New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 760 $504K 0.26% +72 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 760 $504K 0.01% -185 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 758 $502K 0.06% -18 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 756 $501K 0.23% -627 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 752 $498K 0.28% -139 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 752 $498K 0.04% +417 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 746 $494K 0.13% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 746 $494K 0.38% +17 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 738 $489K <0.01% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 737 $488K 0.05% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 737 $488K 0.01% +14 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 737 $488K 0.08% +338 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 724 $480K 0.05% -1,370 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 723 $479K <0.01% +68 13F-HR/A Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 721 $478K 0.1% +701 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 719 $476K 0.23% -12 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 718 $476K 0.09% -644 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 717 $475K 0.16% +51 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 717 $475K 0.32% +103 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 715 $474K 0.05% +66 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 707 $474K 0.05% +38 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 715 $474K 0.09% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 715 $474K 0.17% -4 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 713 $472K 0.02% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 712 $472K 0.04% +126 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 709 $470K 0.22% -21 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 709 $470K 0.1% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 707 $468K 0.29% +39 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 706 $468K 0.01% new 13F-HR/A Timeline 111 Capital More: the full row for 111 Capital 706 $468K 0.09% +10 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 703 $466K 0.16% +265 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 700 $464K 0.08% 0 13F-HR Timeline Galibier Capital Management Ltd. More: the full row for Galibier Capital Management Ltd. 700 $464K 0.14% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 696 $461K 0.11% new 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 690 $457K 0.43% +246 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 689 $457K 0.05% +315 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 688 $456K 0.31% -42 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 680 $451K 0.18% new 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 679 $450K 0.29% -274 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 679 $450K 0.01% -48 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 679 $450K 0.02% +35 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 678 $449K 0.01% +26 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 678 $449K 0.05% +33 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 677 $449K 0.14% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 675 $448K 0.01% -146 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 675 $447K 0.26% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 672 $445K 0.35% +366 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 667 $442K 0.06% +57 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 665 $441K 0.02% +46 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 664 $440K 0.02% +72 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 664 $440K 0.14% +80 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 737 $439K 0.19% 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 654 $437K 0.04% +224 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 636 $437K 0.16% -11 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 660 $437K 0.02% +28 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 656 $435K <0.01% -27 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 648 $429K 0.04% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 643 $429K 0.05% +61 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 647 $429K 0.02% +9 13F-HR Timeline CNB Bank More: the full row for CNB Bank 643 $426K 0.22% +113 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 642 $426K 0.01% +4 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 642 $425K 0.06% -26 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 642 $425K 0.01% +76 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 641 $425K 0.08% +242 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 641 $425K 0.04% +3 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 635 $421K 0.17% +72 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 631 $418K 0.05% +16 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 627 $416K 0.09% +47 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 627 $415K 0.04% +21 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 624 $413K 0.12% -77 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 622 $412K 0.27% -16 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 619 $410K <0.01% +22 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 618 $410K 0.21% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 616 $408K 0.23% +119 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 614 $407K 0.1% -41 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 611 $405K 0.02% +187 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 609 $403K 0.14% +175 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 606 $402K 0.33% +138 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 606 $401K 0.11% +5 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 602 $399K 0.03% +15 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 599 $397K 0.23% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 594 $394K 0.08% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 594 $393K 0.02% -12 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 592 $392K 0.03% -48 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 592 $392K <0.01% -523 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 588 $390K 0.05% -409 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 587 $389K <0.01% +64 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 587 $389K 0.1% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 570 $386K 0.11% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 582 $386K 0.05% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 582 $386K 0.18% +262 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 578 $383K 0.01% -49 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 578 $383K 0.37% -59 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 577 $382K 0.19% +223 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 577 $382K 0.11% +23 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 576 $382K 0.09% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 587 $381K 0.04% +155 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 575 $381K 0.04% +3 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 575 $381K 0.04% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 574 $380K 0.3% +97 