FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,387 $284K 0.05% -210 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 1,386 $284K 0.17% +19 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,372 $281K 0.01% +38 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,369 $281K 0.04% +280 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,358 $278K 0.05% +275 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,358 $278K 0.07% +45 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,358 $278K 0.03% -1,500 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,356 $278K 0.02% +5 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 1,171 $278K 0.26% -298 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,355 $278K 0.01% +352 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 1,352 $277K 0.01% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,351 $277K 0.03% -19 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 1,348 $276K 0.14% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,231 $275K 0.01% -981 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,340 $275K 0.01% new 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 1,338 $274K 0.02% -31,471 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,332 $273K 0.01% -24 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 1,330 $273K 0.06% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,324 $272K 0.12% new 13F-HR/A Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,321 $271K 0.03% -777 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,320 $271K 0.16% -651 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,318 $270K 0.03% -69 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,170 $270K 0.06% +799 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,317 $270K 0.1% -13 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,314 $269K <0.01% +376 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,312 $269K 0.02% +125 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 1,310 $269K 0.11% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,307 $268K 0.06% -1,955 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,306 $268K 0.03% +33 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,306 $268K 0.04% +233 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 1,305 $268K 0.11% 0 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 1,301 $267K 0.21% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,297 $266K <0.01% -272 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,297 $266K 0.02% new 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 1,296 $266K 0.19% -437 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,295 $265K 0.02% -488 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,287 $264K 0.02% -137 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,283 $263K 0.01% -437 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,277 $262K 0.05% -835 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,270 $260K 0.01% -74 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,270 $260K 0.06% -800 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,269 $260K 0.07% -2,169 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 1,269 $260K 0.19% -120 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,268 $260K 0.15% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 1,262 $259K 0.05% new 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,262 $259K 0.1% -90 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 1,261 $259K 0.15% +248 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 1,261 $259K 0.1% +114 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,256 $258K 0.03% -165 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,085 $257K 0.04% -403 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,255 $257K 0.01% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,254 $257K 0.05% -70 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,254 $257K 0.03% -287 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,252 $257K 0.01% -2,809 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 1,250 $256K <0.01% -204 13F-HR Timeline Group ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 1,249 $256K 0.09% +63 13F-HR Timeline MOTCO More: the full row for MOTCO 1,247 $256K 0.02% 0 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 1,247 $256K 0.1% 0 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,243 $255K 0.09% -12 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,241 $254K 0.12% -150 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,231 $252K 0.04% +42 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,231 $252K 0.06% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,230 $252K 0.03% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,229 $252K 0.02% -206 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 1,226 $251K 0.19% +31 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,222 $251K 0.01% -1,651 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,220 $250K 0.02% -222 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,220 $250K 0.01% -15 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,216 $249K 0.12% -542 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 1,216 $249K 0.14% new 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,212 $248K 0.01% -341 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,207 $247K 0.05% -549 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,049 $247K 0.01% +2,542 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,204 $247K 0.02% -1,071 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,201 $246K 0.01% new 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 1,201 $246K 0.18% -86 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,201 $246K 0.03% +234 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,200 $246K 0.03% -18 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 1,200 $246K 0.35% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,204 $246K 0.08% -230 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,198 $246K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,198 $246K 0.02% -2,778 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,196 $245K 0.01% +155 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,195 $245K 0.01% -370 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,187 $243K 0.05% -1,785 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,186 $243K 0.08% -109 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,184 $243K 0.11% -223 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,181 $242K 0.07% +246 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,181 $242K <0.01% +235 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,180 $242K 0.03% -710 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,179 $242K 0.01% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,178 $242K 0.01% +347 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,173 $240K 0.01% -252 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,169 $240K 0.01% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,169 $240K 0.01% +22 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 1,168 $239K 0.04% -171 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,164 $239K <0.01% -51 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,163 $238K 0.01% -600 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,162 $238K 0.19% -40 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,160 $238K 0.07% +74 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,156 $237K 