Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,718 $671K 0.01% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 9,673 $668K 0.02% new 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 9,635 $665K 0.23% +649 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 9,622 $665K 0.08% +68 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 9,562 $661K 0.01% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 9,518 $658K 0.06% +329 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 9,414 $650K 0.51% -4,787 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 9,387 $649K 0.05% +427 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 9,282 $641K 0.44% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 9,247 $639K 0.05% +4,581 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 8,914 $638K 0.41% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 9,257 $634K 0.01% +507 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 9,171 $634K 0.11% +64 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,138 $631K <0.01% -1 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 9,137 $631K 0.11% -3,647 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 9,122 $630K 0.25% -111,322 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 9,114 $630K 0.36% -7,664 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,100 $629K 0.05% +3,264 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 9,054 $626K 0.02% 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 9,033 $624K 0.03% +15 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,002 $622K 0.05% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 8,968 $620K 0.06% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8,934 $617K 0.04% -4,224 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 8,894 $614K 0.36% -5 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 8,884 $614K 0.43% +780 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 8,863 $612K 0.03% +1,859 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,847 $611K 0.03% -90,768 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 8,843 $610K 0.3% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,825 $610K 0.03% new 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 8,807 $608K 0.6% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 8,792 $607K 0.19% +64 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 8,781 $607K 0.08% +1,938 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 8,726 $603K 0.13% +72 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 8,677 $599K 0.29% +1,778 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,676 $599K 0.13% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 8,632 $597K 0.16% +3,216 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 8,639 $597K 0.12% -716 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 8,625 $596K 0.07% +1,173 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,616 $595K 0.02% +2,381 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 8,614 $595K 0.14% +10 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 8,613 $595K 0.38% +1,311 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 8,587 $593K 0.11% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 8,583 $593K 0.23% new 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 8,557 $591K 0.28% -6,312 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8,544 $590K 0.01% +6 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,482 $586K 0.02% +460 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 8,476 $586K 0.25% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8,464 $585K 0.16% +9 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 8,457 $584K <0.01% new 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 8,449 $584K 0.03% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 8,422 $582K 0.02% +225 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 8,399 $580K 0.3% +177 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 8,391 $580K 0.04% +1,483 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 8,369 $578K 0.11% +3,802 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 8,333 $576K 0.15% -1,460 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 8,276 $572K 0.44% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 8,267 $571K 0.18% new 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 8,255 $570K 0.25% -132 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,255 $570K 0.01% +1,647 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 8,249 $570K 0.09% -353 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8,239 $569K 0.08% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 8,239 $569K 0.12% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 8,234 $569K 0.04% -1,024 13F-HR/A Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 8,212 $567K 0.38% +3,040 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 8,209 $567K 0.16% -371 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 8,185 $566K 0.13% new 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 8,170 $564K 0.22% 0 13F-HR/A Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 8,147 $563K 0.1% -1,035 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,114 $561K 0.05% -204 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,112 $560K 0.01% +3,106 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 8,105 $560K 0.22% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 8,074 $558K 0.04% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 8,061 $557K 0.11% -2,079 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 8,058 $557K 0.05% -139 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 8,050 $556K 0.03% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 8,017 $554K 0.14% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 8,006 $553K +5 Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 7,997 $553K 0.36% -439 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 7,978 $551K 0.15% +1,993 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,975 $551K 0.05% +788 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 7,902 $546K 0.17% -76 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 7,891 $545K 0.66% +1,052 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 7,880 $544K 0.42% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 7,802 $539K 0.3% -1,431 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 7,783 $538K 0.05% +853 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 7,778 $537K 0.05% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,737 $535K 0.01% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 7,609 $534K 0.07% new 13F-HR/A Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 7,720 $533K 0.19% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,690 $532K <0.01% 0 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 7,696 $532K 0.2% -549 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,680 $531K 0.07% +638 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 7,659 $529K 0.08% -1,506 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 7,658 $529K 0.01% -10 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,619 $526K 0.05% -220,099 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 7,612 $526K 0.21% +1,493 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 7,566 $523K 0.17% +2,293 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 7,565 $523K 0.07% -37,060 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 7,555 $522K 0.02% +835 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,499 $518K 0.01% +401 13F-HR Timeline