Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 4,309 $821K 0.17% -5 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,297 $819K 0.49% +122 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,156 $818K 0.1% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,294 $818K 0.32% +280 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 4,288 $817K 0.19% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,286 $817K 0.13% +467 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,278 $815K 0.31% -81 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 4,269 $813K 0.75% +866 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 4,268 $813K 0.54% -62 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,259 $811K 0.07% -551 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 4,252 $810K 0.31% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 4,252 $810K 0.31% -821 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 4,247 $809K 0.12% +150 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,242 $808K 0.08% -328 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 4,237 $807K 0.44% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4,236 $807K 0.1% -298 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 4,227 $805K 0.54% +1,163 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,222 $804K 0.04% +168 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 4,193 $799K 0.21% -274 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 4,191 $798K 0.34% +1,749 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,184 $797K 0.22% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 4,184 $797K 0.71% 0 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 4,181 $797K 0.71% +5 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 4,169 $794K 0.1% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,155 $792K 0.17% -84 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 4,155 $792K <0.01% -61 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,136 $788K 0.13% -184 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,130 $787K 0.03% +69 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 4,125 $786K 0.65% -1,720 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,121 $785K 0.17% -989 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 4,115 $784K 0.26% -1,243 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 4,067 $775K 0.05% +1,247 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 4,060 $773K 0.27% -351 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 4,046 $771K 0.31% -761 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 4,039 $770K 0.45% -62 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,012 $764K 0.04% -565 13F-HR/A Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,012 $764K 0.08% -554 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 4,000 $762K 2% +2,000 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 4,000 $762K 0.11% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,000 $762K 0.08% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,990 $760K 0.14% -6 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 3,966 $756K 0.34% +625 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,958 $754K 0.05% +75 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 3,955 $754K 0.27% -642 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 3,950 $753K 0.19% 0 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,943 $751K 0.19% 0 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 3,920 $747K 0.16% -67 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 3,903 $744K 0.27% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 3,891 $741K 0.07% +205 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,876 $738K 0.44% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,867 $737K 0.09% -17 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,840 $732K 0.12% +31 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 3,839 $731K 0.37% -143 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 3,836 $731K 0.42% -2,902 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 3,824 $729K <0.01% 0 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 3,818 $727K 0.39% 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,813 $726K 0.03% -100 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 3,793 $723K 0.17% -61 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 3,897 $723K 0.78% -24,298 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 3,789 $722K 0.12% -315 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Creekside Partners More: the full row for Creekside Partners 3,777 $720K 0.26% +159 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,775 $719K 0.29% -252 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,752 $715K 0.07% -2,198 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 3,740 $713K 0.1% -8 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,724 $709K 0.1% +283 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 3,722 $709K 0.27% -714 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,720 $709K 0.06% 0 13F-HR Timeline BCV Asset Management Inc. More: the full row for BCV Asset Management Inc. 3,798 $706K 0.02% -80 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 3,702 $705K 0.22% 0 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 3,692 $703K 0.24% 0 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 4,002 $703K 0.35% -1,298 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 3,686 $702K 0.1% +955 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,666 $698K 0.13% new 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 3,652 $696K 0.16% new 13F-HR Timeline Group Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 3,636 $693K 0.25% -5 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,629 $691K 0.44% +537 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,626 $691K 0.04% +21 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 3,626 $691K 0.06% 0 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 3,625 $691K 0.21% +48 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,618 $689K 0.01% +49 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,613 $688K 0.07% +55 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,612 $688K 0.09% -228 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,612 $688K 0.09% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,591 $684K 0.12% +460 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 3,588 $684K 0.13% +215 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,587 $683K 0.15% -8 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 3,577 $682K 0.55% 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 3,567 $680K 0.13% +145 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,562 $679K 0.02% -24 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 3,560 $678K 0.22% 0 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 3,560 $678K 0.07% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 3,558 $678K 0.26% -126 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 3,549 $676K 0.16% +969 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,543 $675K 0.02% -23 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 3,520 $671K 0.14% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,516 $670K 0.15% +121 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,509 $668K 0.1% +5 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,507 $668K 0.07% 0 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 3,638 $668K 0.44% -196 