TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 10,906 $801K 0.08% +3,923 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 10,875 $799K 0.04% -3,894 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 10,844 $797K 0.11% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 10,839 $796K 0.01% 0 13F-HR Timeline Group SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 10,805 $794K 0.71% +161 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 10,738 $789K 0.01% -319 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 10,725 $788K 0.01% +2,613 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,578 $777K 0.04% +678 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 10,557 $776K 0.43% -1,032 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,555 $775K 0.05% +15 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 10,517 $773K 0.03% +711 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 10,505 $772K <0.01% -560 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 10,500 $771K 0.01% +7,613 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 10,500 $771K 0.37% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10,504 $771K <0.01% +666 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,488 $770K 0.04% +1,455 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 10,484 $770K 0.34% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 10,475 $770K 0.35% new 13F-HR/A Timeline CVFG LLC More: the full row for CVFG LLC 10,426 $766K 0.55% -1,494 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,399 $764K 0.06% +339 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 10,363 $761K 0.01% +3,374 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Centric Wealth Management More: the full row for Centric Wealth Management 10,162 $758K 0.17% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 10,275 $755K 0.12% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 10,219 $751K 0.4% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 10,213 $750K 0.06% +30 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,206 $750K 0.09% -557 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 10,182 $748K 0.4% -84 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 10,168 $747K 0.08% -1,974 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 10,162 $746K 0.15% +3,704 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 10,140 $745K 0.07% +4,557 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 10,090 $741K 0.06% +6 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 10,072 $740K 0.11% +935 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,978 $733K 0.02% -22,048 13F-HR/A Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,916 $728K <0.01% +1,459 13F-HR Timeline Group Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 9,913 $728K 0.09% +3,188 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,899 $727K 0.01% +181 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 9,734 $727K 0.22% +99 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 9,865 $725K 0.34% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 9,816 $721K 0.12% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,778 $718K 0.05% +678 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 9,757 $717K 0.01% +1,213 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,745 $716K 0.01% -9,952 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 9,726 $714K 0.07% +6,260 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 9,721 $714K 0.33% -5 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 9,680 $711K 0.05% +293 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,633 $708K 0.03% -2,609 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 9,600 $705K 0.02% +4,818 13F-HR Timeline Group GERBER, LLC More: the full row for GERBER, LLC 9,590 $705K 0.44% +706 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 9,575 $703K 0.07% -2,862 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 9,562 $702K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 9,542 $701K 0.25% +1,930 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 9,481 $697K 0.19% +804 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 9,443 $694K 0.01% +1,188 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 9,442 $694K 0.05% +1,051 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 9,364 $688K 0.25% +781 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 9,355 $687K 0.03% +1,800 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 9,299 $683K 0.03% +436 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 9,292 $683K 0.35% +178 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 9,289 $682K 0.36% +7 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 9,254 $680K 0.11% +1,107 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 9,224 $678K 0.1% +4,636 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 9,212 $677K 0.11% +41 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 9,178 $674K 0.06% +3,610 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,141 $671K <0.01% +3 13F-HR Timeline Group Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 9,047 $665K 0.39% +434 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 9,031 $663K 0.28% +776 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 8,968 $659K 0.06% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8,934 $656K 0.04% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 8,824 $656K 0.02% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 8,885 $653K 0.08% +104 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 8,849 $650K 0.5% +1,378 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 8,835 $649K 0.18% +43 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 8,770 $648K 0.29% -73 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 8,807 $647K 0.78% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,785 $645K 0.01% +4,056 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 8,782 $645K 0.13% +56 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 8,767 $644K 0.12% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 8,705 $639K 0.16% +372 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 8,657 $636K 0.15% +25 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 8,643 $635K 0.17% +665 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 8,625 $634K 0.07% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,583 $630K 0.03% -242 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 8,582 $630K 0.04% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 8,567 $629K 0.11% -20 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 8,542 $627K 0.25% -15 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 8,510 $625K 0.13% -104 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 8,476 $623K 0.27% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8,471 $622K 0.16% +7 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 8,468 $622K 0.12% -171 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 8,449 $621K 0.03% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 8,424 $619K 0.02% +5,281 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 8,384 $616K 0.02% -38 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 8,352 $614K 0.09% new 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 8,287 $609K 0.15% +887 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 8,276 $608K 0.47% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 8,267 $607K 0.17% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 8,254 $606K 0.11% +15 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8,239 $605K 0.08% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,190 $602K 0.02% -292 