Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 9,896 $455K 0.33% +150 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 9,798 $450K 0.13% -2,166 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 9,767 $449K 0.04% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 9,765 $449K 0.05% 0 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 9,760 $449K 0.24% -63 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 9,744 $448K 0.03% -293 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 9,738 $448K 0.04% -114 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 9,735 $448K 0.06% +1,833 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 9,290 $446K 0.34% -577 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 9,015 $444K 0.25% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,646 $443K <0.01% -5,860 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 9,640 $443K 0.03% +1,680 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 9,631 $443K 0.08% -782 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 9,581 $440K 0.14% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 9,572 $440K 0.01% -1,374 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 9,560 $439K 0.07% +4,460 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 9,546 $439K 0.08% +182 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 9,525 $438K 0.04% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 9,512 $437K 0.35% -550 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 9,466 $435K 0.01% -255 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,462 $435K 0.04% +545 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 9,442 $434K 0.22% -407 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,461 $434K 0.06% -14 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 9,397 $432K 0.04% +4,637 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,704 $431K 0.01% +42 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 9,366 $431K 0.06% +1,000 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 9,359 $430K 0.05% +19 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 9,300 $428K 0.01% -858 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 9,237 $425K <0.01% +420 13F-HR Timeline Group Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 9,235 $425K 0.29% +768 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 9,216 $424K 0.07% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 9,215 $424K 0.13% +13 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 8,327 $420K 0.24% +11 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 9,124 $419K <0.01% +515 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 9,112 $419K 0.05% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 9,082 $417K 0.05% -145 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 9,080 $417K 0.01% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 9,052 $416K 0.03% -836 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 9,043 $416K 0.06% -1,603 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 9,036 $415K 0.33% +300 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 9,017 $415K 0.06% +32 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 8,978 $413K 0.15% +3 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 8,954 $412K 0.09% +318 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,951 $411K 0.03% -455 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,946 $411K 0.04% +492 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 8,945 $411K 0.34% -3 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 8,923 $410K 0.06% -18 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 8,915 $410K 0.05% 0 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 8,901 $409K 0.42% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 8,850 $407K 0.37% +58 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,805 $405K 0.02% +561 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,773 $403K 0.02% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 8,759 $403K 0.25% +822 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 8,755 $402K 0.07% +13 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 8,774 $402K 0.05% +2,410 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 8,740 $402K 0.26% -1,078 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 8,709 $400K 0.01% +3,440 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,693 $400K 0.02% +60 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 8,687 $399K 0.05% +16 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 8,662 $398K 0.11% -4,461 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,639 $397K 0.01% +434 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 8,610 $396K 0.14% -512 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 8,585 $395K 0.04% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,573 $394K <0.01% -2,919 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,562 $394K 0.05% -169 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 8,549 $393K 0.36% -25 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8,470 $389K 0.01% +4,464 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TI-TRUST, INC More: the full row for TI-TRUST, INC 8,453 $389K 0.23% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,432 $388K 0.02% -546 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 8,410 $387K 0.13% -6,371 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 8,400 $386K 0.23% +3,668 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 8,360 $384K 0.04% +3,626 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 8,354 $384K 0.02% -270 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,298 $381K 0.01% -7 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,267 $380K 0.04% +109 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 8,266 $380K 0.02% +19 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 8,259 $380K 0.2% new 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 8,250 $379K 0.12% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 7,910 $377K 0.01% +80 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 8,110 $373K 0.04% -33 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 8,098 $372K 0.02% 0 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 8,081 $371K 0.14% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 8,057 $370K 0.04% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,052 $370K 0.1% -43 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 8,047 $370K 0.03% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 8,035 $369K 0.1% -4,768 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 8,029 $369K 0.04% -143 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 8,006 $368K 0.02% +26 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 8,000 $368K 0.04% +5,000 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 8,000 $368K <0.01% 0 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 7,260 $368K 0.11% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 7,989 $367K 0.05% +15 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 7,935 $365K 0.02% -515 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 7,914 $364K 0.11% +73 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,875 $362K 0.02% -441 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 7,845 $361K 0.18% +41 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 7,804 $359K 0.03% -481 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 7,790 $358K 0.02% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,785 $358K 0.01% +708 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,184 $354K 