CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,142 $242K 0.14% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,141 $242K 0.02% +116 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,141 $242K 0.1% -215 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 2,134 $242K 0.05% +83 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,137 $242K 0.08% +269 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 2,127 $241K 0.03% +300 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 2,126 $241K 0.1% +301 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,120 $240K 0.02% -107 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 2,119 $240K 0.07% 0 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 2,118 $240K 0.06% 0 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 2,118 $240K 0.19% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,116 $239K 0.05% 0 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 2,113 $239K 0.03% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,120 $238K 0.06% -14 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 2,102 $238K 0.12% +4 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,100 $238K 0.01% -523 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 2,091 $237K 0.13% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 2,089 $236K 0.07% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,089 $236K 0.13% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,088 $236K 0.04% -1,084 13F-HR/A Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,087 $236K 0.04% -158 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 2,080 $235K 0.16% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,078 $235K 0.01% +184 13F-HR Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 2,080 $235K 0.08% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,078 $235K 0.09% -30 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,076 $235K 0.02% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,076 $235K 0.16% 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,075 $235K 0.04% +193 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,070 $234K 0.02% new 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 2,066 $234K 0.08% -488 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 1,769 $234K 0.09% -1 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 2,065 $234K 0.18% +34 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 2,065 $234K 0.02% +42 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,100 $233K 0.03% -150 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,060 $233K 0.14% 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,059 $233K 0.1% +30 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,052 $232K 0.07% +135 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 2,050 $232K 0.01% 0 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 2,050 $232K 0.2% 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 2,046 $231K 0.1% -263 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,046 $231K 0.07% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,040 $231K 0.04% -11 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,040 $231K 0.05% -278 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 2,038 $231K 0.5% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,037 $230K 0.14% -60 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 2,033 $230K 0.06% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,031 $230K 0.02% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 2,027 $229K 0.01% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 2,021 $229K 0.03% -97 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,024 $229K 0.07% +17 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 2,021 $229K 0.15% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,021 $229K 0.03% -267 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,018 $228K 0.03% new 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 2,017 $228K 0.14% +9 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,019 $228K <0.01% -578 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,923 $226K 0.11% 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 2,000 $226K 0.12% 0 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,994 $226K 0.06% +6 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,990 $225K 0.14% 13F-HR Timeline Group McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,989 $225K 0.07% +63 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,988 $225K 0.12% +4 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,984 $224K 0.13% +5 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,888 $224K 0.22% 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,981 $224K 0.03% -125 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 1,979 $224K 0.11% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,978 $224K 0.19% +16 13F-HR Timeline Carlson Capital Management More: the full row for Carlson Capital Management 1,977 $224K 0.01% -6,265 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,972 $223K 0.06% +110 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,975 $223K 0.07% +3 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,971 $223K 0.03% +44 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 1,971 $223K 0.15% -100 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,965 $222K 0.15% -83 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,957 $221K 0.16% 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,956 $221K 0.06% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,946 $220K 0.08% -23 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,951 $220K 0.06% +2 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 1,943 $220K 0.09% +9 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,940 $219K 0.15% -4,410 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,699 $219K 0.01% -142 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,938 $219K 0.1% -10 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,931 $218K 0.02% +352 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,931 $218K 0.17% -461 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 1,934 $218K 0.1% 0 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 1,929 $218K 0.22% 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 1,928 $218K 0.12% +115 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 1,927 $218K 0.2% 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 1,925 $218K 0.15% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,925 $218K 0.05% -150 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 1,925 $218K 0.07% 0 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 1,921 $217K 0.25% -125 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,921 $217K 0.17% 0 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 1,920 $217K 0.07% -225 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 1,920 $217K 0.11% 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 1,919 $217K 0.15% 0 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 1,912 $216K 0.04% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,911 $216K 0.03% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,911 $216K 0.02% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,903 $215K 0.09% +38 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,902 $215K 0.08% +9 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 1,898 $215K 0.05% -857 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 1,897 $215K 0.12% 0 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 1,896 $214K 0.15% +92 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,894 $214K 0.07% +1 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,890 $214K 0.03% -600 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 1,812 $213K 0.12% 0 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,886 $213K 0.05% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,885 $213K 0.07% +125 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 1,883 $213K 0.24% 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,882 $213K 0.05% -14 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 1,880 $213K 0.31% -34 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,875 $212K 0.09% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,873 $212K 0.14% new 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 1,870 $212K 0.21% 0 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,870 $212K 0.07% +20 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,864 $211K 0.1% +37 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 1,863 $211K 0.12% new 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,862 $211K 0.13% +9 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 1,859 $210K 0.07% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,851 $209K 0.09% +7 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,845 $209K 0.11% new 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 1,841 $208K 0.14% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,838 $208K 0.19% 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 1,838 $208K 0.1% 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,838 $208K 0.04% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,834 $207K 0.03% -728 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,832 $207K 0.03% -14 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 1,830 $207K 0.03% -87 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,827 $207K 0.04% -27 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 1,824 $206K 0.02% -496 13F-HR/A Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 1,817 $206K 0.14% -15 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,821 $206K 0.08% +10 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,815 $205K 0.02% -77 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,813 $205K 0.17% 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,812 $205K 0.06% -629 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 1,808 $205K 0.08% +24 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,806 $204K 0.16% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,804 $204K 0.02% 0 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 1,800 $204K 0.03% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,796 $203K 0.11% 0 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 1,796 $203K 0.15% 0 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,795 $203K 0.01% new 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,794 $203K 0.04% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,788 $202K 0.03% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,787 $202K 0.06% +17 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 1,785 $202K 0.14% -23 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,782 $202K 0.02% 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 1,779 $201K 0.04% +19 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,777 $201K 0.05% -105 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 1,774 $201K 0.09% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,773 $201K 0.07% new 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 1,767 $200K 0.19% 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,770 $200K 0.03% -15 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,768 $200K 0.02% -182 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,740 $197K 0.14% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,737 $196K 0.1% +51 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 1,735 $196K 0.17% -27 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,730 $196K 0.04% -8 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,729 $196K 0.07% -78 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,674 $189K 0.05% +21 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,663 $188K 0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,650 $187K 0.12% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,650 $187K 0.12% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,644 $186K 0.1% 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 1,637 $185K 0.03% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 1,631 $184K 0.1% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,612 $183K 0.08% -1 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 1,616 $183K 0.03% -51 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,609 $182K 0.15% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 1,601 $181K 0.03% -910 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,593 $180K 0.03% -1,740 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,595 $180K <0.01% -445 13F-HR Timeline Group Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 1,570 $178K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,567 $177K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,365 $177K 0.04% -160 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,552 $176K 0.08% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,540 $174K 0.01% +375 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,531 $173K 0.01% -8 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,521 $172K 0.01% -1,290 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,518 $172K 0.04% -436 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,500 $170K 0.38% new 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 1,500 $169K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,488 $168K 0.12% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,480 $167K 0.04% +1,000 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,478 $167K 0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 1,477 $167K 0.09% -47 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,394 $158K 0.01% new 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 1,393 $158K 0.05% 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1,320 $149K 0.02% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,310 $148K 0.13% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,300 $147K 0.04% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,274 $144K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,265 $143K 0.09% -572 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 1,248 $141K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,245 $141K 0.05% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,236 $140K 0.05% +76 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,229 $139K 0.13% 13F-HR Timeline MOTCO More: the full row for MOTCO 1,223 $138K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,206 $136K 0.04% -13 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,206 $136K 0.02% -10 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,146 $130K 0.03% -102 13F-HR Timeline