Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,252 $621K 0.56% +160 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,251 $620K 0.08% +121 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,251 $620K 0.11% new 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,246 $619K 0.14% -4 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,240 $617K 0.06% -1 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,224 $613K 0.09% -206 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,216 $611K 0.35% +1,397 13F-HR/A Timeline Confluence Wealth Services, Inc. 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More: the full row for Reyes Financial Architecture, Inc. 1,984 $547K 0.47% +264 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,979 $545K 0.26% -180 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,969 $543K 0.01% new 13F-HR Timeline Group Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 1,959 $540K 0.01% -298,041 13F-HR Timeline Group AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,956 $539K 0.25% -3,327 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,955 $539K 0.05% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,952 $538K 0.04% +38 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,949 $537K 0.01% -1,057 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,946 $536K 0.01% -3,397 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. 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More: the full row for Tower Wealth Partners, Inc. 1,675 $462K 0.27% +19 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,683 $461K 0.04% -100 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,658 $457K 0.01% +186 13F-HR Timeline Group WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,650 $455K 0.06% 0 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,643 $453K 0.02% -58 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,639 $452K 0.02% -3 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,637 $451K 0.12% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,632 $450K 0.01% +724 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,631 $450K 0.01% +420 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,628 $449K 0.01% +29 13F-HR Timeline Group Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,618 $446K 0.07% +203 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,618 $446K 0.01% +89 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,616 $445K 0.06% +129 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,613 $445K 0.07% +70 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,608 $443K 0.11% +40 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,604 $442K 0.17% 0 13F-HR Timeline Abacus Planning Group, Inc. 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LLC More: the full row for Capital Advisors, Ltd. LLC 1,287 $355K 0.04% +36 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,261 $355K 0.03% +57 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,283 $354K 0.09% +62 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,277 $352K 0.03% -358 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,276 $352K 0.01% -66 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,263 $348K 0.02% -60 13F-HR Timeline Group VeraBank, N.A. 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