BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,240 $654K <0.01% +221 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,239 $654K 0.06% -54 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 5,222 $651K 0.16% 13F-HR Timeline Benson Investment Management Company, I… More: the full row for Benson Investment Management Company, Inc. 5,200 $649K 3.45% new 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 5,121 $639K 0.05% +86 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 5,068 $632K <0.01% new 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 5,054 $631K 0.46% +18 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,046 $630K 0.18% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,040 $629K 0.03% -110 13F-HR Timeline Group LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 5,013 $625K 0.15% -1,583 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 5,008 $625K 0.59% -1,424 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,001 $624K 0.04% new 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,934 $616K 0.09% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,900 $611K 0.03% new 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 4,884 $609K 0.43% -535 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 4,857 $609K 0.16% -529 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 4,869 $607K 0.24% +2,574 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,838 $604K 0.02% +2,835 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,759 $590K 0.06% +1,721 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 4,698 $586K 0.2% +3 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 4,696 $586K 0.2% -426 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 4,669 $583K 0.34% +567 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,666 $582K 0.07% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,596 $573K 0.14% -90 13F-HR Timeline Macco Financial Group, Inc. More: the full row for Macco Financial Group, Inc. 4,594 $573K 0.37% +1,888 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 4,574 $571K 0.07% -6,179 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,562 $569K 0.01% +2,301 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,562 $569K 0.08% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,553 $568K 0.01% +1,853 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,532 $565K 0.03% -161 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 4,531 $565K 0.15% -1,420 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 4,526 $565K 0.08% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 4,505 $562K 0.07% -355 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,474 $558K 0.17% +369 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 4,459 $556K 0.17% +1 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 4,469 $556K 0.06% +3,448 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,411 $550K 0.02% +338 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 4,390 $548K 0.19% +102 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 4,351 $543K 0.41% +1,526 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 4,341 $541K 0.23% +2,118 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,302 $537K 0.04% -47 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 4,248 $530K 0.21% -714 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,168 $520K 0.06% -1,058 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,143 $517K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,093 $511K 0.13% -88 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,076 $509K 0.03% +6 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 4,074 $508K 0.05% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,065 $507K 0.08% +1,090 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 4,047 $505K 0.2% +262 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,031 $503K 0.06% -345 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 4,014 $501K 0.3% -174 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 4,012 $501K 0.08% -581 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 4,001 $499K 0.29% -158 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 3,998 $499K 0.31% -218 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 3,963 $494K 0.18% -149 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 3,890 $494K 0.33% +1,693 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,953 $493K 0.02% +710 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 3,949 $493K 0.42% -193 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 3,929 $490K 0.17% +16 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,929 $490K 0.15% +14 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 3,886 $485K 0.09% +295 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,866 $482K 0.01% +162 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,845 $480K 0.01% -2,087 13F-HR/A Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,795 $473K 0.03% -350 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 3,791 $472K 0.13% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 3,716 $464K 0.11% +526 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 3,666 $457K 0.31% -34 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3,664 $457K 0.24% -499 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 3,662 $457K 0.07% -350 13F-HR Timeline Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 3,616 $451K 0.28% -471 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,610 $450K 0.07% +396 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 3,586 $447K 0.39% -45 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,587 $447K 0.03% -1,798 13F-HR Timeline Group Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 3,567 $445K 0.29% -579 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 3,547 $443K 0.1% 0 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 3,545 $442K 0.12% +42 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,519 $439K 0.04% +271 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 3,512 $438K 0.3% +1,365 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,507 $438K 0.04% +1,483 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 3,487 $435K 0.03% -206 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,465 $432K 0.03% +420 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 3,444 $430K 0.22% 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,424 $427K <0.01% +58 13F-HR Timeline Group CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 3,410 $425K 0.19% +18 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,841 $424K 0.05% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 3,396 $424K 0.09% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,390 $423K 0.04% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3,374 $421K 0.02% -17 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 3,368 $420K 0.08% -3,122 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,343 $417K <0.01% +539 13F-HR Timeline Group Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,332 $416K 0.09% +21 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 3,324 $415K 0.13% +125 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 3,303 $412K 0.12% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,230 $403K 0.04% +100 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,212 $401K 0.05% +2 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,210 $400K 0.13% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,190 $398K 0.04% new 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 3,148 $393K 0.29% -375 13F-HR/A Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 