Private Capital Management, LLC More: the full row for Private Capital Management, LLC 14,200 $782K 0.09% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 14,195 $782K 0.01% -2,315 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 14,180 $781K <0.01% -10,435 13F-HR Timeline Group KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 13,898 $766K 0.14% -1,446 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 13,815 $761K 0.13% +522 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 13,746 $757K 0.09% -10,281 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 13,745 $757K 0.06% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,722 $756K 0.01% +120 13F-HR/A Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 13,670 $753K 0.1% -10 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,634 $751K 0.01% -2,622 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 13,587 $749K 0.06% +3,265 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 13,550 $747K 0.01% +1,900 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 13,505 $744K 0.01% -47 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13,322 $734K <0.01% +72 13F-HR Timeline Group Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 13,250 $730K 0.28% +1,250 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 13,180 $726K +231 Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 13,155 $725K 0.02% -1,105 13F-HR Timeline Group Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 13,095 $722K 0.01% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 13,012 $717K 0.07% +47 13F-HR Timeline Group Cherokee Insurance Co More: the full row for Cherokee Insurance Co 13,000 $716K 0.32% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 12,983 $715K 0.01% +464 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 12,870 $709K 0.17% -112,350 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 13,975 $709K 0.04% -500 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 12,813 $706K 0.01% -149 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 12,799 $705K 0.12% -1,869 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 12,728 $701K 0.23% new 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 12,727 $701K 0.01% +371 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 12,625 $696K 0.01% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 12,587 $694K 0.04% 0 13F-HR/A Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 12,915 $691K 0.02% 0 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 12,405 $684K 0.02% -1,969 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 12,285 $677K 0.04% +1,395 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 12,202 $672K 0.19% -16 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,152 $670K 0.02% -10,165 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 12,117 $668K 0.01% +152 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 12,108 $667K 0.09% -7,869 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 12,073 $665K 0.06% -404 13F-HR/A Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 12,039 $663K 0.03% 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 11,987 $660K 0.01% -587 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 11,946 $658K 0.06% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 11,928 $657K 0.01% +555 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,904 $656K 0.02% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 11,870 $654K 0.02% +7,148 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 11,840 $652K 0.04% 0 13F-HR Timeline Group DMC Group, LLC More: the full row for DMC Group, LLC 11,791 $650K 0.53% +51 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 11,724 $646K 0.2% +199 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 12,650 $642K 0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,526 $635K 0.02% +3,330 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 11,500 $634K 0.24% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,282 $622K 0.03% +2,872 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 11,236 $619K 0.06% +732 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 11,176 $616K 0.01% +51 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 11,024 $607K 0.34% +43 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 10,944 $603K 0.26% -39 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 10,872 $599K <0.01% -2,355 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 10,843 $597K 0.17% -975 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 10,835 $597K 0.02% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 10,827 $597K 0.02% +24 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 10,817 $596K 0.55% -53 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 10,785 $594K 0.04% +270 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 10,754 $593K <0.01% -27,194 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 10,732 $591K 0.11% +1,206 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 10,605 $584K 0.1% +536 13F-HR/A Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 10,490 $578K 0.15% -1,095 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 10,483 $578K 0.26% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 10,339 $570K 0.14% -76 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 10,300 $568K 0.04% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,370 $568K 0.02% -415 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 10,300 $568K 0.06% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 10,203 $562K 0.21% +48 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 10,178 $561K 0.02% +760 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 10,164 $560K 0.02% -43,024 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 10,050 $554K 0.52% -115 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 10,035 $553K 0.06% -375 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,963 $549K 0.02% -14,483 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,960 $549K 0.05% +601 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 9,950 $548K 0.27% +450 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 9,918 $546K 0.02% -3,458 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,910 $546K 0.03% -80 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 9,849 $543K 0.02% +194 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,830 $542K 0.02% +4,348 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 9,750 $537K 0.04% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 9,725 $536K 0.04% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 9,645 $531K 0.17% -500 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 9,631 $531K +389 Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 9,581 $528K 0.01% +161 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,579 $528K 0.05% +38 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,520 $525K 0.03% +554 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,805 $524K 0.05% +33 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 9,510 $524K 0.03% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 9,456 $521K 0.06% +1,569 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 9,322 $514K <0.01% -523 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 9,299 $512K 0.04% +30 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 9,275 $511K <0.01% -2,357 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 9,260 $510K 0.05% -100 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,250 $510K 0.07% +722 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 9,185 $506K 0.01% -750 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,087 $501K 0.02% -323 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 9,060 $499K 0.09% -830 