Group Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 7,473 $516K 0.15% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 7,471 $516K 0.42% +555 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 7,459 $515K 0.2% new 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 7,446 $514K 0.27% -295 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 7,400 $511K 0.13% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,397 $511K 0.04% -239 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 7,385 $510K 0.08% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 7,345 $507K 0.08% +198 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 7,343 $507K 0.17% -188 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 7,314 $505K 0.26% +2,760 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 7,307 $505K 0.03% +470 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 7,291 $504K 0.04% -346 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 7,271 $502K 0.03% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 7,247 $501K 0.58% +91 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 7,235 $500K 0.23% -400 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 7,221 $499K 0.05% -1,950 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 7,211 $498K 0.17% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,206 $498K 0.01% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 7,202 $498K <0.01% +152 13F-HR/A Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 7,191 $497K 0.03% new 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 7,191 $497K 0.12% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,160 $495K 0.24% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 7,104 $491K 0.41% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 7,102 $491K 0.36% +2 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 6,924 $488K 0.23% +40 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 7,056 $487K 0.28% -170 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 7,033 $486K 0.22% +51 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,028 $486K 0.03% -256 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 7,018 $485K 0.13% +50 13F-HR Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 7,017 $485K 0.18% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,008 $484K 0.06% +17 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,989 $483K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TSFG, LLC More: the full row for TSFG, LLC 6,986 $483K 0.09% -917 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,983 $482K 0.05% -62,874 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 6,981 $482K 0.46% -1,550 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 6,963 $481K 0.17% +118 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,935 $479K 0.02% -286 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 6,807 $470K 0.03% +657 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,787 $469K 0.32% +743 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,756 $467K 0.04% +2,248 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,735 $465K 0.04% +270 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 6,725 $465K 0.06% 0 13F-HR/A Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,670 $461K 0.16% +615 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 6,658 $460K 0.12% 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 6,652 $460K 0.64% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,652 $460K 0.05% +322 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,650 $459K 0.03% -94 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 6,618 $457K 0.31% -239 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 6,609 $457K 0.18% -19,810 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,599 $456K 0.05% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,589 $455K 0.12% +591 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 6,525 $451K 0.14% -374 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 6,511 $450K 0.06% +279 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 6,501 $449K 0.06% 0 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 6,502 $449K 0.26% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,498 $449K 0.17% +70 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 6,475 $447K 0.22% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,458 $446K 0.1% -8 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 6,457 $446K 0.3% +46 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,425 $444K 0.01% -75 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 6,418 $443K 0.25% +1,703 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 6,412 $443K 0.16% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,405 $442K 0.04% +551 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 6,372 $440K 0.16% +93 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 6,370 $440K <0.01% 0 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 6,323 $437K <0.01% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,309 $436K 0.02% +946 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 6,301 $435K 0.14% -3,046 13F-HR/A Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 6,234 $431K 0.14% 0 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 6,222 $430K 0.29% +1,922 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 6,215 $429K 0.53% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 6,204 $429K 0.13% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6,212 $426K 0.22% -57 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,102 $422K 0.01% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,086 $420K 0.02% -3,326 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,076 $420K 0.01% -3,891 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 6,055 $418K 0.03% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 6,030 $417K 0.09% -2,352 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 6,008 $415K 0.03% 0 13F-HR Timeline Group Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 5,986 $414K 0.15% new 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 5,975 $413K 0.21% +2,675 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,955 $411K <0.01% -150 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 5,948 $411K 0.14% -120 13F-HR Timeline Group Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 5,937 $410K 0.3% +35 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,925 $409K 0.03% 0 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 5,883 $406K 0.12% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 5,866 $405K 0.04% new 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 5,805 $401K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,772 $399K 0.12% +887 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 5,768 $399K 0.04% +211 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,738 $396K 0.02% 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 5,700 $394K 0.07% 0 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 5,690 $393K 0.12% -722 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 5,686 $393K 0.27% -3 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 5,680 $392K 0.32% +39 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,640 $390K 0.22% +25 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 5,617 $388K 0.03% +2,116 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 5,583 $386K 0.04% -455 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 5,568 $385K 0.04% +113 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 5,564 $384K 0.13% +4 13F-HR Timeline