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,500 $667K 0.24% -40 13F-HR Timeline Vericrest Private Wealth More: the full row for Vericrest Private Wealth 3,498 $666K 0.59% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,490 $665K 0.14% +56 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,489 $665K 0.06% +3 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 3,488 $665K 0.58% 0 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 3,486 $664K 0.55% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 3,481 $663K 0.14% -13 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,481 $663K 0.26% -47 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 3,470 $661K 0.14% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,467 $661K 0.07% +14 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 3,466 $660K 0.21% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,458 $659K 0.17% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 3,465 $659K 0.03% +3,053 13F-HR Timeline Group BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 3,456 $658K 0.16% -40 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 3,453 $658K 0.28% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 3,444 $656K 0.03% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 3,422 $652K 0.18% -6 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 3,421 $652K 0.36% -45 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 3,414 $652K 0.01% +922 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,420 $652K 0.03% -486 13F-HR Timeline Group Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,412 $650K 0.17% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,649 $650K 0.04% +1,108 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 3,400 $648K 0.37% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 3,394 $647K 0.51% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,375 $643K 0.17% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,375 $643K 0.06% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,364 $641K 0.03% -3,543 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,456 $641K 0.02% +930 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,362 $640K 0.03% +74 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 3,350 $638K 0.47% 0 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,344 $637K 0.19% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,335 $635K 0.04% +1,681 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 3,330 $634K 0.24% -1,226 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 3,319 $632K 0.08% +835 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 3,310 $631K 0.23% -136 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 3,298 $628K 0.06% -146 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,284 $626K 0.07% -300 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,280 $625K 0.19% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,280 $625K 0.02% +142 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,275 $624K 0.31% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,270 $623K 0.15% -890 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 3,260 $621K 0.21% -514 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 3,246 $618K 0.22% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,244 $618K 0.04% -859 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 3,239 $617K 0.12% +1,125 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 3,239 $617K 0.12% 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 3,228 $615K 0.45% new 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 3,225 $614K 0.37% +75 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 3,225 $614K 0.02% 0 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 3,223 $614K 0.33% -11 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 3,219 $613K 0.04% -20 13F-HR Timeline Group Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 3,210 $612K 0.18% -78 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 3,204 $611K 0.36% +3 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,198 $609K 0.09% new 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 3,189 $608K 0.35% -68 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 3,183 $606K 0.44% -397 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,182 $606K 0.16% 0 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 4,561 $606K 0.2% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,172 $604K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 3,150 $600K 0.45% -454 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 3,148 $600K 0.15% -9 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 3,148 $600K 0.07% -3,291 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,146 $599K 0.07% new 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 3,145 $599K 0.14% +1,419 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,143 $599K 0.03% +1 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,131 $596K 0.1% +1,069 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,129 $596K 0.05% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,123 $595K 0.04% +323 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 3,113 $593K 0.25% +114 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,112 $593K 0.04% -700 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 3,107 $592K 0.16% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,106 $592K 0.06% 0 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 3,106 $592K 0.19% 0 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 3,100 $591K 0.25% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,101 $591K 0.1% 0 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 3,101 $591K 0.45% -562 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,100 $591K 0.25% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,088 $588K 0.1% +1 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 3,082 $587K 0.27% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 3,077 $586K 0.15% -32 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,074 $586K 0.02% -2 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,072 $585K 0.25% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 3,062 $583K 0.19% +159 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,061 $583K 0.06% +3 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 3,058 $583K 0.01% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,057 $582K 0.18% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,053 $582K 0.02% -1,335 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 3,050 $581K 0.28% -80 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,050 $581K 0.13% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,045 $580K 0.16% +1 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 3,043 $580K 0.25% +157 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 3,043 $580K 0.31% 0 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 3,038 $579K 0.36% +4 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,031 $578K 0.27% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 3,021 $576K 0.1% +1,181 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 3,006 $573K 0.27% -220 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 3,003 $572K 0.06% 0 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 3,000 $572K 0.48% new 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 3,000 $572K 0.07% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,996 $571K 0.03% new 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 2,990 $570K 0.15% -74 13F-HR Timeline