NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 20,100 $3.87M 0.1% -198 13F-HR/A Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 19,970 $3.85M 0.49% -29 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 19,358 $3.73M 0.28% +3,525 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 19,324 $3.72M 0.51% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 758 $3.61M 0.17% +331 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 18,622 $3.59M 1.23% -3,695 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 18,617 $3.59M 0.18% -17 13F-HR/A Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 18,411 $3.55M 2.88% -3,659 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 18,408 $3.55M 0.27% -6,979 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 18,217 $3.51M 2.18% -578 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 18,154 $3.5M 0.26% +48 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 17,892 $3.45M 0.08% -10,808 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 17,809 $3.43M 0.07% +1,442 13F-HR Timeline Group CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 17,465 $3.37M 0.98% -2,676 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 17,428 $3.36M 2.06% +436 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 17,359 $3.35M 2.44% -202 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 17,329 $3.34M 0.42% +49 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 17,209 $3.32M 0.02% 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 17,155 $3.31M 0.04% +275 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 16,969 $3.27M 2.91% +2,991 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 16,879 $3.25M -1,429 Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 16,638 $3.21M 1.55% -412 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 16,500 $3.18M 0.2% -202 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 16,293 $3.14M 0.11% -615 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 16,167 $3.12M 0.57% +21 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 16,139 $3.11M 0.38% -593 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 16,050 $3.09M 0.02% -44 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 16,014 $3.09M 0.2% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 15,961 $3.08M 0.18% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 15,837 $3.05M 0.07% +184 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 15,479 $2.98M 0.29% +2,575 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 15,375 $2.96M 0.12% 0 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 15,192 $2.93M 0.32% -965 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 15,066 $2.9M 0.3% +1,194 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 15,049 $2.9M 0.32% +11,985 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 15,019 $2.89M 0.1% -264 13F-HR Timeline Group Family CFO Inc More: the full row for Family CFO Inc 14,887 $2.87M 1.44% +94 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 14,740 $2.84M 1.17% -518 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 14,547 $2.8M 0.19% -1,086 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 14,177 $2.73M 0.38% -2,150 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 14,026 $2.7M 0.01% -2,239 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 13,982 $2.69M <0.01% +3,027 13F-HR Timeline Group Single Point Partners, LLC More: the full row for Single Point Partners, LLC 13,964 $2.69M 0.59% +2,641 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 13,876 $2.67M 0.01% -1,729 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 13,693 $2.64M 0.69% +1,430 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 12,854 $2.54M 0.11% -454 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 13,131 $2.53M 0.54% +1,108 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 12,944 $2.49M 0.11% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 12,836 $2.47M 0.01% +1,571 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 12,826 $2.47M 0.23% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 12,715 $2.45M 0.28% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 12,498 $2.41M 1.14% +1,486 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 12,493 $2.41M 0.66% +1,841 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 12,440 $2.4M 0.09% -1,081 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 12,408 $2.39M 1.77% +1,216 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 12,348 $2.38M 1.01% +239 13F-HR/A Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 12,318 $2.37M 0.15% -24 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12,195 $2.35M 0.09% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 12,095 $2.34M 0.05% -23,673 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 12,013 $2.32M 0.29% -36,739 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 11,948 $2.3M <0.01% +3,305 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 11,870 $2.29M 0.47% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 11,716 $2.26M 0.15% +2,233 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 11,518 $2.22M 0.11% -100 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 11,486 $2.21M 0.73% -720 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 11,413 $2.2M 0.08% -54 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 11,355 $2.19M 0.59% -292 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,349 $2.19M 0.04% +38 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 11,307 $2.18M 0.11% -8,638 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,216 $2.16M <0.01% new 13F-HR Timeline Group Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 11,194 $2.16M 1.34% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 10,931 $2.15M 0.55% +62 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,058 $2.13M 0.01% +1,623 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 10,910 $2.1M 0.03% 0 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,698 $2.06M 0.01% +1,043 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 10,673 $2.06M <0.01% -5,665 13F-HR Timeline Penn Capital Management Company, LLC More: the full row for Penn Capital Management Company, LLC 10,262 $2.02M 0.17% -15,416 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 10,103 $1.95M 0.09% +218 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 11,272 $1.94M 0.67% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 10,062 $1.94M 0.69% -340 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9,897 $1.91M 0.26% +7 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,798 $1.89M 0.01% 0 13F-HR Timeline Group TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 9,741 $1.88M 0.18% +145 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 9,713 $1.87M 0.14% -39 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,673 $1.86M 0.02% +1,255 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 9,592 $1.85M 0.01% -2,427 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 9,412 $1.81M 0.26% +4,447 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,236 $1.78M <0.01% +2,171 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,948 $1.72M 0.13% +1,213 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,930 $1.72M 0.14% +54 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 8,889 $1.71M 0.28% -1,387 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,770 $1.69M 0.01% +4,052 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,681 $1.67M 0.01% +1,195 