Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,462 $436K 0.07% +287 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 6,441 $434K 0.22% -119 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 6,425 $433K 0.21% +140 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 6,419 $433K 0.03% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 6,400 $432K 0.09% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,403 $432K 0.01% +867 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 6,400 $432K 0.1% -1,277 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,389 $431K 0.06% -591 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 6,387 $431K 0.06% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 6,373 $430K <0.01% +159 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 6,325 $427K 0.18% -60 13F-HR/A Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 6,322 $426K 0.09% +492 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,321 $426K 0.01% +237 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,301 $425K 0.05% +64 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 6,293 $424K 0.4% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,273 $423K 0.06% -323 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6,270 $423K 0.03% +2 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 6,263 $422K 0.02% -12 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 7,227 $422K 0.01% +2,827 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 6,258 $422K 0.01% +3,202 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 6,241 $421K <0.01% -17,016 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 6,238 $421K 0.05% +60 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 6,213 $419K 0.26% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 6,185 $417K 0.08% -652 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 6,708 $416K 0.06% +776 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,172 $416K 0.06% -1,413 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,145 $414K 0.04% -606 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 6,061 $409K 0.04% -1,800 13F-HR Timeline Group Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 6,058 $409K 0.13% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,040 $407K 0.03% -393 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 6,020 $406K 0.15% -906 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,018 $406K 0.02% -35,781 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,015 $406K 0.01% +151 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 6,015 $406K 0.06% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 6,001 $405K 0.21% +2,591 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 5,992 $404K 0.26% +1 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,982 $403K 0.03% +143 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 5,971 $403K 0.03% +1,116 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 5,970 $403K 0.03% -2,366 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Addison Advisors LLC More: the full row for Addison Advisors LLC 5,968 $402K 0.1% +42 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 5,965 $402K 0.27% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 5,963 $402K 0.03% +1,607 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 5,940 $401K 0.04% +2,933 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,926 $400K 0.09% -369 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 5,917 $399K 0.04% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 5,909 $398K 0.14% -24 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 5,835 $396K 0.11% -400 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,850 $395K 0.39% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,842 $394K 0.01% +1,579 13F-HR Timeline Group Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 5,806 $392K 0.18% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,805 $391K 0.03% +965 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,795 $391K 0.03% +2,024 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,794 $391K 0.06% +97 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,789 $390K 0.04% +11 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,655 $389K 0.08% -25 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 5,770 $389K 0.13% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,764 $389K 0.03% -279 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,734 $387K 0.04% -497 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 5,704 $385K 0.13% -1,258 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 5,700 $384K 0.25% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 5,689 $384K 0.01% +296 13F-HR/A Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 5,653 $381K 0.02% -782 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,651 $381K 0.05% -739 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 5,651 $381K 0.15% -267 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 5,616 $379K 0.02% -48 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 5,598 $378K 0.04% +1,649 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 5,581 $376K 0.19% -200 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 5,567 $375K 0.61% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,559 $375K 0.02% +36 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 5,556 $375K 0.04% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 5,540 $374K 0.06% +680 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,520 $372K 0.17% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,518 $372K 0.02% +436 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 5,500 $371K 0.01% +105 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 5,445 $370K 0.1% +180 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,470 $369K 0.02% -251 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,470 $369K 0.04% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 5,466 $369K 0.09% -83 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 5,436 $367K 0.02% -221 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,413 $365K 0.05% -7,868 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 5,400 $364K 0.05% -1,000 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 5,371 $364K 0.01% -30,372 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 5,379 $363K <0.01% 0 13F-HR Timeline Group Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 5,339 $363K 0.13% -170 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 5,356 $361K 0.08% -122 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 5,333 $360K 0.06% +1 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 5,333 $360K 0.07% 0 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 5,320 $359K 0.11% -242 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 5,323 $359K 0.07% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,322 $359K 0.05% -218 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 5,315 $358K 0.04% +126 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,312 $358K 0.06% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,310 $358K 0.03% -140 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,305 $358K 0.22% +1,782 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5,270 $357K 0.04% +19 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,296 $357K 0.01% +578 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 5,290 $357K 0.15% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,231 $355K 0.06% 0 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 5,263 $355K 0.23% -200 