Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 11,324 $1.31M 0.27% -1,716 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,282 $1.31M 0.01% +1,345 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 11,008 $1.28M 0.07% -1,075 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 11,000 $1.28M 0.1% -32 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 10,968 $1.27M 0.53% +79 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 10,966 $1.27M 0.36% +201 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 10,959 $1.27M <0.01% -15,835 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,766 $1.25M 0.05% -3,516 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1,196,406 $1.24M 0.6% 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 10,691 $1.24M 0.26% -437 13F-HR Timeline Group River Street Advisors LLC More: the full row for River Street Advisors LLC 10,667 $1.24M 0.61% new 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 10,539 $1.22M 0.12% -169 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 10,517 $1.22M 0.2% +102 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 10,363 $1.2M 0.94% -150 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 10,342 $1.2M 0.06% +93 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 10,311 $1.2M 0.58% +88 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 10,170 $1.19M +20 Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 10,187 $1.18M 1.5% -363 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 10,120 $1.17M 0.56% +22 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 10,077 $1.17M 0.53% +819 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,057 $1.17M 0.05% -1,088 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 10,000 $1.16M 0.07% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 9,909 $1.15M 0.2% +11 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 9,862 $1.14M 0.47% -50 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 9,734 $1.13M 0.21% -218 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 9,507 $1.12M 0.64% -4 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 9,691 $1.12M 1.12% -506 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 9,690 $1.12M 0.12% -1,128 13F-HR/A Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 9,686 $1.12M 0.73% +1,480 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 9,651 $1.12M 0.76% +232 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 9,617 $1.12M 0.08% 0 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 9,388 $1.09M 0.2% -53 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 9,349 $1.08M 0.45% -900 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 9,239 $1.07M 0.31% -1,114 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,238 $1.07M 0.03% +93 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 9,210 $1.07M 0.64% +1,120 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 9,139 $1.06M 0.01% -2,012 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 9,026 $1.05M 0.02% -3,700 13F-HR Timeline Group Family Manage LLC More: the full row for Family Manage LLC 9,006 $1.04M 0.17% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 8,911 $1.03M 0.07% -453 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,878 $1.03M 0.09% -383 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 8,798 $1.02M 0.75% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 8,750 $1.01M 0.55% +41 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 8,728 $1.01M 0.49% -999 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 8,720 $1.01M 0.15% +149 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 8,644 $1M 0.39% +558 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,614 $999K 0.08% +18 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 8,602 $997K 0.11% -6,111 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 8,528 $989K 0.7% +1 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 8,501 $986K 0.29% +577 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,382 $972K 0.07% -146 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 8,306 $968K 0.09% +4,565 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 8,319 $965K 0.12% +186 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 8,300 $962K 0.52% new 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 8,293 $962K 0.29% -69 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 8,285 $961K 0.01% -1,235 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,285 $959K 0.03% -881 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 8,259 $958K 0.48% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,244 $956K 0.65% -75 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,234 $955K 0.18% +8 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,229 $954K 0.04% +2,934 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,197 $950K 0.04% -1 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 8,166 $947K 0.53% -761 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 8,128 $942K 0.03% +736 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 8,042 $932K 0.14% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,040 $932K 0.16% +4 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 8,031 $931K 0.25% -66 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 8,006 $928K 0.3% 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 7,996 $927K 0.07% -6,070 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 7,978 $925K 0.73% -159 13F-HR/A Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 7,977 $925K <0.01% new 13F-HR Timeline Group Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 7,950 $922K 0.37% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,909 $917K 0.04% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,908 $917K 0.81% +6 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,387 $913K 0.2% +3,281 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 8,203 $907K 0.11% +561 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 7,815 $906K 0.01% +572 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,704 $893K 0.03% -117 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,703 $893K 0.04% +688 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 7,663 $889K <0.01% -252 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 7,579 $879K 0.29% +8 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 7,560 $877K 1.22% 0 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 7,520 $872K 0.53% -25 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,515 $871K 0.06% -161 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 7,500 $870K 0.07% 0 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 7,422 $861K 0.01% new 13F-HR Timeline Group SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 7,409 $859K 0.52% -170 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 7,371 $855K 0.32% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 7,343 $851K 0.1% +23 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 7,314 $848K <0.01% +71 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,282 $844K 0.01% +1,244 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 7,264 $842K 0.21% 0 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 7,218 $837K 0.17% +71 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,200 $835K 0.02% +4,420 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 7,124 $826K 0.03% 0 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 7,108 $824K 0.17% +52 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 7,085 $822K 0.07% 0 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 7,080 $821K 0.04% +183 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,029 $815K 0.01% -3,155 13F-HR/A Timeline Group ADE, LLC More: the full row for