Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 488 $429K 0.03% +97 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 487 $428K 0.03% -220 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 486 $427K 0.05% -8 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 486 $427K <0.01% +35 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 485 $427K 0.03% -18 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 479 $421K 0.03% -147 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 478 $420K 0.03% +156 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 478 $420K 0.04% -114 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 476 $418K 0.3% 0 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 475 $418K 0.08% +42 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 474 $417K 0.07% +8 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 474 $417K 0.02% +37 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 437 $416K 0.09% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 473 $416K 0.17% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 473 $416K 0.23% +64 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 470 $414K 0.01% +46 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 470 $413K 0.04% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 469 $412K 0.05% +2 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 468 $411K 0.03% 0 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 468 $411K 0.29% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 465 $409K 0.02% +3 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 464 $408K 0.09% 0 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 461 $405K 0.6% 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 459 $403K 0.22% +65 13F-HR Timeline Valmark Advisers, Inc. 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More: the full row for 9823 Capital, L.P. 451 $396K 0.27% 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 445 $396K 0.12% +48 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 449 $395K 0.11% +185 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 448 $394K 0.12% -4 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 445 $391K 0.12% +1 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 444 $390K 0.22% -13 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 443 $389K 0.01% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 443 $389K 0.05% +22 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 442 $388K 0.04% +5 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 437 $388K 0.49% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 397 $388K 0.06% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 441 $388K 0.1% -648 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 440 $387K 0.07% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 440 $387K 0.02% -2,702 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 439 $386K 0.01% +175 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 437 $384K <0.01% +74 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 434 $381K 0.14% +36 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 433 $381K 0.04% +52 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 432 $380K 0.03% +44 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 431 $379K 0.01% -12 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 431 $379K 0.13% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 431 $378K 0.09% +1 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 429 $377K 0.02% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 429 $377K <0.01% +44 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 428 $376K 0.24% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 427 $376K 0.1% -20 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 423 $372K 0.13% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 422 $371K 0.07% +5 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 422 $371K 0.01% -279 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 421 $370K 0.11% +19 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 421 $370K 0.19% +4 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 420 $369K 0.08% -55 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 420 $369K 0.07% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 419 $368K 0.05% -20 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 419 $368K 0.09% -52 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 418 $367K 0.04% +2 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 416 $366K 0.15% -8 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 415 $365K 0.03% -26 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 414 $364K 0.02% 0 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 413 $363K 0.07% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 413 $363K 0.05% -53,873 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 405 $362K 0.06% -11 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 411 $361K 0.41% -183 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 409 $359K 0.02% -61 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 407 $358K 0.04% -24 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 407 $358K 0.03% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 407 $358K <0.01% -176 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 407 $358K 0.22% -3 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 407 $358K 0.05% +2 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 405 $356K 0.02% -100 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 404 $355K 0.02% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 403 $354K 0.03% -19 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 402 $353K 0.19% 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 401 $352K 0.08% +24 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 401 $352K 0.03% -246 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 400 $352K 0.05% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 400 $352K 0.3% 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 62,803 $349K 0.27% +62,142 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 397 $349K 0.05% 0 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 397 $349K 0.15% -123 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 396 $348K 0.11% +59 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 394 $346K 0.05% -4 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 394 $346K 0.1% +5 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 393 $345K 0.08% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 392 $345K 0.02% -3 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 391 $344K <0.01% +40 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 390 $343K 0.09% 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 389 $342K 0.04% +54 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 389 $342K 0.04% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 388 $341K 0.01% +1 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 386 $339K 0.07% -56 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 386 $339K 0.22% 0 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 385 $338K 0.04% 0 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 385 $338K 0.34% 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 384 $338K 0.21% +3 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 383 $337K 0.03% -6 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 383 $337K 0.01% +16 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 382 $336K 0.01% +109 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 382 $336K 0.23% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 381 $335K 0.01% +5 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 380 $334K 0.05% 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 380 $334K 0.22% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 379 $333K 0.16% -4 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 379 $333K 0.05% -37 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 378 $332K 0.07% +86 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 378 $332K 0.11% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 377 $331K 0.04% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 375 $330K 0.01% -201 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 374 $329K 0.05% +41 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 374 $329K 0.02% +21 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 372 $327K 0.02% 0 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 371 $326K 0.12% +43 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 370 $325K 0.11% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 370 $325K 0.19% +22 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 332 $324K 0.53% new 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 367 $323K 0.27% 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 367 $323K 0.26% -28 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 367 $323K 0 Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 366 $322K 0.04% +10 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 366 $322K 0.18% 0 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 365 $321K 0.04% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 365 $321K 0.06% +47 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 365 $321K 0.12% +14 13F-HR Timeline Group Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 365 $321K 0.41% 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 364 $321K 0.24% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 363 $320K 0.1% 0 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 363 $319K 0.05% 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 361 $318K 0.11% +5 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 361 $317K 0.11% 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 361 $317K 0.04% -5 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 360 $316K 0.11% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 359 $316K 0.05% +25 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 358 $315K 0.09% -2 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 358 $315K 0.04% +67 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 354 $311K 0.02% +64 13F-HR Timeline Group ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 353 $311K 0.08% -17 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 353 $310K 0.07% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 352 $309K 0.01% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 351 $309K 0.14% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 349 $307K 0.11% -530 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 349 $307K 0.14% 0 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 347 $305K 0.02% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 347 $305K 0.04% -2 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 346 $304K 0.12% 0 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 344 $302K 0.24% 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. 343 $301K 0.02% new 13F-HR Timeline Group MBA Advisors LLC More: the full row for MBA Advisors LLC 342 $301K 0.12% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 339 $298K 0.01% 0 13F-HR Timeline EdgePoint Investment Group Inc. More: the full row for EdgePoint Investment Group Inc. 337 $296K <0.01% -63 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 337 $296K 0.02% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 336 $295K 0.01% +5 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 336 $295K 0.02% -66 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 334 $294K 0.05% -1 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 334 $294K 0.05% new 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 333 $293K 0.02% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 333 $293K 0.02% -21 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 332 $292K 0.02% +19 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 332 $292K 0.01% +3 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 330 $290K 0.05% -8 13F-HR Timeline Group Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 330 $290K 0.27% 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 328 $288K 0.04% -60 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 328 $288K <0.01% -356 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 341 $286K 0.02% -1,057 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 323 $284K 0.02% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 323 $284K 0.2% -23 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 323 $284K <0.01% new 13F-HR Timeline Group First County Bank /CT/ More: the full row for First County Bank /CT/ 323 $284K 0.15% -8 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 323 $284K 0.15% +1 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 322 $283K 0.03% +7 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 321 $282K 0.16% -1 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 320 $281K 0.05% -27 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 319 $280K 0.09% 0 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 315 $277K 0.01% new 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 313 $275K 0.03% -3 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 311 $274K <0.01% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 311 $273K <0.01% -2 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 310 $272K 0.05% +2 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 310 $272K 0.06% 0 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 309 $272K 0.07% +20 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 308 $271K 0.03% +2 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 308 $271K 0.02% +13 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 307 $270K 0.27% 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 306 $269K 0.2% +1 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 305 $268K 0.03% -15 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 305 $268K 0.1% -125 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 305 $268K 0.04% 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 304 $267K 0.01% 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 303 $266K 0.01% new 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 302 $266K 0.07% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 302 $265K <0.01% -7 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 302 $265K 0.03% +24 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 302 $265K 0.02% 0 13F-HR Timeline