Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 373 $400K 0.01% -752 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 372 $398K 0.29% 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 370 $396K 0.62% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 370 $396K 0.09% -433 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 370 $396K 0.23% 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 367 $393K 0.08% new 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 366 $392K 0.04% -46 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 365 $390K 0.05% +8 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 363 $388K 0.12% -4 13F-HR Timeline ABN AMRO Bank N.V. in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO Bank N.V. 364 $388K <0.01% -259 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 362 $387K 0.07% -13 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 362 $387K 0.33% -84 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 362 $387K 0.03% new 13F-HR/A Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 361 $386K 0.03% -6 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 360 $385K 0.15% +10 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 359 $384K 0.03% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 358 $383K 0.03% +110 13F-HR Timeline Boit C F David More: the full row for Boit C F David 300 $382K 0.17% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 357 $382K 0.01% +10 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 357 $382K 0.01% +12 13F-HR Timeline Group Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 356 $381K 0.38% 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 354 $378K 0.16% +50 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 352 $377K 0.13% 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 351 $376K 0.02% +15 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 351 $376K 0.02% +100 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 351 $376K 0.03% +2 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 350 $374K 0.02% -326 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 350 $374K 0.23% new 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 348 $372K 0.36% 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 347 $371K 0.37% 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 346 $371K 0.01% new 13F-HR/A Timeline Tidemark, LLC More: the full row for Tidemark, LLC 346 $370K 0.11% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 345 $369K 0.15% -254 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 345 $369K 0.06% +21 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 344 $368K <0.01% -1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 342 $366K 0.03% +24 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 342 $366K 0.32% 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 342 $365K 0.23% -92 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 342 $365K 0.01% -120 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 341 $365K 0.04% new 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 341 $365K 0.64% -38 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 340 $364K 0.11% -10 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 341 $363K 0.01% 0 13F-HR/A Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 339 $363K 0.09% +95 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 338 $362K 0.31% 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 338 $362K 0.05% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 336 $360K 0.03% -43 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 336 $359K 0.4% 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 336 $359K 0.1% +34 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 336 $359K 0.01% +115 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 336 $359K 0.18% +31 13F-HR Timeline Group American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 335 $358K 0.19% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 335 $358K 0.04% -56 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 334 $357K 0.27% 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 330 $353K 0.06% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 330 $353K 0.07% +2 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 327 $350K <0.01% +88 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 327 $350K 0.23% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 327 $350K 0.04% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 327 $350K 0.02% -4 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 327 $350K 0.04% +80 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 327 $350K 0.02% -44 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 326 $348K 0.03% -21 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 324 $347K 0.18% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 324 $347K 0.03% +36 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 324 $347K 0.02% -38 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 324 $347K 0.11% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 320 $343K 0.02% +7 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 319 $341K 0.13% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 317 $340K 0.06% +79 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 316 $338K 0.14% -62 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 316 $338K 0.23% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 315 $337K 0.15% 0 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 315 $337K 0.1% +93 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 314 $336K 0.08% +80 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 314 $336K 0.08% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 310 $332K 0.04% new 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 310 $332K 0.04% 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 310 $331K 0.01% -93 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 266 $330K 0.03% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 307 $328K 0.01% +82 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 306 $327K 0.11% +16 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 305 $327K 0.05% new 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 305 $326K 0.03% +12 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 305 $326K 0.02% -15 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 304 $325K 0.02% 0 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 304 $325K 0.1% +5 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 303 $324K 0.02% +77 13F-HR/A Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 300 $323K <0.01% new 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 302 $323K 0.31% 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 302 $323K 0.21% -26 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 301 $322K 0.01% +54 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 301 $322K 0.12% +61 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 252 $321K 0.04% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 299 $320K 0.01% +48 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 299 $320K 0.04% +56 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 298 $319K 0.02% -21 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 298 $319K 0.04% -3,420 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 297 $318K 0.05% -29 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 295 $316K 0.05% 0 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 294 $315K 0.6% 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 294 $315K 0.06% -144 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 221 $314K 0.04% -9 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 293 $313K 0.09% new 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 293 $313K 0.19% 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 293 $313K 0.21% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 292 $312K 0.01% -9 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 291 $311K 0.06% 0 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 291 $311K 0.18% 0 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 290 $310K 0.04% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 290 $310K 0.03% +4 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 290 $310K 0.21% new 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 289 $309K 0.18% -3 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 288 $308K 0.08% +11 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 287 $307K 0.03% -11 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 287 $307K 0.07% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 286 $305K 0.02% -59 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 285 $305K 0.02% +30 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 284 $304K 0.03% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 283 $303K <0.01% -225 13F-HR Timeline Group Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 281 $301K 0.05% +39 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 280 $300K 0.04% +1 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 279 $298K 0.23% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 278 $298K 0.14% -212 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 278 $297K 0.13% +55 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 278 $297K 0.03% -34 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 255 $297K 0.05% -1,298 13F-HR/A Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 277 $296K 0.15% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 277 $296K 0.07% -1 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 277 $296K 0.04% +40 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 277 $296K 0.03% -68 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 277 $296K 0.05% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 276 $295K 0.02% -11 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 276 $295K 0.19% +18 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 275 $294K 0.1% -279 13F-HR Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 274 $294K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 205 $293K 0.09% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 273 $292K 0.04% +12 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 273 $292K 0.2% +11 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 271 $290K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 271 $290K 0.15% -285 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 230 $289K <0.01% -208 13F-HR Timeline Group ERn Financial, LLC More: the full row for ERn Financial, LLC 268 $287K 0.05% -1 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 203 $287K 0.32% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 268 $287K 0.02% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 268 $287K 0.16% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 266 $285K 0.02% -1 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 266 $285K 0.04% +56 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 266 $285K 0.01% +46 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 266 $285K 0.02% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 266 $285K 0.08% -5 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 265 $284K 2.24% 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 264 $282K 0.06% -38 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 263 $281K 0.19% 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 263 $281K 0.14% -1 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 263 $281K 0.03% new 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 262 $280K 0.12% +6 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 259 $277K 0.07% +32 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 259 $277K 0.21% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 259 $277K 0.05% 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 258 $276K <0.01% -116 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 257 $275K 0.03% +12 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 257 $275K 0.08% -38 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 195 $274K 0.05% -35 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 256 $274K 0.04% +17 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 184 $273K 0.06% new 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 255 $273K 0.05% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 255 $273K 0.07% +20 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 254 $272K 0.13% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 252 $270K <0.01% -334 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 251 $269K 0.04% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 250 $267K 0.13% -9 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 250 $267K 0.17% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 246 $263K 0.17% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 246 $263K 0.01% 0 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 246 $263K 0.12% +5 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 246 $263K 0.14% -39 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 245 $262K 0.15% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 245 $262K 0.2% +7 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 245 $262K 0.25% 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 245 $262K 0.06% -11 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 244 $261K 0.03% new 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 243 $260K 0.21% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 242 $259K 0.02% +193 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 194 $256K 0.03% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 237 $254K 0.02% 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 237 $254K 0.14% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 237 $254K 0.02% -10 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 178 $253K 0.03% new 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 236 $252K 0.09% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 236 $252K 0.16% 0 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 235 $252K 0.13% +9 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 235 $252K 0.03% -39 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 235 $251K 0.03% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 235 $251K 0.24% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 235 $251K 0.02% new 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 235 $251K 0.16% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 234 $250K 0.18% +17 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 234 $250K 0.22% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 234 $250K 0.12% +39 13F-HR Timeline