SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 15,824 $498K 0.05% -7,550 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 15,787 $496K 0.05% +1,815 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 15,697 $494K 0.02% +200 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15,696 $493K 0.16% 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 15,682 $493K 0.12% -215 13F-HR/A Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 15,619 $491K 0.02% -3,000 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 15,615 $491K 0.51% 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 15,594 $490K 0.01% -5,070 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 15,562 $489K 0.01% -11,865 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 15,530 $488K 0.09% -2,621 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 15,350 $483K 0.03% 0 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 15,321 $482K <0.01% new 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 15,313 $481K 0.02% -8,974 13F-HR Timeline Stolper Co More: the full row for Stolper Co 15,313 $481K 0.16% -233 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 15,172 $477K 0.01% -206 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 15,142 $476K 0.06% +1,100 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 15,080 $474K 0.06% +7 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 14,998 $472K 0.14% +5,836 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 14,960 $470K 0.1% +1,704 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 14,931 $469K 0.01% -1,976 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 14,872 $468K 0.16% +303 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 14,780 $466K 0.06% 0 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 14,651 $466K 0.16% +134 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 14,700 $462K 0.01% -9,053 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 14,682 $462K <0.01% -1,352 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 14,521 $457K 0.02% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 14,483 $455K 0.08% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 14,469 $455K 0.16% +1,085 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 14,453 $454K 0.03% -18,226 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 14,402 $453K <0.01% -919 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 14,325 $450K 0.01% +725 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 14,248 $448K 0.17% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 14,026 $441K 0.01% -3,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 14,013 $441K 0.03% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 14,009 $440K 0.15% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 14,000 $440K 0.01% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 13,816 $440K 0.15% +6,884 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 13,967 $439K 0.04% +673 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 13,886 $437K 0.23% +68 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 13,800 $434K 0.33% +615 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 13,772 $433K 0.04% -1,400 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 13,741 $432K 0.11% -290 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 13,738 $432K 0.03% +800 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 13,731 $432K 0.02% -40 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 13,703 $431K 0.03% +2,188 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 13,705 $431K 0.13% +280 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 13,644 $429K 0.17% +3,317 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 13,605 $428K 0.4% -165 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 13,404 $426K 0.2% 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 13,551 $426K 0.03% +2,585 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 13,542 $426K 0.08% +4,992 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 13,510 $425K 0.08% -5,130 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 13,453 $423K 0.11% new 13F-HR/A Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 13,395 $421K 0.36% 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 13,382 $421K 0.06% 0 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 13,367 $420K 0.07% +55 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 13,333 $419K 0.12% -2,026 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 13,300 $418K <0.01% -63,760 13F-HR Timeline Group Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 13,268 $417K 0.24% -4,756 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 13,242 $416K 0.07% -508 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 13,345 $415K 0.01% -7,000 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13,190 $415K 0.03% +9,280 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 13,156 $414K 0.02% -1,403 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 13,105 $412K 0.13% +1,316 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 13,101 $412K 0.04% -15,674 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 13,065 $411K 0.07% +2,500 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 13,043 $410K 0.31% +58 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 12,923 $406K 0.19% -1,331 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 12,848 $404K 0.08% -1,527 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 12,823 $403K 0.01% -2,234 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 12,814 $403K 0.03% +730 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 12,768 $401K 0.16% -17,797 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,738 $400K 0.01% +5,050 13F-HR Timeline Group Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 12,733 $400K 0.23% -531 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 12,696 $399K 0.05% +6,285 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 12,696 $399K 0.03% +409 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 12,687 $399K 0.04% -2,603 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 12,613 $397K 0.13% +310 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 12,563 $395K 0.05% +250 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 12,551 $395K 0.04% -400 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 12,511 $393K 0.16% +105 13F-HR Timeline Group QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 12,302 $393K 0.1% 0 13F-HR/A Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 12,500 $393K 0.01% +2,500 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 12,483 $392K 0.1% -3,451 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 12,409 $390K 0.04% -1,001 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 12,397 $390K 0.06% +3,400 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 12,390 $390K 0.25% +44 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 11,985 $384K 0.09% +2,675 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 12,070 $379K 0.04% new 13F-HR/A Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 11,966 $376K <0.01% -770 13F-HR Timeline Group KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 11,964 $376K 0.07% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 11,952 $376K 0.19% -6,104 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 11,904 $374K 0.12% +1,565 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,850 $373K <0.01% -1,500 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 11,827 $372K 0.01% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 11,824 $372K 0.21% 0 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 11,744 $369K 0.37% +608 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 11,735 $369K 0.04% +43 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 11,660 $367K 0.09% +17 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 