Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 4,205 $2.1M 1.8% +307 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 4,201 $2.1M 0.13% +897 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,197 $2.1M 0.21% +1,094 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,194 $2.1M 1.12% +1,134 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 4,187 $2.09M 0.3% +1,117 13F-HR Timeline Group Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 4,184 $2.09M 0.53% -1,000 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,174 $2.09M 0.23% -236 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 4,167 $2.08M 0.4% -2,927 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 4,159 $2.08M 1.07% -256 13F-HR Timeline SANDER CAPITAL ADVISORS INC More: the full row for SANDER CAPITAL ADVISORS INC 4,153 $2.08M 1.2% -3 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 4,150 $2.07M 0.86% +79 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,115 $2.06M 0.16% +3,138 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 4,111 $2.05M 0.29% +2,184 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,100 $2.05M 0.46% +847 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,093 $2.04M 0.2% +130 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,090 $2.04M 0.2% +27 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,085 $2.04M 0.51% new 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 4,083 $2.04M 0.61% -1,530 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,082 $2.04M 0.47% -96 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,074 $2.04M 0.05% -316 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,070 $2.03M 0.11% +2,419 13F-HR Timeline PRAGMA GESTAO DE PATRIMONIO LTD More: the full row for PRAGMA GESTAO DE PATRIMONIO LTD 4,050 $2.02M 1.07% -8,750 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,048 $2.02M 0.34% -727 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 4,038 $2.02M 0.29% -8 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 4,035 $2.02M 0.77% -256 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 4,033 $2.02M 0.05% new 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 4,033 $2.01M 0.23% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 4,029 $2.01M 1.03% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,023 $2.01M 0.15% -86 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,021 $2.01M 0.14% -596 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 3,991 $1.99M 0.72% +97 13F-HR Timeline Group Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 3,979 $1.99M 1.32% +80 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 3,978 $1.99M 0.19% +72 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,978 $1.99M 0.02% +3,684 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,964 $1.98M 1.53% +48 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,949 $1.97M 0.22% -11 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 3,934 $1.97M 1.71% -206 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 3,930 $1.96M 0.01% -405,277 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,925 $1.96M 0.33% -276 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,430 $1.96M 0.3% 0 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 3,913 $1.96M 0.17% -428 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,908 $1.95M <0.01% -639 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 3,887 $1.94M 0.08% +45 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,803 $1.94M 0.14% +17 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,875 $1.94M 0.09% -161 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,840 $1.92M 0.32% -407 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,835 $1.92M 0.48% +269 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,835 $1.92M 0.19% +121 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,823 $1.91M 0.11% +569 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,885 $1.91M 0.03% +760 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 3,793 $1.9M 1% +102 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,788 $1.89M 0.22% -401 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,783 $1.89M 0.16% +112 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,780 $1.89M 0.24% -2,555 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 3,640 $1.89M 0.52% +497 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,774 $1.89M 0.26% -26 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,768 $1.88M 0.44% +45 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 3,755 $1.88M 1.36% +719 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,753 $1.87M 0.07% -194 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,752 $1.87M 0.14% -171 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,749 $1.87M 0.04% -164 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,746 $1.87M 0.12% -5,281 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,739 $1.87M 0.05% +688 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,741 $1.87M 0.12% -2,779 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,741 $1.87M 0.61% -334 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,732 $1.86M 0.03% -105 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,723 $1.86M 0.34% -128 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,716 $1.86M 0.19% +19 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,705 $1.85M 0.18% +924 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,699 $1.85M 0.95% +55 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 3,684 $1.84M 0.9% +2,502 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,678 $1.84M 0.02% +446 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,677 $1.84M 0.7% -5 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,676 $1.84M 0.17% -45 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 3,588 $1.83M 0.2% +1,061 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 3,670 $1.83M 1.11% new 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 3,646 $1.82M 0.5% +275 13F-HR Timeline Group JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 3,617 $1.81M 0.38% -5,264 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,607 $1.8M 0.19% -173 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,605 $1.8M 0.02% -98 13F-HR Timeline Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 3,600 $1.8M 0.4% 13F-HR/A Timeline Group Encore Global Management, LP More: the full row for Encore Global Management, LP 3,600 $1.8M 1.26% 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,593 $1.8M 0.14% +160 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,593 $1.8M 0.72% -210 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,592 $1.79M 0.26% -271 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 3,565 $1.78M 0.05% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,555 $1.78M 0.18% -136 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,552 $1.77M 0.39% +130 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 3,551 $1.77M 0.34% -1,434 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,520 $1.76M 0.18% +82 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 3,516 $1.76M 0.06% -20 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,478 $1.74M 0.05% -2,619 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 3,475 $1.74M 1.03% -30 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,191 $1.73M 0.55% -602 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 3,459 $1.73M 0.6% -307 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,452 $1.72M 0.28% -76 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,444 $1.72M 0.75% +160 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,441 $1.72M 1.29% +87 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,440 $1.72M 0.15% +46 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 3,440 $1.72M 0.34% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,434 $1.72M 0.43% -102 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 3,421 $1.71M 0.62% +17 13F-HR/A Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,405 $1.7M 0.33% +379 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,403 $1.7M 0.18% -2 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,402 $1.7M 0.48% -506 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,401 $1.7M 0.07% -5 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 3,377 $1.69M 0.99% +128 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 3,375 $1.69M 0.49% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,368 $1.68M 0.25% -84 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,361 $1.68M 0.55% +375 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,358 $1.68M 0.16% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,350 $1.67M 0.4% -96 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,343 $1.67M 0.34% +267 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 3,340 $1.67M 0.93% -27 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,333 $1.67M 0.21% +130 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,320 $1.66M 0.22% -102 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,311 $1.65M 0.11% -39 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,304 $1.65M 0.06% +126 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 3,296 $1.65M 0.24% -67 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 3,295 $1.65M 0.05% -1,432 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,294 $1.65M 0.26% +295 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,286 $1.64M 0.28% +1,086 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,278 $1.64M 0.04% +635 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,269 $1.63M 0.12% +1,091 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,262 $1.63M 0.17% -249 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3,255 $1.63M 0.22% +55 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,846 $1.62M 0.15% -276 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,247 $1.62M 0.59% 0 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,235 $1.62M 0.55% +1,833 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,234 $1.62M 0.47% -21 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,225 $1.61M 0.26% +341 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,197 $1.61M 1.39% -95 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 3,219 $1.61M 0.84% -1 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 3,216 $1.61M 1.71% -1,192 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 3,214 $1.61M 0.36% +285 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,212 $1.6M 0.14% +459 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 3,211 $1.6M 0.21% +690 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 3,211 $1.6M 0.51% -371 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,211 $1.6M 0.19% -186 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,208 $1.6M 0.09% -222 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,200 $1.6M 0.05% +44 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,192 $1.6M 0.22% +253 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 3,175 $1.59M 0.48% 0 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 3,162 $1.58M 0.72% -182 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,204 $1.58M 0.12% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,141 $1.57M 0.1% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,139 $1.57M 0.79% +92 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,136 $1.57M 0.58% -116 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,090 $1.56M 0.33% -66 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,129 $1.56M 0.1% -113 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 3,120 $1.56M 0.36% -31 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,120 $1.56M 0.54% -80 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,118 $1.56M 0.11% -418 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,112 $1.55M 0.04% -38 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,111 $1.55M 0.19% +531 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,107 $1.55M 0.04% -360 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,102 $1.55M 0.22% +150 13F-HR Timeline Ratan Capital Management LP More: the full row for Ratan Capital Management LP 3,100 $1.55M 0.58% 0 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 3,085 $1.54M 0.6% -545 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 3,067 $1.53M 0.81% +9 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 3,062 $1.53M 0.21% +108 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 3,057 $1.53M 0.26% +20 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 3,051 $1.52M 0.02% -1,642 13F-HR/A Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 3,050 $1.52M 0.41% +2,891 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,046 $1.52M 0.27% -1,767 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 3,041 $1.52M 0.59% -214 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 3,038 $1.52M 0.06% -100 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,030 $1.51M 0.14% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,021 $1.51M 0.08% -94 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,018 $1.51M 0.62% -1,125 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 3,016 $1.51M 0.15% 0 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 3,016 $1.51M 0.88% -85 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,013 $1.51M 0.02% -3,152 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,005 $1.5M 0.05% -157 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 3,000 $1.5M 0.34% new 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 2,996 $1.5M 1.18% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,993 $1.5M 0.52% -206 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,991 $1.5M 0.29% +2 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,992 $1.49M 0.05% +173 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,991 $1.49M 0.21% +29 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,982 $1.49M 0.06% -68 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,981 $1.49M 0.06% +549 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,979 $1.49M 0.29% +8 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,976 $1.49M 0.47% +2,012 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,967 $1.48M 0.2% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,966 $1.48M 0.1% -2,446 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 2,991 $1.47M 0.33% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 2,932 $1.47M 0.38% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,927 $1.46M 0.49% -12 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 2,924 $1.46M 0.4% +140 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 2,924 $1.46M 0.17% +1,191 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,920 $1.46M 0.31% +47 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,918 $1.46M 0.3% +2 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,913 $1.46M 0.5% -108 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,907 $1.45M 0.51% -1,959 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,905 $1.45M 0.41% +96 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,896 $1.45M 0.3% +264 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,885 $1.44M 0.11% +204 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 2,879 $1.44M 0.69% +92 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,853 $1.43M 0.87% 0 13F-HR Timeline