Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,042 $403K 0.01% +312 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,984 $401K 0.01% +78 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,025 $400K 0.04% +100 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 2,011 $397K 0.09% -34 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,005 $396K 0.25% 0 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 2,000 $395K 0.15% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,996 $394K 0.04% +1 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,992 $394K 0.01% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,991 $393K 0.17% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,985 $392K 0.29% 0 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 1,983 $392K <0.01% -508 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,970 $389K 0.01% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,962 $388K 0.29% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,958 $387K 0.06% +9 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,957 $387K 0.02% +580 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,949 $385K 0.01% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,943 $384K 0.25% -184 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 1,943 $384K 0.16% 0 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 1,935 $382K 0.19% +9 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 1,931 $382K 0.25% +253 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 1,885 $380K 0.03% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 1,915 $378K 0.24% +50 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,815 $377K 0.03% +204 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,900 $375K 0.01% -1,806 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,899 $375K 0.05% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,897 $375K 0.02% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 1,891 $374K 0.12% +261 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,882 $372K 0.09% new 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 1,878 $371K 0.28% -39 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 1,877 $371K 0.06% new 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 1,870 $369K 0.08% -347 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,855 $367K 0.05% +1 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,855 $367K <0.01% 0 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,855 $367K 0.02% -24 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 1,850 $366K 0.09% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,849 $365K 0.01% -145 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 1,844 $364K 0.16% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,764 $363K 0.02% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,835 $363K 0.04% -108 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,832 $362K 0.01% -139 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,831 $362K 0.02% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,829 $361K 0.03% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,825 $361K 0.05% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,815 $359K 0.03% +343 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,786 $353K 0.06% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,765 $349K 0.02% +117 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,754 $347K 0.05% +600 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,750 $346K 0.1% 0 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 1,745 $345K 0.08% -140 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,687 $343K 0.07% 0 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 1,733 $342K 0.2% new 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,729 $342K 0.1% +26 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,715 $339K 0.04% +402 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,701 $336K 0.01% +8 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,699 $336K 0.05% -199 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 1,684 $333K 0.19% +1 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,686 $332K 0.03% new 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,678 $332K 0.07% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,672 $330K 0.03% -35 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,658 $328K <0.01% -220 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 1,655 $327K 0.11% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,653 $327K 0.09% +11 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,651 $326K 0.17% +7 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 1,631 $326K 0.1% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,644 $325K 0.1% +27 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,755 $323K 0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,631 $322K 0.23% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,610 $318K 0.02% -104 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,604 $317K 0.04% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,603 $317K 0.01% +24 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 1,603 $317K 0.01% new 13F-HR Timeline Group SUMMITRY LLC More: the full row for SUMMITRY LLC 1,600 $316K 0.01% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,592 $315K 0.03% new 13F-HR Timeline Group JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 1,591 $314K 0.13% +480 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,582 $313K <0.01% -470 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,576 $311K 0.11% -1 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 1,560 $308K 0.21% 0 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,558 $308K 0.12% +87 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 1,556 $307K 0.01% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,533 $303K <0.01% +285 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,532 $303K 0.03% +2 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,524 $301K <0.01% 0 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 1,524 $301K 0.09% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,518 $300K 0.02% -2,955 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,514 $299K 0.15% +109 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,514 $299K 0.09% +1 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,503 $297K 0.06% 0 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 1,502 $297K 0.13% -49 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 1,500 $296K 0.06% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,500 $296K 0.06% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,489 $294K 0.15% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,487 $294K 0.03% -677 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,487 $294K 0.06% 0 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 1,485 $293K 0.03% -540 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,479 $292K 0.05% -63 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,472 $291K 0.05% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,468 $290K 0.14% +6 13F-HR Timeline City State Bank More: the full row for City State Bank 1,467 $290K 0.07% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,460 $288K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Operose Advisors LLC More: the full row for Operose Advisors LLC 1,449 $286K 0.06% +4 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,448 $286K 0.02% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,434 $285K 0.02% +5 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,440 $285K 0.11% -2 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,440 $285K 0.09% +15 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,428 $282K 0.03% -13 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,425 $282K 0.09% -2,238 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 1,423 $281K 0.06% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,420 $281K 0.07% +68 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 1,406 $278K 0.09% 0 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,405 $278K 0.06% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,397 $276K 0.01% +201 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,392 $275K 0.02% -484 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,391 $275K 0.09% -38,571 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,387 $274K 0.02% -44 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,387 $274K 0.03% -50 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,387 $274K 0.02% -63 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,376 $272K 0.01% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 1,327 $272K 0.03% +1 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 1,375 $272K 0.06% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,375 $272K 0.06% +409 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,373 $271K 0.02% +5 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,368 $270K 0.04% -10 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,364 $270K 0.02% -27 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,360 $269K 0.01% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,359 $269K 0.03% -94 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,327 $267K 0.03% -30 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,351 $267K 0.02% +150 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,347 $266K 0.03% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,347 $266K 0.11% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 1,345 $266K 0.16% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,339 $265K 0.07% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,332 $263K 0.03% +205 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 1,328 $262K 0.09% +86 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,323 $261K 0.04% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,323 $261K 0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,321 $261K 0.03% -154 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 1,320 $261K 0.11% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,313 $259K 0.07% -9 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,312 $259K 0.08% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,312 $259K 0.06% +1 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,287 $254K 0.02% +70 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,278 $253K 0.08% -152 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 1,277 $252K 0.11% -250 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,274 $252K 0.04% +35 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 1,267 $250K 0.18% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,249 $247K 0.15% 0 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,249 $247K 0.02% -452 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,246 $246K 0.01% +140 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 1,239 $245K <0.01% -5,959 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,237 $245K 0.01% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,237 $244K 0.01% +1 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,230 $243K 0.03% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,229 $243K 0.16% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,313 $242K 0.04% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,213 $240K 0.03% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 1,182 $240K 0.11% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,181 $239K 0.03% -142 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,207 $239K 0.01% +45 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,203 $238K 0.01% -131 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,204 $238K 0.09% -138 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 1,203 $238K 0.2% -13 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,200 $237K 0.07% -5 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 1,198 $237K 0.06% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,188 $235K <0.01% +361 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Level Financial Advisors More: the full row for Level Financial Advisors 1,187 $234K 0.05% +1 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,177 $233K 0.01% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 1,177 $233K 0.02% -10 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,132 $232K 0.07% -40 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,170 $231K 0.05% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,169 $231K 0.01% +1 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,168 $231K 0.02% -17 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,167 $231K 0.01% -22 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,150 $227K <0.01% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,148 $227K 0.04% +3 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 1,142 $226K 0.07% -28 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,141 $225K 0.01% +555 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,139 $225K 0.04% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,138 $225K 0.05% new 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,133 $225K 0.08% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,134 $224K 0.11% new 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,131 $223K 0.01% -5 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,130 $223K 0.01% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 1,130 $223K 0.1% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,127 $223K 0.07% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,127 $223K 0.04% -357 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,120 $221K 0.01% -1 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,118 $221K 0.01% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,116 $221K <0.01% -848 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,109 $219K 0.04% -30 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,102 $218K 0.01% 0 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 1,098 $217K 0.03% 0 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,091 $216K 0.1% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,090 $215K 0.02% +2 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,075 $215K 0.1% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,089 $215K 0.02% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,086 $215K <0.01% -4,374 13F-HR/A Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,086 $215K 0.07% +5 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,084 $214K 0.03% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,081 $214K 0.01% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,080 $213K 0.02% new 13F-HR Timeline