FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 941 $642K 0.03% +581 13F-HR Timeline Group LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 938 $640K 1.15% -17 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 938 $640K 0.1% +1 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 937 $639K 0.37% +41 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 934 $637K 0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 926 $632K 0.04% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 925 $631K 0.17% -4 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 925 $631K 0.22% -72 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 922 $629K 0.13% +1 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 919 $627K 0.5% +84 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 918 $627K 0.13% +12 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 909 $620K 0.39% -31 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 908 $619K 0.17% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 908 $619K 0.1% +207 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 904 $617K 0.07% +137 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 900 $615K 0.15% +191 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 900 $614K 0.13% -2 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 899 $613K 0.16% -5,188 13F-HR/A Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 898 $613K 0.39% +7 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 893 $609K 0.26% +15 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 893 $609K 0.14% 0 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 892 $609K 0.1% 0 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 887 $605K 0.09% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 881 $601K 0.06% +18 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 881 $601K 0.01% 0 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 876 $598K 0.03% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 874 $596K 0.21% -8 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 873 $596K 0.01% -72 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 872 $595K 0.01% -8 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 870 $594K 0.32% -12 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 867 $592K 0.16% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 865 $590K 0.04% 0 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 865 $590K 0.47% -28 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 864 $589K 0.05% +512 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 863 $589K 0.42% -143 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 863 $589K 0.13% -165 13F-HR Timeline Stolper Co More: the full row for Stolper Co 1,345 $587K 0.17% -13,430 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 861 $587K 0.68% +2 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 840 $586K 0.04% +7 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 858 $585K 0.12% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 855 $584K 0.05% -25 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 852 $581K 0.37% +2 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 852 $581K 0.02% -3 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 850 $580K 0.15% new 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 846 $577K 0.06% -88 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 844 $576K 0.03% -162 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,000 $575K 0.12% 0 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 842 $574K 0.34% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 840 $573K 0.2% +76 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 840 $573K 0.16% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 839 $573K 0.04% +18 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 835 $570K 0.03% +166 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 833 $568K 0.34% new 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 832 $568K 0.29% new 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 832 $567K 0.07% +400 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 831 $567K 0.09% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 831 $567K 0.05% -10 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 830 $566K 0.04% -5 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 830 $566K 0.05% +265 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 829 $566K 0.02% +59 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 827 $564K 0.3% 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 827 $564K 0.21% -997 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 827 $564K 0.23% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 827 $564K 0.04% +10 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 826 $564K 0.15% 0 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 955 $563K 0.41% 0 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 825 $563K 0.38% -380 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 821 $560K 0.05% +2 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. 820 $559K 0.08% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 813 $555K 0.11% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 812 $554K 0.01% -45 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 807 $551K 0.17% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 807 $551K 0.04% -465 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 804 $549K 0.16% +2 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 802 $547K 0.01% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 800 $546K 0.02% -3,616 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 798 $544K 0.08% 0 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 795 $542K 0.27% -5 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 792 $540K 0.05% -19 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 791 $540K 0.09% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 790 $539K 0.05% -5 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 787 $537K 0.46% -226 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 783 $534K 0.26% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 780 $533K 0.03% -104 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 778 $531K 0.01% -58 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 776 $529K 0.03% +109 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 775 $529K 0.04% +94 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 774 $528K 0.11% +130 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 774 $528K 0.05% -10 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 773 $527K 0.08% -886 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 769 $525K 0.01% -1,356 13F-HR Timeline Group NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 768 $524K 0.05% 0 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 767 $523K 0.05% 0 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 767 $523K 0.13% -1 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 766 $523K 0.03% +114 13F-HR Timeline Group Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 765 $522K 0.07% -525 13F-HR/A Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 764 $521K 0.01% +10 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 763 $521K 0.01% new 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 762 $520K 0.04% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 758 $517K 0.04% -14 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 756 $516K 0.05% +20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Odyssean, LLC More: the full row for Odyssean, LLC 755 $515K 0.19% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 753 $514K 0.02% 0 13F-HR/A Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 752 $513K 0.07% +9 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 752 $513K <0.01% new 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 751 $513K 0.02% +371 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 749 $511K 0.17% -139 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 747 $510K 0.09% +172 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 745 $508K 0.01% -8 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 743 $507K 0.17% 0 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 740 $505K 0.05% -421,215 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 739 $504K 0.04% new 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 730 $498K 0.07% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 730 $498K 0.05% -7 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 728 $497K 0.19% 0 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 728 $497K 0.03% new 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 867 $496K 0.03% +37 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 725 $495K 0.06% 0 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 723 $493K 0.01% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 710 $484K 0.01% -23 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 709 $484K 0.01% -120 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 709 $484K 0.09% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 707 $482K 0.02% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 706 $482K 0.18% 0 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 705 $481K 0.3% +3 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 705 $481K 0.16% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 705 $481K 0.04% -10 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 704 $480K 0.07% +30 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 703 $480K 0.2% +1 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 700 $478K 0.08% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 699 $477K 0.07% +1 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 690 $471K 0.07% +132 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 686 $468K <0.01% -2 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 683 $466K 0.24% -53 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 668 $465K 0.02% +24 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 675 $461K 0.05% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 753 $460K 0.02% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 673 $459K 0.07% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 673 $459K 0.01% -255 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 671 $458K 0.01% -4 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 671 $458K 0.08% +118 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 669 $456K 0.02% 0 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 667 $455K 0.23% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 663 $452K 0.23% -6 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 660 $450K 0.08% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 660 $450K 0.05% +27 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 656 $448K 0.14% +112 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 654 $446K 0.03% -2 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 654 $446K 0.17% 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 654 $446K 0.07% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 652 $445K 0.08% +4 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 652 $445K 0.06% -206 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 652 $445K 0.11% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 806 $445K 0.04% -13 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 650 $444K 0.03% +6 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 650 $443K 0.19% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 650 $443K 0.04% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 650 $443K 0.06% +82 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 648 $442K 0.21% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 647 $442K 0.05% +4 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 647 $441K 0.06% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 647 $439K 0.14% +1 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 641 $437K 0.08% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 639 $436K 0.03% +4 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 638 $435K 0.12% -15 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 635 $433K 0.26% +1 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 632 $431K 0.03% +6 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 630 $430K 0.05% -257 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 628 $428K 0.23% +263 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 628 $428K 0.06% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 627 $428K 0.23% -35 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 624 $427K 0.08% new 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 625 $426K 0.06% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 625 $426K 0.01% -185 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 623 $425K 0.04% +17 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 622 $424K 0.04% +131 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 622 $424K 0.1% -10 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 621 $424K 0.04% +11 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 621 $424K 0.01% -88 13F-HR Timeline Group Baring Financial LLC More: the full row for Baring Financial LLC 621 $424K 0.26% +2 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 621 $424K 0.4% +10 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 620 $423K 0.35% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 618 $422K 0.07% +19 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 617 $421K 0.17% +99 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 617 $421K 0.28% -63 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 616 $420K 0.41% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 616 $420K 0.02% -3 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 616 $420K 0.02% -14 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 610 $416K 0.09% 0 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 608 $415K <0.01% -7 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 608 $415K 0.3% +1 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 603 $412K 0.04% +9 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 603 $411K 0.18% +9 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 603 $411K 0.23% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 603 $411K 0.03% +7 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 600 $409K 0.23% +2 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 600 $409K 0.11% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 600 $409K 0.21% -53 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 600 $409K 0.14% -70 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 600 $409K 0.11% 0 13F-HR Timeline