Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,577 $1.62M 0.02% +557 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 6,555 $1.62M 0.08% +254 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,543 $1.62M 0.22% +393 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,513 $1.61M 0.02% +5,232 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 6,509 $1.61M 0.05% -2,528 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 6,467 $1.6M 0.63% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,455 $1.59M 0.12% +795 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 6,432 $1.59M 0.07% -121 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,348 $1.57M 0.08% +157 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,335 $1.56M 0.08% -10 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 6,333 $1.56M 0.17% -994 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,289 $1.55M 0.02% -84 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 6,287 $1.55M 0.28% -3 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,282 $1.55M 0.07% +174 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,279 $1.55M 0.02% +739 13F-HR Timeline Group MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 6,274 $1.55M 0.38% +962 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 6,244 $1.54M 0.06% -37,231 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 6,221 $1.54M 0.02% -87,856 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 6,211 $1.53M 1.39% 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 6,193 $1.53M 0.35% +183 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 6,166 $1.52M 0.18% +356 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 6,123 $1.51M 0.11% -20 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 6,109 $1.51M 0.07% -182 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,057 $1.49M 0.25% -33 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 6,030 $1.49M 0.96% -2,053 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,963 $1.47M 0.04% +578 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,942 $1.47M 0.05% -65 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 5,912 $1.46M 0.31% +579 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,886 $1.45M 0.05% +2,519 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,863 $1.45M 0.03% +510 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 5,863 $1.45M 0.22% -14 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,853 $1.45M 0.1% +21 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 5,853 $1.45M 0.22% -42 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 5,834 $1.44M 1.08% -215 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 5,805 $1.43M 0.02% 0 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 5,783 $1.43M 0.62% -40 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,783 $1.43M -445 Timeline RDA Financial Network More: the full row for RDA Financial Network 5,718 $1.41M 0.35% +4,728 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,712 $1.41M 0.2% -84 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,707 $1.41M 0.05% +94 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 5,675 $1.4M 0.26% -130 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 5,622 $1.39M 0.24% +74 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,620 $1.39M 0.1% -717 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,614 $1.39M 0.07% -307 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,609 $1.39M 0.02% +658 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,578 $1.38M 0.01% -660 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,571 $1.38M 0.59% -2,353 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,560 $1.37M 0.01% -9,090 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 5,540 $1.37M 0.58% +186 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 5,520 $1.36M 0.04% +674 13F-HR Timeline Group HighVista Strategies LLC More: the full row for HighVista Strategies LLC 5,500 $1.36M 0.33% -400 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 5,496 $1.36M 0.57% +122 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 5,495 $1.36M 0.37% -10 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,486 $1.35M 0.03% -1,541 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,502 $1.34M 0.08% +2,080 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 5,441 $1.34M 0.43% 0 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 5,430 $1.34M 0.15% +4 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 5,420 $1.34M 0.04% +1,194 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5,415 $1.34M 0.49% +38 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 5,412 $1.34M 0.49% +556 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,394 $1.33M +5,272 Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 5,358 $1.32M -1,082 Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 5,313 $1.31M 0.66% -622,540 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 5,287 $1.31M 0.04% +70 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,265 $1.3M 0.03% -540 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,265 $1.3M 0.08% -164 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 5,259 $1.3M 0.09% -145 13F-HR Timeline Group Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 5,258 $1.3M 0.3% +1,328 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,235 $1.29M 0.1% +105 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,219 $1.29M 0.03% -10,704 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,196 $1.28M 0.08% 0 13F-HR/A Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,140 $1.27M 0.03% +519 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,115 $1.26M 0.01% +197 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 5,100 $1.26M 1.23% +200 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,099 $1.26M 0.03% +452 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,089 $1.26M 0.15% +194 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 5,000 $1.24M 0.26% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 5,000 $1.23M 0.28% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 4,997 $1.23M 0.36% -21 13F-HR Timeline Bancreek Capital Management, LP in group Bancreek Capital Management, … More: the full row for Bancreek Capital Management, LP 4,978 $1.23M 2.58% -397 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,864 $1.2M 0.02% -115 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,800 $1.19M 0.17% +413 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 4,809 $1.19M 0.3% +2 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,788 $1.18M 0.07% +464 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 4,779 $1.18M 0.62% +15 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,776 $1.18M 0.11% -42 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 4,755 $1.17M 0.4% new 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,733 $1.17M 0.11% -37 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,713 $1.16M 0.06% -425 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,693 $1.16M 0.04% -45 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 4,686 $1.16M 0.22% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 4,680 $1.16M 0.36% 0 