LongView Wealth Management More: the full row for LongView Wealth Management 3,164 $853K 0.26% -164 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,155 $851K 0.29% 0 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 3,153 $850K 0.65% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,114 $840K 0.25% 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,110 $839K 0.02% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,108 $838K 0.02% -3 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,087 $833K 0.05% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 3,086 $833K 0.01% -1,679 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,082 $831K 0.23% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,078 $830K 0.35% +1 13F-HR/A Timeline GQG Partners LLC More: the full row for GQG Partners LLC 3,062 $826K <0.01% new 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 3,056 $824K 0.37% +1,632 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,017 $814K 0.01% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,009 $812K 0.06% new 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 3,000 $809K 0.83% -500 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,993 $807K 0.16% +1,517 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 2,987 $806K 0.05% -298 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,970 $801K 0.06% -91 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,950 $796K 0.05% -14,213 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,947 $795K 0.33% -156 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,936 $792K 0.07% -389 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,934 $791K 0.11% -1,067 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,928 $790K 0.02% 0 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 2,927 $789K 0.51% -180 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,914 $786K 0.04% 0 13F-HR Timeline Cabana LLC More: the full row for Cabana LLC 2,901 $782K 3.87% +102 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,890 $779K 0.08% -151 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 2,904 $777K 0.18% -1,144 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 2,878 $776K 0.78% -30 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,870 $774K 0.01% 0 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,844 $767K 0.11% +9 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,844 $767K 0.09% -32 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,837 $765K 0.01% -53 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,820 $761K 0.07% -223 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,834 $758K +54 Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,809 $758K 0.02% +36 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,801 $756K <0.01% -1,270 13F-HR/A Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,801 $755K 0.44% 0 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 2,781 $750K 0.4% -229 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,760 $744K 0.01% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,755 $743K 0.04% +1 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,750 $742K 0.12% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,750 $742K 0.2% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,749 $741K 0.09% -1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,742 $739K 0.03% -121 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2,731 $737K 0.29% -376 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,719 $733K 0.37% +71 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,706 $730K 0.15% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,690 $728K 0.08% -96 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,666 $719K 0.01% -369 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 2,584 $712K 0.07% -124 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,628 $709K 0.1% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,625 $708K 0.01% +19 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,610 $704K 0.07% +52 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,609 $704K 0.01% -13 13F-HR Timeline Group Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,519 $702K 0.2% -5 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,578 $695K 0.22% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,576 $695K 0.14% 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 2,564 $692K 0.51% +16 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,550 $688K 0.12% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,538 $684K 0.06% -124 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,522 $680K 0.03% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,486 $671K 0.08% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,478 $668K 0.54% 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,468 $666K 0.06% -75 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 2,463 $664K <0.01% +1,294 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,450 $661K 0.33% 0 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,416 $659K 0.12% +11 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 2,439 $658K 0.79% 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 2,426 $654K 0.34% +244 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,422 $653K 0.07% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 2,419 $652K 0.44% +15 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 2,418 $652K 0.4% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,410 $650K 0.02% -1,231 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,339 $650K 0.03% -50 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,405 $649K 0.17% -27 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,404 $648K 0.39% -101 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 2,396 $646K 0.59% 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,396 $646K 0.06% 0 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 2,374 $640K 0.48% 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 2,368 $639K 0.26% 0 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 2,368 $639K 0.79% +13 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,366 $638K 0.01% +264 13F-HR Timeline Group Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 2,357 $636K 0.14% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2,357 $636K 0.22% 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 2,355 $635K 0.64% 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,353 $635K 0.39% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,363 $634K 0.09% 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 2,347 $633K 0.08% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,345 $632K 0.02% +1,569 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 2,343 $632K 0.46% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,327 $628K 0.42% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,321 $626K 0.05% +2 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,320 $626K 0.06% -80 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,287 $624K 0.02% -81 13F-HR Timeline City State Bank More: the full row for City State Bank 2,305 $622K 0.22% +45 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 2,296 $619K 0.08% -468 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 2,293 $618K 0.38% 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,293 $618K 0.02% +117 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 