Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,693 $317K 0.01% -126 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,690 $316K 0.01% -134 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,688 $316K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,686 $316K <0.01% +184 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 1,675 $314K 0.22% -94 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,670 $313K 0.01% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,434 $312K 0.05% +547 13F-HR/A Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,663 $311K 0.01% +160 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,663 $311K 0.13% -32 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,660 $311K 0.28% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,651 $309K 0.03% +88 13F-HR Timeline Group ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,645 $308K 0.01% +10 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,586 $308K 0.03% -52 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,720 $307K 0.05% 0 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 1,627 $304K 0.25% -86 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,625 $304K <0.01% -103 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,624 $304K 0.05% +34 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 1,623 $304K 0.16% -15,953 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,620 $303K 0.02% +316 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,614 $302K 0.33% -67 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,613 $302K 0.01% +168 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,612 $302K 0.25% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,608 $301K 0.17% -2 13F-HR/A Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,601 $300K 0.04% -20 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,596 $299K 0.02% -351 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,590 $298K 0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,588 $297K 0.01% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,586 $297K 0.04% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,584 $297K 0.04% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,572 $296K 0.09% +114 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,575 $295K 0.02% 0 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 1,573 $294K 0.18% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,573 $294K 0.03% -8 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,570 $294K 0.07% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,570 $294K 0.02% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,569 $294K 0.05% +273 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 1,557 $291K 0.16% +69 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,553 $291K 0.02% -250 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,544 $289K 0.01% -84 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,542 $289K 0.02% -321 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,540 $288K 0.04% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,540 $288K <0.01% new 13F-HR Timeline Group McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 1,535 $287K 0.07% -531 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,532 $287K 0.01% +161 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,528 $286K 0.01% +198 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,525 $285K 0.01% +60 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,540 $285K 0.01% -76 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,521 $285K 0.01% 0 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1,520 $284K 0.08% -10 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,504 $282K 0.12% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,503 $281K 0.02% +67 13F-HR Timeline Group City State Bank More: the full row for City State Bank 1,498 $280K 0.08% -227 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,497 $280K 0.07% +73 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,495 $280K <0.01% +127 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,495 $280K 0.01% +23 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,491 $279K 0.02% -7 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,491 $279K 0.03% +65 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,491 $279K 0.1% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,480 $277K 0.04% +37 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,475 $276K 0.03% +1,402 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 1,475 $276K 0.06% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,614 $276K 0.04% +107 13F-HR/A Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,471 $275K 0.01% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,469 $275K 0.05% +5 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,468 $275K 0.08% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,465 $274K 0.02% +125 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,459 $273K 0.04% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,463 $273K 0.02% -24 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,457 $273K 0.02% +1 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,450 $271K 0.02% 0 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,449 $271K 0.01% +13 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,450 $271K 0.01% -310 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,412 $271K 0.01% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,444 $270K 0.01% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,439 $269K 0.05% 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,431 $268K 0.02% +6 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 1,425 $267K 0.1% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,418 $265K 0.1% -123 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 1,409 $264K 0.14% -175 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,408 $264K 0.23% +73 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,407 $263K 0.12% +10 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,407 $263K 0.09% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,407 $263K 0.01% -2,279 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,402 $262K 0.04% new 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 1,400 $262K 0.06% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,400 $262K 0.08% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,400 $262K 0.11% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,393 $261K <0.01% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,390 $260K 0.04% -18 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,383 $259K <0.01% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,381 $258K 0.01% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,378 $258K 0.01% +116 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,375 $257K 0.04% -100 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,373 $257K <0.01% -130 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,332 $254K 0.09% -65 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,358 $254K 0.01% 0 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,354 $253K 0.01% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 1,347 $252K 0.08% -25 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,346 $252K 0.05% -310 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,345 $252K <0.01% -218 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,344 $252K 0.02% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,335 $250K 0.08% 0 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,332 $249K 0.03% -6 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,332 $249K 0.01% -47 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,331 $249K 0.01% +104 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,330 $249K 0.2% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,329 $249K 0.02% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,328 $249K 0.2% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,326 $248K 0.05% new 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,323 $248K 0.09% -397 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 1,322 $247K 0.05% -50 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,321 $247K 0.03% new 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,320 $247K 0.04% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,316 $246K 0.01% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,310 $245K 0.04% -40 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,305 $244K 0.01% +124 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,300 $243K 0.09% 0 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 1,296 $243K 0.04% +5 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,293 $242K 0.05% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,293 $242K 0.16% -14 13F-HR Timeline MOTCO More: the full row for MOTCO 1,291 $242K 0.02% +291 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 1,290 $241K 0.04% -450 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 1,290 $241K 0.08% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,285 $241K 0.01% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,280 $240K 0.19% -1,250 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 1,275 $239K 0.05% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,260 $236K 0.23% +50 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,258 $235K 0.04% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,257 $235K 0.03% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,255 $235K 0.03% +54 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,248 $234K 0.03% -202 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,246 $233K 0.16% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,245 $233K 0.02% +181 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,240 $232K 0.01% -186 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,240 $232K 0.11% +62 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,236 $231K 0.03% -807 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,233 $231K 0.03% -15 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,231 $230K 0.04% new 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,224 $229K 0.05% +5 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,223 $229K <0.01% -83 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,218 $228K 0.01% -296 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,214 $227K <0.01% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,214 $227K 0.02% -275 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,205 $226K 0.12% new 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 1,205 $226K 0.22% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,196 $224K 0.17% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,190 $223K 0.1% new 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 1,189 $223K 0.03% new 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,185 $222K 0.02% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,181 $221K 0.07% -75 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,179 $221K 0.22% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,214 $220K 0.04% new 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 1,177 $220K 0.06% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,177 $220K <0.01% 0 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1,175 $220K 0.09% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,173 $220K 0.04% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 1,169 $219K 0.12% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,156 $216K 0.01% new 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 1,147 $215K 0.07% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,138 $213K 0.04% new 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,134 $212K 0.16% -100 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,125 $211K 0.09% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,124 $210K 0.02% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,124 $210K 0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,121 $210K 0.03% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,120 $210K 0.07% +355 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,117 $209K 0.01% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,116 $209K 0.03% -232 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,114 $208K 0.06% new 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 1,113 $208K 0.19% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,112 $208K 0.01% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,100 $206K 0.16% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,100 $206K 0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,099 $206K 0.01% new 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 1,095 $205K 0.11% new 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,094 $205K 0.05% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,090 $204K 0.01% +254 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 1,088 $204K 0.04% -8,262 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,084 $203K 0.03% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,074 $201K 0.02% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,069 $200K 0.03% new 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 1,070 $200K 0.1% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,069 $200K 0.03% -70 13F-HR/A Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,000 $187K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 968 $181K 0.06% -100 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 953 $178K 0.08% +126 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 952 $178K 0.22% -52 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 892 $167K 0.08% +327 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 868 $162K 0.01% +140 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 861 $161K 0.05% new 13F-HR/A Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 840 $157K 0.04% -374 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 834 $156K 0.01% -58 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 833 $156K 0.04% -84 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 817 $153K 0.01% -1 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 815 $153K 0.08% -133 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 813 $152K 0.01% +204 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 797 $149K 0.03% -137 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 788 $147K 0.09% +28 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 782 $146K 0.01% +41 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 733 $142K 0.09% -194 13F-HR Timeline