Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 16,153 $1.28M 0.14% -3 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 16,125 $1.27M 0.16% new 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 16,090 $1.27M 0.02% -74,562 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 16,062 $1.27M 0.2% -5,660 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 16,059 $1.27M 0.62% +1,585 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 16,038 $1.27M 0.16% -310 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 15,996 $1.25M 0.09% -38 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 15,738 $1.24M 0.07% -300 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 15,693 $1.24M 0.11% +12,681 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 15,685 $1.24M 0.92% new 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 15,528 $1.23M 0.1% -2,039 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 15,501 $1.23M 0.23% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 15,453 $1.22M 0.44% +684 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 15,383 $1.22M 0.08% -60 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 15,335 $1.21M 0.06% +561 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 15,140 $1.2M 0.35% +710 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 15,135 $1.2M 0.11% +943 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 15,065 $1.19M 0.07% -12,342 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 15,042 $1.19M 0.31% -1,286 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 14,897 $1.18M 0.31% +191 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 14,842 $1.17M 0.16% -11,392 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 14,649 $1.16M 0.26% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 14,559 $1.15M 0.01% +461 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 14,558 $1.15M 0.78% +6 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 14,565 $1.15M 0.71% +866 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 14,421 $1.14M 1.32% -109 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 14,401 $1.14M 0.73% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 14,316 $1.13M 0.01% -9,695 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 14,306 $1.13M 0.15% -526 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 14,278 $1.13M 0.53% -19,954 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 14,155 $1.12M 0.06% -725 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 14,097 $1.11M 0.77% -125 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 14,089 $1.11M 0.15% +3,239 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 13,867 $1.1M 0.02% +586 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 13,840 $1.09M 0.02% +724 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 13,796 $1.09M 0.09% -2,474 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,789 $1.09M 0.01% +5,259 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 13,758 $1.09M 0.09% +498 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 13,676 $1.08M 0.65% +36 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 13,605 $1.08M 0.04% +635 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 13,540 $1.07M 0.21% +80 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 13,502 $1.07M 0.23% +68 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 13,487 $1.07M 0.21% -714 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 13,485 $1.07M 0.23% -23 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 13,409 $1.06M <0.01% -3,171 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 13,291 $1.05M 0.01% +2,274 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 13,284 $1.05M 0.1% -499 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 13,240 $1.05M 0.02% 0 13F-HR Timeline Group Quartz Partners, LLC More: the full row for Quartz Partners, LLC 13,240 $1.05M 0.34% +504 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 13,213 $1.04M 0.11% new 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 13,212 $1.04M 0.36% -78 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 13,142 $1.04M <0.01% +961 13F-HR Timeline Group Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 13,077 $1.03M 0.94% +748 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 13,072 $1.03M 0.18% +774 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 13,018 $1.03M 0.26% -259 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 13,008 $1.03M 0.92% +2,948 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 13,010 $1.03M 0.06% -243 13F-HR Timeline Group Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 12,990 $1.03M 0.37% -281 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 12,938 $1.02M 0.21% +4 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,904 $1.02M 0.01% -464 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 12,836 $1.01M 0.28% +702 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 12,820 $1.01M 0.01% +7,225 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 12,794 $1.01M 0.85% -1,161 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,397 $980K 0.06% -485 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 12,367 $977K 0.02% +2,364 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 12,341 $975K 0.82% +125 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 12,328 $974K 0.82% +3,005 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 12,203 $964K 0.68% +143 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 12,199 $960K 0.02% +956 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 12,135 $959K 0.86% -152 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 12,066 $954K 0.27% +752 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 12,017 $950K 0.2% -157 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 11,953 $948K 0.04% +1,502 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 11,978 $947K 0.25% -164 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 11,907 $941K 0.69% +2,592 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 11,906 $941K 0.03% +22 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 11,903 $941K 0.04% +78 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,863 $937K 0.02% +1,067 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 11,808 $933K 0.07% -350 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 11,762 $930K 0.2% 0 13F-HR Timeline Group WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 11,742 $928K 0.71% -1,788 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 11,657 $921K 0.27% -265 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 11,654 $921K 0.09% -92 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 11,625 $919K 0.11% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 11,533 $912K 0.02% -1,181 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 11,466 $906K 0.28% +561 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 11,393 $900K 0.4% +400 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 11,366 $898K 0.28% +5,585 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 11,320 $895K +5,004 Timeline ANB BANK More: the full row for ANB BANK 11,305 $893K 0.33% +845 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,291 $892K 0.06% +462 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 11,195 $885K 0.08% -520 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 11,148 $881K 0.13% +75 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 11,133 $880K 0.17% +8,586 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,083 $876K 0.04% +558 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 11,059 $870K 0.02% +1,925 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 10,975 $867K 0.09% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 10,972 $867K 0.13% -31 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 