Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,681 $728K 0.59% -87 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,680 $728K 0.03% -37 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,672 $725K 0.12% +1 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 1,669 $723K 0.54% +312 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,664 $721K 0.03% +141 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,659 $719K 0.28% +580 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,659 $719K 0.28% new 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 1,649 $715K 0.04% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,638 $710K 0.09% +69 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,637 $709K 0.09% 0 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 1,633 $708K 0.16% -58 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,632 $707K 0.14% new 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 1,621 $702K 0.27% -28 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,617 $701K 0.01% +158 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 1,615 $700K 0.35% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,613 $699K 0.11% +394 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,613 $699K 0.02% +230 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,611 $698K 0.1% -58 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,611 $698K 0.16% +91 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,610 $698K 0.04% -146 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,607 $696K 0.06% +491 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,606 $696K 0.38% +50 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,602 $694K 0.19% +50 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,601 $694K 0.02% -1 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 1,601 $694K 0.18% +44 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,601 $694K 0.28% +74 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,600 $693K 0.47% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,597 $692K 0.17% new 13F-HR Timeline Group Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,596 $692K 0.3% +103 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 1,592 $690K 0.22% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,592 $690K 0.04% new 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,591 $690K 0.06% +240 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,590 $689K 0.03% +1,394 13F-HR Timeline Group Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 1,587 $688K 0.53% +1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,587 $688K 0.03% +193 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,954 $684K 0.08% -96 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,577 $683K 0.08% +55 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,573 $682K 0.12% +40 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,567 $679K 0.11% -118 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,566 $679K 0.03% +242 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,565 $678K 0.36% -100 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,564 $678K 0.4% +25 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,562 $677K 0.15% +10 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,559 $676K 0.3% +101 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,554 $673K 0.47% 0 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,549 $671K 0.11% -4,791 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,549 $671K 0.02% 0 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 1,546 $670K 0.83% +138 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,542 $668K 0.2% -200 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 1,540 $667K 0.16% 0 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 1,540 $667K 0.21% 0 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 1,539 $667K 0.25% -176 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,539 $667K 0.2% -48 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,534 $665K 0.16% -291 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,526 $661K 0.01% -403 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,524 $660K 0.3% -180 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 1,516 $657K 0.49% -50 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,510 $654K 0.2% +170 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,509 $654K 0.03% -280 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 1,508 $653K 0.09% +23 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 1,508 $653K 0.12% -5,843 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,507 $653K 0.01% -56 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,505 $652K 0.26% 0 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,504 $652K 0.12% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,504 $652K 0.07% +418 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,502 $651K 0.05% +194 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 1,500 $650K 0.26% 0 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,499 $650K 0.27% -73 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,496 $648K 0.05% 0 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 1,493 $647K 0.11% +210 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 1,491 $646K 0.08% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,490 $646K 0.05% +422 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,486 $644K 0.2% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,482 $643K 0.03% -84 13F-HR Timeline Group WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 1,480 $641K 0.26% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,476 $640K 0.13% +6 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,476 $640K 0.32% -91 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,476 $639K 0.14% +214 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,472 $638K 0.08% -223 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,471 $637K 0.04% +129 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,470 $637K 0.14% +5 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 1,469 $637K 1.09% new 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,462 $634K 0.26% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,460 $633K 1.22% new 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 1,460 $633K 0.14% +73 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,459 $632K 0.42% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,458 $632K 0.12% -418 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,455 $630K 0.08% new 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 1,454 $630K 0.17% -25 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,451 $629K 0.15% -138 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,442 $625K 0.12% +12 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 1,439 $624K 0.02% new 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 1,435 $622K 0.17% 0 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,434 $622K 0.03% +26 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 1,433 $621K 0.19% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,432 $621K 0.06% -16 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 1,431 $620K 0.32% +62 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 1,431 $620K 0.29% +1,431 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,430 $620K 0.11% -130 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,430 $620K 0.05% +266 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 1,425 $617K 0.25% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 1,424 $617K 0.08% +376 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 1,422 $616K 0.42% -25 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,417 $614K 0.08% -34 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,416 $614K 0.07% -45 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 2,004 $612K 0.28% +4 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 1,411 $611K 0.21% -190 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,410 $611K 0.12% new 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,410 $611K 0.03% +35 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,410 $611K 0.46% +390 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 1,406 $609K 0.54% +2 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,404 $608K 0.12% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,402 $608K 0.03% +221 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,401 $607K 0.33% -315 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 1,401 $607K 0.14% -225 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 1,400 $607K 0.12% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 1,400 $607K 0.13% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,393 $604K 0.32% -452 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 1,393 $603K 0.11% +41 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,392 $603K 0.07% +48 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,391 $603K 0.04% -3,387 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 1,389 $602K 0.56% +10 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,388 $601K 0.22% -118 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 1,384 $600K 0.26% new 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 1,382 $599K 0.05% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,381 $598K 0.11% -87 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,379 $597K 0.12% +86 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,378 $597K 0.02% -85 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 1,375 $596K 0.04% +210 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,372 $595K 0.37% +1 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 1,372 $595K 0.1% new 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 1,781 $594K 0.12% +170 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,370 $594K 0.1% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,370 $594K -110 Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,367 $592K 0.04% 0 13F-HR Timeline Group RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,363 $591K 0.12% -31 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 1,360 $589K 0.08% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,358 $588K 0.08% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,352 $586K 0.04% +393 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,352 $586K 0.1% +53 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 1,350 $585K 0.1% 0 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,350 $585K 0.07% new 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,348 $584K 0.25% new 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 1,347 $584K 1.72% -1,045 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,343 $582K 0.1% +115 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,342 $581K 0.09% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,341 $581K 0.01% +317 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,340 $581K 0.04% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,339 $580K 0.08% +79 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,333 $577K 0.04% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,330 $576K 0.31% +572 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,329 $576K 0.14% 0 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 1,326 $575K 0.36% +51 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,325 $574K 0.15% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,324 $574K 0.03% -150 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 1,322 $573K 0.38% -9 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,320 $572K 0.01% -850 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,320 $572K 0.08% +202 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,319 $572K 0.28% +26 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 1,312 $569K 0.61% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,309 $567K 0.31% new 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 1,308 $567K 0.45% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,308 $567K 0.07% +296 13F-HR/A Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,308 $567K 0.06% 0 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 1,304 $565K <0.01% +85 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,302 $565K 0.06% +132 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,302 $564K 0.23% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,299 $563K 0.08% +201 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,300 $563K 0.05% -100 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,300 $563K <0.01% new 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,299 $563K 0.12% -45 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,298 $562K 0.05% +321 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,296 $562K 0.47% +178 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,295 $561K 0.05% +8 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,295 $561K 0.22% +1,043 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,286 $557K 0.16% -125 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 1,285 $557K 0.42% +98 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,282 $556K 0.02% +195 13F-HR Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,278 $554K 0.13% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,277 $553K 0.32% +2 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,276 $553K 0.08% +1 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,275 $553K 0.02% -9 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 1,274 $552K 0.05% new 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 1,276 $552K 0.18% +1 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 1,273 $552K 0.32% +16 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,273 $552K 0.23% +10 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,269 $550K 0.15% -67 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,264 $548K 0.2% +11 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,255 $544K 0.09% 0 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 1,256 $544K 0.38% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,252 $543K 0.1% new 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 1,252 $543K 0.11% new 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,250 $542K 0.07% -85 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 1,250 $542K 0.16% new 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 1,250 $542K 0.75% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,250 $542K 0.21% -49 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,245 $539K 0.1% +36 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,244 $539K 0.05% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,242 $538K 0.11% -8 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,240 $537K 0.03% 0 13F-HR Timeline