Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 643 $327K 0.04% -61 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 643 $327K 0.03% +171 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 641 $326K 0.06% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 639 $326K 0.03% +16 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 635 $323K 0.02% -4 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 632 $322K 0.02% 0 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 631 $322K 0.17% -4 13F-HR/A Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 630 $321K 0.08% +46 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 628 $320K 0.04% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 626 $319K 0.01% -174 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 623 $317K 0.1% +25 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 621 $316K 0.01% 0 13F-HR Timeline Group Vest Financial, LLC More: the full row for Vest Financial, LLC 621 $316K <0.01% +13 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 620 $316K 0.23% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 616 $315K 0.01% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 618 $315K 0.08% -20 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 617 $314K 0.07% -39 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 617 $314K 0.12% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 617 $314K 0.01% +21 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 616 $314K 0.28% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 616 $314K 0.19% +122 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 616 $314K 0.02% +139 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 615 $313K 0.13% +15 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 615 $313K 0.02% +12 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 614 $313K 0.15% -13 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 614 $313K 0.03% -7 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 613 $312K 0.01% -12 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 611 $311K <0.01% -74,674 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 610 $311K 0.04% -40 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 610 $311K 0.06% 0 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 609 $310K 0.2% +1 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 609 $310K 0.01% new 13F-HR Timeline Group PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 608 $310K 0.12% +5 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 605 $308K 0.07% +35 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 605 $308K 0.11% 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 605 $308K 0.02% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 604 $307K 0.04% +268 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 603 $307K 0.16% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 600 $306K 0.04% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 600 $306K 0.07% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 600 $306K 0.18% 0 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 600 $305K 0.06% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 597 $304K 0.03% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 597 $304K 0.03% -25 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 596 $304K 0.06% 0 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 593 $302K 0.09% -150 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 592 $302K 0.04% +60 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 589 $300K 0.02% +46 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 588 $300K 0.04% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 588 $299K 0.09% -12 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 587 $299K 0.04% +224 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 586 $298K 0.06% +59 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 585 $298K 0.05% -33 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 584 $297K 0.18% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 584 $297K <0.01% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 583 $297K 0.02% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 582 $296K 0.01% -11 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 581 $296K 0.04% +96 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 580 $296K 0.02% +175 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 580 $295K 0.02% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 580 $295K 0.02% 0 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 580 $295K 0.07% +150 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 578 $294K 0.1% 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 578 $294K 0.19% +2 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 574 $292K 0.06% -20 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 572 $291K 0.07% +1 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 572 $291K 0.01% -44 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 571 $291K 0.06% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 571 $291K 0.04% +3 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 566 $288K 0.02% -11 13F-HR/A Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 565 $288K 0.01% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 563 $286K 0.03% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 562 $286K 0.01% +73 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 560 $285K 0.06% +92 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 560 $285K 0.02% -9 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 560 $285K 0.01% +179 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 560 $285K 0.11% 0 13F-HR Timeline Group Ballast, Inc. More: the full row for Ballast, Inc. 560 $285K 0.05% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 559 $285K 0.14% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 559 $285K <0.01% 0 13F-HR Timeline Group Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 558 $284K 0.09% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 557 $283K 0.06% +23 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 550 $280K 0.21% -20 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 550 $280K 0.18% 0 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 548 $279K 0.04% +208 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 559 $279K 0.03% +181 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 547 $279K 0.02% +88 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 547 $279K 0.02% +7 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 547 $279K 0.17% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 547 $278K 0.07% -37 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 545 $278K 0.03% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 542 $276K 0.04% 0 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 542 $276K 0.03% -43 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 542 $276K 0.15% -79 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 541 $276K 0.06% +64 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 540 $275K 0.11% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 539 $275K 0.07% -10 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 539 $274K <0.01% -132 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 499 $274K 0.01% -6 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 536 $273K 0.04% -51 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 533 $272K 0.06% +2 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 531 $270K 0.01% +36 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 531 $270K 0.02% +75 13F-HR Timeline Group EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 530 $270K 0.09% +10 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 530 $270K 0.07% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 529 $270K 0.01% -222 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 529 $269K 0.01% 0 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 529 $269K 0.01% +55 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 529 $269K 0.11% -4 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 528 $269K <0.01% +2 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 527 $268K 0.05% -3,210 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 525 $267K 0.03% -240 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 525 $267K 0.12% +62 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 486 $267K 0.02% +13 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 486 $267K 0.02% -81 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 516 $263K 0.25% +141 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 485 $262K 0.02% +42 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 514 $262K 0.02% +3 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 512 $261K 0.04% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 511 $260K 0.01% new 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 510 $260K 0.11% -2 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 509 $259K 0.01% -37 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 509 $259K 0.16% +110 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 509 $259K 0.01% -1 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 508 $259K 0.06% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 508 $259K 0.08% -39 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 504 $258K 0.01% -34 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 503 $256K 0.07% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 503 $256K 0.08% -34 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 502 $256K 0.15% -407 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 501 $255K 0.06% -28 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 501 $255K 0.05% +49 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 502 $255K 0.01% 0 13F-HR Timeline Group PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 500 $255K 0.02% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 500 $255K 0.08% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 499 $254K 0.1% +2 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 497 $253K 0.01% -49 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 496 $253K 0.01% -3 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 496 $253K 0.01% +118 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 494 $251K 0.01% +1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 493 $251K 0.12% +4 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 492 $251K 0.1% +52 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 491 $250K 0.13% -20 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 491 $250K 0.19% new 13F-HR Timeline S&CO INC More: the full row for S&CO INC 492 $250K 0.01% 0 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 488 $249K 0.07% +2 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 487 $248K 0.01% -25 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 486 $248K 0.1% +29 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 486 $247K 0.07% +1 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 485 $247K 0.01% -18 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 485 $247K 0.01% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 482 $245K 0.05% +42 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 482 $245K 0.06% +9 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 481 $245K 0.02% +5 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 482 $245K 0.01% -1,600 13F-HR Timeline Group ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 480 $244K 0.07% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 479 $244K 0.02% +2 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 479 $244K 0.02% +3 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 479 $244K 0.03% -181 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 478 $243K 0.02% -5 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 478 $243K 0.15% -81 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 477 $243K 0.06% -14 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 476 $242K 0.02% 0 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 476 $242K 0.03% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 475 $242K 0.03% +9 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 474 $241K 0.03% +14 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 474 $241K 0.01% +4 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 474 $241K 0.04% +70 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 473 $241K 0.05% 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 472 $240K 0.02% -4 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 472 $240K 0.05% -150 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 468 $238K 0.11% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 468 $238K 0.07% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 468 $238K 0.08% -29 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 466 $237K 0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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More: the full row for OPTIMIZE FINANCIAL INC. 463 $236K 0.08% -1 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 463 $236K 0.06% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 462 $235K 0.04% -25 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 461 $235K 0.06% +1 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 461 $235K 0.03% +46 13F-HR/A Timeline Embree Financial Group More: the full row for Embree Financial Group 461 $235K 0.02% +49 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 458 $233K 0.13% 0 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 457 $233K 0.09% +9 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 456 $232K 0.09% -44 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 455 $232K 0.11% -24 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 454 $231K 0.07% -19 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 453 $231K <0.01% -316 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 452 $230K 0.01% -107 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 452 $230K 0.03% +14 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 452 $230K 0.03% 0 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 450 $229K 0.02% 0 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 450 $229K 0.2% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 449 $229K 0.01% +11 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 447 $228K 0.08% +115 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 447 $228K 0.01% -49 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 447 $228K 0.04% +11 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 446 $227K 0.04% +39 13F-HR Timeline