SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 6,815 $1.26M 0.21% -200 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,816 $1.26M 0.13% -6,930 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 6,810 $1.26M 0.51% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 6,800 $1.26M 0.15% -135 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 6,765 $1.25M 0.14% -189 13F-HR/A Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 6,760 $1.25M 0.32% -492 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 6,754 $1.25M 0.26% -59 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 6,732 $1.24M 0.06% -115,263 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 6,718 $1.24M 0.48% +472 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 6,707 $1.24M 0.32% -300 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 6,695 $1.24M 0.08% +26 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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More: the full row for Crescent Sterling, Ltd. 6,609 $1.22M 1.09% +10 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 6,566 $1.21M 0.14% -994 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,564 $1.21M 0.14% -6,984 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,532 $1.21M 0.02% +67 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 6,518 $1.2M 0.51% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,507 $1.2M 0.08% +56 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 6,505 $1.2M 0.12% new 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 6,482 $1.2M 0.43% -1,286 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 6,479 $1.2M 0.19% -14,584 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 6,714 $1.2M 0.17% -995 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,463 $1.19M 0.05% +886 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 6,404 $1.19M 0.4% +663 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 6,454 $1.19M 0.42% -66 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,448 $1.19M 0.07% 0 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 6,446 $1.19M 0.24% new 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 6,445 $1.19M 0.34% +445 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 6,445 $1.19M 0.3% 0 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 6,422 $1.19M 0.04% -20,891 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 6,410 $1.18M 0.02% +278 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 6,405 $1.18M 0.15% 0 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 6,404 $1.18M 0.25% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 6,403 $1.18M 0.75% +164 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 6,400 $1.18M 0.29% -113 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 6,395 $1.18M 0.78% +25 13F-HR Timeline Shum Financial Group, Inc. 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Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 6,166 $1.14M 0.35% -343 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 6,151 $1.14M 0.28% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,120 $1.13M 0.13% +512 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 6,108 $1.13M 0.06% +53 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,098 $1.13M 0.07% -150 13F-HR Timeline Legacy Financial Advisors, Inc. 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More: the full row for Fulton Bank, N.A. 5,905 $1.09M 0.03% -167 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 5,903 $1.09M 0.7% +36 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 5,901 $1.09M 0.02% -11,915 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,881 $1.09M 0.03% -3,117 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,877 $1.09M 0.11% +1,216 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 5,873 $1.09M 0.27% new 13F-HR Timeline Group MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 5,860 $1.08M 0.75% -270 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 5,857 $1.08M 0.79% -12,924 13F-HR Timeline Legacy Capital Group California, Inc. 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More: the full row for OmniStar Financial Group, Inc. 5,778 $1.07M 0.49% +329 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 5,766 $1.07M 0.5% +1 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 5,743 $1.06M 0.03% +40 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,759 $1.06M 0.07% +1,564 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,754 $1.06M 0.13% -65 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,753 $1.06M 0.05% -14,086 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 5,745 $1.06M 0.12% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,731 $1.06M 0.1% +1,970 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,723 $1.06M 0.28% -1,250 13F-HR Timeline Measured Risk Portfolios, Inc. 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More: the full row for Argent Advisors, Inc. 5,565 $1.03M 0.26% -2 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 5,542 $1.02M 0.01% new 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 5,535 $1.02M 0.82% -5,127 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 5,497 $1.02M 0.12% -845 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 5,503 $1.02M 0.12% +313 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 5,500 $1.02M 0.09% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,482 $1.01M 0.06% +299 13F-HR Timeline Simplify Asset Management Inc. 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More: the full row for Focus Financial Network, Inc. 5,422 $1M 0.03% -662 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,421 $1M 0.05% -1,131 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 5,400 $998K 0.06% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,386 $995K 0.11% +5 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 5,381 $994K 0.58% new 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 5,356 $990K 0.1% -25 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 5,347 $988K 0.12% -2,224 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 5,338 $986K 0.33% +3,020 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 5,309 $981K 0.14% -1,131 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,308 $981K 0.06% -886 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 5,290 $978K 0.23% 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 5,278 $975K 0.53% +244 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,277 $975K 0.07% +139 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,263 $972K 0.06% +222 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,243 $969K 0.09% -9,412 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 5,230 $966K 0.03% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,227 $966K 0.22% -269 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 5,218 $964K 0.29% 0 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 5,216 $964K 0.31% -26 13F-HR Timeline First City Capital Management, Inc. 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More: the full row for Pinnacle West Asset Management, Inc. 5,060 $935K 0.65% -25 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 5,053 $934K 0.36% +900 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,025 $929K 0.1% +2,037 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,015 $927K 0.35% +149 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,991 $922K 0.2% +69 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,978 $920K 0.21% -119 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,952 $915K 0.07% +455 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,952 $915K 0.04% -950 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4,933 $911K 0.46% -806 13F-HR Timeline RS CRUM INC. 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