0.05% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 7,681 $353K 0.07% +1,360 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,651 $352K 0.01% -1,258 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,499 $350K 0.03% +452 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 7,579 $348K 0.09% +3,370 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 7,546 $347K 0.01% -1,514 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 7,501 $345K 0.03% +484 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 7,480 $344K 0.01% -5,149 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 7,478 $344K 0.02% +138 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 7,403 $340K 0.32% -325 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,397 $340K 0.04% +399 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 7,377 $339K 0.04% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 7,353 $338K 0.01% -408 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 7,283 $335K 0.03% +457 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,246 $333K 0.07% +133 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 7,216 $332K 0.03% +238 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,698 $331K 0.01% -1,391 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 7,199 $331K 0.02% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 7,166 $329K 0.17% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,165 $329K 0.01% -681 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 7,163 $329K 0.26% +100 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 7,146 $329K 0.11% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,120 $327K 0.01% +1,999 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 7,115 $327K 0.29% -174 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 7,109 $327K 0.01% +569 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 825 $326K 0.15% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 7,066 $325K 0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,037 $323K 0.04% new 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 7,037 $323K 0.09% +3 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 7,004 $322K 0.29% 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 6,942 $319K <0.01% +1,444 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 6,923 $318K 0.02% -510 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 6,900 $317K 0.2% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,857 $315K 0.02% -2,457 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,850 $315K 0.03% +388 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 6,843 $315K 0.06% -17 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 6,567 $314K 0.12% -45 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 6,805 $313K 0.01% +1,344 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 6,800 $313K 0.31% -1,680 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,788 $312K 0.03% +383 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 6,753 $310K 0.06% -97 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 6,744 $310K 0.49% +198 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 6,737 $310K 0.2% -114 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,648 $310K 0.02% +717 13F-HR Timeline 111 Capital More: the full row for 111 Capital 6,729 $309K 0.08% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,692 $308K 0.02% +95 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 6,689 $307K <0.01% -3,237 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 6,668 $307K 0.03% +222 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 6,616 $304K 0.02% -309 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 6,572 $302K 0.04% +389 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 6,570 $302K 0.34% -444 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,568 $302K 0.01% -1,148 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 6,557 $301K 0.16% -52 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 6,538 $301K 0.01% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 6,516 $300K 0.06% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 6,500 $299K 0.08% -500 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,488 $298K <0.01% -3,937 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,487 $298K 0.06% -370 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 6,485 $298K 0.1% -575 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 6,485 $298K 0.02% -20,020 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 6,424 $295K <0.01% -1,409 13F-HR Timeline Group ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 6,407 $295K 0.21% +156 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 6,395 $294K 0.1% -61 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,365 $293K 0.02% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 6,303 $290K 0.1% +446 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 6,298 $290K <0.01% -213,897 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,267 $288K 0.02% -108 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 6,267 $288K 0.3% -173 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 6,262 $288K 0.03% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 6,240 $287K 0.08% -396 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 6,226 $286K 0.09% -1,190 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 6,142 $282K 0.16% 0 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 6,128 $282K 0.15% +65 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,033 $281K 0.03% -418 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 6,076 $279K 0.04% +335 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 6,067 $279K 0.09% +2,833 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,067 $279K 0.01% -1,786 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 6,055 $278K 0.08% new 13F-HR/A Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 6,052 $278K 0.18% +1 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 6,049 $278K 0.11% +60 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 6,042 $278K 0.14% +78 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 6,031 $277K <0.01% -641 13F-HR Timeline Group Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 5,966 $274K 0.11% +31 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 5,412 $274K <0.01% new 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,960 $274K 0.01% -7,594 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,946 $273K <0.01% -387 13F-HR/A Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 5,912 $272K 0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 5,887 $271K 0.03% new 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 5,870 $270K 0.08% 0 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 5,866 $270K 0.11% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,237 $269K 0.02% -80 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 5,840 $268K 0.13% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,806 $267K 0.04% +266 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 5,779 $266K 0.06% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5,755 $265K 0.03% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 5,329 $264K 0.07% -212 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,728 $263K 0.03% -379 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 5,720 $263K 0.03% -2,986 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 5,712 $263K 0.06% +70 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 5,708 $262K 0.01% -67 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 5,705 $262K 0.15% -94 13F-HR Timeline