Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 15,190 $913K 0.41% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 15,132 $910K 0.37% -1,055 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 15,100 $908K 0.04% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 15,096 $907K 0.56% -65 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,029 $903K 0.03% -960 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 15,004 $902K 0.02% -1,590 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 15,000 $902K 0.05% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 14,988 $901K 0.15% +11 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 14,848 $897K 0.09% -613 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 14,901 $896K 0.41% +1,501 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 14,818 $891K 0.02% +7,532 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 14,797 $889K 0.05% +1,152 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 14,708 $884K 0.01% new 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 14,700 $884K 0.33% +3,700 13F-HR/A Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,653 $881K 0.08% -384 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 14,595 $877K 0.08% new 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 14,576 $877K 0.01% +759 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 14,316 $861K 0.02% -531 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 14,270 $858K 0.09% -811 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 14,264 $857K 0.14% +368 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 14,255 $857K 0.73% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 14,154 $851K 0.02% +15 13F-HR Timeline Group McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 14,121 $849K 0.41% +1,684 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 14,097 $847K 0.02% +217 13F-HR Timeline Presima Securities ULC More: the full row for Presima Securities ULC 14,092 $847K 0.49% +167 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 14,071 $846K 0.18% 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 14,040 $844K 0.44% -6,633 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 13,875 $834K 0.45% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 13,810 $830K 0.27% +1,200 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 13,778 $828K 0.02% -319 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13,643 $820K 0.05% -245 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 13,629 $819K 0.46% -818 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,620 $819K 0.04% +3,780 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 13,568 $815K 0.19% +66 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 12,150 $813K 0.02% -1 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 13,484 $811K 0.67% -2,341 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 13,466 $809K 0.02% +206 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 13,461 $809K 0.02% +282 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 15,226 $804K 0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 13,382 $804K 0.01% -1,028 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 13,334 $802K 0.08% +829 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 13,223 $795K 0.06% +730 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 13,293 $791K 0.01% +4,804 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 13,139 $790K 0.01% +116 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 13,089 $787K 0.15% -228 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 13,084 $786K 0.18% +23 13F-HR Timeline CBRE INVESTMENT MANAGEMENT LISTED REAL … More: the full row for CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 13,023 $783K 0.01% -1,777,306 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 11,666 $781K 0.11% +67 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 12,905 $776K 0.19% -63 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 12,903 $776K 0.11% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 12,796 $769K 0.16% 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 12,725 $765K 0.04% +5,056 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 12,700 $763K 0.41% -50 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,646 $760K 0.01% +149 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 11,263 $758K 0.29% -725 13F-HR/A Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 12,560 $755K 0.04% +9,023 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 12,545 $754K 0.05% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 12,516 $752K 0.03% -648 13F-HR Timeline Group Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 12,478 $751K 0.01% -41,440 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 12,475 $750K 0.03% -1,324 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 12,461 $749K 0.02% +3,522 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 12,411 $746K 0.14% -630 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 12,383 $744K 0.01% -3,622 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 12,378 $744K 0.26% -45 13F-HR/A Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 12,359 $743K 0.6% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 12,315 $740K 0.14% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 12,274 $738K -500 Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 12,222 $735K 0.77% 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 12,204 $734K 0.2% -673 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 12,201 $733K 0.44% -751 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 12,183 $732K 0.29% -82 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 12,100 $727K 0.2% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 12,015 $723K 0.01% +1,838 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 11,959 $719K 0.3% -135 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 11,906 $716K 0.09% -13,475 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 11,820 $710K 0.11% -525 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 11,787 $709K 0.04% +700 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 11,771 $708K 0.7% 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 11,768 $707K 0.02% -11,343 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 11,748 $706K 0.1% -286 13F-HR Timeline Group QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 11,730 $705K 0.08% -260 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,687 $703K 0.03% -43 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 11,688 $703K <0.01% -1,480 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 11,682 $702K 0.16% -120 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 11,552 $694K 0.53% -2,765 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 11,400 $694K 0.31% -430 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 11,525 $693K 0.08% +1,525 13F-HR/A Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 11,494 $691K 0.04% +19 13F-HR Timeline MEKETA INVESTMENT GROUP INC /ADV More: the full row for MEKETA INVESTMENT GROUP INC /ADV 11,463 $689K 2.33% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 11,448 $688K 0.59% 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 11,432 $687K 0.03% -453 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 11,340 $682K 0.04% -23 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 11,312 $680K 0.15% +85 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,237 $675K 0.04% +185 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 11,224 $675K 0.02% +369 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 11,110 $668K 0.03% +644 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 11,101 $667K 0.04% -2,275 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 11,044 $664K 