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 9,037 $498K 0.04% -426 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 8,924 $492K 0.24% -339 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8,923 $492K 0.04% +65 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 8,879 $489K 0.04% -604 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 8,741 $482K 0.04% +36 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8,724 $481K 0.03% -2,496 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,690 $479K 0.01% +1,047 13F-HR Timeline Group BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 8,683 $478K 0.23% +1 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 8,650 $477K 0.22% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 8,605 $474K 0.68% -292 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 8,472 $467K 0.05% -1,078 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,463 $466K 0.01% -171 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,418 $464K 0.03% -334 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 8,380 $462K <0.01% 0 13F-HR Timeline Group Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 8,300 $457K 0.47% -25 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 8,270 $456K 0.04% -370 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,268 $456K 0.02% +3,725 13F-HR/A Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,890 $454K 0.05% +140 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,714 $450K 0.02% +212 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 8,125 $448K 0.09% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,050 $444K 0.01% -424 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 7,925 $437K 0.21% -30 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 7,920 $436K 0.17% -880 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 7,915 $436K 0.01% 0 13F-HR Timeline Group FORA Capital, LLC More: the full row for FORA Capital, LLC 7,889 $435K 0.04% -27,637 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 7,885 $434K 0.14% +15 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 7,833 $432K 0.09% -9,452 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,820 $431K 0.02% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 7,800 $430K 0.02% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 8,307 $429K 0.45% -209 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 8,583 $428K 0.17% -44 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 7,750 $427K 0.1% 0 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 7,964 $426K 0.06% -27,225 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,725 $426K 0.06% 0 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 7,699 $424K 0.02% -428 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 7,678 $423K 0.01% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 7,675 $423K 0.1% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,610 $419K 0.01% -250 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,591 $418K 0.02% new 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 7,587 $418K 0.03% -368 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 7,540 $415K 0.08% +20 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 7,540 $415K 0.16% -310 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 7,537 $415K 0.34% +126 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,509 $414K 0.01% -496 13F-HR Timeline Group SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 7,500 $413K 0.07% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 7,460 $411K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,455 $411K 0.01% -30 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,440 $410K 0.04% -75 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 7,438 $410K 0.03% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 7,350 $405K 0.06% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 7,335 $404K 0.29% 0 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 7,250 $399K 0.43% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 7,192 $396K 0.01% +1,257 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7,180 $396K 0.01% +130 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 7,176 $395K 0.05% +716 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,085 $390K 0.03% -75 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,054 $389K 0.04% -67 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,033 $388K 0.14% +957 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 6,988 $385K 0.36% -146 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,990 $385K 0.09% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 6,943 $383K 0.01% +1,253 13F-HR Timeline OSSIAM More: the full row for OSSIAM 6,886 $379K 0.01% +6,356 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 6,880 $379K 0.12% -39 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 6,859 $378K 0.13% -1,823 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 6,731 $373K 0.07% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,711 $370K 0.01% -185 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,678 $368K <0.01% new 13F-HR/A Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6,648 $366K 0.05% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,637 $366K 0.03% +52 13F-HR/A Timeline PARTHENON LLC More: the full row for PARTHENON LLC 6,625 $365K 0.04% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,594 $363K 0.07% +534 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,588 $363K 0.02% -1,497 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,571 $362K 0.03% +972 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,566 $362K 0.03% +1,526 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 6,558 $361K 0.07% -62 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 6,521 $359K 0.15% +301 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 6,520 $359K 0.02% -59,636 13F-HR/A Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,482 $357K 0.04% new 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 6,700 $356K 0.23% 0 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 6,368 $351K <0.01% new 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 6,350 $350K 0.09% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 6,345 $350K 0.17% -1,460 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 6,335 $349K 0.02% +455 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 6,284 $346K 0.01% +94 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 6,210 $342K 0.19% +26 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 6,654 $342K 0.18% +2,551 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 6,194 $341K 0.03% -176 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 6,181 $341K 0.09% -279 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 6,154 $339K 0.06% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 6,145 $339K 0.08% +96 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6,069 $334K 0.05% +165 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 6,063 $334K 0.27% +462 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,036 $333K 0.01% -1,670 13F-HR Timeline Group BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 6,015 $331K 0.07% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 6,010 $331K 0.2% -3,390 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 6,000 $331K 0.18% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 5,998 $330K 0.01% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 5,965 $329K 0.04% new 13F-HR/A Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,961 $328K 0.01% -354 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,943 $327K 0.07% +819 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 5,918 $326K 0.24% -145 13F-HR Timeline