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 572 $379K 0.01% +79 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 570 $378K <0.01% -310 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 570 $378K 0.07% -13 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 569 $377K 0.02% +5 13F-HR Timeline Group JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 569 $377K 0.05% -19 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 561 $374K 0.13% +51 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 564 $374K 0.02% -13 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 563 $373K 0.08% -151 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 563 $373K 0.09% +5 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 560 $371K 0.2% -2 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 559 $370K 0.33% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 559 $370K 0.03% +249 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 558 $370K 0.09% +82 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 558 $370K 0.03% -27 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 557 $369K 0.03% -13 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 555 $368K 0.07% 0 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 552 $366K 0.19% +20 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 550 $364K 0.02% +12 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 525 $364K 0.03% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 549 $364K 0.01% -17 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 549 $364K 0.09% +183 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 546 $362K <0.01% 0 13F-HR Timeline Group SUMMITRY LLC More: the full row for SUMMITRY LLC 544 $360K 0.02% new 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 544 $360K 0.82% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 544 $360K 0.06% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 543 $360K 0.09% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 542 $359K 0.03% +27 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 540 $358K 0.36% +45 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 538 $357K 0.06% +105 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 538 $356K 0.12% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 536 $355K 0.15% -23 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 535 $355K 0.05% +101 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 534 $354K 0.08% +165 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 531 $352K 0.02% +55 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 531 $352K 0.09% new 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 531 $352K 0.07% +35 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 527 $349K 0.24% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 527 $349K 0.03% +16 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 522 $346K 0.03% -57 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 521 $345K 0.02% +127 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 521 $345K 0.25% -809 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 519 $344K 0.14% -31 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 516 $342K 0.01% +16 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 516 $342K 0.12% +227 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 516 $342K 0.29% +22 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 515 $341K 0.02% -49 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 514 $341K 0.08% +54 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 514 $341K 0.26% +177 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 511 $339K 0.01% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 511 $339K 0.04% +68 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 504 $334K 0.12% +9 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 503 $333K 0.01% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 503 $333K 0.03% -313 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 502 $333K 0.01% 0 13F-HR Timeline Group EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 502 $333K 0.06% +61 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 500 $331K 0.06% +21 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 500 $331K 0.01% 0 13F-HR Timeline Group LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 500 $331K 0.5% 0 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 500 $331K 0.2% new 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 500 $331K 0.17% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 500 $331K 0.02% -30 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 498 $330K 0.02% +416 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 496 $329K 0.28% -50 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 494 $327K 0.06% +44 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 493 $327K 0.14% +483 13F-HR/A Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 492 $326K 0.21% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 491 $325K 0.03% +17 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 485 $325K <0.01% +99 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 488 $323K 0.06% -2 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 487 $323K 0.03% -3,106 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 483 $320K 0.09% +100 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 482 $319K 0.03% +54 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 480 $318K 0.01% -107 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 477 $316K <0.01% -17 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 475 $315K 0.26% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 473 $313K 0.06% +113 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 502 $313K 0.11% 0 13F-HR/A Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 470 $311K 0.06% +127 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 470 $311K 0.05% +2 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 468 $310K 0.01% +66 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 468 $310K 0.06% -36 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 468 $310K 0.19% 0 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 432 $310K 0.01% 0 13F-HR Timeline Group Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 466 $309K 0.2% +25 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 466 $309K 0.05% -190 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 465 $308K 0.06% +51 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 464 $307K 0.04% -75 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 515 $306K 0.1% +2 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 462 $306K 0.11% -217 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 460 $305K 0.02% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 460 $305K 0.03% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 458 $303K 0.32% +70 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 456 $302K 0.15% +17 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 435 $302K 0.09% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 454 $300K 0.04% +138 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 450 $298K 0.06% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 448 $297K 0.04% new 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 442 $293K 0.05% -9 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 442 $293K 0.02% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 439 $291K 0.05% +49 13F-HR Timeline