IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 862 $536K 0.3% -125 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 852 $534K 0.02% +1 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 858 $534K 0.05% -654 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 855 $531K 0.57% +257 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 853 $530K 0.07% -174 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 853 $530K 0.04% +21 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 852 $530K 0.36% 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 848 $527K 0.15% +62 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 820 $525K 0.19% 13F-HR Timeline Campbell Wealth Management More: the full row for Campbell Wealth Management 843 $524K 0.05% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 839 $522K 0.05% +46 13F-HR/A Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 838 $521K 0.05% +34 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 837 $520K 0.01% 0 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 836 $520K 0.13% -9 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 835 $519K 0.16% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 834 $519K 0.14% +4 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 828 $518K 0.07% +1 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 831 $517K 0.01% -31 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 832 $517K 0.03% +58 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 831 $517K 0.1% -81 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 827 $514K 0.48% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 824 $512K 0.04% +243 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 823 $512K 0.11% +10 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 822 $510K 0.19% -10 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 819 $509K 0.19% +160 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 816 $507K <0.01% +91 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 814 $506K 0.34% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 814 $506K 0.17% +274 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RVW Wealth, LLC More: the full row for RVW Wealth, LLC 813 $506K 0.05% 0 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 812 $505K 0.46% 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 810 $504K 0.49% 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 805 $500K 0.15% +7 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 802 $498K 0.02% +2 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 800 $497K 0.09% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 799 $497K 0.04% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 798 $496K 0.09% -63 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 795 $494K 0.04% -313 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 794 $494K 0.05% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 793 $493K 0.27% +10 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 790 $491K 0.35% 0 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 790 $491K 0.26% +216 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 788 $490K 0.09% +20 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 783 $487K 0.13% +101 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 783 $487K 0.04% +151 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 774 $486K 0.07% +43 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 779 $485K 0.33% 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 779 $485K 0.2% +163 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 776 $483K 0.38% +2 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 776 $483K 0.06% +42 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 776 $482K 0.25% +1 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 775 $482K 0.07% +27 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 772 $480K 0.41% 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 771 $479K 0.01% new 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 768 $478K 0.06% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 767 $477K 0.04% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 766 $476K 0.04% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 763 $475K 0.03% -20 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 762 $474K 0.29% +51 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 761 $473K 0.01% 0 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 760 $473K 0.08% +27 13F-HR Timeline Group Thompson David Blair More: the full row for Thompson David Blair 760 $473K 0.34% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 765 $472K 0.02% new 13F-HR Timeline Group Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 755 $469K 0.32% +107 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 752 $468K 0.13% -44 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 751 $467K 0.09% 0 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 749 $466K 0.48% 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 746 $464K 0.31% -57 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 746 $464K 0.02% -4 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 744 $463K 0.03% +179 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 743 $462K 0.21% new 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 742 $461K 0.1% +25 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 741 $461K <0.01% +346 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 740 $460K 0.24% 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 739 $460K 0.1% +272 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 739 $460K 0.06% +188 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 738 $459K 0.05% +98 13F-HR/A Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 734 $456K 0.37% 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 733 $456K 0.03% +4 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 732 $456K 0.24% new 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 731 $455K 0.11% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 730 $454K 0.02% +271 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 729 $453K 0.1% -90 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 789 $453K 0.15% -119 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 727 $452K 0.07% -35 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 725 $451K 0.25% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 724 $450K 0.03% +1 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 723 $450K 0.04% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 722 $449K 0.03% +1 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 722 $449K 0.15% +59 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 721 $448K <0.01% new 13F-HR Timeline Group Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 716 $445K 0.36% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 715 $445K 0.21% -62 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 714 $444K 0.03% -10 13F-HR Timeline Group Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 714 $444K 0.17% -20 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 713 $443K 0.07% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 710 $441K 0.03% +10 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 710 $441K 0.44% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 708 $440K 0.08% -669 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 707 $440K 0.06% -72 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 715 $439K <0.01% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 705 $438K 0.26% +26 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 704 $438K 0.25% 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 704 $438K 0.03% -50 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 714 $435K 0.3% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 700 $435K 0.12% +79 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 700 $435K 0.11% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 700 $435K 0.05% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 700 $435K 0.06% +2 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 697 $433K 0.16% +665 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 697 $433K 0.78% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 696 $433K 0.23% -161 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 695 $432K 0.06% new 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 695 $432K 0.16% 0 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 695 $432K 0.33% +2 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 694 $432K 0.01% -71 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 694 $432K 0.27% 0 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 694 $431K 0.29% -23 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 688 $428K 0.13% 0 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 687 $427K 0.1% +34 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 687 $427K 0.03% new 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 686 $427K 0.41% +66 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 686 $427K 0.01% 0 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 685 $426K 0.15% -203 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 683 $425K 0.05% -51 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 682 $424K 0.05% -270 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 681 $423K 0.39% 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 721 $423K 0.14% +14 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 675 $420K 0.15% 0 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 674 $419K 0.15% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 673 $418K 0.25% -11 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 670 $417K 0.16% 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 670 $417K 0.07% 0 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 669 $416K 0.44% +8 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 669 $416K 0.41% 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 667 $415K 0.24% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 667 $415K 0.01% +113 13F-HR Timeline Group MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 659 $413K 0.31% 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 664 $413K 0.1% 0 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 660 $410K 0.02% +1 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 658 $409K 0.18% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 658 $409K 0.06% -39 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 658 $409K 0.11% new 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 656 $408K 0.04% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 643 $407K 0.02% +1 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 653 $406K 0.03% -304 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 652 $405K 0.11% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 650 $404K 0.04% 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 648 $403K 0.13% 0 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 648 $403K 0.01% 0 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 647 $402K 0.07% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 645 $401K 0.06% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 645 $401K 0.03% -18 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 648 $400K 0.18% 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 641 $399K 0.03% -19 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 639 $397K 0.06% +2 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 638 $397K 0.25% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 637 $396K 0.11% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 637 $396K 0.2% 0 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 635 $395K 0.28% 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 633 $394K 0.19% 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 632 $393K 0.44% 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 632 $393K 0.28% -100 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 631 $392K 0.11% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 628 $391K 0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 628 $390K 0.14% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 627 $390K 0.08% +1 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 627 $390K 0.4% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 626 $390K 0.2% +1 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 626 $389K 0.07% -3 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 623 $387K 0.04% +50 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 619 $385K 0.01% -135 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 618 $384K 0.28% 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 616 $383K 0.01% +95 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 615 $382K 0.05% -151 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 603 $382K 0.04% 0 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 612 $381K 0.04% +207 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 611 $380K 0.31% +50 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 610 $379K 0.03% +160 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 605 $376K 0.15% 0 13F-HR Timeline Group VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 603 $375K 0.14% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 603 $375K 0.22% +11 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 600 $373K 0.13% 0 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 600 $373K 0.08% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 600 $373K 0.01% +57 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 600 $373K 0.04% +150 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 600 $373K 0.07% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 600 $373K 0.04% -364 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 599 $372K 0.06% -601 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 599 $372K 0.02% +2 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 598 $372K 0.15% -36 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 597 $371K 0.16% -91 13F-HR/A Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 611 $371K 0.12% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 596 $370K 0.04% +35 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 593 $369K 0.06% 0 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 591 $368K 0.03% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 590 $367K 0.1% -25 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 584 $363K 0.01% -78 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 582 $362K 0.18% +1 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 580 $361K 0.01% -210 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 580 $361K 0.11% 0 13F-HR Timeline