2,292 $618K 0.02% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,268 $612K 0.02% -160 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,255 $608K 0.07% -93 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,158 $603K 0.28% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2,214 $597K 0.07% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 2,206 $595K 1.6% 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 2,195 $592K 0.02% -11 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,190 $591K 0.11% +4 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,190 $591K 0.03% +980 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,186 $590K 0.01% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,183 $589K 0.02% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,151 $580K 0.43% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,160 $578K 0.14% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,130 $574K 0.03% -19 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,125 $573K 0.02% +135 13F-HR/A Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 2,123 $573K 0.04% -142 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,123 $572K 0.04% -240 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,121 $572K 0.39% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,120 $571K 0.1% -73 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,094 $565K 0.24% 0 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 2,087 $563K 0.18% -14 13F-HR Timeline UNIONVIEW, LLC More: the full row for UNIONVIEW, LLC 2,081 $561K 0.41% -5 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,053 $554K 0.07% +1 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 2,048 $552K 0.32% -34 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 2,035 $549K 0.13% -350 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,033 $548K 0.04% +589 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,018 $546K 0.09% 0 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 2,019 $545K 0.21% -134 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,019 $545K 0.02% 0 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,012 $543K 0.03% +2 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 2,010 $542K 0.37% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,000 $539K 0.04% -3,022 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 1,998 $539K 0.18% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,989 $536K 0.09% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,984 $535K 0.12% -34 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 1,981 $534K 0.43% 13F-HR/A Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 1,961 $529K 0.01% +1,201 13F-HR Timeline Group Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 1,957 $528K 0.42% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 1,955 $527K 0.09% -103 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 1,954 $527K 0.33% 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,952 $526K 0.52% 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 1,943 $524K 0.04% -24,663 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 1,938 $523K 0.21% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,904 $514K <0.01% +11 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,900 $512K 0.19% 0 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,892 $510K 0.18% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,872 $505K 0.07% -2,327 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 1,848 $498K 0.13% 13F-HR Timeline Group Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 1,839 $496K 0.51% -39 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,830 $494K 0.04% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,819 $491K 0.02% -112 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. 1,818 $490K <0.01% +6 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,816 $490K 0.05% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,816 $490K 0.12% 0 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 1,815 $490K 0.17% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,808 $488K 0.01% 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,787 $482K 0.1% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,787 $482K 0.19% +7 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,786 $482K 0.18% +4 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1,785 $481K 0.1% +950 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,772 $478K 0.07% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,771 $478K 0.28% 0 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 1,770 $477K 0.25% +182 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,760 $475K 0.17% +11 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,747 $471K 0.05% +32 13F-HR/A Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,737 $468K 0.03% +51 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,725 $465K 0.01% +112 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,710 $461K 0.14% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,688 $455K 0.06% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,687 $455K 0.22% -35 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,672 $451K 0.03% -274 13F-HR/A Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,670 $450K 0.25% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,663 $449K 0.04% -133 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,657 $447K 0.04% -33 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,656 $447K 0.06% +15 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,656 $447K 0.02% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,654 $446K 0.14% 0 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 1,635 $441K 0.16% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,627 $439K 0.35% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,624 $438K 0.05% 0 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,611 $435K 0.06% -4 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,599 $431K 0.04% 0 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 1,595 $430K 0.08% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,583 $427K 0.01% -45 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,581 $426K 0.04% +7 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,574 $425K 0.47% 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,559 $423K 0.09% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 1,560 $421K 0.02% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,549 $418K <0.01% -606 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,546 $417K 0.06% new 13F-HR/A Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,544 $417K 0.28% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,534 $414K 0.04% +51 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,529 $412K 0.04% 0 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 1,529 $412K 0.13% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,514 $408K 0.01% -125 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,511 $408K 0.03% +1 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 1,497 $404K 0.13% -59 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 1,489 $402K 0.08% -15 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 1,489 $401K 0.34% 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 1,481 $399K 0.23% -38 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,476 $398K 0.12% +475 13F-HR Timeline