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 8,177 $601K 0.5% 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 8,170 $600K 0.22% 0 13F-HR/A Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,162 $600K 0.02% +1,227 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 8,143 $598K 0.21% +38 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 8,131 $597K 0.06% new 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 8,130 $597K 0.04% +1,323 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 8,111 $596K 0.13% -74 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,106 $595K <0.01% +416 13F-HR Timeline Group Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 8,091 $594K 0.2% +1,128 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 8,075 $593K 0.09% +14 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 8,058 $592K 0.05% 0 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 8,050 $591K 0.03% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 8,010 $588K 0.05% +35 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 8,010 $588K +4 Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 7,970 $585K 0.28% -429 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,966 $585K 0.02% -881 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 7,941 $583K <0.01% -44,904 13F-HR Timeline Group CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 7,933 $583K 0.4% new 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 7,880 $579K 0.41% 0 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 7,794 $573K 0.15% -415 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 7,764 $570K 0.04% -350 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 7,764 $570K 0.18% +68 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 7,749 $569K 0.17% -153 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,735 $568K <0.01% +2,754 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 7,720 $567K 0.14% 0 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 7,707 $566K 0.08% +48 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 7,696 $565K 0.62% -195 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,654 $562K 0.07% -26 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 7,643 $561K 0.01% -15 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 7,642 $561K 0.28% -160 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 7,599 $558K 0.33% -398 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 7,582 $557K 0.01% +7,562 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 7,578 $557K 0.17% +12 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,576 $557K 0.03% +4,432 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,397 $554K 0.04% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 7,545 $554K 0.08% -20 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 7,488 $550K 0.21% +29 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 7,473 $549K 0.14% 0 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 7,446 $547K 0.26% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,267 $546K 0.09% -1,102 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,425 $545K 0.02% -9,308 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 7,385 $543K 0.08% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 7,371 $541K 0.36% -2,043 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,307 $540K 0.18% +809 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 7,295 $536K 0.21% +60 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 7,287 $535K 0.04% -4 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 7,271 $534K 0.04% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 7,239 $532K 0.64% +1,024 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 7,211 $530K 0.16% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,206 $529K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 7,201 $529K 0.35% +99 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 7,202 $529K <0.01% 0 13F-HR Timeline Group Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 7,200 $529K 0.16% -143 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 7,192 $528K 0.59% -55 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 7,191 $528K 0.11% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 7,180 $527K 0.02% +1,968 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,160 $526K 0.23% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,129 $524K 0.03% +394 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 7,115 $523K 0.03% -1,119 13F-HR Timeline Great Hill Capital LLC More: the full row for Great Hill Capital LLC 7,105 $522K 0.43% 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 7,104 $522K 0.43% 0 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 7,067 $519K 0.22% +34 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 7,065 $519K 0.49% 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 7,053 $518K 0.13% +35 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,019 $516K 0.06% +11 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,994 $514K 0.04% +238 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 6,948 $510K 0.22% +24 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 6,922 $509K 0.08% -64 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 6,882 $506K 0.05% +371 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,833 $502K 0.03% -5,474 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 6,792 $499K 0.64% +140 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,789 $499K 0.05% +190 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 6,759 $497K 0.26% +2,787 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,728 $494K 0.04% +2,710 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 6,711 $493K 0.03% -1,363 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 6,705 $493K 0.43% -276 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,627 $487K 0.3% -160 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,620 $486K 0.11% -50 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 6,609 $485K 0.18% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 6,606 $485K 0.38% +3,709 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 6,502 $478K 0.26% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 6,501 $478K 0.06% 0 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 6,488 $477K 0.29% +31 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 6,475 $476K 0.22% 0 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 6,450 $474K 0.25% +32 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,433 $473K 0.04% +28 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,425 $472K 0.01% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 6,414 $471K 0.13% +210 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 6,412 $471K 0.16% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 6,411 $471K 0.05% +3,272 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 6,396 $470K 0.16% +24 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 6,371 $468K <0.01% +1 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 6,351 $467K 0.01% +1,520 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 6,340 $466K 0.15% new 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 6,323 $464K <0.01% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,307 $463K 0.02% -2 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,283 $460K 0.06% -1,326 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,261 $460K 0.04% new 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 6,234 $458K 0.14% 0 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 6,222 $457K 0.28% 0 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 6,217 $457K 0.29% -401 13F-HR Timeline