BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 14,151 $1.1M 0.57% +9,043 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 14,009 $1.09M 0.35% +2,918 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 13,890 $1.08M 0.56% +205 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 13,879 $1.08M 0.1% +6 13F-HR Timeline Recurrent Investment Advisors LLC More: the full row for Recurrent Investment Advisors LLC 15,824 $1.08M 0.07% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 13,779 $1.07M 0.01% -312 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 13,689 $1.06M 0.2% -715 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,491 $1.05M 0.01% +2,355 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 13,474 $1.05M 0.01% +5,126 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 13,390 $1.04M 0.19% -1,462 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 13,351 $1.04M 0.01% -4,004 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,364 $1.04M 0.03% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 13,303 $1.03M 0.01% -970 13F-HR/A Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 12,893 $1M 0.54% +868 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 12,887 $1M 0.09% +127 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 12,859 $1000K 0.65% +186 13F-HR/A Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 12,721 $989K 0.45% -37 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,594 $979K 0.06% +821 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 12,545 $975K 0.02% +553 13F-HR Timeline Capital Research Global Investors in group Capital Research Global Inves… More: the full row for Capital Research Global Investors 12,496 $971K <0.01% +848 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 12,402 $967K 0.71% -74 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 12,323 $960K 0.01% new 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 12,291 $956K 0.08% +476 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 12,276 $955K 0.41% +541 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 12,000 $933K 0.17% 0 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 11,904 $926K 0.48% +5,084 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 11,825 $920K 0.18% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,708 $910K 0.02% -1,786 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,589 $910K 0.01% +2,248 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 11,597 $905K <0.01% +1,683 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 11,602 $902K 0.02% -334 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,568 $899K 0.01% +4,508 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 11,531 $897K 0.22% +797 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 11,494 $894K 0.05% +590 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,338 $882K 0.01% -1,534 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 11,242 $874K 0.01% -1,010 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 11,224 $873K 0.04% +492 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 11,136 $866K 0.02% -434 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 11,110 $864K 0.04% -848 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,998 $855K 0.03% -3,556 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 10,960 $852K 0.33% -10,000 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,675 $850K 0.01% +1,227 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 10,772 $838K 0.02% +118 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,743 $835K 0.02% +2,077 13F-HR Timeline Group Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 10,638 $827K 0.07% -634 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 10,487 $815K 0.13% -1,276 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 10,468 $814K 0.11% 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 10,391 $808K 0.07% -1,090 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,392 $808K 0.07% new 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 10,356 $805K 0.05% -65 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,347 $805K 0.02% +121 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 10,275 $799K 0.03% -967 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,121 $787K 0.01% +916 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,118 $787K 0.02% +808 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 10,112 $786K 0.24% -40 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,070 $783K <0.01% +535 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 10,048 $782K 0.84% +2,188 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 10,013 $779K 0.33% -10 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 10,475 $772K 0.47% -5,780 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,518 $740K 0.01% +1,162 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,495 $736K 0.03% -166 13F-HR Timeline Privium Fund Management B.V. More: the full row for Privium Fund Management B.V. 10,723 $729K 0.13% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 9,359 $728K <0.01% +880 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,262 $720K <0.01% -7,849 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 9,212 $716K <0.01% new 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 9,161 $712K 0.17% +1,126 13F-HR Timeline Crumly & Associates Inc. 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More: the full row for Legacy Capital Group California, Inc. 8,862 $689K 0.21% -135 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,818 $686K 0.03% -110 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 8,717 $678K 0.08% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 8,625 $671K 0.14% -5,100 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,595 $668K 0.05% +1,032 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,572 $667K 0.01% +141 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 8,527 $663K 0.03% -7,907 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 8,522 $663K 0.11% -7,242 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,519 $662K 0.04% +120 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 8,424 $655K 0.05% 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 8,364 $650K 0.06% -2,632 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 8,302 $646K 0.43% -246 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 8,243 $641K 0.07% +1,864 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 8,240 $641K 0.12% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,237 $641K 0.03% +86 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 8,169 $635K 0.02% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 8,124 $630K 0.18% -1,176 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 8,024 $624K 