FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 19,305 $1.17M 0.23% -740 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 19,241 $1.17M 0.04% +2,623 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 19,099 $1.16M 0.09% +719 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 19,072 $1.16M 0.62% -336 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 19,003 $1.15M 0.14% 0 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 18,960 $1.15M 1.08% +180 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 18,926 $1.15M 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 18,856 $1.14M 0.04% -10,334 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 18,851 $1.14M 0.49% 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 18,841 $1.14M 0.01% -1,213 13F-HR Timeline Shorepath Capital Management LLC More: the full row for Shorepath Capital Management LLC 18,768 $1.14M 0.86% 0 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 18,740 $1.14M 0.85% -838 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 17,965 $1.14M 0.04% -1,625 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 18,690 $1.13M 0.09% +670 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 18,554 $1.13M 0.9% -2 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 18,531 $1.12M 0.6% -1,000 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 18,503 $1.12M 1.01% +203 13F-HR Timeline City State Bank More: the full row for City State Bank 18,481 $1.12M 0.37% -120 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 18,463 $1.12M <0.01% -107 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 18,384 $1.12M 0.24% +278 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 18,285 $1.11M 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 18,267 $1.11M 0.08% -9,107 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 18,141 $1.1M 0.03% -943 13F-HR Timeline Group W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 18,037 $1.09M 0.09% +7,208 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 17,925 $1.09M 0.15% +60 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 17,850 $1.08M 1.08% -1,956 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 17,545 $1.06M 0.08% -37 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 17,307 $1.05M 0.09% +2,783 13F-HR/A Timeline Dentgroup LLC More: the full row for Dentgroup LLC 17,303 $1.05M 0.79% -2,114 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 17,278 $1.05M -405,927 Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 17,068 $1.04M 1.1% 0 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 17,112 $1.04M 0.07% -65 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 17,111 $1.04M 0.06% +279 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 16,969 $1.03M 0.08% 0 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 16,847 $1.02M 0.61% -5,600 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 16,573 $1.01M 0.72% -851 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 16,562 $1M 0.13% -7,025 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 16,470 $999K 0.05% +995 13F-HR Timeline Group FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 16,457 $998K 0.02% +890 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 16,340 $991K 0.59% +12,714 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 16,329 $991K 0.27% -350 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 16,315 $990K <0.01% -143 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 16,273 $987K 0.01% -1,481 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 16,213 $983K 0.1% +424 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 16,105 $977K 0.04% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 16,033 $973K 0.03% +21 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 15,975 $969K 0.11% -179 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 15,942 $967K 0.01% -1,680 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 15,823 $960K 0.26% -283 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 15,798 $958K 0.09% -480 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,722 $954K 0.1% +9,687 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 15,718 $953K 0.31% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 15,629 $948K 0.49% +48 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 15,617 $947K 0.11% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 15,514 $941K 0.25% 0 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 15,400 $934K 0.1% 0 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 15,306 $928K 0.39% +863 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 15,299 $928K 0.15% -236 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 15,272 $926K 0.38% -8 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 15,240 $924K 0.84% +2 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 15,203 $922K 0.68% +4,635 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 15,194 $922K 0.24% +46 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 15,182 $921K 0.19% -5 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 15,172 $920K 0.11% -100 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 15,162 $920K 0.23% 0 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 15,145 $919K 0.68% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 15,103 $916K 0.1% +4,905 13F-HR/A Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 15,097 $916K 0.29% +49 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 15,062 $914K 0.02% +598 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 15,062 $914K 0.03% +598 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 15,047 $913K 0.04% 0 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 15,352 $904K +4,858 Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 14,886 $903K 0.05% -572 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 14,870 $902K 0.07% +213 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 14,858 $901K 0.8% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 14,660 $889K 0.11% -805 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 14,622 $887K 0.09% +41 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 14,537 $882K 0.03% +352 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 14,529 $881K 0.55% +413 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 14,473 $878K 0.77% +234 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 14,467 $878K 0.07% -1,669 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 14,411 $874K 0.12% +853 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 14,316 $868K +9,000 Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 14,302 $868K 0.02% -9,920 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,266 $865K 0.01% +7,341 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 14,249 $864K 0.12% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 14,196 $861K 0.07% +1,391 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 14,112 $856K 0.03% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 14,110 $856K 0.05% -1,186 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 14,108 $856K 0.68% -47 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 13,849 $840K 0.32% new 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 13,848 $840K 0.2% 0 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 13,818 $838K 0.25% -14,693 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 $838K 0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,766 $835K 0.02% +4,230 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 13,751 $834K 0.17% +43 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 13,663 $829K 0.02% +297 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 13,565 $823K 0.07% -2,015 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 13,564 $823K 0.09% -248 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 13,544 $822K 0.08% -145 