FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 13,283 $755K 0.01% -673 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 13,250 $754K 0.27% 0 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 13,210 $751K 0.01% +70 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 13,196 $750K 0.01% +298 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 12,970 $738K 0.09% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,873 $732K 0.01% +3,625 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 12,865 $732K 0.02% -510 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 12,864 $732K 0.01% +5,409 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 12,771 $726K 0.01% +219 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 12,712 $723K <0.01% +5 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 12,700 $722K 0.31% -3,300 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 12,669 $720K 0.13% -25,563 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 12,653 $720K 0.01% -70 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 12,559 $714K 0.05% +890 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 12,668 $714K 0.01% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 12,509 $711K 0.49% +826 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 12,501 $711K 0.01% +49 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 12,465 $709K 0.02% +528 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 12,392 $705K 0.04% -195 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 12,281 $698K <0.01% +505 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 12,275 $698K <0.01% +264 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 12,189 $693K 0.02% +2,340 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 12,101 $688K 0.16% -10 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 12,086 $687K 0.07% -2,639 13F-HR Timeline Group BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 11,987 $682K 0.01% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 12,083 $681K 0.21% +2,590 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,879 $669K 0.01% -732 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 11,719 $666K <0.01% -14,203 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 11,810 $660K 0.53% -216 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 11,603 $660K 0.01% +142 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 11,341 $645K 0.01% +409 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 11,290 $642K 0.03% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,095 $631K 0.02% -1,481 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 11,060 $629K 0.02% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 11,056 $629K 0.09% +71 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 11,010 $626K 0.02% +55 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 10,910 $620K 0.06% -797 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 10,760 $612K 0.02% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 10,748 $611K 0.01% -637 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 10,725 $610K 0.05% +1,000 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,716 $609K 0.01% +1,098 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 10,662 $606K 0.16% -61 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,632 $605K 0.03% +586 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 10,626 $604K 0.02% +6,201 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 10,558 $600K 0.03% -320 13F-HR Timeline Group Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 10,490 $597K 0.11% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 10,458 $595K <0.01% +444 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 10,362 $589K 0.08% -264 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 10,300 $586K 0.04% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 10,300 $586K 0.06% 0 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 10,330 $586K 0.03% +2,070 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 10,284 $585K 0.01% new 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 10,242 $582K 0.55% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 10,226 $582K 0.05% -660 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 10,151 $577K 0.19% -45 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 10,144 $577K 0.01% +8,570 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 10,317 $577K <0.01% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,100 $574K 0.02% -284 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 10,090 $574K 0.04% +340 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 10,080 $573K 0.09% +1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 10,060 $572K 0.02% -155 13F-HR Timeline Group Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 10,000 $569K 0.16% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,933 $565K 0.03% -198 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 9,910 $564K 0.06% 0 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 9,912 $559K 0.38% -245 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 9,770 $556K 0.14% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 9,715 $552K 0.1% -2,010 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,663 $550K 0.04% -85 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 9,659 $549K 0.09% new 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 9,651 $549K 0.02% +266 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 9,620 $547K 0.47% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,598 $546K 0.01% +1,173 13F-HR Timeline OSSIAM More: the full row for OSSIAM 9,455 $538K 0.01% +3,411 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,436 $537K <0.01% +1,071 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 9,434 $537K 0.04% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 9,391 $534K 0.12% -1,007 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 9,355 $532K 0.11% -35 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 9,328 $530K -3,569 Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,309 $529K 0.06% +35 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 9,110 $518K <0.01% -75 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 9,105 $518K <0.01% -2,769 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 9,100 $518K 0.22% 0 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 9,081 $516K 0.04% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 9,080 $516K 0.04% +860 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 9,025 $513K 0.13% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,998 $512K 0.07% +1,030 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 8,975 $510K 0.04% 0 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 8,921 $507K 0.04% -56 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 8,902 $506K <0.01% -1,552 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,896 $506K 0.05% +91 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 8,860 $504K 0.21% +177 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 8,855 $504K 0.03% -505 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 8,825 $502K 0.47% 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 8,743 $497K 0.02% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,701 $495K 0.02% +2,867 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 8,698 $495K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8,663 $493K 0.03% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 8,650 $492K 0.2% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 8,620 $490K 0.14% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 8,576 $488K 0.05% 0 13F-HR/A Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 8,541 $486K 0.02% -712 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $485K 0.39% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Wills Financial Group LLC More: the full row for Wills Financial Group LLC 8,464 $481K 0.2% +2,006 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 8,415 $479K 0.18% +1,000 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 8,383 $477K -424 Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,291 $472K 0.03% -89 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 8,270 $470K 0.02% -550 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,716 $468K 0.02% +144 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 8,300 $463K 0.36% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 8,030 $457K 0.02% +230 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,030 $457K 0.01% -4,595 13F-HR/A Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,981 $454K 0.01% -34 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,970 $453K 0.02% -198 13F-HR Timeline Group Shay Capital LLC More: the full row for Shay Capital LLC 7,950 $452K 0.08% new 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 7,925 $451K 0.19% 0 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 7,850 $446K 0.16% +496 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 7,845 $446K 0.13% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,805 $444K 0.01% +97 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 7,750 $441K 0.09% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 7,655 $435K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,672 $435K 0.03% +1,116 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 7,537 $429K 0.15% new 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 7,530 $428K 0.06% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 7,524 $428K <0.01% -45,045 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,509 $427K 0.01% -45 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 7,500 $427K 0.07% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,490 $426K 0.01% -1,003 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 7,489 $426K 0.2% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 7,465 $425K 0.02% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 7,390 $420K 0.01% +640 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,367 $419K 0.02% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,361 $419K 0.01% -162 13F-HR Timeline Group SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 7,350 $418K 0.06% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 7,335 $417K 0.25% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,306 $415K 0.03% -499 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,282 $414K 0.03% +690 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 7,180 $406K 0.01% -73 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 7,095 $403K 0.13% -15 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 7,087 $403K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Numerai GP LLC More: the full row for Numerai GP LLC 7,069 $402K 0.06% +1,686 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 7,040 $400K 0.31% +24 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 7,025 $400K 0.26% +322 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 7,022 $399K 0.29% -265 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 6,964 $396K 0.01% -40,013 13F-HR Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,940 $395K 0.08% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 6,870 $391K 0.07% +170 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 6,850 $390K 0.01% -1,000 13F-HR Timeline Group BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 6,846 $389K 0.12% -13 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,843 $389K 0.01% +734 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 6,841 $389K 0.1% new 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,767 $385K 0.01% +160 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,749 $384K 0.01% +5,580 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,722 $382K 0.06% -704 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,790 $382K 0.01% -1,490 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,700 $381K <0.01% -35 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 6,700 $381K 0.23% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,671 $379K 0.01% +804 13F-HR Timeline Group Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 6,656 $379K <0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 6,652 $378K 0.02% -224 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6,628 $377K 0.04% 0 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 6,625 $377K 0.04% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 6,625 $377K 0.08% +92 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,618 $376K 0.01% +1,126 13F-HR/A Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 6,697 $374K 0.05% +22 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 6,522 $371K 0.01% +24 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,505 $370K <0.01% -159 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 6,414 $365K 0.03% -78 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 6,411 $365K 0.06% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,346 $361K 0.06% +116 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,316 $359K 0.07% +2,009 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,302 $358K <0.01% -6,376 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 6,300 $358K 0.09% 0 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 6,262 $356K 0.17% +24 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,504 $356K 0.3% -166 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 6,237 $355K 0.04% -1,488 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,209 $353K 0.01% -6,340 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 6,194 $352K 0.02% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,166 $351K 0.02% -1,191 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6,126 $348K 0.01% -12,290 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,634 $348K 0.03% +355 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 6,114 $348K 0.07% -67 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 6,082 $346K 0.01% +68 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,546 $345K 0.02% +545 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 6,027 $343K 0.06% +27 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,019 $342K <0.01% -250 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 6,016 $342K 0.22% +1 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 6,000 $341K 0.16% 0 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 6,000 $341K 0.11% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,676 $340K 0.04% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,963 $339K 0.09% +54 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,893 $335K 0.08% +224 13F-HR Timeline Compound Planning, Inc. 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