01% +1,202 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 15,603 $429K <0.01% +565 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 14,973 $428K 0.34% -2,567 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 13,023 $428K 0.05% -9,350 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 15,529 $427K 0.15% +30 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 13,838 $426K 0.3% -500 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 15,443 $425K 0.03% +1,100 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 15,440 $424K 0.14% +4,442 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 15,422 $424K 0.26% +395 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 15,387 $423K 0.06% -152 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 15,385 $423K 0.03% 0 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 15,364 $422K 0.42% +211 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 15,349 $422K 0.02% -937 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 15,348 $422K 0.13% -602 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 15,326 $421K 0.05% -1,289 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 15,233 $419K 0.02% +8,050 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 15,166 $417K 0.03% +304 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 15,156 $417K 0.06% -82 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 15,200 $416K 0.02% 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 15,112 $415K 0.01% -6,942 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 15,091 $415K 0.02% -563 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 15,088 $415K 0.03% +1,518 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 15,070 $414K 0.01% -72,929 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 15,037 $413K 0.09% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 15,030 $413K 0.01% -401 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 15,000 $412K 0.1% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 14,975 $412K 0.09% -992 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 14,214 $411K 0.02% -226 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 14,961 $411K 0.06% -37 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 15,422 $409K 0.03% -138 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 14,875 $409K 0.01% 0 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 14,790 $407K 0.01% +441 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 14,712 $404K 0.23% +119 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 14,700 $404K 0.1% 0 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 14,594 $401K 0.01% -851 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 14,559 $400K 0.25% -665 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 14,547 $400K 0.03% 0 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 14,496 $398K <0.01% -13,868 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 14,414 $396K <0.01% 0 13F-HR/A Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 14,494 $396K 0.02% -392 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 14,348 $394K 0.03% +723 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 14,265 $392K 0.16% +7,126 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 14,233 $391K 0.01% -977 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 14,209 $390K 0.11% +68 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 14,134 $389K 0.03% +93 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 14,114 $388K 0.03% +6,461 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 14,094 $387K 0.08% -2,240 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 14,046 $386K <0.01% +1,998 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 14,445 $384K 0.27% +1,166 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 13,949 $383K 0.16% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 13,979 $383K 0.05% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 13,884 $382K 0.04% -4,328 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,855 $381K 0.03% -7,808 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,805 $379K 0.01% new 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 13,776 $379K 0.01% +289 13F-HR Timeline Group Amplify Investments, LLC More: the full row for Amplify Investments, LLC 13,600 $378K 8.76% +2,400 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 13,628 $375K 0.17% new 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 13,627 $375K 0.08% +150 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 13,620 $374K <0.01% +1,369 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 13,414 $369K <0.01% -761 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 13,333 $367K 0.01% -447 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 13,313 $366K 0.19% 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 13,306 $366K 0.05% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 13,271 $365K 0.04% +5,168 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,264 $365K 0.01% -82 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 13,209 $363K 0.01% -295,632 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 13,168 $362K <0.01% +70 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 13,156 $362K 0.1% -800 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 13,135 $361K 0.03% +616 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 13,120 $361K 0.1% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 13,057 $359K 0.11% +8 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 13,014 $358K 0.04% -1,213 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 12,905 $355K 0.16% -3,387 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 12,874 $354K 0.01% -4,097 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 12,868 $354K 0.09% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 12,826 $353K 0.21% +581 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 12,712 $349K 0.09% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 12,672 $348K 0.14% +98 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 12,630 $348K 0.01% new 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 12,605 $347K 0.06% +1,034 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 12,503 $344K 0.1% -450 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 12,500 $344K 0.24% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 12,482 $343K 0.03% -745 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 12,459 $342K 0.01% -7,135 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 12,395 $341K 0.04% -4,399 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 12,330 $339K 0.24% +188 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 12,315 $339K 0.05% -4,478 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 12,300 $338K <0.01% +1,284 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 12,300 $338K 0.26% -6,427 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 12,282 $338K 0.19% +3,698 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 12,214 $337K 0.02% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 12,240 $336K 0.01% +100 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,188 $335K 0.03% -153 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 12,183 $335K 0.04% +2 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 12,162 $334K 0.08% +1,132 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 12,154 $334K 0.28% +173 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 12,122 $333K 0.01% -741 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 12,109 $333K 0.02% -1,447 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 12,050 $331K 0.27% -1,800 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 12,019 $330K 0.07% new 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 12,000 $330K 0.05% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 11,997 $330K 0.01% +1,031 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 11,987 $330K 0.09% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 11,953 $329K 0.07% -142 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 11,938 $328K <0.01% +707 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,919 $328K 0.01% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 11,885 $327K 0.01% +1,631 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 10,692 $326K 0.05% +602 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,850 $326K 0.02% +4,590 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 11,845 $326K 0.23% -345 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 11,816 $325K 0.05% -4 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 11,797 $324K 0.2% -4,044 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 11,777 $324K 0.13% +277 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 11,738 $323K 0.02% +500 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,707 $322K 0.01% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 11,646 $320K 0.03% new 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 11,623 $319K 0.09% 0 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 11,619 $319K 0.06% -470 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 11,585 $318K 0.02% -1,519 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 11,573 $318K 0.03% -197 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 11,564 $318K 0.03% -33 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 11,369 $318K 0.21% +34 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 11,562 $318K 0.05% +1,398 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 11,558 $318K 0.04% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,546 $317K 0.01% +1,446 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 11,527 $317K 0.11% +3 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 11,517 $317K 0.02% -1 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 11,493 $316K 0.01% -930 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 11,466 $315K 0.01% -734 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 11,642 $313K 0.02% +225 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 11,394 $313K 0.1% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 11,372 $313K 0.13% +105 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 9,803 $311K 0.05% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 11,281 $310K 0.03% -213 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 11,257 $309K 0.01% -50 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 11,226 $309K 0.01% -1,267 13F-HR/A Timeline Valmark Advisers, Inc. 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