Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 325 $248K 0.03% +17 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 325 $248K 0.12% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 324 $247K 0.01% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 324 $247K 0.03% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 324 $247K <0.01% +47 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 323 $247K 0.19% new 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 323 $246K 0.03% new 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 322 $246K 0.05% new 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 321 $245K 0.07% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 320 $244K 0.01% new 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 320 $244K 0.05% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 320 $244K 0.04% new 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 320 $244K 0.11% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 320 $244K 0.21% new 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 320 $244K 0.15% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 319 $243K 0.04% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 316 $241K 0.06% new 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 315 $240K 0.07% new 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 315 $240K 0.16% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 315 $240K 0.02% +30 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 1,153 $239K 0.09% new 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 313 $239K 0.15% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 313 $239K 0.07% 0 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 313 $239K 0.14% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,250 $238K 0.05% -200 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 311 $237K 0.02% -20 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 311 $237K 0.03% new 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 311 $237K 0.08% -359 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 310 $237K 0.02% new 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 310 $237K 0.1% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 309 $236K 0.05% +46 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 308 $235K 0.05% new 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 307 $234K 0.06% new 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 1,224 $234K 0.04% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 305 $233K 0.02% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 305 $233K 0.08% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 304 $232K 0.07% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 303 $231K 0.05% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 302 $230K 0.02% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 301 $230K 0.03% -53 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 300 $229K 0.09% new 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 300 $229K 0.02% new 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 300 $229K 0.13% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 300 $229K 0.04% new 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 300 $229K 0.05% -550 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 299 $228K <0.01% new 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 299 $228K 0.02% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 298 $227K 0.02% new 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 298 $227K 0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 297 $227K 0.06% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 296 $226K 0.03% new 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 296 $226K 0.1% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 330 $226K 0.03% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 295 $225K 0.1% new 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 295 $225K 0.04% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 295 $225K 0.02% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 295 $225K 0.02% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 295 $225K 0.15% new 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,202 $225K 0.08% new 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 294 $224K 0.02% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 293 $224K 0.01% new 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 293 $224K 0.08% new 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 292 $223K <0.01% new 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 291 $222K 0.05% new 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 290 $221K 0.02% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 290 $221K 0.02% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 290 $221K 0.02% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 289 $221K 0.05% -500 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,084 $220K 0.03% new 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 288 $220K 0.11% new 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 288 $220K 0.12% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 286 $218K 0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 286 $218K 0.01% -9 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 285 $217K 0.04% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 285 $217K 0.05% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 285 $217K 0.01% new 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 283 $216K 0.02% new 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 282 $215K 0.05% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 279 $213K 0.01% new 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 279 $213K 0.03% new 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 279 $213K 0.11% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 279 $213K 0.07% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 279 $213K 0.01% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 278 $212K 0.1% new 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 278 $212K 0.07% new 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 278 $212K 0.16% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 277 $211K 0.07% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 277 $211K 0.03% new 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 277 $211K 0.07% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 276 $211K 0.1% -292 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 276 $211K 0.17% 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 275 $210K 0.02% new 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 273 $208K 0.05% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 273 $208K 0.08% new 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 273 $208K 0.27% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,091 $208K <0.01% +21 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 272 $207K 0.02% new 13F-HR/A Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 271 $207K 0.07% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 270 $206K 0.03% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 270 $206K 0.03% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,032 $206K 0.03% new 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 269 $205K 0.05% new 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 268 $205K 0.1% new 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 268 $205K 0.09% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 267 $204K 0.14% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 266 $203K 0.03% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 265 $202K <0.01% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 265 $202K 0.03% new 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 265 $202K 0.05% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 265 $202K 0.12% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 265 $202K 0.03% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 264 $201K 0.12% new 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 263 $201K 0.01% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,049 $200K 0.02% -40 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 263 $200K 0.02% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 260 $199K 0.07% +18 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 254 $194K 0.05% new 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 1,000 $191K 0.08% 0 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 250 $191K 0.02% -3,451 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 250 $191K 0.02% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 247 $188K 0.02% +8 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 239 $182K 0.02% +1 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 236 $180K 0.03% +44 13F-HR/A Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 231 $176K 0.02% new 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 230 $176K 0.05% +19 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 226 $172K 0.02% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 222 $169K 0.01% -30 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 222 $169K 0.05% -18 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 214 $163K 0.01% -100 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 212 $161K 0.02% 0 13F-HR/A Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 211 $161K 0.07% +19 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 209 $159K 0.3% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 205 $156K 0.01% +5 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 202 $154K 0.02% +2 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 202 $154K 0.01% +15 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 201 $153K 0.13% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 200 $153K 0.05% -3 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 200 $153K 0.11% -100 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 797 $152K 0.02% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 198 $151K 0.12% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 196 $150K 0.01% +49 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 190 $145K 0.04% +90 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 185 $141K 0.02% +1 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 182 $139K 0.08% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 179 $137K <0.01% +2 13F-HR Timeline Group Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 723 $136K 0.02% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 176 $134K 0.01% -98 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 170 $130K 0.02% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 168 $128K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 166 $127K 0.05% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 165 $126K 0.03% -4 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 553 $125K 0.07% 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 163 $124K 0.04% +13 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 162 $124K 0.07% +4 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 160 $122K 0.03% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 642 $121K 0.02% +501 13F-HR Timeline NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 156 $119K 0.05% 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 155 $118K 0.11% new 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 155 $118K 0.07% new 13F-HR Timeline Robocap Asset Management Ltd More: the full row for Robocap Asset Management Ltd 153 $117K 0.09% -7,149 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 600 $114K 0.01% -1,052 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 149 $114K 0.05% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 148 $113K 0.02% +100 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 148 $113K 0.03% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 147 $112K <0.01% +142 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 144 $110K 0.05% -3 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 142 $108K <0.01% +10 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 139 $107K 0.01% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 140 $107K 0.02% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 136 $104K 0.01% -5 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 135 $103K 0.01% +7 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 133 $101K 0.04% +5 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 132 $101K 0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 132 $101K 0.04% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 130 $99.2K <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 128 $97.7K <0.01% -4 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 127 $96.9K 0.02% +2 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 126 $96.2K 0.06% +2 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 125 $95.4K 0.04% 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 428 $94.9K 0.01% +309 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 124 $94.6K 0.03% +10 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 122 $93.1K 0.01% +26 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 122 $93.1K 0.01% +11 13F-HR Timeline NBH Bank More: the full row for NBH Bank 121 $92.3K 0.04% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 120 $91.7K 0.02% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 118 $91.2K 0.03% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 119 $90.8K 0.02% +11 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 119 $90.8K 0.01% +41 13F-HR Timeline Group UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 118 $90K 0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 116 $88.5K 0.01% new 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 115 $87.8K 0.01% +54 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 115 $87.8K 0.02% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 112 $85.5K 0.02% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 112 $85K 0.02% +9 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 107 $81.7K 0.01% 0 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 106 $80.9K 0.02% 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 106 $80.9K 0.02% +51 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 105 $80.1K 0.04% -6 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 104 $79.4K 0.04% +5 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 103 $78.6K <0.01% +6 13F-HR Timeline Group