GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 6,360 $543K 0.02% -45 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 6,350 $542K 0.11% -1,366 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,327 $540K 0.02% +1,853 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 6,325 $540K 0.15% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 6,325 $540K 0.16% -775 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 6,317 $539K 0.01% -722 13F-HR Timeline Boit C F David More: the full row for Boit C F David 6,300 $538K 0.22% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 6,274 $535K 0.04% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 6,233 $532K 0.21% -4,599 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 6,229 $532K 0.02% -1,201 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. 6,211 $531K 0.01% -1,092 13F-HR Timeline Group Q3 Asset Management More: the full row for Q3 Asset Management 6,203 $529K 0.33% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,151 $525K 0.02% -1,113 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,135 $524K 0.08% -24 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 6,134 $524K 0.53% -200 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,116 $522K 0.05% +898 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,112 $522K 0.02% -148 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 6,081 $519K 0.06% +2,404 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 5,975 $518K 0.38% +27 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 6,067 $518K 0.01% -1,690 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 6,065 $518K 0.02% -2,575 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 6,048 $516K 0.11% +10 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 6,035 $515K 0.14% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,006 $513K 0.03% +71 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,987 $511K +3,408 Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,986 $511K 0.03% 0 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 5,919 $505K 0.01% -184,616 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,918 $505K 0.02% +1,610 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 5,905 $504K 0.14% -155 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 5,903 $504K 0.01% +63 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 5,900 $504K 0.27% -100 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,889 $503K 0.05% +13 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 5,873 $501K 0.47% 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 5,850 $499K 0.18% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 5,850 $499K 0.1% -155 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,972 $498K 0.03% +498 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,830 $498K 0.15% -200 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,813 $496K <0.01% -23 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 5,807 $496K 0.02% +250 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,796 $495K 0.04% -530 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,768 $492K 0.06% +225 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,763 $492K 0.03% -3,607 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 5,741 $490K 0.02% -52 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 5,704 $487K 0.19% +637 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 5,688 $485K 0.04% -463 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,677 $485K 0.03% -980 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 5,672 $484K 0.2% -75 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,640 $481K 0.29% new 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 5,640 $481K 0.22% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 5,614 $479K 0.29% -53 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 5,613 $479K 0.06% -26,536 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 5,590 $477K 0.06% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 5,586 $477K 0.11% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 5,519 $471K 0.05% -162 13F-HR/A Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 5,508 $470K 0.47% 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 5,502 $470K 0.18% -246 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,499 $469K 0.03% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,475 $467K <0.01% +36 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 5,470 $467K 0.21% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,434 $464K 0.04% +119 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 5,406 $462K 0.69% +3,987 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,380 $459K 0.03% +515 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 5,373 $459K 0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 5,086 $457K 0.03% -170 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,338 $456K 0.01% 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,332 $455K 0.04% +1,574 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,328 $455K 0.08% +630 13F-HR/A Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,325 $454K 0.12% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,319 $454K 0.05% new 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 5,302 $453K 0.3% 0 13F-HR Timeline Dundas Partners LLP More: the full row for Dundas Partners LLP 2,207 $452K 0.03% +624 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 5,300 $452K 0.11% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 5,250 $448K 0.08% -730 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 5,259 $448K 0.36% +235 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,242 $447K 0.05% -176 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 5,000 $447K 0.12% 0 13F-HR/A Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,216 $445K 0.05% +506 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,202 $444K 0.2% +839 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,169 $441K 0.01% +569 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,166 $441K 0.02% -382 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 5,166 $441K 0.09% -58,281 13F-HR/A Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,160 $440K 0.05% +20 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,147 $439K 0.03% +367 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 5,130 $437K 0.12% +413 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 5,123 $437K 0.11% -300 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,109 $436K 0.04% -80 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 5,106 $436K 0.31% 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,092 $435K 0.03% +276 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,050 $431K 0.04% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,046 $431K 0.03% +3,372 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,035 $430K 0.03% +684 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,025 $429K 0.07% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 5,021 $429K 0.01% -1,127 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 5,007 $427K 0.16% 0 13F-HR/A Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,960 $423K 0.05% -951 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,960 $423K 0.08% new 13F-HR/A Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,936 $421K 0.17% +303 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,930 $421K 0.03% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,921 $420K 0.01% -293 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,899 $418K 0.28% -67 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,881 $417K 0.03% -127 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,875 $416K 0.32% +350 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,874 $416K 0.32% 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 4,872 $416K 0.3% 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 4,865 $415K 0.34% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,626 $415K 0.03% -10 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 4,855 $414K 0.03% -88 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 4,848 $414K 0.26% 0 13F-HR/A Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,847 $414K 0.03% -811 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,822 $412K 0.19% +317 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 4,821 $411K 0.32% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,809 $410K 0.13% 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,800 $410K 0.05% +493 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,789 $409K 0.06% -208 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,794 $407K 0.13% -823 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,760 $406K 0.03% +377 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 4,455 $406K 0.25% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,745 $405K 0.12% +208 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,739 $404K 0.08% +11 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,731 $404K 0.04% +193 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 4,695 $401K 0.1% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,680 $399K 0.25% 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 4,671 $399K 0.02% -1,473 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,668 $398K 0.09% -222 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,652 $397K 0.03% +1,870 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 4,648 $397K 0.01% -2,048 13F-HR Timeline Group Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,630 $395K 0.31% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,619 $394K 0.08% +652 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,576 $391K 0.01% -1,201 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 4,546 $388K 0.39% +142 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,544 $388K 0.03% +1,964 13F-HR Timeline Group Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 4,537 $387K 0.22% new 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 4,529 $387K 0.33% -2,298 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,523 $386K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,520 $386K 0.03% -1,014 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,516 $385K 0.01% +831 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 4,469 $385K 0.23% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,501 $384K 0.04% new 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 4,486 $383K 0.15% 0 13F-HR/A Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,475 $382K 0.09% +35 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 4,851 $380K 0.17% +1,013 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 4,434 $378K 0.04% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,431 $378K 0.01% +188 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,150 $378K 0.01% new 13F-HR Timeline Group SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 4,422 $377K 0.11% +110 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,448 $376K 0.01% -2 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 4,391 $375K 0.06% +1,673 13F-HR Timeline Group Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 4,388 $375K 0.07% +69 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,295 $374K 0.13% +6 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 4,384 $374K 0.16% -15 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 4,376 $373K 0.01% -100 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,372 $373K 0.02% +28 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,335 $370K 0.03% +1,073 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 4,322 $369K 0.01% -2,270 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 4,317 $368K 0.03% +301 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 4,311 $368K 0.05% -193 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 4,300 $367K 0.54% 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,291 $366K 0.18% -415 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 4,289 $366K 0.12% +14 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 4,275 $365K 0.03% -387 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 4,256 $363K 0.14% -672 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 4,246 $362K <0.01% -723 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 4,244 $362K 0.08% -10,193 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 4,240 $362K 0.07% +224 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 4,228 $361K 0.28% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,226 $361K 0.05% +637 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 4,225 $361K 0.03% +750 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 4,221 $360K 0.04% -11 13F-HR/A Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,192 $358K 0.01% +562 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 4,192 $358K 0.17% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,188 $357K 0.03% -410 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,178 $357K 0.01% +547 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,965 $353K 0.09% 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 4,133 $353K 0.09% +97 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,132 $353K 0.03% -1,088 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 4,214 $351K 0.24% -313 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,111 $351K 0.11% -5 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 4,111 $351K 0.25% 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 4,100 $350K 0.2% 0 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 4,100 $350K 0.23% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,098 $350K 0.12% +245 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,077 $348K 0.17% -664 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 4,077 $348K 0.04% -103 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 4,077 $348K 0.03% +438 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,074 $348K 0.18% +273 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,072 $348K 0.03% -85 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 4,071 $347K 0.17% -25 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 4,040 $345K 0.04% -1,175 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,028 $344K 0.16% -250 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 4,020 $343K 0.15% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,003 $342K 0.07% 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,000 $341K 0.03% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 4,000 $341K 0.17% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,000 $341K 0.12% -130 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,000 $341K 0.06% 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 4,000 $341K 0.09% 0 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 4,000 $341K 0.15% +1,000 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,994 $341K 0.09% +656 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,985 $340K 0.03% +12 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 3,981 $340K 0.1% new 13F-HR Timeline