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 4,636 $1.14M 0.04% +3,798 13F-HR/A Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 4,595 $1.13M 0.01% -190 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,578 $1.13M 0.11% -66 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 4,567 $1.13M 0.31% -4,844 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,562 $1.13M 0.01% 0 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,557 $1.13M 0.27% -5,317 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,511 $1.11M 0.37% -5,116 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 4,499 $1.11M 0.91% -274 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,496 $1.11M 0.02% -302 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 4,474 $1.1M 0.89% +983 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 4,448 $1.1M 0.6% +615 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,420 $1.09M 0.32% +2,609 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,387 $1.08M 0.01% +120 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,379 $1.08M 0.16% +1,543 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,378 $1.08M 0.08% +386 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 4,357 $1.08M 0.24% +14 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,355 $1.08M 0.09% -649 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,340 $1.07M 0.12% 0 13F-HR/A Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 4,356 $1.06M 0.08% -700 13F-HR Timeline Group American Trust More: the full row for American Trust 4,301 $1.06M 0.09% -83 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 4,290 $1.06M 0.24% -178 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 4,266 $1.05M 0.49% +608 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 4,266 $1.05M 0.14% -56 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,255 $1.05M 0.03% -155 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,253 $1.05M 0.36% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,249 $1.05M 0.11% +31 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,237 $1.05M 0.06% -112 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 4,230 $1.04M 0.06% +3,382 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 4,226 $1.04M 0.02% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 4,222 $1.04M 0.57% +179 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,179 $1.03M 0.09% -197 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,178 $1.03M 0.02% -38 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,175 $1.03M 0.02% -1,964 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 25,014 $1.03M 0.11% new 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,163 $1.03M 0.18% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,158 $1.03M 0.43% +307 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,153 $1.03M 0.04% -77 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,095 $1.01M 0.28% +1,031 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,090 $1.01M 0.23% +806 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,049 $1000K 0.02% +3,927 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,029 $995K 0.05% +253 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 4,000 $988K 0.06% 0 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 4,000 $988K 0.35% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,993 $986K 0.13% +4 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,980 $983K 0.04% -8,800 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 3,967 $980K 0.89% -545 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,965 $979K 0.01% -457 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 3,954 $976K 0.07% -15,485 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,938 $972K 0.15% +456 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,927 $970K 0.07% -668 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,926 $970K 0.06% +1,269 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,921 $968K 0.11% -14,799 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 3,913 $966K 0.27% +27 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,885 $959K 0.01% +235 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,852 $951K 0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,842 $949K 0.02% +409 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,824 $944K 0.11% +120 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 3,813 $942K 0.62% -553 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,809 $941K 0.13% +1,022 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 3,806 $940K 0.1% +300 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,783 $934K 0.07% -108 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 3,781 $934K 0.26% +211 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,774 $932K 0.06% -120 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,768 $931K 0.02% -439 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,745 $925K 0.02% -149 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,742 $924K 0.12% -144 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,179 $922K 0.02% +161 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,730 $921K 0.21% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,716 $918K 0.09% +29 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 3,700 $914K 0.03% -8,040 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 3,696 $913K 0.26% 0 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 3,677 $908K 0.8% +143 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,668 $906K 0.03% -848 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,619 $894K 0.04% -6 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,618 $893K 0.04% -67 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,605 $890K 0.37% -1,534 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 3,594 $888K 0.41% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,695 $885K 0.17% -478 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,585 $885K 0.24% +1,042 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,577 $883K 0.1% +847 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 3,557 $878K 0.19% -1,112 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,872 $877K 0.02% -75 13F-HR/A Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,547 $876K 0.04% -281 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,546 $876K 0.1% -163 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,533 $872K 0.02% 0 13F-HR Timeline Group Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 3,520 $869K 0.47% +110 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,501 $865K 0.06% -55 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,494 $863K 0.01% -11,705 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 3,484 $860K 0.03% -516 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,479 $859K 0.5% -76 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,476 $858K 0.02% +218 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,476 $858K 0.03% -809 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,474 $858K 0.06% +183 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,438 $849K 0.02% -168 13F-HR Timeline James Reed Financial Services, Inc. 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