ADE, LLC 6,998 $811K 0.47% +160 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 6,949 $806K 0.66% +813 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,886 $798K 0.04% +753 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 6,850 $794K 0.05% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 6,839 $793K 0.27% -791 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,741 $782K 0.03% +4,971 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,676 $774K 0.01% +299 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,349 $759K 0.04% +268 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 6,525 $756K 0.1% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,500 $754K 0.05% +12 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 6,460 $749K 0.11% 0 13F-HR Timeline Drystone LLC More: the full row for Drystone LLC 6,448 $748K 0.75% +125 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 6,390 $741K 0.05% +2,074 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,339 $735K 0.02% +46 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 6,315 $732K 0.09% +239 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,302 $731K 0.44% -455 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 6,297 $730K 0.22% 0 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 6,260 $726K 0.14% -55 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 6,250 $725K 0.28% +73 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 6,237 $723K 0.13% +386 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,234 $723K 0.05% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 6,229 $722K 0.07% +37 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,209 $720K 0.03% +732 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,188 $717K 0.03% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 6,065 $703K 0.3% -4,179 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,045 $701K <0.01% new 13F-HR Timeline Group Family Firm, Inc. More: the full row for Family Firm, Inc. 6,044 $701K 0.16% +310 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 6,000 $696K <0.01% 0 13F-HR Timeline Group CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 5,999 $696K 0.27% +1 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 5,980 $693K 0.02% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,933 $688K 0.06% +104 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,932 $688K <0.01% -8,615 13F-HR Timeline Group Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 5,918 $686K 0.3% -379 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,815 $674K 0.05% -85 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,803 $673K 0.54% +109 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,679 $658K 0.06% -22 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,671 $658K 0.05% +1,496 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,658 $656K 0.1% 0 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 5,589 $654K 0.22% +93 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 5,601 $649K <0.01% 0 13F-HR Timeline Group Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 5,597 $649K 0.6% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,571 $646K 0.02% +112 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,480 $638K 0.04% +3,543 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,502 $638K 0.02% +75 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,384 $633K 0.01% 0 13F-HR Timeline Group American Money Management, LLC More: the full row for American Money Management, LLC 5,423 $629K 0.12% +1 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,411 $627K 0.08% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,402 $626K 0.01% -386 13F-HR Timeline Group McGinn Penninger Investment Management,… More: the full row for McGinn Penninger Investment Management, Inc. 5,396 $626K 0.41% new 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 5,317 $617K 0.42% -169 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,310 $616K 0.04% -445 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,258 $610K 0.01% -2,065 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 5,092 $608K 0.29% +2 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 5,132 $603K 0.11% +79 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 5,187 $601K 0.35% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 5,167 $599K 0.34% -141 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 5,165 $599K 0.12% +2,520 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,146 $597K 0.13% +16 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 5,094 $591K 0.23% -13 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,048 $585K 0.04% +850 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 5,048 $585K <0.01% -50 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 5,040 $584K 0.28% +52 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 5,033 $584K 0.08% new 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,025 $583K 0.28% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,019 $582K 0.02% +189 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 5,009 $581K 0.24% +1,025 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 5,007 $581K 0.17% +800 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,923 $571K 0.01% +66 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,921 $571K 0.09% +275 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,904 $569K 0.02% -1,155 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,901 $568K 0.13% +869 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,878 $566K 0.01% +3 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,843 $562K <0.01% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,817 $559K 0.06% +52 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,734 $549K 0.04% -180 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,721 $547K 0.2% 0 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 4,673 $542K 0.16% +15 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 4,624 $536K 0.05% +324 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,611 $535K <0.01% new 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 4,574 $531K 0.15% +14 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,565 $529K 0.02% -615 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4,547 $527K 0.02% 0 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 4,538 $526K 0.15% +638 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 4,515 $524K 0.2% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 4,508 $523K 0.16% -105 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 4,489 $520K 0.02% +1 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 4,461 $517K 0.36% -261 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,455 $517K 0.05% -19 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,429 $514K 0.02% -4 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 4,408 $511K 0.08% -130 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,384 $508K <0.01% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,383 $508K 0.04% -1,208 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 4,341 $503K 0.2% +7 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 4,316 $500K 0.02% 0 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 4,309 $500K 0.04% -1,998 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,294 $498K 0.09% +9 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,311 $497K <0.01% +699 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,252 $493K 0.07% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,180 $485K 0.1% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,158 $482K <0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,155 $482K 0.01% +19 13F-HR Timeline