11,657 $367K 0.3% +203 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 11,648 $366K 0.01% -450 13F-HR Timeline SWS Partners More: the full row for SWS Partners 11,647 $366K 0.11% -378 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 11,635 $366K 0.01% new 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 11,580 $364K 0.09% +2,330 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 11,519 $362K 0.03% -777 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 11,308 $356K <0.01% +14 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 11,234 $353K 0.1% -3,146 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 11,205 $352K 0.03% -213 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 11,175 $351K 0.32% 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 11,152 $351K 0.06% +610 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 11,137 $350K 0.28% +337 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 11,079 $348K 0.13% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 11,069 $348K 0.04% +1,539 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 10,855 $341K 0.14% +1,010 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 10,850 $341K 0.03% +1,550 13F-HR/A Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 10,838 $341K 0.22% -2,652 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10,838 $341K 0.06% -378 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 10,800 $340K 0.08% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 10,796 $339K 0.08% -1,283 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 10,765 $338K 0.01% -6,541 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 10,755 $338K <0.01% -6,747 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 10,751 $338K 0.12% +851 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 10,700 $336K 0.29% 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 10,668 $335K 0.12% -413 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 10,637 $334K 0.18% +156 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 10,505 $333K 0.24% +289 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 10,575 $332K 0.26% 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 10,555 $332K 0.04% -2,916 13F-HR Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 10,533 $331K 0.1% +5,383 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 10,495 $330K 0.11% +1,355 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Weaver Consulting Group More: the full row for Weaver Consulting Group 10,485 $330K 0.1% -1,448 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 10,485 $330K 0.02% +200 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 10,432 $328K 0.04% -4,482 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 10,406 $327K 0.16% -6,000 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 10,159 $327K 0.04% -171 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 10,357 $326K 0.01% 0 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 10,325 $325K 0.11% -919 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10,251 $322K 0.04% +1,149 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 10,239 $322K 1.05% -182,047 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 10,196 $321K 0.04% -1,876 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 10,007 $320K 0.1% +155 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 10,138 $319K 0.03% -7 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,095 $317K 0.01% -6,787 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 10,085 $317K 0.02% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 10,077 $317K <0.01% +74 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 10,050 $316K 0.01% -4,800 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 9,921 $315K 0.12% -130 13F-HR Timeline Delphi Financial Group, Inc. in group Delphi Financial Group, Inc. More: the full row for Delphi Financial Group, Inc. 10,000 $314K 0.17% new 13F-HR Timeline Group Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 10,000 $314K 0.22% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 10,000 $314K 0.22% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 10,000 $314K 0.05% 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 9,975 $314K 0.13% +152 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 9,980 $314K 0.18% -2,235 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,820 $309K <0.01% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 9,779 $307K 0.02% +115 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,773 $307K 0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 9,756 $307K <0.01% -545 13F-HR Timeline Bell Bank More: the full row for Bell Bank 9,747 $306K 0.02% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 9,743 $306K 0.08% -225 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 9,676 $304K 0.04% -2,000 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 9,600 $302K 0.01% 0 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 9,534 $300K 0.23% -9 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 9,515 $299K 0.1% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 9,495 $299K 0.01% 0 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,480 $298K 0.01% +752 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 9,428 $296K 0.07% +144 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 9,402 $296K 0.03% +2,747 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 9,374 $295K 0.25% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 9,369 $295K 0.16% -85 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 9,350 $294K 0.12% -876 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 9,342 $294K 0.07% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 9,317 $293K 0.12% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 9,299 $292K 0.06% +94 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 9,295 $292K 0.04% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 9,200 $292K 0.13% -2,900 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 9,261 $291K 0.03% 0 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 9,250 $291K 0.14% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,229 $290K <0.01% +158 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 9,194 $289K 0.08% -4,100 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 9,180 $289K 0.09% -1,083 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 9,122 $287K 0.24% 13F-HR/A Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 9,110 $286K 0.11% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 8,996 $286K 0.01% -683 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 9,092 $286K 0.27% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,066 $285K 0.03% -600 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 9,088 $285K 0.09% +355 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 9,015 $283K 0.06% -11,602 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 8,981 $282K 0.13% -898 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 8,953 $281K 0.14% +3,016 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 8,946 $281K 0.06% -4,472 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 8,825 $279K 0.26% -39 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 8,764 $276K 0.12% 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,706 $274K 0.04% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8,555 $272K 0.01% +2,035 13F-HR Timeline Group BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 8,648 $272K 0.03% -2,267 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 8,638 $272K 0.03% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,598 $270K <0.01% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 8,586 $270K 0.06% -500 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,514 $268K <0.01% +5,860 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,494 $267K 0.03% -5,100 13F-HR Timeline