Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 19,345 $1.11M 0.05% -1,197 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 19,084 $1.1M 0.03% -3,868 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 19,082 $1.1M 0.11% +2,932 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 18,927 $1.09M 0.03% -16,680 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 19,003 $1.09M 0.13% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 18,926 $1.09M 0.55% +458 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 18,926 $1.09M 0.02% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 18,921 $1.09M 0.1% -765 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 18,780 $1.08M 1.04% +356 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 18,772 $1.08M 0.09% +2,538 13F-HR Timeline Shorepath Capital Management LLC More: the full row for Shorepath Capital Management LLC 18,768 $1.08M 0.77% +1,154 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 18,757 $1.08M <0.01% +9,673 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 18,731 $1.07M 0.09% new 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 18,688 $1.07M 0.16% +3,298 13F-HR Timeline City State Bank More: the full row for City State Bank 18,601 $1.07M 0.38% -78 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 18,600 $1.07M 0.09% 0 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 18,570 $1.07M <0.01% +447 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 18,556 $1.07M 0.81% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 18,410 $1.06M 0.04% +274 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 17,234 $1.06M 0.12% -131 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 18,380 $1.06M 0.08% +9,386 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 18,300 $1.05M 0.94% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 18,285 $1.05M 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 18,106 $1.04M 0.22% +4,855 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 18,020 $1.03M 0.08% +15,580 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 18,020 $1.03M 0.14% +6,016 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 17,865 $1.03M 0.15% 13F-HR Timeline Maxwell Wealth Strategies Inc. More: the full row for Maxwell Wealth Strategies Inc. 17,847 $1.02M 0.42% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 17,754 $1.02M 0.02% -2,536 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 16,910 $1.01M 0.7% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 17,622 $1.01M 0.01% -702 13F-HR Timeline Group NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 17,582 $1.01M 0.07% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 17,424 $1M 0.71% -38 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 17,177 $986K 0.06% -2,002 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 17,068 $980K 0.97% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 16,969 $974K 0.07% 0 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 16,832 $966K 0.05% +270 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 16,679 $958K 0.27% -175 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 16,618 $954K 0.03% +5,598 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 16,458 $945K <0.01% +3,000 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 16,391 $941K 0.09% +8,329 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 16,360 $939K 0.01% +12,029 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 15,187 $937K 0.32% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 16,278 $935K 0.08% +89 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 16,154 $927K 0.19% -2,887 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 16,136 $926K 0.07% -688 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 16,108 $925K 0.02% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 16,106 $925K 0.25% -67 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 16,105 $925K 0.04% -14,672 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 15,280 $922K 0.38% -1,021 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 16,012 $919K 0.02% +720 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 15,475 $919K 0.04% +8,000 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 15,789 $906K 0.11% +3,402 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 15,761 $905K 0.19% +10,924 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 15,718 $902K 0.3% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 15,617 $897K 0.11% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 15,581 $894K 0.47% +250 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 15,580 $894K 0.07% -75 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 15,567 $894K 0.01% -1,380 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 15,535 $892K 0.15% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 15,514 $891K 0.26% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 15,465 $888K 0.13% -1,291 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 15,458 $887K 0.06% -293 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 15,400 $884K 0.09% -900 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 15,313 $879K 0.05% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 15,296 $878K 0.06% +2,080 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 15,272 $877K 0.11% -10,047 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 15,238 $875K 0.81% +9 13F-HR/A Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 15,162 $870K 0.22% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 15,148 $870K 0.22% +243 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 15,145 $869K 0.66% +279 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 15,048 $864K 0.27% +242 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 15,047 $864K 0.03% 0 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 14,969 $859K 0.04% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 14,858 $853K 0.85% 0 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 14,796 $849K 0.42% -4,101 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 14,657 $841K 0.07% -755 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 14,581 $837K 0.08% -169 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 14,524 $834K 0.07% new 13F-HR/A Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 14,474 $831K <0.01% +4,697 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 14,464 $830K 0.02% +9,225 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 14,464 $830K 0.03% +9,225 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 14,443 $829K 0.36% -956 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 14,438 $829K 0.23% -732 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 14,310 $822K 0.47% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 14,249 $818K 0.12% -35,787 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 14,239 $817K 0.76% 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 14,194 $815K 0.63% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 14,185 $814K 0.03% -23,565 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 14,155 $813K 0.66% -49 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 14,116 $810K 0.48% -649 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 13,848 $795K 0.19% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 13,938 $794K 0.01% 0 13F-HR Timeline Group Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 13,812 $793K 0.09% -162 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 13,708 $787K 0.15% +60 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 13,689 $786K 0.09% -642 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 13,666 $785K 0.52% +5,270 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 13,605 $781K 0.05% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 13,558 $778K 0.1% +2,257 