Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 900 $488K 0.05% 0 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 892 $484K 0.18% +197 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 891 $483K 0.05% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 890 $483K 0.14% -50 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 889 $482K 0.14% -32 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 885 $480K 0.22% -65 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 885 $480K 0.15% +450 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 883 $479K 0.04% +100 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 882 $478K 0.02% -55 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 880 $478K 0.04% -104 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 878 $476K 0.03% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 873 $474K 0.19% -67 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 873 $473K 0.22% -57 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 872 $473K 0.13% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 862 $468K 0.04% -66 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 862 $468K 0.25% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 852 $463K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 853 $463K 0.03% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 850 $461K 0.09% -75 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 851 $461K 0.13% +29 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 848 $460K <0.01% -117 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 847 $459K 0.2% new 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 844 $458K 0.13% +330 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 841 $456K 0.32% -586 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 838 $455K <0.01% +22 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 838 $455K 0.04% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 838 $455K 0.25% +59 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 837 $454K 0.01% 0 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 836 $453K 0.12% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 831 $451K <0.01% +110 13F-HR Timeline Group Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 798 $450K 0.07% +4 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 827 $449K 0.26% +122 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 721 $448K 0.15% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 824 $448K 0.1% +1 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 822 $446K 0.05% +84 13F-HR/A Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 821 $446K 0.45% +11 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 821 $445K 0.1% +454 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 820 $445K 0.17% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 816 $442K 0.06% -82 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 814 $441K 0.15% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 810 $439K 0.21% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 805 $437K 0.13% 0 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 804 $436K 0.28% -48 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 802 $435K 0.06% +102 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 800 $434K 0.08% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 800 $434K 0.07% -165 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 799 $433K 0.04% 0 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 795 $431K 0.08% +235 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 795 $431K 0.04% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 792 $430K 0.21% -1 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 790 $428K 0.32% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 789 $428K 0.12% +262 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 789 $428K 0.08% -9 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 789 $428K 0.43% +40 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 787 $427K 0.31% +71 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 787 $427K 0.42% -27 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 786 $426K 0.04% -72 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 784 $425K 0.11% +1 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 782 $424K 0.09% +261 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 781 $423K 0.1% -252 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 778 $422K 0.36% +2 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 769 $421K 0.06% -5 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 776 $421K 0.06% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 772 $419K 0.25% +105 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 768 $417K 0.05% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 768 $417K 0.07% -20 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 767 $416K 0.04% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 767 $416K 0.12% +15 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 767 $416K 0.07% +225 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 765 $415K 0.36% -7 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 765 $415K 0.02% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 667 $415K 0.01% 0 13F-HR Timeline Group Trexquant Investment LP More: the full row for Trexquant Investment LP 764 $414K <0.01% -103 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 763 $414K 0.03% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 756 $412K 0.03% +200 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 760 $412K 0.21% -16 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 760 $412K 0.05% -500 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 757 $410K 0.03% +229 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 757 $410K 0.06% 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 756 $410K 0.3% +1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 748 $409K 0.18% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 753 $409K 0.02% +20 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 751 $407K 0.08% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 746 $405K 0.15% -73 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 746 $405K 0.05% +39 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 744 $404K 0.03% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 742 $402K 0.09% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 741 $402K 0.01% -30 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 740 $401K 0.19% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 740 $401K 0.09% +1 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 739 $401K 0.08% +10 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 736 $399K 0.01% +108 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 735 $399K 0.09% +4 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 735 $399K 0.18% +31 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 731 $398K 0.13% +340 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 729 $395K 0.02% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 729 $395K 0.01% -32 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 725 $393K 0.24% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 724 $393K 0.33% -10 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 723 $392K 0.04% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 722 $392K 0.01% +196 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 