TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 922 $433K 0.18% +10 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 912 $428K 0.15% +3 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 910 $427K 0.03% -146 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 910 $427K 0.08% +76 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 906 $425K <0.01% -5,033 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 906 $425K 0.13% -2 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 905 $425K 0.03% +85 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 905 $425K 0.05% +294 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 905 $425K 0.06% +294 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 903 $424K 0.03% +102 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 900 $422K 0.03% -400 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 900 $422K 0.16% +109 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 897 $421K 0.07% +145 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 891 $418K 0.01% +61 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 891 $418K 0.06% +116 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 890 $418K 0.23% +220 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 889 $417K 0.02% +221 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 888 $417K 0.01% +26 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 882 $414K 0.01% -13 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 881 $413K 0.06% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 871 $413K 0.03% +18 13F-HR Timeline Group HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 880 $413K 0.12% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 879 $412K 0.2% +63 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 877 $411K 0.22% +37 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 875 $411K 0.35% +89 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 874 $410K 0.11% new 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 867 $407K 0.04% new 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 863 $405K 0.25% 0 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 860 $403K 0.11% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 860 $403K 0.02% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 858 $403K 0.38% -7 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 852 $400K 0.02% -2,989 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 847 $397K 0.42% +211 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 846 $397K 0.09% +50 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 845 $396K 0.05% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 843 $396K 0.01% +31 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 843 $396K 0.14% +56 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 841 $395K 0.19% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 840 $394K 0.14% +57 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 837 $393K 0.01% +304 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 832 $391K 0.19% +75 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 831 $390K 0.21% -36 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 828 $388K 0.01% +18 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 827 $388K 0.04% -2 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 827 $388K 0.1% +65 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 828 $388K 0.09% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 826 $388K <0.01% -462 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 824 $387K 0.08% -35 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 823 $386K 0.1% -28 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 820 $385K 0.05% 0 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 817 $383K 0.35% 0 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 817 $383K 0.18% +99 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 814 $382K 0.01% +58 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 813 $381K 0.03% -100 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 812 $381K 0.15% +12 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 811 $381K 0.02% -14 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 810 $380K 0.1% +13 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 807 $379K 0.24% new 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 806 $378K 0.04% +3 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 804 $377K 0.04% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 804 $377K 0.05% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 804 $377K 0.22% -39 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 802 $376K 0.07% +222 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 800 $375K 0.04% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 800 $375K 0.1% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 800 $375K 0.3% +15 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 799 $375K 0.09% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 799 $375K 0.2% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 787 $374K 0.26% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 795 $373K 0.08% -5 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 792 $372K 0.01% +18 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 789 $370K 0.06% -1,548 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 788 $370K 0.06% +102 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 788 $370K 0.02% -105 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 788 $370K 0.14% +22 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 787 $369K 0.05% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 782 $367K 0.05% -5 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 780 $366K 0.01% +167 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 777 $365K 0.12% +183 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 776 $364K 0.24% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 774 $363K 0.22% -42 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 774 $363K 0.04% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 769 $361K 0.1% -19 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 769 $361K 0.09% new 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 769 $361K 0.27% +3 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 769 $361K 0.03% +121 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 769 $361K 0.08% +4 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 759 $356K 0.02% -5 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 759 $356K 0.18% -2 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 757 $355K 0.05% -3 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 757 $355K 0.22% -21 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 757 $355K 0.12% +5 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 751 $352K 0.04% -10 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 751 $352K 0.11% -165 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 749 $351K 0.04% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 747 $350K 0.02% -335 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 746 $350K 0.29% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 743 $349K 0.06% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 744 $349K 0.24% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 741 $348K 0.03% 0 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 739 $347K 0.38% 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 738 $346K 0.32% -24 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 735 $345K 0.12% +42 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 733 $344K 0.13% -5 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 730 $343K 0.16% -105 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 731 $343K 0.1% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 728 $342K 0.11% +48 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 727 $341K 0.21% +16 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 726 $341K 0.04% +81 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 726 $341K 0.11% +68 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 725 $340K 0.11% -169 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 722 $339K 0.08% -17 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 721 $338K 0.04% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 721 $338K 0.23% +4 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 714 $335K 0.13% +221 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 712 $334K 0.07% +86 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 711 $334K 0.14% +82 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 707 $332K 0.08% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 705 $331K 0.06% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 703 $330K 0.02% +41 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 700 $328K 0.03% 0 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 696 $326K 0.12% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 695 $326K 0.22% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 693 $325K 0.05% +60 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 689 $323K 0.11% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 689 $323K 0.01% +35 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 688 $323K 0.02% +7 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 688 $323K 0.11% +8 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 688 $323K 0.31% 0 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 686 $322K 0.19% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 685 $322K 0.07% +76 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 681 $320K <0.01% -93 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 679 $319K 0.03% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 678 $318K 0.06% +203 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 672 $315K 0.2% -220 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 672 $315K 0.12% 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 671 $315K 0.07% -3 13F-HR/A Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 671 $315K 0.32% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 671 $315K 0.28% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 669 $314K 0.03% +19 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 666 $313K 0.01% +40 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 665 $312K 0.07% -12 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 665 $312K 0.04% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 665 $312K 0.03% +2 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 663 $311K 0.03% 0 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 662 $311K 0.12% -13 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 661 $310K 0.03% 0 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 691 $310K 0.09% new 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 660 $310K 0.07% +144 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 659 $309K 0.01% -1 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 657 $308K 0.14% -5 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 654 $307K 0.07% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 654 $307K 0.03% -36 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 653 $306K 0.05% +2 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 651 $306K 0.04% -15,234 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 649 $304K 0.16% +2 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 647 $304K 0.01% +450 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 646 $303K 0.01% -90 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 643 $302K 0.01% +43 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 643 $302K 0.03% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 641 $301K 0.05% +33 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 640 $300K 0.04% new 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 640 $300K 0.02% +170 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 635 $297K 0.02% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 634 $297K 0.04% +23 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 633 $297K 0.14% -30 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 632 $297K 0.11% +4 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 631 $296K 0.07% +83 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 630 $296K 0.04% -78 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 629 $295K 0.05% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 629 $295K 0.01% +43 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 627 $294K 0.02% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 626 $294K 0.09% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 623 $293K 0.1% +21 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 623 $292K 0.02% -84 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 621 $291K 0.03% -55 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 620 $291K 0.01% +48 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 619 $291K 0.01% +69 13F-HR Timeline Group Claris Financial LLC More: the full row for Claris Financial LLC 619 $290K 0.22% +55 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 618 $290K 0.39% -2 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 616 $289K 0.13% +64 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 615 $289K 0.1% -185 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 613 $288K 0.02% +91 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 612 $287K 0.03% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 612 $287K 0.14% -15 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 608 $285K 0.08% +189 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 607 $285K 0.17% 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 607 $285K 0.06% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 606 $284K 0.02% +109 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 605 $284K 0.16% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 590 $283K 0.06% +90 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 602 $282K 0.26% +3 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 601 $282K 0.07% -41 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 600 $282K 0.16% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 600 $282K 0.06% -9 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 600 $282K 0.15% 0 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 600 $282K 0.33% 0 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 598 $281K 0.17% +23 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 598 $281K 0.19% +89 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 599 $280K 0.06% -16 13F-HR Timeline