VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,221 $287K 0.11% +9 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,220 $286K 0.02% -148 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,220 $286K 0.03% -92 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 1,215 $285K 0.01% -40 13F-HR/A Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,211 $284K 0.05% -76 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,207 $283K 0.02% +125 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,203 $282K <0.01% -12 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 1,200 $282K 0.07% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,200 $282K 0.02% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,200 $282K 0.08% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,198 $281K 0.02% -246 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,196 $281K 0.03% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,185 $279K 0.04% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,172 $275K 0.01% -184 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 1,175 $275K 0.19% +6 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,052 $273K 0.06% +8 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,165 $273K 0.18% +100 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,162 $273K 0.01% -86 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,156 $271K <0.01% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,154 $271K 0.03% -34 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,151 $270K 0.1% -32 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,151 $270K 0.17% +70 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,150 $270K 0.07% -300 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,055 $269K 0.07% 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,051 $268K 0.07% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,126 $264K 0.02% +166 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,123 $264K <0.01% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,120 $263K 0.06% -1 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,112 $261K 0.02% -1,324 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,111 $261K <0.01% -545 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,104 $259K 0.01% +9 13F-HR Timeline Group TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 1,103 $259K 0.04% +3 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,102 $259K 0.02% +67 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,100 $258K 0.03% new 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 1,100 $258K 0.05% 0 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 1,100 $258K 0.14% -1 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,092 $256K 0.12% +7 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,090 $256K 0.02% -25 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,086 $255K 0.02% -4,192 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,084 $254K 0.02% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,081 $254K 0.01% -38 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 1,080 $253K 0.01% +169 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 1,080 $253K 0.24% 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,076 $253K 0.06% +15 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,076 $252K 0.01% -86 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,042 $252K 0.11% 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,071 $251K 0.14% 0 13F-HR/A Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 1,070 $251K 0.1% 0 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 1,069 $251K 0.06% 0 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,069 $251K 0.01% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,068 $251K 0.02% +69 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,065 $250K 0.01% +103 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,063 $249K 0.06% -70 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,063 $249K 0.01% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,063 $249K 0.06% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,062 $249K 0.02% new 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,062 $249K 0.01% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,060 $249K 0.02% -144 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,060 $249K 0.02% +142 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,059 $249K 0.17% -17 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,059 $249K 0.02% -331 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 1,059 $249K 0.07% +15 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,059 $249K 0.03% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,059 $248K 0.02% +109 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,051 $247K 0.16% +4 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,050 $246K 0.06% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,048 $246K 0.01% -3,399 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,048 $246K 0.27% 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 1,048 $246K 0.19% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,001 $246K 0.02% -42 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,045 $245K 0.02% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,043 $245K 0.01% +31 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,043 $245K 0.02% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,042 $245K 0.07% -70 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,042 $245K 0.04% -34 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 1,042 $245K 0.15% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,041 $244K 0.01% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,041 $244K 0.09% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,040 $244K 0.17% +1 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,040 $244K <0.01% +97 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,033 $242K <0.01% -67 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,031 $242K 0.13% new 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,030 $242K 0.19% 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,027 $241K 0.06% -40 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,026 $241K 0.1% +106 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,019 $239K 0.08% +143 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,018 $239K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 1,014 $238K 0.17% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,012 $238K 0.02% -969 13F-HR Timeline Group CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,008 $237K 0.03% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,005 $236K 0.03% +5 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,000 $235K 0.02% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,000 $235K 0.02% +1 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,000 $235K 0.16% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,000 $235K 0.01% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,000 $235K 0.12% 0 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 1,000 $235K 0.08% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 1,000 $235K 0.02% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,000 $235K 0.06% 0 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 1,000 $235K 0.13% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 1,000 $235K 0.19% 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,000 $235K 0.23% -37 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 999 $234K 0.02% -295 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 997 $234K 0.1% +73 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 996 $234K 0.21% 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 994 $233K 0.03% 0 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 994 $233K 0.17% -9 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 993 $233K 0.01% +21 13F-HR/A Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 983 $231K 0.02% -1,753 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 983 $231K 0.12% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 981 $230K 0.03% +14 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 977 $229K 0.06% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 975 $229K 0.17% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 973 $228K 0.04% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 971 $228K <0.01% +17 13F-HR Timeline Group Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 966 $227K 0.22% 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 890 $227K 0.06% +22 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 962 $226K 0.1% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 960 $225K 0.03% +49 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 957 $225K 0.06% +150 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 955 $224K 0.02% -2 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 953 $224K 0.01% new 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 953 $224K 0.07% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 953 $224K 0.09% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 952 $223K 0.02% +26 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 952 $223K 0.01% -44 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 951 $223K 0.04% -60 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 940 $221K 0.03% 0 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 939 $220K 0.17% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 939 $220K 0.03% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 939 $220K 0.02% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 938 $220K 0.01% new 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 938 $220K 0.03% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 931 $219K 0.02% +21 13F-HR/A Timeline VestGen Investment Management More: the full row for VestGen Investment Management 931 $219K 0.06% new 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 928 $218K 0.12% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 928 $218K 0.02% new 13F-HR/A Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 925 $217K 0.19% 0 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 925 $217K 0.02% 0 13F-HR Timeline Group TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 923 $217K 0.02% -22 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 923 $216K 0.02% +7 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 922 $216K 0.06% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 921 $216K 0.02% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 921 $216K 0.01% -256 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 916 $215K 0.15% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 911 $214K 0.17% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 910 $214K 0.09% -8 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 904 $212K 0.08% 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 903 $212K 0.04% -11 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 900 $211K 0.03% 0 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 900 $211K 0.08% 0 13F-HR/A Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 900 $211K 0.11% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 900 $211K 0.08% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 827 $211K 0.01% +84 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 899 $211K 0.1% -146 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 899 $211K 0.18% -70 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 819 $211K 0.09% new 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 895 $210K 0.05% -28 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 895 $210K 0.11% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 894 $210K 0.05% -13 13F-HR/A Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 891 $209K 0.05% 0 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 890 $209K 0.13% +6 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 889 $209K 0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 887 $208K 0.04% +498 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 883 $207K 0.06% new 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 883 $207K 0.45% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 883 $207K 0.05% -1,151 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 881 $207K 0.12% +4 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 875 $205K 0.02% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 875 $205K 0.07% -30 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 873 $205K 0.04% -23 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 872 $205K 0.09% -152 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 869 $204K 0.02% -1 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 862 $202K 0.04% 0 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 862 $202K 0.1% 0 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 856 $201K 0.05% -11 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 854 $200K 0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 850 $199K 0.14% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 848 $199K 0.07% -39 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 846 $199K 0.04% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 833 $195K 0.11% -1,854 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 832 $195K 0.04% -28 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 825 $194K 0.02% 0 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 805 $189K 0.07% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 800 $188K 0.04% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 789 $185K 0.09% -11 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 777 $182K 0.08% +126 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 750 $176K 0.07% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 725 $170K 0.04% -3 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 725 $170K 0.06% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 723 $170K 0.01% +66 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 700 $164K 0.02% -10 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 700 $164K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 696 $163K 0.09% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 657 $163K 0.15% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 694 $163K 0.05% -19 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 691 $162K 0.01% +392 13F-HR Timeline Group Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 682 $160K 0.13% -300 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 680 $160K 0.14% -120 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 678 $159K 0.01% -100 13F-HR Timeline