722 $392K 0.01% +74 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 721 $391K 0.06% +51 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 718 $390K 0.16% +70 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 717 $388K 0.12% -925 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 716 $388K 0.31% new 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 715 $388K 0.18% 0 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 714 $387K 0.35% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 762 $387K 0.28% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 712 $386K 0.01% -12 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 712 $386K 0.03% +2 13F-HR Timeline CORBYN INVESTMENT MANAGEMENT INC/MD More: the full row for CORBYN INVESTMENT MANAGEMENT INC/MD 710 $385K 0.14% -429 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 710 $385K 0.47% 0 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 818 $385K 0.17% 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 707 $383K 0.06% -20 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 703 $381K 0.2% -1,284 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 701 $380K 0.02% -13 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 700 $380K 0.11% 0 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 700 $380K 0.11% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 700 $380K 0.04% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 700 $380K 0.23% -305 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 699 $379K 0.07% +73 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 697 $378K 0.14% 0 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 697 $378K 0.67% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 696 $378K 0.09% +38 13F-HR/A Timeline Graypoint LLC More: the full row for Graypoint LLC 696 $377K 0.02% -8 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 696 $377K 0.3% +1 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 695 $377K 0.06% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 694 $376K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 690 $374K 0.1% +53 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 687 $373K 0.35% +1 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 686 $372K <0.01% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 683 $371K 0.04% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 680 $369K 0.04% +57 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 677 $368K 0.02% +244 13F-HR Timeline Group Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 678 $368K 0.38% +9 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 677 $367K 0.04% +27 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 675 $366K 0.13% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 674 $366K 0.03% -48 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 671 $364K 0.05% -11 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 671 $364K <0.01% -328 13F-HR Timeline Group Adero Partners, LLC More: the full row for Adero Partners, LLC 669 $363K 0.02% +16 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 667 $362K 0.46% -79 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 664 $360K 0.35% -163 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 664 $360K 0.07% 0 13F-HR Timeline Group MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 662 $359K 0.08% +110 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 660 $358K 0.02% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 659 $357K 0.29% +48 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 659 $357K 0.1% +1 13F-HR/A Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 653 $354K 0.02% +8 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 650 $353K 0.21% -23 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 648 $351K 0.36% new 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 647 $351K 0.07% 0 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 646 $350K 0.32% -35 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 645 $350K 0.06% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 643 $349K 1.2% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 643 $349K 0.05% +4 13F-HR Timeline Security National Bank More: the full row for Security National Bank 642 $348K 0.07% -16 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 639 $347K 0.03% -17 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 639 $347K 0.03% -185 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 638 $346K 0.22% 0 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 637 $345K 0.14% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 637 $345K 0.18% 0 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 633 $343K 0.28% +1 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 632 $343K 0.26% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 632 $343K 0.03% +124 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 630 $342K 0.26% -29 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 630 $341K 0.04% +15 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 628 $341K 0.07% +1 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 627 $340K 0.12% +166 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 626 $340K 0.25% +8 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 561 $339K 0.18% +105 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 623 $338K 0.12% -62 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 665 $335K 0.09% +98 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 616 $334K 0.01% +16 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 616 $334K 0.03% +20 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 615 $334K 0.03% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 615 $334K <0.01% new 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 610 $331K 0.1% -38 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 610 $331K 0.02% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 605 $328K 0.12% 0 13F-HR Timeline Group MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 604 $328K 0.15% -22 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 603 $327K 0.01% -127 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 603 $327K 0.03% +29 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 600 $325K 0.12% 0 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 600 $325K 0.07% 0 13F-HR Timeline AMERICAN ASSET MANAGEMENT INC. More: the full row for AMERICAN ASSET MANAGEMENT INC. 600 $325K 0.32% -500 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 600 $325K 0.06% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 600 $325K 0.03% 0 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 599 $325K 0.02% 0 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 599 $325K 0.06% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 597 $324K 0.1% +126 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 597 $324K 0.14% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 594 $322K 0.04% +115 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 593 $322K 0.05% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 588 $319K 0.13% +230 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 586 $318K 0.15% -47 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 583 $316K 0.12% new 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 583 $316K 0.06% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 581 $315K 0.1% -254 13F-HR Timeline