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 13,429 $771K 0.43% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,427 $771K 0.03% +1,955 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 13,391 $769K 0.02% +73 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 13,366 $767K 0.01% -611 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 13,158 $755K <0.01% +9,841 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 13,140 $754K 0.13% -334 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 13,139 $754K 0.66% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 13,104 $752K 0.05% -101 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 13,031 $748K 0.03% -95 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 12,983 $745K 0.62% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 12,930 $742K 0.12% +6 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 12,902 $741K 0.14% -41 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 12,837 $737K 0.06% +173 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 12,812 $736K 0.03% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 12,805 $735K 0.07% +292 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 12,767 $733K 0.47% +197 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 12,747 $732K 0.15% +11 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 12,676 $728K 0.05% +2,153 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 12,656 $727K 0.04% -3,157 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 12,583 $722K 0.01% +2,650 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,437 $714K 0.02% -3,830 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 12,329 $708K 0.21% +429 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 12,300 $706K 0.03% new 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 12,282 $705K 0.47% +653 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 12,200 $700K 0.02% +214 13F-HR/A Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 12,162 $698K 0.07% -262 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 12,118 $696K 0.07% -434 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 12,081 $694K 0.07% -102 13F-HR Timeline Busey Bank More: the full row for Busey Bank 12,013 $690K 0.02% -83 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 12,000 $689K 0.01% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 11,882 $682K 0.08% -1,718 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 11,878 $682K 0.02% -3,533 13F-HR Timeline Group CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 11,863 $681K 0.17% +474 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 11,820 $679K 0.31% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 11,782 $676K 0.04% +115 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 11,742 $674K 0.01% +150 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 11,713 $672K 0.01% +48 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 11,704 $672K 0.26% +5 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 11,611 $667K 0.54% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 11,595 $666K 0.08% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 11,535 $662K 0.12% -2,485 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 11,525 $662K 0.05% +5,602 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 11,492 $660K 0.08% -12 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 10,883 $655K 0.08% -6 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 11,381 $653K 0.67% 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 11,380 $653K 0.03% +7,603 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 11,250 $646K -3,396 Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 11,135 $639K <0.01% 0 13F-HR/A Timeline Group Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 11,114 $638K 0.57% 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 11,098 $637K 0.06% -4,000 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 10,968 $630K 0.17% +38 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 10,939 $628K 0.07% 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 10,907 $626K 0.12% -82 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 10,870 $624K 0.12% 0 13F-HR Timeline Michael A. Dubis Financial Planning, LLC More: the full row for Michael A. Dubis Financial Planning, LLC 10,877 $624K 0.6% 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 10,829 $622K 0.05% new 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 10,767 $618K 0.06% -176 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 10,702 $614K 0.24% new 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 10,612 $609K 0.23% -1,672 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 10,568 $607K 0.47% 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 10,563 $606K 0.06% +30 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 10,505 $603K 0.02% +2,188 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 10,494 $598K +1,298 Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 10,400 $597K 0.07% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,363 $595K 0.02% -6,476 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,333 $593K <0.01% +300 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,282 $590K 0.04% -2,213 13F-HR Timeline Group Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 10,236 $588K 0.39% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 10,198 $585K 0.07% -206 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 10,137 $582K 0.05% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 10,113 $581K 0.04% -2,420 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 10,097 $580K 0.18% -3,169 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 10,060 $578K 0.44% 0 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 9,965 $572K 0.28% -204 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 9,915 $569K 0.33% new 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 9,886 $568K 0.07% +146 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 9,869 $567K 0.13% -201 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 9,719 $558K 0.75% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,660 $555K 0.03% -2,590 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 9,652 $554K 0.16% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 9,549 $548K 0.19% +2,614 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,536 $547K 0.02% +2,024 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 9,380 $539K 0.56% 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,369 $538K 0.01% -3,762 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 9,369 $538K 0.01% -3,762 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 9,315 $535K 0.2% +40 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 9,271 $532K 0.18% -383 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 9,180 $527K 0.35% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 9,147 $525K 0.22% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 9,090 $522K 0.14% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 9,057 $520K 0.01% +342 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,049 $519K 0.02% +4,407 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 9,028 $518K 0.27% -27 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 8,990 $516K 0.14% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 8,922 $512K 0.32% new 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 8,885 $510K 0.46% 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 4,451 $510K 1.41% +97 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 8,849 $500K 0.12% +13 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 8,700 $499K 0.08% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,697 $499K 0.03% -11,833 13F-HR/A Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 8,667 $498K 0.46% 13F-HR Timeline