0.6% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 10,993 $661K 0.02% -24 13F-HR Timeline Nitor Capital Management LLC More: the full row for Nitor Capital Management LLC 10,990 $661K 0.59% 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 10,919 $656K 0.01% -110 13F-HR Timeline Group Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 10,901 $655K 0.13% +1,006 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 10,887 $654K 0.32% -6,454 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 10,786 $648K 0.02% +2,667 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 10,785 $648K 0.12% -989 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,725 $645K 0.01% +3,038 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 10,701 $643K 0.27% -155 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 10,680 $642K 0.02% +2,344 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 10,634 $639K 0.08% +4 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 10,605 $637K 0.33% 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 10,572 $635K 0.03% -686 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 10,494 $631K 0.18% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 10,480 $630K 0.07% -89 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 10,446 $628K 0.12% -613 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,428 $627K 0.05% -690 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,427 $627K 0.01% -35,503 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 10,424 $627K 0.08% -213 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 10,413 $625K 0.35% +73 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,382 $624K 0.01% -468 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 10,382 $624K 0.02% -38 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 10,363 $623K 0.55% -35 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 10,319 $620K <0.01% 0 13F-HR/A Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 10,276 $618K 0.03% 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 10,239 $615K 0.11% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 10,215 $614K 0.02% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 10,175 $612K 0.07% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,151 $610K 0.01% -3,674 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 10,134 $609K 0.02% +517 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,064 $605K 0.02% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 10,031 $603K 0.01% -1,698 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 10,000 $601K 0.09% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,967 $599K 0.01% +118 13F-HR Timeline CX Institutional More: the full row for CX Institutional 9,946 $598K 0.02% +382 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 9,937 $597K 0.09% -17,653 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 9,886 $594K 0.05% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 9,860 $593K 0.14% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 9,856 $592K 0.32% -1,502 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 9,782 $588K 0.07% -5,384 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 9,780 $588K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 9,775 $588K 0.19% -74 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 9,765 $587K 0.01% +296 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 9,698 $583K 0.04% +74 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 8,730 $579K 0.21% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 9,590 $576K 0.01% +870 13F-HR Timeline TOBAM More: the full row for TOBAM 9,579 $576K 0.14% +8,363 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 9,575 $576K 0.3% -1,728 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 9,571 $575K 0.24% +1,139 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 9,552 $574K 0.22% +149 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 9,334 $561K 0.06% -529 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 9,318 $560K 0.11% +60 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,314 $560K 0.02% +19 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 9,308 $560K 0.06% -748 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 9,287 $558K 0.03% +2,655 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 9,276 $558K 0.07% -7,808 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 9,247 $556K 0.1% +1,865 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 9,154 $550K 0.14% +1,760 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 7,513 $548K 0.12% -753 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 9,110 $548K 0.08% +80 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,048 $544K 0.04% +1,218 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 9,035 $543K 0.01% +1,347 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 9,025 $542K 0.02% +44 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 9,013 $542K 0.52% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,007 $541K 0.01% +1,271 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 8,996 $541K 0.11% -372 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 8,963 $539K 0.31% +18 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 8,878 $534K 0.22% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,865 $533K 0.01% +2,112 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,854 $532K 0.01% -557 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 8,831 $531K 0.01% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 8,254 $531K 0.02% +1,500 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 8,826 $531K 0.03% -48 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 8,810 $530K 0.3% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,740 $525K 0.05% +11 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 8,709 $523K 0.01% +95 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 8,685 $522K 0.07% -651 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,621 $518K 0.04% +20 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 8,615 $518K 0.33% -963 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 8,609 $517K 0.07% -8,977 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 8,602 $517K 0.01% +46 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 8,600 $517K 0.53% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 8,561 $515K 0.01% +227 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 8,440 $507K 0.08% 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 8,429 $507K 0.04% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,415 $506K 0.02% -8,642 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 8,400 $505K 0.06% +176 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 8,359 $502K 0.29% +42 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 8,338 $501K 0.17% 0 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 8,320 $500K 0.05% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 8,289 $498K 0.37% -875 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,280 $498K 0.02% +441 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 8,275 $497K 0.02% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,273 $497K 0.02% +1,561 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,267 $497K 0.01% +1,144 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 8,241 $495K 0.33% -3 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 8,233 $495K 0.02% +22 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 8,225 $494K 0.15% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 8,181 $492K 0.11% +115 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 8,170 $491K 0.01% +550 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,126 $488K 0.02% -442 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 8,125 $488K 0.06% +2,958 13F-HR Timeline