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 8,630 $1.66M <0.01% -1,426 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 8,622 $1.66M 0.09% -7 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 8,494 $1.64M 0.7% -1,958 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 8,486 $1.64M 0.07% +23 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,437 $1.63M 0.01% -477 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 8,414 $1.62M 0.16% -1,116 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 8,352 $1.61M 0.14% +20 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 8,320 $1.6M 0.2% new 13F-HR Timeline Group BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 8,295 $1.6M 0.89% -256 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,276 $1.59M 0.05% +6,999 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 9,214 $1.59M 0.19% +126 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 8,189 $1.58M 0.01% +1,328 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 8,084 $1.56M 0.11% +2,048 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 8,000 $1.54M 0.11% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 7,849 $1.51M 0.22% 0 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 8,727 $1.5M 3.12% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 7,792 $1.5M 0.9% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 7,693 $1.48M 0.2% -604 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,601 $1.46M 0.19% +6,360 13F-HR/A Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 7,589 $1.46M 0.16% -28 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,550 $1.45M 0.02% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 7,510 $1.45M 0.25% -10,950 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,500 $1.45M 0.12% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 7,374 $1.42M <0.01% -5,077 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,329 $1.41M 0.02% +6,088 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GSG Advisors LLC More: the full row for GSG Advisors LLC 7,310 $1.41M 0.41% +18 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 7,300 $1.41M 0.13% +1,829 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 7,285 $1.4M 0.32% +528 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 7,283 $1.4M 1.4% +2,686 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 7,002 $1.38M 0.03% -1,585 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 7,171 $1.38M 0.15% -350 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 7,098 $1.37M 0.03% +4,742 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,025 $1.35M 0.01% +3,705 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 6,954 $1.34M 0.64% +1,213 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,867 $1.32M 0.02% -11,139 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,772 $1.31M 0.02% +2,033 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,768 $1.3M 0.03% -1,341 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,722 $1.3M 0.16% -863 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 6,687 $1.29M 0.01% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 6,650 $1.28M 0.07% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 6,629 $1.28M 0.02% -187 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 6,629 $1.28M 1.75% +3 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 6,583 $1.27M 0.17% 0 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 6,412 $1.27M 0.46% +440 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,567 $1.27M 0.02% 0 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,550 $1.26M 0.06% -1,371 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 6,550 $1.26M 0.61% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 6,510 $1.25M 0.39% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,436 $1.24M 0.06% -470 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 6,410 $1.24M 0.02% +314 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 6,390 $1.23M 0.04% -115 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,347 $1.22M 0.41% -149 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 6,319 $1.22M 0.17% +86 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,317 $1.22M 0.26% -639 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 6,259 $1.21M 0.31% -341 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 6,254 $1.21M 0.61% -587 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,213 $1.2M 0.01% new 13F-HR Timeline Group FF Advisors,LLC More: the full row for FF Advisors,LLC 6,150 $1.19M 0.62% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 6,107 $1.18M 0.1% +66 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,947 $1.17M 0.02% +87 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,068 $1.17M 0.72% +430 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 6,012 $1.16M 0.21% +982 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 6,000 $1.16M 0.12% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 5,996 $1.16M 0.01% -47 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 5,963 $1.15M 0.01% +406 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 5,950 $1.15M 0.43% 0 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 5,862 $1.13M 0.06% -1,556 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 5,814 $1.12M 0.71% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 5,801 $1.12M 0.38% -234 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 5,801 $1.12M 0.69% -63 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,793 $1.12M 0.04% +2,113 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 5,706 $1.1M 0.72% +596 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,519 $1.08M 0.03% -17 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 5,560 $1.07M 0.61% -4 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 5,538 $1.07M 0.01% +31 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 5,526 $1.06M 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,502 $1.06M 0.01% +64 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5,485 $1.06M <0.01% -4,713 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,459 $1.05M 0.07% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,423 $1.04M 0.09% +3,028 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 5,303 $1.02M 0.68% +589 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 5,302 $1.02M 0.25% -27 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,292 $1.02M 0.02% -118 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,282 $1.02M <0.01% -817 13F-HR Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 5,178 $998K 0.1% -191 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 5,073 $978K 0.04% -49 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 5,072 $978K 0.2% +283 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,069 $977K 0.08% +718 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,035 $970K 0.17% -897 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,999 $963K 0.04% -123 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 4,878 $940K 0.03% +130 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 4,840 $933K 0.74% +9 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,839 $933K 0.02% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,812 $927K 0.05% -571 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,807 $926K 0.04% -10 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,793 $924K 0.03% -176 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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