WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 26,527 $1.99M 0.68% +986 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 26,516 $1.99M 0.33% +1,150 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 26,188 $1.97M 0.37% +307 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 26,051 $1.96M 0.22% +3,950 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 25,982 $1.95M 0.03% +11,128 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 25,974 $1.95M 0.62% -295 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 25,902 $1.95M 0.33% +98 13F-HR Timeline GTS FINANCIAL, LLC More: the full row for GTS FINANCIAL, LLC 32,004 $1.94M 1.54% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 25,834 $1.94M 0.05% +4,278 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 25,607 $1.92M 0.22% -51 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 25,499 $1.91M 0.03% -20 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 25,467 $1.91M 0.21% -4,636 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 25,170 $1.89M 0.35% +128 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 25,049 $1.88M 0.19% +2,393 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 25,040 $1.88M 1.47% -1,507 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 25,007 $1.88M 1.39% +701 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 24,973 $1.88M <0.01% -4,478,638 13F-HR Timeline Group R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 24,891 $1.87M 0.89% +9,650 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 24,885 $1.87M 0.54% +20,608 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 24,865 $1.87M 0.36% -140 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 24,696 $1.85M 0.1% -2,139 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 24,757 $1.85M 0.08% -14 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 24,577 $1.85M 0.64% -11 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 24,511 $1.84M 0.14% -404 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 24,238 $1.82M 0.59% 0 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 24,228 $1.82M 0.84% +2,278 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 24,136 $1.81M 0.15% +3,717 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 22,845 $1.81M 0.05% +269 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 23,998 $1.8M 0.08% +259 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 23,930 $1.8M 0.06% +7,017 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 23,917 $1.8M 1.76% +19,976 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 23,896 $1.79M 0.03% -1,389 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 23,849 $1.79M 0.21% +15 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 23,736 $1.78M 1.46% +283 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 23,619 $1.78M 1.21% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 23,643 $1.78M 0.13% -392 13F-HR Timeline SJBENEN ADVISORY, LLC More: the full row for SJBENEN ADVISORY, LLC 23,492 $1.76M 1.47% -4,051 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 23,369 $1.76M 0.53% +856 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 23,327 $1.75M 0.05% +8,018 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 23,318 $1.75M 0.14% -4,244 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 23,294 $1.75M 1.58% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 23,283 $1.75M 1.69% +5 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 23,045 $1.73M 0.09% -2,857 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 23,035 $1.73M 0.19% +2,701 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 22,976 $1.73M 0.01% -4,635 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 20,696 $1.72M 1.3% -1,014 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 22,752 $1.71M 0.19% -589 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 22,755 $1.71M 0.43% +1,200 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 22,596 $1.7M 1.26% +3,942 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 22,506 $1.69M 0.06% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 22,474 $1.69M 0.36% -580 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 22,353 $1.68M 0.69% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 22,343 $1.68M 0.03% -5,831 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 22,319 $1.68M 0.04% +3,860 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 22,282 $1.67M 0.69% -526 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 22,055 $1.66M 1.48% -723 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 22,035 $1.65M 0.68% -9,158 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 22,016 $1.65M 0.39% +9,276 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 21,895 $1.64M 1.24% -13,349 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 21,885 $1.64M 0.02% -6,701 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 21,753 $1.63M 0.25% -833 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 21,665 $1.63M 0.33% +13,465 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 21,480 $1.61M 0.04% new 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 21,394 $1.61M 0.39% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 21,387 $1.61M 0.22% -35 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 21,360 $1.6M 0.04% +122 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 19,957 $1.6M 0.04% +1,911 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 21,236 $1.59M 0.1% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 21,211 $1.59M 0.11% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 21,169 $1.59M 0.05% -198 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 20,926 $1.57M 0.27% +4,276 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 20,839 $1.57M 0.41% -583 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 20,822 $1.56M 0.05% -2,200 13F-HR Timeline Group Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 20,705 $1.55M 1.65% +240 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 20,620 $1.55M 0.96% -177 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 20,610 $1.55M 0.06% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 20,562 $1.54M 0.03% new 13F-HR Timeline Group Orcam Financial Group More: the full row for Orcam Financial Group 20,498 $1.54M 1.09% +682 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 20,444 $1.54M 0.01% -523 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 20,439 $1.53M 0.15% -870 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 20,432 $1.53M 0.06% -398 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 19,997 $1.52M 1.33% -1,169 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 20,175 $1.52M 0.2% 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 20,173 $1.51M 1.22% -18 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 20,028 $1.5M 0.29% 0 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 20,000 $1.5M 0.07% 0 13F-HR/A Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 19,985 $1.5M 0.17% -44 13F-HR Timeline City State Bank More: the full row for City State Bank 19,892 $1.49M 0.39% +350 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 19,812 $1.49M 0.08% -1,800 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 19,786 $1.49M 0.45% +946 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. 