ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 485 $308K 0.01% +36 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 484 $308K 0.01% +60 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 483 $307K 0.04% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 482 $307K 0.01% +16 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 478 $304K 0.07% -13 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 476 $303K 0.13% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 476 $303K <0.01% +115 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 476 $303K 0.29% 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 473 $301K 0.15% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 471 $300K 0.06% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 468 $298K 0.01% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 465 $296K 0.13% -125 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 461 $293K 0.06% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 460 $293K 0.04% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 457 $291K <0.01% -121 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 457 $291K 0.22% -33 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 455 $289K 0.03% 0 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 425 $288K 0.22% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 450 $286K 0.05% +25 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 448 $285K 0.16% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 452 $285K 0.03% -150 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 448 $283K 0.02% -110 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 441 $280K 0.04% +3 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 440 $280K 0.01% +90 13F-HR/A Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 439 $279K 0.01% +91 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 438 $279K 0.13% +3 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 437 $278K 0.16% -122 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 437 $278K 0.08% 0 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 436 $277K 0.11% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 436 $277K 0.18% +36 13F-HR Timeline Group Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 436 $277K 0.03% +2 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 435 $277K 0.04% -3 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 433 $275K 0.06% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 428 $272K 0.01% -5 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 427 $272K 0.06% -15 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 423 $269K 0.07% +10 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 423 $269K 0.13% 0 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 423 $269K 0.04% -27 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 421 $268K 0.04% +6 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 421 $268K 0.02% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 421 $267K 0.03% +3 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 419 $267K 0.06% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 420 $267K 0.19% 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 420 $267K 0.05% 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 419 $266K 0.02% -2 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 418 $266K 0.13% -6 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 415 $264K 0.02% +60 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 410 $261K 0.14% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 410 $261K 0.09% +255 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 409 $260K 0.05% +20 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 407 $259K 0.16% +3 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 405 $258K <0.01% +51 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 404 $257K 0.08% -50 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 404 $257K 0.18% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 402 $256K 0.27% 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 401 $255K 0.01% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 400 $254K 0.03% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 400 $254K 0.04% 0 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 400 $254K 0.07% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 400 $254K <0.01% new 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 362 $254K <0.01% -139 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 400 $254K 0.03% -400 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 398 $253K 0.09% +26 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 398 $253K 0.35% 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 397 $253K 0.09% -33 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 397 $253K 0.07% +27 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 396 $252K 0.06% -3 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 394 $251K 0.05% +357 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 392 $249K 0.02% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 389 $247K 0.1% +2 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 388 $247K 0.65% 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 387 $246K 0.01% -6 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 387 $246K 0.15% +35 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 387 $246K 0.01% +177 13F-HR Timeline Group Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 387 $246K 0.13% -7 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 385 $245K 0.04% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 384 $244K 0.02% -21 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 384 $244K 0.14% +1 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 382 $243K 0.18% -15 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 381 $242K 0.03% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 379 $241K 0.03% -59 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 378 $241K 0.23% 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 378 $240K 0.09% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 378 $240K 0.14% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 377 $240K 0.03% 0 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 375 $239K 0.02% +1 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 375 $238K 0.03% 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 372 $237K 0.03% -4 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 371 $236K <0.01% -240 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 370 $235K 0.07% -15 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 370 $235K 0.03% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 370 $235K 0.09% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 369 $235K 0.01% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 369 $235K 0.03% +50 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 368 $234K 0.2% 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 368 $234K 0.1% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 366 $233K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 366 $233K 0.13% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 366 $233K 0.09% 0 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 366 $233K <0.01% +21 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 365 $232K <0.01% new 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 366 $232K 0.12% new 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 364 $232K 0.1% -2 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 361 $230K 0.02% -13 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 358 $228K 0.08% 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 357 $227K 0.14% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 357 $227K 0.17% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 357 $227K 0.16% 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 357 $227K 0.05% -36 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 355 $226K 0.01% +3 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 355 $226K 0.07% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 354 $225K 0.09% -27 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 355 $225K <0.01% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 352 $224K 0.05% -22 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 351 $223K 0.01% +19 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 351 $223K 0.11% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 350 $223K 0.13% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 349 $222K 0.02% new 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 348 $221K 0.21% 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 346 $220K 0.1% 0 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 344 $219K 0.04% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 344 $219K 0.01% -81 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 342 $218K 0.12% +12 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 341 $217K 0.06% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 340 $216K 0.04% -7 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 340 $216K 0.19% 0 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 311 $216K 0.09% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 339 $216K 0.01% -10 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 339 $216K 0.21% +3 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 339 $216K 0.05% +13 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 339 $215K 0.04% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 338 $215K 0.11% +1 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 337 $214K 0.03% 0 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 337 $214K 0.28% -630 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 336 $214K 0.03% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 336 $214K 0.02% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 334 $212K 0.01% -11 13F-HR Timeline Group Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 334 $212K 0.17% 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 333 $212K 0.07% 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 332 $211K 0.12% -120 13F-HR Timeline Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 330 $210K 9.83% +1 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 329 $209K 0.09% -25 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 325 $207K 0.04% 0 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 324 $206K 0.11% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 321 $205K 0.09% +30 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 316 $204K 0.03% 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 321 $204K 0.08% +4 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 322 $204K 0.05% +10 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 320 $204K 0.06% -10 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 320 $204K 0.01% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 320 $204K 0.2% 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 320 $203K 0.13% +1 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 318 $202K 0.01% -25 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 318 $202K 0.05% +1 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 317 $202K 0.01% -742 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 316 $201K 0.05% -17 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 316 $201K 0.09% 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 316 $201K 0.13% -10 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 315 $200K 0.01% -9 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 312 $198K 0.02% -5 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 300 $191K 0.05% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 298 $190K 0.11% 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 291 $185K 0.02% +229 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 283 $180K 0.05% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 280 $178K 0.09% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 275 $175K 0.05% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 252 $172K 0.11% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 252 $172K 0.11% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 270 $172K 0.02% +3 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 254 $162K 0.02% +32 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 251 $160K 0.02% -50 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 250 $159K 0.04% +12 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 248 $158K 0.02% +2 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 220 $155K 0.15% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 241 $154K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 234 $149K 0.08% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 233 $148K 0.04% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 232 $148K 0.08% 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 233 $147K <0.01% -3,355 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 225 $143K 0.12% -16 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 220 $140K 0.12% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 219 $139K 0.06% -33 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 216 $137K 0.04% +9 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 212 $135K 0.04% +8 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 204 $130K 0.05% +59 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 202 $128K 0.06% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 200 $127K 0.03% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 200 $127K 0.08% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 199 $127K 0.08% -3 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 196 $125K 0.01% -76 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 195 $124K 0.03% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 193 $123K 0.12% 13F-HR/A Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 190 $121K 0.06% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 190 $121K 0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 187 $119K 0.01% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 182 $116K 0.02% 0 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 182 $116K 0.02% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 180 $114K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 175 $112K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 175 $111K 0.01% 0 13F-HR Timeline