0.02% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,155 $237K 0.02% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,155 $237K <0.01% -1,285 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,153 $236K 0.01% -25 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 1,147 $235K 0.04% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,147 $235K 0.02% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,143 $234K 0.03% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,141 $234K <0.01% -1,020 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,141 $234K 0.12% -788 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,133 $232K 0.08% +17 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,133 $232K 0.06% +39 13F-HR/A Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,130 $232K 0.04% +279 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,129 $231K 0.07% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,126 $231K 0.02% -127 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,126 $231K 0.09% +287 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 1,125 $231K 0.06% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,124 $230K 0.02% -123 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,123 $230K 0.02% -637 13F-HR Timeline Group ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,117 $229K 0.03% -493 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,117 $229K 0.16% -140 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,116 $229K 0.02% -56 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,115 $229K 0.11% -636 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 1,115 $229K 0.02% -1,743 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,115 $229K 0.06% +150 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,109 $227K 0.07% +178 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 836 $226K 0.12% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,101 $226K 0.13% -50 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,099 $225K 0.02% -256 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 1,099 $225K <0.01% -1,685 13F-HR/A Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,099 $225K 0.05% +44 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 1,094 $224K <0.01% +84 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,089 $224K <0.01% -542 13F-HR Timeline Group Graticule Asia Macro Advisors LLC More: the full row for Graticule Asia Macro Advisors LLC 1,089 $223K 0.02% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,078 $221K 0.07% -289 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 879 $221K 0.01% -81 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,076 $221K 0.09% 0 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 1,075 $220K 0.02% -16,291 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,068 $220K 0.02% -498 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,072 $220K 0.01% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,071 $220K 0.01% -197 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,068 $219K 0.03% -36 13F-HR Timeline Group MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 1,068 $219K 0.15% -3,950 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,066 $219K <0.01% -151 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,065 $218K 0.02% +188 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,064 $218K 0.02% -924 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,062 $218K 0.07% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,060 $217K 0.04% -24 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,058 $217K 0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 800 $216K 0.18% 0 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,055 $216K 0.02% -6,909 13F-HR Timeline Group Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 1,055 $216K 0.11% +200 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 1,053 $216K 0.06% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,053 $216K 0.04% -387 13F-HR Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 1,049 $215K 0.19% -204 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,048 $215K <0.01% -30,681 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 1,043 $214K 0.02% -7 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,037 $213K 0.01% +138 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,037 $213K 0.01% -351 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 1,033 $212K 0.01% -395 13F-HR Timeline Group Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,033 $212K 0.05% 0 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,033 $212K 0.06% +184 13F-HR/A Timeline City State Bank More: the full row for City State Bank 1,031 $211K 0.05% -50 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,030 $211K 0.02% -66 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 1,030 $211K 0.16% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,028 $211K 0.03% -1,876 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,028 $211K 0.03% -60 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 1,025 $210K 0.15% -266 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,018 $209K 0.02% -122 13F-HR/A Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,001 $205K 0.05% +102 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,000 $205K 0.01% -50 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 1,000 $205K 0.07% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 997 $204K 0.01% +22 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 996 $204K 0.05% new 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 993 $204K 0.15% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 993 $204K <0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 991 $203K 0.01% -539 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 990 $203K 0.05% -150 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 983 $202K 0.03% -57 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 982 $201K 0.02% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 982 $201K 0.01% -424 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 980 $201K 0.18% -18 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 977 $200K 0.02% +227 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 951 $195K 0.04% -119 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 945 $194K 0.02% +70 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 939 $193K 0.15% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 936 $192K 0.02% -17 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 935 $192K <0.01% -1,523 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 925 $190K 0.02% -483 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 916 $188K 0.02% -94 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 884 $181K 0.01% -106 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 883 $181K 0.04% +2 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 866 $178K 0.04% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 19,729 $177K 0.06% -66 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 715 $174K 0.2% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 846 $173K 0.01% -461 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 842 $173K 0.01% new 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 830 $170K 0.06% +76 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 827 $170K 0.02% +736 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 822 $169K 0.01% -79 13F-HR/A Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 780 $160K 0.05% 0 13F-HR Timeline