0.15% -2,162 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 8,003 $622K 0.08% -134 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 7,823 $608K 0.05% +3,883 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,811 $607K 0.01% -265 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 7,726 $601K 0.03% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,991 $600K 0.13% +642 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,620 $596K 0.05% +338 13F-HR Timeline Group SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 7,645 $594K 0.05% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 7,498 $583K 0.01% new 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 7,439 $578K 0.11% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 7,318 $569K 0.47% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 7,302 $568K 0.06% +1,245 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,288 $567K 0.01% -671 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,164 $557K 0.01% +57 13F-HR Timeline Group Henry James International Management In… More: the full row for Henry James International Management Inc. 7,143 $555K 0.17% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 7,137 $555K 0.01% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 7,137 $555K 0.11% -59 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,104 $552K 0.02% -1,588 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,032 $548K 0.01% -545 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 7,000 $544K 0.03% 0 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 6,974 $542K 0.24% -654 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 6,897 $536K 0.08% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,869 $534K 0.01% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,866 $534K 0.1% -352 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,832 $531K 0.02% +43 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 6,782 $527K 0.18% +40 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 6,701 $527K 0.14% +1,264 13F-HR/A Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 6,773 $527K 0.17% +292 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,767 $526K 0.02% -3,307 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,762 $525K <0.01% +2,229 13F-HR Timeline Group Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 6,730 $523K 0.11% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,691 $520K 0.05% +766 13F-HR Timeline Group Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 6,679 $519K 0.4% -473 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,655 $517K 0.01% +284 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 6,611 $514K 0.02% +4,298 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,447 $513K 0.02% new 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 6,566 $511K 0.03% +54 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 6,536 $508K 0.01% -23,875 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 6,522 $507K 0.01% +122 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,506 $506K 0.01% -618 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,488 $504K 0.12% -100 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 6,462 $503K 0.14% -1,178 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,969 $502K 0.04% +753 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,453 $502K 0.05% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,406 $498K 0.04% +1,650 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 6,399 $498K 0.03% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,360 $495K 0.01% -19 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,353 $494K 0.08% +51 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 6,333 $492K 0.14% -1,071 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 6,321 $492K 0.06% +122 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 6,314 $491K 0.12% +280 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,304 $490K 0.01% +159 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,294 $489K 0.03% -417 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 6,209 $489K 0.25% -250 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,275 $488K 0.03% +81 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 6,272 $488K -207 Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 6,068 $488K 0.05% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,139 $477K 0.02% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,138 $477K 0.01% +797 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,134 $477K <0.01% +38 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 6,122 $476K 0.14% +3,289 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,114 $475K 0.03% +520 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 6,053 $471K 0.06% +303 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,047 $470K <0.01% -4,352 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,016 $468K 0.02% +578 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,970 $464K 0.03% -5,777 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,963 $464K 0.07% -395 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 5,926 $460K 0.08% +854 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 5,873 $457K 0.1% new 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 5,832 $453K 0.05% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,344 $453K 0.01% +127 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 5,807 $452K 0.02% +3,466 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 5,796 $451K 0.03% +2,839 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. 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More: the full row for SCOTIA CAPITAL INC. 5,216 $406K <0.01% -356 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 5,176 $402K 0.04% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,150 $400K 0.05% +643 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,143 $400K 0.03% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,137 $399K 0.02% -1,671 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,130 $399K 0.01% -60 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 5,119 $398K 0.25% -2,792 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 5,106 $397K 0.06% -127 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,092 $396K 0.03% -1,447 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,027 $391K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,025 $391K 0.02% -75 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,966 $390K 0.01% -1,218 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,004 $389K 0.01% +842 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 5,000 $389K 0.04% 0 13F-HR Timeline Firsthand Capital Management, Inc. 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