3,131 $391K 0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,129 $390K <0.01% new 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,120 $389K 0.05% 0 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 3,119 $389K 0.13% 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,108 $388K 0.09% +599 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 3,071 $383K 0.06% -768 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 3,068 $383K 0.06% -246 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,057 $381K <0.01% new 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 3,052 $381K 0.26% +62 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,048 $380K 0.21% -301 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,042 $378K <0.01% +400 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 3,033 $378K 0.13% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,020 $377K 0.06% +581 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,010 $376K <0.01% -6,017 13F-HR Timeline Group GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 2,992 $373K 0.16% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,001 $373K 0.02% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,980 $372K 0.06% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,951 $368K 0.02% 0 13F-HR Timeline Group Atomic Invest LLC More: the full row for Atomic Invest LLC 2,938 $366K 0.03% +1,233 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,928 $365K 0.09% +887 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 2,919 $364K 0.08% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 2,923 $364K 0.07% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,891 $361K <0.01% +148 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,877 $359K 0.1% +123 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 2,865 $357K 0.25% 0 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 2,847 $355K 0.29% -5,113 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 2,804 $350K 0.03% 0 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 2,784 $347K 0.18% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,775 $346K <0.01% +75 13F-HR Timeline Group Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 2,750 $343K 0.24% -300 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,673 $333K 0.01% +814 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,671 $333K <0.01% new 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,664 $332K <0.01% new 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,638 $329K 0.01% new 13F-HR Timeline Group Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 2,600 $324K 0.18% -407 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,582 $322K 0.01% -86 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,565 $320K 0.3% -132 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,561 $320K 0.13% +1 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,532 $316K <0.01% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,522 $315K <0.01% new 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,477 $309K 0.06% 0 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 2,472 $308K 0.08% 0 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 2,450 $307K 0.12% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,440 $304K 0.09% -38 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 2,434 $304K 0.37% +312 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 2,432 $303K 0.14% 0 13F-HR Timeline Split Rock Private Trading & Wealth Man… More: the full row for Split Rock Private Trading & Wealth Management, LLC 2,396 $299K 0.2% +322 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 2,377 $297K 0.09% -10 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 2,344 $292K 0.09% 0 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 2,310 $288K 0.08% -2,849 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,305 $288K 0.05% +200 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,301 $287K 0.01% new 13F-HR Timeline Group DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,293 $286K 0.06% new 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2,290 $286K 0.08% -51 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,272 $283K 0.12% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,272 $283K 0 Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 2,259 $283K 0.11% -66 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,268 $283K 0.05% 0 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 2,262 $282K 0.07% -203 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,260 $282K 0.06% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,257 $282K 0.01% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 2,248 $281K 0.04% new 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 2,241 $280K 0.13% +2 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,240 $279K 0.01% +2 13F-HR/A Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,232 $278K 0.02% +8 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,216 $276K <0.01% +924 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 2,194 $274K 0.03% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,180 $272K 0.08% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,178 $272K 0.03% -344 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 2,165 $270K 0.21% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,154 $269K 0.01% -46 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 2,147 $268K 0.07% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,096 $261K <0.01% -28 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,039 $254K 0.02% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,023 $252K <0.01% new 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 1,996 $249K 0.16% -707 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,992 $249K 0.01% 0 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 1,990 $248K 0.06% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,986 $248K <0.01% 0 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,985 $248K 0.03% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,972 $246K <0.01% -1,650 13F-HR/A Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,953 $244K 0.13% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,943 $242K 0.02% +3 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,937 $242K 0.01% 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,931 $241K 0.01% 0 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 1,939 $241K 0.15% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,921 $240K 0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,916 $239K <0.01% +3 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 1,908 $238K 0.18% +2 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,907 $238K <0.01% +28 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,863 $232K 0.04% -10 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 1,857 $232K 0.07% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,844 $230K <0.01% +183 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,838 $229K 0.08% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,835 $229K 0.05% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,807 $225K 0.02% -242 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,812 $225K 0.1% new 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 1,790 $223K 0.36% new 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 1,770 $223K 0.07% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,776 $222K 0.02% new 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,768 $221K 0.06% new 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 1,767 $220K 0.13% new 13F-HR Timeline