CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,321 $560K 0.1% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,321 $560K 0.06% -113 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,320 $559K 0.05% -26 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,315 $557K 0.32% -8 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,314 $557K <0.01% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,303 $552K 0.06% -20 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 1,301 $551K 0.06% -62 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,300 $551K 0.05% 0 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 1,300 $551K 0.08% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,299 $550K 0.02% -37 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 1,298 $550K 0.37% 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,298 $550K 0.38% +1,000 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 1,290 $547K 0.36% +50 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,286 $545K 0.06% +75 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,286 $545K 0.05% +55 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 1,285 $544K 0.33% 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 1,282 $543K 0.28% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,282 $543K 0.27% -56 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,276 $542K 0.05% +313 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 1,277 $541K 0.2% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,275 $540K 0.08% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,273 $539K 0.05% -13 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,272 $539K 0.18% 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,264 $536K 0.02% -18 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,262 $535K 0.31% +6 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 1,261 $534K 0.16% -159 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 1,260 $534K 0.18% -2,890 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 1,255 $534K 0.19% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,257 $533K 0.19% -149 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 1,256 $532K 0.06% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,255 $532K 0.11% +3 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,254 $531K 0.18% +55 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 1,253 $531K 0.1% +100 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,253 $531K 0.04% +238 13F-HR/A Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 1,250 $530K 0.23% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,246 $528K 0.14% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,246 $528K 0.14% -13 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,241 $528K 0.02% -70 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. G&S Capital LLC More: the full row for G&S Capital LLC 1,244 $527K 0.22% -760 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,239 $525K 0.05% 0 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 1,237 $524K 0.03% -35 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,237 $524K 0.04% +343 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,236 $524K 0.01% -7 13F-HR Timeline Group Bank of Marin More: the full row for Bank of Marin 1,235 $523K 0.41% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,074 $520K 0.11% +37 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,224 $519K 0.06% -4 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,223 $518K 0.16% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,075 $515K 0.14% 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 1,211 $513K 0.32% 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 1,209 $512K 0.09% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,202 $509K 0.29% -328 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 1,200 $508K 0.29% -25 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 1,192 $507K 0.03% -352 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,196 $507K 0.03% +136 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,195 $506K 0.19% +43 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,195 $506K 0.07% -2,058 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,193 $505K 0.01% -5 13F-HR Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,190 $504K 0.22% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,190 $504K 0.11% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,187 $503K 0.18% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,186 $503K 0.05% +4 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,186 $502K 0.19% +4 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,183 $501K 0.07% -2 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,179 $500K 0.09% -30 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,177 $499K 0.09% -22 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,175 $498K 0.03% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,172 $497K 0.4% 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,171 $496K 0.02% +279 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,170 $496K 0.4% 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,168 $495K 0.02% +111 13F-HR Timeline Group BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 1,167 $494K 0.12% -23 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,165 $494K 0.04% -19 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,156 $490K 0.05% +315 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,156 $490K 0.1% +106 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1,154 $489K 0.07% 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,150 $487K 0.28% 0 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 1,139 $482K 0.14% +5 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,138 $482K 0.04% -53 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,134 $480K 0.09% -946 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,130 $479K 0.21% +4 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,130 $479K 0.03% -43 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,127 $478K 0.24% +27 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,126 $477K 0.05% -219 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,125 $476K 0.4% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,121 $475K 0.03% -1,043 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,120 $475K 0.29% 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 1,119 $474K 0.25% 0 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 1,119 $474K 0.39% 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,119 $474K 0.02% +48 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 1,118 $474K 0.22% +4 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,115 $472K 0.08% -754 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,113 $472K 0.03% +20 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,110 $470K 0.09% +1 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 1,110 $470K 0.19% 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,110 $470K 0.3% +7 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,109 $470K 0.15% +62 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,103 $467K 0.03% -1,983 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 1,103 $467K 0.01% +27 13F-HR Timeline Group Parkside Advisors LLC More: the full row for Parkside Advisors LLC 1,099 $467K 0.11% -12 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,098 $467K 0.06% -41 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 1,101 $466K 0.25% -42 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,100 $466K 0.08% -305 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 1,100 $466K 0.2% +1 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 1,100 $466K <0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,099 $466K 0.07% +216 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 1,097 $465K 0.15% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,091 $462K 0.11% +99 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,088 $461K 0.01% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,082 $460K 0.21% +4 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,084 $459K 0.04% +88 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,077 $456K 0.16% +16 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,074 $455K 0.32% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,074 $455K 0.06% +10 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,068 $453K 0.03% +161 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,067 $452K 0.23% 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,068 $452K 0.03% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,066 $452K 0.03% +16 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,065 $451K 0.01% new 13F-HR Timeline Group AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 1,058 $448K 0.3% 13F-HR Timeline Group LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,056 $447K 0.3% 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,055 $447K 0.1% +914 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,054 $447K 0.04% +167 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,053 $446K 0.36% -61 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,050 $445K 0.03% +150 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,047 $443K 0.1% -15 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,044 $442K 0.08% -21 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,040 $441K 0.07% +30 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 1,038 $440K 0.02% 0 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 1,038 $440K 0.22% -17 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,035 $438K 0.05% +143 13F-HR/A Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,033 $438K 0.11% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,031 $437K 0.03% +22 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,031 $437K 0.04% +5 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 935 $437K 0.04% -10 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,029 $436K 0.05% +15 13F-HR Timeline Group Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,028 $436K 0.39% 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,025 $434K 0.15% 0 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,023 $433K 0.4% 13F-HR/A Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,024 $433K 0.12% +82 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,022 $433K 0.05% +13 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 1,020 $432K 0.22% +119 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,033 $432K 0.19% +58 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,020 $432K 0.21% -166 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,011 $432K 0.06% +25 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,014 $431K 0.11% +107 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,016 $430K 0.17% +1 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,015 $430K 0.02% +15 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,014 $430K 0.06% -279 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,012 $429K 0.02% -14 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 1,012 $429K 0.1% -3 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,002 $426K 0.02% +22 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 1,000 $424K 0.24% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,000 $424K 0.03% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 1,000 $424K 0.1% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,000 $424K 0.1% -1,400 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 1,000 $424K 0.17% 0 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 1,000 $424K 0.36% 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 995 $422K 0.29% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 994 $421K 0.15% -61 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 994 $421K 0.01% 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 992 $420K 0.05% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 992 $420K 0.07% -78 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 990 $419K 0.04% -377 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,005 $419K 0.18% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 987 $418K 0.16% +5 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 982 $416K 0.09% -42 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 981 $416K 0.22% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 980 $415K 0.06% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 975 $413K 0.06% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 974 $413K 0.21% -105 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 973 $412K 0.03% -18 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 964 $410K 0.2% +35 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 966 $409K 0.05% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 965 $409K 0.05% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 965 $409K 0.03% -15 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 959 $408K 0.01% -6 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 962 $408K 0.03% -48 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 961 $407K 0.06% +39 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 959 $406K 0.08% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 959 $406K 0.11% new 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 956 $406K 0.18% -76 13F-HR Timeline BANK OZK More: the full row for BANK OZK 957 $405K 0.17% -21 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 956 $405K 0.05% +34 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 950 $403K 0.04% +57 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 948 $402K 0.03% +10 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 946 $401K 0.03% -3 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 941 $400K 0.03% -320 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 941 $399K 0.06% +37 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 940 $398K 0.12% -7 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 937 $397K 0.19% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 937 $397K 0.13% +3 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 925 $392K 0.23% +154 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 925 $392K 0.18% -35 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 923 $391K 0.01% +7 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 920 $390K 0.06% -633 13F-HR/A Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 916 $388K 0.05% +100 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 914 $388K 0.01% -10,845 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 915 $388K 0.02% -19 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 913 $387K 0.09% -179 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 913 $387K 0.11% +3 13F-HR Timeline