COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 24,915 $1.83M 0.14% +240 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 24,657 $1.81M 0.22% -228 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 24,771 $1.81M 0.08% +15 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 23,278 $1.81M 1.69% 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 24,588 $1.81M 0.64% -158 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 24,509 $1.8M 0.73% +2,162 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 24,375 $1.79M 1.17% -7,862 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 24,276 $1.79M 0.11% +3,645 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 24,238 $1.78M 0.6% -196 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 24,050 $1.77M 0.22% +2,973 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 24,035 $1.77M 0.13% -532 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 23,834 $1.75M 0.19% +17,535 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 23,739 $1.75M 0.08% +87 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 23,453 $1.73M 1.44% +1,101 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 23,356 $1.72M 0.02% +19,605 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 23,341 $1.72M 0.19% +34 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 23,294 $1.71M 1.62% 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 23,054 $1.7M 0.38% -1,693 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 23,022 $1.69M 0.06% -188 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 22,947 $1.69M 0.23% +18,857 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 22,859 $1.68M 0.93% +17,029 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 22,808 $1.68M 0.69% +526 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 22,778 $1.68M 1.54% 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 22,767 $1.67M 0.45% -9,118 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 22,656 $1.67M 0.17% +862 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 21,710 $1.66M 1.33% +740 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 22,586 $1.66M 0.26% -599 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 22,576 $1.66M 0.05% -66 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 22,513 $1.66M 0.49% -398 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 22,506 $1.66M 0.06% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 22,101 $1.63M 0.18% -810 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 22,018 $1.62M 0.1% +3,143 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 21,950 $1.61M 0.76% +4 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 21,814 $1.6M 0.1% +1,099 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 21,612 $1.59M 0.09% +100 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 21,556 $1.59M 0.05% +3,907 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 21,555 $1.59M 0.39% +138 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 21,500 $1.58M 0.02% +5,874 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 21,422 $1.58M 0.41% -963 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 21,422 $1.58M 0.22% -50 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 21,394 $1.57M 0.38% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 21,367 $1.57M 0.05% +53 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 21,309 $1.57M 0.15% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 21,238 $1.56M 0.04% +13,218 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 21,236 $1.56M 0.1% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 21,211 $1.56M 0.11% 0 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 21,166 $1.56M 1.34% 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 21,134 $1.55M 0.37% +3,727 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 20,967 $1.54M 0.01% -373 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 37,527 $1.54M 0.04% -11,103 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 20,830 $1.53M 0.07% -1,190 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 20,797 $1.53M 0.9% +165 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 20,610 $1.52M 0.06% 0 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 20,465 $1.51M 1.62% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 20,419 $1.5M 0.12% -824 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 20,334 $1.5M 0.16% +4,572 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 20,254 $1.49M 0.11% -1,152 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 20,191 $1.49M 1.09% +109 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 20,058 $1.48M 0.54% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 20,053 $1.48M 0.1% -287 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 20,029 $1.47M 0.17% +5 13F-HR/A Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 20,028 $1.47M 0.28% +250 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 20,000 $1.47M 0.07% 0 13F-HR/A Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 19,956 $1.47M 1.46% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 19,883 $1.46M 0.03% +3,425 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 19,816 $1.46M 1.09% +185 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 19,804 $1.46M 0.08% -1,598 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 19,782 $1.46M 0.04% +535 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 19,609 $1.44M 0.32% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 19,570 $1.44M 0.1% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 19,560 $1.44M 0.75% +4,256 13F-HR Timeline City State Bank More: the full row for City State Bank 19,542 $1.44M 0.39% +691 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 19,322 $1.42M 0.16% +64 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 19,306 $1.42M 0.11% -26 13F-HR Timeline 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 19,212 $1.41M 0.54% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 19,013 $1.4M 0.18% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 18,046 $1.4M 0.03% +48 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 18,840 $1.39M 0.42% +1,513 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 18,823 $1.38M 0.25% +116 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 18,815 $1.38M 0.07% +9,113 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 18,718 $1.38M 0.05% -264 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 18,654 $1.37M 1.09% +3,050 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 18,620 $1.37M 0.11% new 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 18,599 $1.37M 0.08% -91 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 18,554 $1.36M 0.91% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 18,459 $1.36M 0.04% -4,306 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 18,147 $1.33M 0.15% +11 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 18,085 $1.33M 0.4% -6,062 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 18,081 $1.33M 0.18% +606 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 18,053 $1.33M 0.15% +994 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 17,923 $1.32M 0.04% +12,328 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 17,783 $1.31M 0.09% +391 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 17,621 $1.3M 0.09% 0 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 17,303 $1.29M +836 Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 17,384 $1.28M 0.53% new 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 17,380 $1.28M 0.06% +293 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 17,278 $1.27M 0.04% +4,490 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 16,928 $1.25M 0.13% -400 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 16,928 $1.25M 0.1% -22,339 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 16,713 $1.25M 1.09% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 16,913 $1.24M 0.04% +50 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 16,900 $1.24M 0.05% -520 13F-HR Timeline Group New Perspectives, Inc More: the full row for New Perspectives, Inc 16,740 $1.23M 0.43% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 16,734 $1.23M 0.09% +603 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 16,650 $1.22M 0.21% +2,720 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 16,632 $1.22M 0.33% +832 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 16,600 $1.22M 0.05% -369 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 16,596 $1.22M 0.1% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 16,569 $1.22M 0.07% +2,398 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 16,466 $1.21M 0.02% +31 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 16,290 $1.2M 1.38% 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 15,299 $1.19M 0.14% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 16,088 $1.18M 0.51% +271 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 16,084 $1.18M 0.02% -285 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 16,033 $1.18M 0.17% -206 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 16,000 $1.18M 0.22% +10,174 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 14,858 $1.18M 0.85% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 15,751 $1.18M 1.06% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 15,876 $1.17M 0.05% -2,831 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 15,865 $1.17M 0.07% +72 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 15,854 $1.17M 0.72% +229 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 15,801 $1.16M 0.62% 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 15,718 $1.16M 0.27% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 15,700 $1.15M 0.17% +320 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 15,681 $1.15M 0.26% -1,300 13F-HR/A Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 15,617 $1.15M 0.1% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 15,593 $1.15M 0.09% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 15,579 $1.15M 0.67% -789 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 15,400 $1.13M 0.09% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 15,368 $1.13M 0.01% +15,319 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 15,338 $1.13M 0.05% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 15,309 $1.13M 0.03% new 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 15,241 $1.12M 0.55% +8,721 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 15,220 $1.12M 0.17% 0 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 15,203 $1.12M 0.64% 0 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 15,191 $1.12M 0.13% -380 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 15,179 $1.12M 0.1% -2,650 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 15,148 $1.11M 0.06% -1,213 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 15,124 $1.11M 0.23% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 15,122 $1.11M 0.12% -50 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 15,120 $1.11M 0.2% -2,965 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15,088 $1.11M 0.02% -87 13F-HR Timeline Group ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 15,081 $1.11M 0.9% -318 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 15,068 $1.11M 0.04% +628 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 14,982 $1.1M 0.02% +613 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 14,974 $1.1M 0.84% -274 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 14,913 $1.1M 0.52% -36 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 14,909 $1.1M 0.53% 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 14,854 $1.09M 0.02% +3,044 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 14,850 $1.09M 0.27% +1,898 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 14,839 $1.09M 0.02% new 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 14,810 $1.09M 0.25% -625 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 14,714 $1.08M 0.25% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 14,698 $1.08M 0.05% -79 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 14,603 $1.07M 0.03% +675 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 14,570 $1.07M 0.87% -5,000 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 14,484 $1.07M 0.01% +4,824 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 14,445 $1.06M 0.02% +120 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 14,301 $1.05M 0.1% -193 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 14,255 $1.05M 0.11% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 14,247 $1.05M 0.72% +164 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 14,210 $1.04M 0.8% 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 14,186 $1.04M 0.09% -117 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 14,174 $1.04M 0.31% +2 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 14,160 $1.04M 0.29% -742 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 14,068 $1.04M 0.01% +30 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 14,108 $1.04M 0.07% -3,749 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 14,056 $1.03M 0.76% -429 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 14,028 $1.03M 0.75% 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 13,955 $1.03M 0.06% -65 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 13,945 $1.03M 0.07% +6,127 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 13,885 $1.02M <0.01% +103 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 13,849 $1.02M 0.3% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 13,848 $1.02M 0.19% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 13,619 $1.01M 0.1% +1,033 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 13,475 $991K 0.21% +148 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 13,412 $987K 0.33% +4 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 13,386 $985K 0.16% +4,048 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 13,381 $984K 0.01% new 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 13,334 $981K 0.08% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 13,329 $980K 0.01% +7,794 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 13,255 $975K 0.15% +145 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 1,667 $954K 0.57% -10,177 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 12,924 $950K 0.32% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 12,879 $947K 0.04% +1,038 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 12,740 $937K 0.22% +198 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 12,730 $936K 0.08% +196 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 12,701 $934K 0.03% +13 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 12,586 $926K <0.01% -70,231 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 12,552 $923K 0.03% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 12,521 $921K 0.06% +6,121 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 12,500 $920K 0.27% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 12,494 $919K 0.03% +6,129 13F-HR Timeline Group Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 6,380 $914K 1.57% +141 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 12,362 $909K 0.15% -349 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 12,361 $909K 0.06% -1,691 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 12,301 $905K 0.07% 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 12,229 $900K 0.53% +290 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 12,051 $886K 0.01% +4,574 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 12,043 $886K 0.16% +12 13F-HR Timeline