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 13,369 $811K 0.45% -60 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 13,351 $810K <0.01% -6,703 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 13,351 $810K 0.02% -40 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 13,257 $804K 0.13% +327 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 13,116 $796K 0.06% +12 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 13,108 $795K 0.14% -32 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 12,842 $791K 0.04% +6,761 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,994 $788K 0.02% +557 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 12,977 $787K 0.64% -6 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 12,863 $780K 0.14% +5,001 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 12,827 $778K 0.06% +709 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 12,815 $777K 0.15% -87 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 12,807 $777K 0.52% +40 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 12,796 $776K 0.76% +12,607 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 12,663 $768K 0.04% +7 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 12,631 $766K 0.03% -400 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 12,521 $760K 0.15% -226 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 12,497 $758K <0.01% +12,171 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 12,430 $754K 0.22% +101 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 12,414 $753K 0.06% -423 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 12,147 $737K 0.09% new 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 12,142 $737K 0.2% +279 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 12,110 $735K 0.69% -1,029 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 12,080 $733K 0.27% +2,765 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,019 $729K 0.01% +2,650 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 12,019 $729K 0.01% +2,650 13F-HR/A Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 12,016 $729K 0.01% -567 13F-HR Timeline Busey Bank More: the full row for Busey Bank 12,013 $729K 0.02% 0 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 12,000 $728K 0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,960 $726K 0.02% -240 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 11,928 $724K 0.08% +46 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 11,855 $719K 0.52% +4,147 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 11,820 $717K 0.32% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 11,763 $714K 0.04% -19 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 11,704 $710K 0.28% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 11,623 $705K 0.59% +12 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 11,595 $703K 0.09% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 11,570 $702K 0.01% -4,790 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,533 $700K 0.02% +3,826 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 11,411 $696K <0.01% -69,224 13F-HR Timeline Group Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 11,357 $689K 0.19% +389 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 11,262 $683K 0.07% -819 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 11,251 $682K 0.03% -129 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 11,250 $682K 0.05% 0 13F-HR Timeline Group Parker Financial LLC More: the full row for Parker Financial LLC 11,198 $679K 0.33% -3,598 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 11,135 $675K <0.01% 0 13F-HR/A Timeline Group Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 11,114 $674K 0.6% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 11,098 $673K 0.06% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 11,032 $669K 0.45% -1,250 13F-HR/A Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 10,985 $666K 0.07% +46 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,927 $663K 0.02% +1,878 13F-HR Timeline Michael A. Dubis Financial Planning, LLC More: the full row for Michael A. Dubis Financial Planning, LLC 10,878 $660K 0.64% +1 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 10,870 $659K 0.13% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 10,863 $659K 0.01% -1,015 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 10,847 $658K 0.01% -866 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 10,765 $653K 0.09% 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 10,702 $649K 0.25% 0 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 10,654 $646K 0.09% -838 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 10,642 $646K 0.24% +30 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 10,590 $642K 0.07% +27 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 10,523 $638K 0.04% -2,153 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,505 $637K 0.04% +223 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 10,447 $634K 0.06% -320 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 10,400 $631K 0.07% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 9,961 $629K 0.42% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 10,314 $626K 0.22% +765 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 10,198 $619K 0.39% new 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 10,193 $618K 0.48% +133 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 10,137 $615K 0.05% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,102 $613K 0.02% -261 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 10,095 $612K 0.05% +3,697 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,084 $612K 0.04% +1,387 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,033 $609K <0.01% -300 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 9,996 $606K 0.02% -509 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 9,960 $604K 0.4% -276 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 9,915 $601K 0.34% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 9,914 $601K 0.07% +28 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 9,869 $599K 0.14% 0 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 9,830 $596K 0.17% +1,201 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 9,802 $595K 0.14% +5,604 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,936 $594K 0.03% +276 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 9,761 $592K 0.16% -4,677 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 9,761 $592K 0.07% -1,122 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 9,751 $591K 0.54% +866 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 9,725 $590K 0.28% +3,901 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 9,719 $590K 0.78% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,719 $590K 0.01% +2,800 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 10,124 $588K 0.19% +27 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 9,695 $588K 0.06% +1,061 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 9,570 $584K 0.01% +2,500 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 9,531 $578K 0.5% -10,108 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 9,486 $575K 0.21% +5,986 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 9,432 $572K 0.17% -220 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 9,426 $572K 0.04% -687 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 9,380 $569K 0.6% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 9,356 $568K 0.24% +209 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 9,319 $565K 0.04% -4,286 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 9,274 $563K 0.2% +3 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 9,252 $561K 0.12% +1,579 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,230 $560K 0.01% +1,160 13F-HR Timeline