10,975 $867K 0.31% +3,285 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 11,011 $864K 0.3% -5,711 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 10,961 $863K 0.45% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 10,901 $861K 0.4% +731 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 10,897 $861K 0.12% -5,488 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 10,827 $856K 0.62% new 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 10,810 $854K +6,782 Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 10,733 $848K 0.03% -70 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 10,665 $843K 0.03% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 10,663 $843K 0.36% +8,996 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 10,578 $836K 0.36% -176 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 10,536 $833K 0.62% +168 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 10,487 $829K 0.07% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 10,475 $828K 0.34% +570 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 10,440 $825K 0.01% -17 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 10,407 $822K 0.19% +1,058 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 10,400 $822K 0.12% 0 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 10,393 $821K 0.19% -170 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 10,341 $817K 0.05% +1,036 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 10,311 $815K 0.3% -96 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 10,281 $813K 5.8% -15,344 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 10,214 $807K 0.72% -2,704 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 10,208 $807K 0.19% -234 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10,184 $805K 0.01% +1,495 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 10,121 $800K 0.22% +1 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,066 $795K 0.01% -11,502 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 10,064 $795K 0.1% +7,339 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 10,020 $792K 0.13% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 9,958 $787K 0.2% -1,181 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,897 $782K 0.01% -1,670 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 9,893 $782K 0.07% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 9,889 $782K 0.13% -100 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9,844 $778K 0.01% -12 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 9,839 $778K 0.1% +3,960 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 9,827 $777K 0.12% +328 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 9,800 $774K <0.01% -4,000 13F-HR Timeline Group Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 9,725 $769K 0.3% +665 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 2,000 $767K 0.12% new 13F-HR/A Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 9,683 $765K 0.51% new 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 9,646 $762K 0.43% +2,397 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 9,637 $762K 0.06% +233 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 9,562 $756K 0.08% -1,150 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 9,500 $751K 0.24% 0 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 9,395 $742K 0.07% 0 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 9,209 $728K 0.55% -18,263 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 9,128 $721K 0.1% -1,898 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 9,047 $712K 0.58% -141 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 9,008 $712K 0.39% -65 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,994 $711K 0.06% -114 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 8,944 $707K 0.05% -5,092 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 8,915 $705K 0.03% -578 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 8,914 $704K 0.15% +1,300 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 8,889 $703K 0.05% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8,763 $693K 0.14% +3,070 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 8,695 $687K 0.13% -3,261 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 8,680 $686K 0.03% +698 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 8,678 $686K 0.13% +2,816 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 8,671 $685K 0.03% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 8,652 $684K 0.14% -900 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 8,639 $683K 0.1% -6,885 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 8,600 $680K 0.21% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 8,595 $679K 0.01% +11 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 8,583 $678K 0.18% +60 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 8,576 $678K 0.19% +338 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 8,500 $672K 0.04% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,481 $670K 0.15% +68 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,455 $668K 0.02% -409 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 8,426 $666K 0.24% +6 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 8,343 $659K 0.06% +5 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 8,344 $659K 0.2% +250 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 8,330 $658K 0.27% +2,300 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 8,222 $650K 0.15% +29 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 8,147 $645K 0.7% +3,836 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,133 $643K 0.01% +3,080 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 8,131 $643K 0.09% -580 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,101 $640K 0.04% +4,433 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 8,099 $640K 0.03% -11 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 8,042 $636K 0.55% +13 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 8,031 $635K 0.04% +1,557 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,020 $634K 0.02% +2,357 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 8,011 $633K 0.49% -10 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 7,919 $626K 0.01% new 13F-HR/A Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 7,859 $621K 0.04% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7,800 $616K 0.06% +7,500 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 7,779 $615K 0.34% +2,481 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 7,771 $614K 0.24% +239 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,732 $611K 0.01% +1,897 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,705 $609K 0.07% -13 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 7,700 $609K 0.13% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,682 $607K 0.01% -18,662 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 7,615 $602K 0.46% +1,040 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 7,602 $601K 0.03% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 7,600 $601K 0.19% -200 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,553 $597K 0.02% -245 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 7,490 $592K 0.07% +225 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 7,490 $592K 0.26% -6,663 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 7,461 $590K 0.17% -313 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 7,441 $588K 0.09% -5,187 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,427 $587K 0.04% +2,072 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 7,400 $585K 0.12% -812 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 7,378 $583K 0.3% -171 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,360 $582K 0.03% 0 13F-HR Timeline