ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,194 $326K 0.02% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,185 $323K 0.12% +2 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,204 $323K 0.08% -601 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 1,180 $322K 0.03% -8 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,178 $321K 0.1% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,174 $320K 0.11% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,169 $319K 0.15% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,169 $319K 0.02% -27 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 1,169 $319K 0.23% new 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,167 $318K <0.01% new 13F-HR Timeline Group PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,165 $318K 0.02% -50 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,163 $317K 0.02% -187 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,162 $317K 0.04% +1 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,159 $316K 0.16% 0 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,155 $315K 0.06% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,150 $314K 0.16% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,147 $313K 0.12% -210 13F-HR Timeline Hillman Capital Management, Inc. 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More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,112 $303K 0.18% -259 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,111 $303K 0.06% 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,111 $303K 0.99% -7,787 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,106 $302K 0.06% new 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,105 $301K 0.07% -625 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 1,100 $300K 0.09% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,100 $300K 0.22% -309,166 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,095 $299K 0.01% -130 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,095 $299K 0.22% +154 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 1,094 $298K 0.15% -55 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,092 $298K 0.1% -48 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 1,003 $274K 0.08% -7,474 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,002 $273K 0.12% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,002 $273K 0.21% -380 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 1,000 $273K 0.08% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 1,000 $273K 0.06% -25 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,000 $273K 0.06% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,000 $273K 0.14% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,077 $273K 0.03% +16 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 998 $272K 0.07% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 992 $271K <0.01% +276 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 986 $269K 0.02% -21 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 984 $268K 0.03% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,044 $267K 0.01% +5 13F-HR/A Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 978 $267K 0.01% -105 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 976 $266K 0.08% -271 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 974 $266K 0.1% -166 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 967 $264K -1,529 Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 966 $263K 0.11% -49 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 963 $263K 0.23% -549 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 962 $262K 0.04% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,028 $260K 0.01% +94 13F-HR Timeline Gilbert & Cook, Inc. 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ALLISON & CO., INC. 804 $219K 0.15% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 802 $219K 0.07% new 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 800 $218K 0.05% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 800 $218K 0.02% 0 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 800 $218K 0.1% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 800 $218K 0.04% 0 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 796 $217K 0.07% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 796 $217K 0.02% +34 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 792 $216K 0.04% new 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 791 $216K 0.06% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 788 $215K 0.04% -13 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 788 $215K 0.07% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 787 $215K 0.06% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 785 $214K 0.03% -2 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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