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,232 $353K 0.04% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 5,216 $352K 0.21% 0 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 5,209 $351K 0.02% +568 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 5,207 $351K 0.31% -1,599 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,187 $350K 0.07% +29 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 5,180 $349K 0.02% 0 13F-HR Timeline Group SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 5,169 $349K 0.22% +248 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,173 $348K 0.03% -28 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 5,152 $347K 0.29% 0 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 5,150 $347K 0.08% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 5,144 $347K 0.06% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,132 $346K 0.01% +461 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 5,129 $346K <0.01% new 13F-HR Timeline Group Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 5,118 $345K 0.1% +75 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,098 $344K 0.16% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 5,079 $343K 0.03% +176 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 5,019 $341K 0.03% -134 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,053 $341K 0.08% +7 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 5,051 $341K 0.02% -1,380 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 5,034 $339K 0.19% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,034 $339K <0.01% +8 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5,025 $339K 0.01% -29 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,018 $338K 0.07% +972 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 5,016 $338K 0.02% +10 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 5,012 $338K 0.06% -204 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 5,007 $338K 0.25% +34 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 5,000 $337K 0.15% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,986 $336K 0.09% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,976 $336K 0.01% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,964 $335K 0.33% +246 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,953 $334K 0.05% -246 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 4,952 $334K 0.08% +31 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 4,950 $334K 0.05% -16 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 4,945 $333K 0.11% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,944 $333K <0.01% +12 13F-HR/A Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 4,936 $333K 0.18% +34 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 4,923 $332K 0.1% -1,258 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 4,918 $332K 0.03% -240 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,913 $331K 0.07% 0 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,900 $330K 0.19% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 4,888 $330K 0.02% +179 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 4,880 $329K 0.23% -14 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,872 $329K 0.01% +75 13F-HR Timeline Group MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,864 $328K 0.19% +20 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 4,895 $327K 0.03% -172 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,846 $327K 0.12% -328 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,845 $327K 0.31% +1,027 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,838 $326K 0.06% +1,591 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,829 $326K 0.11% -455 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,813 $325K 0.03% +976 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,801 $324K 0.14% +13 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,786 $323K 0.05% +398 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 4,785 $323K 0.13% -198 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,778 $322K 0.01% -1,087 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,770 $322K 0.04% +32 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,764 $321K 0.04% +225 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,761 $321K 0.02% +32 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,739 $320K 0.04% -122 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,734 $319K 0.08% +1 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 4,589 $319K 0.04% -666 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4,728 $319K 0.07% -436 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 4,713 $318K 0.19% -100 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,706 $317K 0.03% +438 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,673 $317K 0.07% -233 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 4,699 $317K 0.15% -171 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 4,695 $317K 0.26% -212 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,653 $316K 0.07% new 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 4,668 $315K 0.07% -295 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,685 $315K 0.05% +140 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,657 $314K 0.05% -114 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 4,649 $314K 0.17% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,626 $312K 0.02% -25 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,618 $311K 0.07% -193 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,609 $311K 0.02% +30 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,607 $311K 0.1% -742 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 4,606 $311K 0.03% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 4,595 $310K 0.12% +2 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,581 $309K 0.05% 0 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 4,574 $308K 0.02% -3,030 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,574 $308K 0.01% -23 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 4,546 $307K 0.19% -295 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,532 $306K 0.01% +613 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 4,507 $304K 0.28% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,505 $304K 0.04% 0 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 4,362 $304K 0.16% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,499 $303K 0.06% -500 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,496 $303K 0.02% +782 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,496 $303K 0.07% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 4,492 $303K 0.09% +398 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 4,472 $302K 0.1% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 4,467 $301K 0.16% +472 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,467 $301K 0.02% +499 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,457 $301K 0.06% -35 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 4,445 $300K 0.01% 0 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 4,441 $300K 0.01% new 13F-HR Timeline Group Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 4,439 $299K 0.19% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 4,420 $298K 0.03% -122 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,417 $298K 0.16% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,403 $297K 0.09% +4 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,400 $297K 0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,390 $296K 0.05% -835 13F-HR Timeline