Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,884 $798K 0.18% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,877 $795K 0.05% +347 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,876 $795K 0.01% +59 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,875 $795K 0.08% +3 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,862 $792K 0.04% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,869 $792K 0.03% +209 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 1,868 $791K 0.35% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,866 $790K 0.04% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,865 $790K 0.01% +1,083 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,851 $787K 0.04% -100 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 1,850 $786K 0.05% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,848 $783K 0.07% -5 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,843 $781K 0.04% +1,047 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,684 $777K 0.04% -44 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,830 $775K 0.03% -32 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 1,825 $773K 0.12% +727 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,822 $772K 0.42% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,819 $770K 0.01% +599 13F-HR Timeline Group EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,818 $770K 0.38% 0 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 1,816 $769K 0.12% 0 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,815 $769K 0.17% +12 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 1,810 $767K 0.25% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,809 $766K 0.03% -110 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,795 $763K 0.21% +43 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 1,802 $763K 0.07% +420 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1,801 $763K 0.39% +52 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,828 $763K 0.25% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,797 $761K 0.08% -85 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,797 $761K 0.07% +3 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,793 $760K 0.08% -200 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,792 $759K 0.01% -57 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 1,790 $758K 0.15% -25 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,789 $758K 0.19% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,785 $757K 0.11% +236 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,783 $755K 0.09% +5 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,783 $755K 0.38% +71 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,780 $754K 0.42% 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,776 $752K 0.1% +342 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,775 $752K 0.05% +195 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 1,775 $752K 0.12% +50 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,780 $752K 0.11% +13 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 1,775 $752K 0.1% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,780 $752K 0.04% +8 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,772 $751K 0.16% -17 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 1,770 $750K 0.38% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,768 $749K 0.05% 0 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,763 $747K 0.28% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 1,750 $744K 0.42% 0 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 1,595 $743K 0.55% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,744 $739K 0.19% +244 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,740 $737K 0.1% -405 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 1,738 $736K 0.13% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,735 $735K 0.19% -190 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,730 $733K 0.13% +1 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,728 $732K 0.06% -52 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,728 $732K <0.01% -1,604 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 1,727 $732K 0.26% +342 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,726 $731K 0.03% -9,849 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 1,726 $731K 0.2% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,782 $731K 0.02% +401 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,722 $730K 0.06% +5 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,716 $727K 0.22% +302 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,710 $725K 0.07% -178 13F-HR/A Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,707 $723K 0.18% -78 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,705 $722K 0.01% +74 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,699 $720K 0.03% -281 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,761 $719K 0.14% -149 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,696 $719K 0.2% +1 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,691 $716K 0.21% +130 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,690 $716K 0.11% 0 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 1,678 $711K 0.72% 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,673 $709K 0.04% -9 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,667 $706K 0.15% -25 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 1,660 $703K 0.08% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,660 $703K 0.02% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,654 $701K 0.62% 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,644 $697K 0.05% -2 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,642 $696K 0.14% +44 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,641 $695K 0.07% +3 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 1,639 $694K 0.08% -7 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,639 $694K 0.04% -435 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,639 $694K 0.11% +207 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 1,635 $693K -1,457 Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 1,634 $692K 0.08% -15 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,632 $691K 0.01% +17 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,628 $690K 0.11% -275 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,628 $690K 0.61% 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,627 $689K 0.57% +33 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,623 $688K 0.2% -6 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,620 $687K 0.08% -1,046 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 1,619 $686K 0.05% +2 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,617 $685K 0.04% -10 13F-HR Timeline Group Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 1,616 $685K 0.2% +193 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,611 $683K 0.16% -5 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,611 $683K 0.55% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,611 $683K 0.03% -194 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,601 $678K 0.09% +41 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 1,601 $678K 0.46% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,597 $677K 0.37% -56 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,597 $677K 0.21% -3 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,594 $675K <0.01% -1,825 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,593 $675K 0.03% +102 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,593 $675K 0.02% +10 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,590 $674K 0.07% new 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,590 $674K 0.1% -10 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,585 $673K 0.05% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,606 $670K 0.06% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,582 $670K 0.13% +13 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,579 $669K 0.24% -87 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,579 $669K 0.03% -6,942 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,579 $669K 0.06% +389 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,574 $667K 0.02% -36 13F-HR Timeline Group Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 1,558 $660K 0.12% +5 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 1,555 $659K 0.42% 0 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 1,372 $657K 0.3% -11 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 1,550 $657K 0.18% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,547 $656K 0.01% -168 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,545 $654K 0.05% -117 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,484 $652K 0.16% -70 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,533 $650K 0.3% -155 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,530 $648K 0.56% 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 1,524 $648K 0.17% -4,390 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,531 $648K 0.18% 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 1,528 $647K 0.36% -488 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 1,527 $647K 0.42% +131 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 1,525 $646K 0.18% 0 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 1,525 $646K 0.37% -64 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 1,515 $642K 0.5% +301 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,505 $638K 0.11% +82 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,505 $638K 0.12% +12 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,500 $636K 0.15% -333 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,500 $636K 0.29% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,485 $629K 0.06% +155 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,453 $628K 0.15% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,481 $628K 0.06% -50 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,477 $626K 0.52% 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,466 $621K 0.03% -110 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,461 $619K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,460 $619K 0.39% +66 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 1,455 $618K 0.23% +35 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,453 $616K 0.17% 0 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 1,452 $615K 0.27% -116 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 1,448 $613K 0.14% +2 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,447 $613K 0.06% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,445 $612K 0.19% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,444 $612K 0.03% -374 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,441 $611K 0.04% -362 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,440 $610K 0.06% -1,007 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,440 $610K 0.07% -134 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,440 $610K 0.06% -130 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,437 $609K 0.03% -7 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,435 $608K 0.51% 13F-HR/A Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,434 $608K 0.19% -459 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,433 $607K 0.03% -73 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,432 $607K 0.23% -11 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 1,431 $606K 0.17% +28 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 1,430 $606K 0.43% -200 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,427 $605K 0.16% -15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,419 $604K 0.03% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 1,424 $603K 0.18% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,423 $603K 0.04% -89 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,422 $603K 0.21% 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,417 $602K 0.1% +39 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,414 $599K 0.39% +214 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,412 $598K 0.3% -9 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,410 $597K 0.23% -3 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,394 $593K 0.02% -78 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,398 $592K 0.15% -95 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,223 $592K 0.19% -273 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,397 $592K 0.35% +100 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 1,394 $591K 0.29% -23 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,392 $590K 0.15% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,386 $587K 0.12% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,385 $587K 0.11% -56 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,379 $584K 0.05% -67 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,379 $584K 0.24% +561 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 1,379 $584K 0.08% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,383 $584K 0.13% -22,011 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,378 $584K 0.04% -313 13F-HR Timeline Group Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 1,378 $584K 0.15% -114 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,375 $583K 0.16% -10 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,373 $582K 0.02% -11,160 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,372 $581K 0.02% +837 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,367 $579K 0.35% -97 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,366 $579K 0.11% 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,365 $578K 0.02% +23 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,363 $578K 0.04% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,355 $574K 0.06% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,355 $574K 0.01% +98 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,350 $572K 0.1% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,348 $571K 0.06% +187 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,340 $568K 0.11% +369 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 1,339 $567K 0.13% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,337 $566K 0.03% +1 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,335 $566K 0.04% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,333 $565K 0.05% +252 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 1,332 $564K 0.03% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,330 $564K 0.22% -21 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,328 $563K 0.04% +5 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,327 $563K 0.08% -45 13F-HR Timeline