19,745 $1.48M 0.11% -509 13F-HR Timeline Group Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 19,680 $1.48M +9,840 Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 19,588 $1.47M 0.79% +28 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 19,570 $1.47M 0.11% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 19,564 $1.47M 0.16% +242 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 19,547 $1.47M 0.32% -62 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 19,478 $1.46M 0.1% -575 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 19,474 $1.46M 0.02% -2,026 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Zhang Financial LLC More: the full row for Zhang Financial LLC 19,373 $1.45M 0.05% +6,672 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 19,365 $1.45M 0.55% -693 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 19,868 $1.45M 0.06% +10,706 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 19,196 $1.44M 0.07% -6,375 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 19,194 $1.44M 0.62% +7,367 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 19,071 $1.43M 0.1% -235 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 19,013 $1.43M 0.19% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 19,013 $1.43M 0.26% +190 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 18,981 $1.43M 1.49% -975 13F-HR Timeline 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 18,962 $1.42M 0.54% -250 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 18,859 $1.42M 0.07% -945 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 18,700 $1.4M 0.04% -1,082 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 18,599 $1.4M 0.09% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 18,864 $1.39M 0.13% +9,432 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 18,148 $1.36M 0.16% +1 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 18,043 $1.36M 0.05% +120 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17,931 $1.35M 0.05% -787 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 17,884 $1.34M 0.92% -670 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 17,621 $1.32M 0.06% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 17,554 $1.32M 0.79% -6,821 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 17,406 $1.31M 0.06% +26 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 17,396 $1.31M 0.39% -5,371 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 17,281 $1.3M 1.26% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 17,101 $1.28M 0.02% +7,871 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 16,937 $1.27M 0.02% +471 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 16,928 $1.27M 0.15% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 16,909 $1.27M 0.18% -1,172 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 16,900 $1.27M 0.05% 0 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 16,843 $1.26M 0.07% +2,542 13F-HR Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 16,758 $1.26M 0.05% +158 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 16,683 $1.25M 0.12% +1,066 13F-HR/A Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 16,678 $1.25M 0.01% +6,216 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 16,632 $1.25M 0.33% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 16,569 $1.24M 0.07% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 16,506 $1.24M 0.05% +6,641 13F-HR/A Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 16,462 $1.24M 0.05% +1,623 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 14,858 $1.22M 0.77% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 16,233 $1.22M 0.07% +368 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 16,140 $1.21M 0.42% -600 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 16,112 $1.21M 0.51% +24 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 15,927 $1.21M 1.03% -786 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 15,967 $1.2M 0.38% +3,043 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 15,958 $1.2M 1.13% +5,426 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 15,883 $1.19M 0.09% -851 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 15,854 $1.19M 0.72% 0 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 15,812 $1.19M 0.63% +11 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 15,765 $1.18M 0.16% +65 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 15,718 $1.18M 0.28% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 15,681 $1.18M 0.27% 0 13F-HR/A Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 15,658 $1.18M 0.28% +808 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 15,593 $1.17M 0.09% 0 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 15,553 $1.17M 1.33% -737 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 15,876 $1.17M 0.06% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 15,534 $1.17M 0.63% -45 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 15,483 $1.16M 0.04% +415 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 15,400 $1.16M 0.09% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 15,303 $1.15M 0.22% +2,048 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 14,265 $1.15M 0.04% +7,040 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 15,282 $1.15M 0.15% -751 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 13,739 $1.14M 0.02% +8,030 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 15,224 $1.14M 0.1% new 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 15,220 $1.14M 0.15% 0 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 15,203 $1.14M 0.63% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 15,166 $1.14M 0.02% +184 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 15,113 $1.13M 1.01% -638 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 15,098 $1.13M 0.5% +6,774 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 15,061 $1.13M 0.22% -63 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 15,058 $1.13M 0.43% +149 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 15,035 $1.13M 0.06% +337 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 15,022 $1.13M 0.13% -100 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 14,973 $1.12M 0.58% +5,684 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 14,953 $1.12M 0.92% -128 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 14,949 $1.12M 0.12% -350 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 14,894 $1.12M 0.01% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 14,771 $1.11M 0.04% +3,238 13F-HR Timeline Group Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 14,821 $1.11M 0.31% -3,264 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 14,804 $1.11M 0.1% -375 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 14,783 $1.11M 0.85% -191 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 14,735 $1.11M 0.05% -413 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,728 $1.11M 0.02% -360 13F-HR Timeline Group Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 14,669 $1.1M 0.24% -141 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 14,570 $1.09M 0.92% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 14,464 $1.09M 0.26% -250 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 14,335 $1.08M 0.19% -785 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 14,255 $1.07M 0.11% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 14,186 $1.07M 0.09% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 14,175 $1.06M 0.32% +1 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 14,143 $1.06M 0.28% -17 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 14,045 $1.05M 0.27% +3,648 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 14,034 $1.05M 0.58% 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. 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