COOPERMAN LEON G More: the full row for COOPERMAN LEON G 25,028 $1.45M 0.05% +6,616 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 24,798 $1.44M 0.03% +16,052 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 24,631 $1.43M 0.08% +3,007 13F-HR/A Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 23,900 $1.39M 0.33% +10,187 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 23,865 $1.38M 0.3% +1,866 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 23,442 $1.36M 0.01% -9,384 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 22,578 $1.31M 0.02% +3,125 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 22,524 $1.31M 0.32% +1,323 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 22,505 $1.31M 0.35% 0 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 22,360 $1.3M 0.8% 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 22,339 $1.3M 0.01% -4,561 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 22,209 $1.29M 0.03% +1,045 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 22,197 $1.29M 0.02% +1,366 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 22,056 $1.28M 0.05% -4 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 21,978 $1.27M 0.41% +2,664 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 21,861 $1.27M 0.01% +2,884 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 21,769 $1.26M 0.03% +244 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 21,535 $1.25M 0.7% +134 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 21,433 $1.24M 0.9% +410 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 21,326 $1.24M 0.45% +985 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 21,240 $1.23M 0.26% +13,655 13F-HR/A Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 20,848 $1.21M 0.94% -344 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 20,191 $1.17M 0.01% new 13F-HR/A Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 20,000 $1.15M 0.25% +133 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 19,689 $1.14M 0.11% +16,136 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 19,364 $1.12M 0.04% -1,479 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 19,265 $1.12M 0.19% +67 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 19,228 $1.12M 0.74% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 19,220 $1.11M 0.07% +841 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 18,988 $1.1M 0.32% +435 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 18,929 $1.1M 0.47% -458 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 18,841 $1.09M <0.01% -63,258 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 18,844 $1.09M 0.01% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 18,652 $1.08M 0.15% -11,824 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 18,440 $1.07M 0.04% -9,924 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 18,227 $1.06M 0.01% -337 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 18,176 $1.05M 0.96% +3,716 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 18,149 $1.05M 0.21% -17,097 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 18,029 $1.04M 0.55% +2,074 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 17,982 $1.04M 0.34% 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 17,809 $1.02M 0.45% 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 17,650 $1.02M 0.23% +9,546 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 17,018 $1.02M 0.06% -5 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 17,500 $1.01M 0.46% -433 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 17,464 $1.01M 0.25% -13,898 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 17,081 $991K 0.11% +4,491 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 16,802 $975K 0.03% 0 13F-HR Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 16,751 $971K 0.15% +1,093 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 16,679 $967K 0.09% -4,016 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 16,524 $958K 0.08% +23 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 16,412 $952K <0.01% -1,728 13F-HR Timeline Group Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 16,347 $948K 0.58% +1,760 13F-HR Timeline SWS Partners More: the full row for SWS Partners 16,330 $947K 0.29% -4,329 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 16,300 $945K 0.19% +2,347 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 16,070 $932K 0.26% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 15,880 $921K 0.01% +2,921 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 15,751 $914K 0.2% +2,886 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 15,689 $910K 0.1% +65 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 15,477 $898K 0.39% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,388 $893K 0.02% -242 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 14,826 $860K 0.24% +19 13F-HR Timeline CROBAN More: the full row for CROBAN 14,803 $859K 0.84% 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 14,793 $858K 0.09% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 14,715 $853K 0.48% +1,642 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 14,669 $851K 0.57% +2,092 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 14,491 $840K 0.14% -10,648 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 14,381 $834K 0.1% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 14,271 $828K 0.03% +4,787 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 14,203 $824K 0.01% +3,312 13F-HR Timeline Daiichi Life Group, Inc. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Group, Inc. 14,200 $820K 0.9% new 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 13,994 $812K <0.01% +3,408 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,836 $803K 0.08% -1,397 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 13,737 $797K 0.08% -21,588 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 13,675 $793K 0.03% +12,427 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 13,542 $785K 0.61% -513 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,297 $771K 0.04% new 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 13,275 $770K 1.48% +5,007 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 13,219 $767K 0.28% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13,196 $765K 0.06% -11,277 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 13,038 $756K 0.32% -470 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 12,990 $753K 0.05% +11,696 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 12,904 $748K 0.09% 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 12,651 $734K 0.03% +400 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 12,602 $731K 0.19% +2,189 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,404 $719K 0.03% +3,151 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,313 $714K 0.01% -1,040 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 12,300 $713K 0.03% -5,482 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 12,250 $710K 0.04% +4,738 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 12,120 $703K 0.13% +420 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 11,958 $694K 0.23% +4,698 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 11,834 $686K <0.01% new 13F-HR Timeline Group Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 11,811 $685K 0.24% -147 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 11,787 $684K 0.46% +1,294 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 11,627 $674K 0.04% +836 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 11,408 $662K 0.09% -6,745 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 11,049 $641K 0.13% +5,635 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 10,832 $628K 0.05% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 10,715 $621K 0.04% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,695 $620K 0.05% -2,201 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 10,449 $606K 0.1% -1,003 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,425 $605K 0.01% -6,770 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 10,358 $601K 0.04% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,228 $593K 0.02% +40 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10,152 $589K 0.01% +6,141 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,095 $586K 0.02% -1,050 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 10,021 $581K 0.01% -611 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,983 $579K 0.1% +3,340 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 9,978 $579K 0.01% +2,246 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 9,906 $575K 0.09% -26 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 9,588 $556K 0.23% -581 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 9,579 $556K 0.18% +549 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 9,512 $552K 0.04% +4,170 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 9,437 $548K 0.19% 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 9,425 $547K 0.1% +1,601 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 9,372 $544K 0.16% +3,747 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 9,318 $540K 0.01% -21,505 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,157 $531K <0.01% +3,788 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 9,123 $529K 0.2% +2,223 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,022 $523K <0.01% +152 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,944 $519K 0.02% +2,980 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 8,921 $517K 0.44% 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 8,876 $515K 0.04% new 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 8,876 $515K 0.37% 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 8,793 $510K 0.07% +817 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 8,709 $505K 0.43% -1,875 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 8,715 $505K 0.03% +858 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 8,535 $495K 0.14% 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 8,442 $490K 0.08% new 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 8,373 $486K 0.19% -302 13F-HR Timeline Group Trust Co More: the full row for Trust Co 8,302 $482K 0.06% -29,704 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 8,229 $477K 0.21% -3,571 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 8,178 $474K 0.06% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 8,132 $472K 0.3% -221 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 8,116 $470K 0.01% +1,765 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 7,941 $461K 0.46% 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 7,807 $453K 0.21% +952 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,790 $451K 0.01% -660 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,572 $439K 0.02% -64 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 7,533 $437K <0.01% +1,268 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 7,445 $432K 0.07% new 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 7,431 $431K 0.14% +525 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,354 $427K 0.04% +4,668 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 7,278 $422K 0.02% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,248 $420K 0.03% +87 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 7,094 $411K 0.01% new 13F-HR Timeline Group Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 7,089 $411K 0.11% -764 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 6,900 $400K 0.07% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,897 $400K 0.03% -12,977 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,843 $397K 0.01% new 13F-HR/A Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 6,800 $394K 0.03% +2,682 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 6,783 $394K 0.04% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,770 $393K 0.02% -562 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,665 $387K 0.01% +3,786 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 6,572 $381K 0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,489 $376K 0.05% +410 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 6,480 $376K 0.13% -4,182 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 6,479 $376K 0.41% -1,988 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 6,474 $375K 0.21% +559 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,419 $372K 0.03% -21,091 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,410 $372K 0.04% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,346 $368K 0.01% -552 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 6,253 $363K 0.05% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 6,190 $359K 0.1% +283 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 6,168 $358K 0.05% +141 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,159 $357K <0.01% -3,157 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 6,117 $355K 0.01% -608 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 6,117 $355K 0.27% -841 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 6,068 $352K 0.03% new 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 6,058 $351K 0.44% -4,425 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,050 $351K 0.01% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,002 $348K 0.01% +954 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,902 $342K 0.03% new 13F-HR Timeline Group WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 5,859 $340K 0.15% +941 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 5,841 $339K 0.19% +33 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5,800 $336K 0.05% -338 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,793 $336K 0.01% -4,425 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 5,792 $336K 0.04% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,780 $335K 0.01% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,726 $332K 0.01% +836 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 5,697 $330K 0.02% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,531 $321K 0.01% -15,706 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,508 $319K 0.01% -80 13F-HR Timeline Treynor Bancshares, Inc. More: the full row for Treynor Bancshares, Inc. 5,508 $319K 0.34% new 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 5,428 $315K 0.06% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,407 $314K 0.02% -2,460 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 5,400 $310K 0.22% -1,925 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 5,338 $310K 0.18% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,290 $307K 0.17% new 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 5,277 $306K 0.09% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 5,266 $305K 0.14% -1,445 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 5,238 $304K 0.08% +395 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 5,230 $303K 0.11% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,197 $301K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,194 $301K 0.02% -453 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 5,190 $301K 0.06% +456 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,178 $300K 0.01% +519 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 5,175 $300K 0.08% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,158 $299K 0.02% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 5,089 $295K 0.04% +509 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 5,050 $293K 0.02% +33 13F-HR Timeline