BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 6,684 $548K 0.07% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 6,670 $547K 0.03% 0 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 6,633 $544K 0.19% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 6,631 $543K 0.14% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 6,631 $543K 0.09% -1,957 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 6,606 $541K 0.21% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 6,583 $539K 0.07% -322 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 6,558 $537K 0.19% +1,783 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 6,536 $536K 0.12% 0 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 6,519 $534K 0.14% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,481 $531K 0.02% +7 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 6,308 $517K 0.07% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 6,163 $505K 0.06% +2,267 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,153 $504K 0.1% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 6,144 $503K 0.2% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,126 $502K 0.04% +15 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,097 $500K 0.04% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,023 $494K 0.04% +137 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,013 $493K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,997 $491K 0.01% 13F-HR Timeline Busey Bank More: the full row for Busey Bank 5,989 $491K 0.01% -10 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,924 $485K 0.05% +13 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 5,917 $485K 0.07% +8 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 5,901 $484K 0.36% -200 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,891 $483K 0.04% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 5,881 $482K 0.07% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,867 $481K 0.01% +5 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 5,843 $479K 0.38% 0 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 5,834 $478K 0.31% -38 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 5,814 $476K 0.18% +5 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 5,774 $473K 0.09% new 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 5,736 $470K 0.31% 0 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 5,721 $469K 0.09% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 5,721 $469K 0.07% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,718 $469K 0.01% -520 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,673 $465K 0.01% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,642 $462K 0.01% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,610 $460K 0.04% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,606 $459K <0.01% 0 13F-HR Timeline Group DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 5,592 $458K 0.29% -1,280 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,587 $458K 0.05% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,538 $454K 0.01% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,517 $452K 0.01% -210 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 5,515 $452K 0.15% +13 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 5,508 $451K 0.02% -359 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,489 $450K 0.09% -44 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 5,482 $449K 0.13% +13 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 5,391 $442K -407 Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 5,388 $441K 0.12% -465 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 5,353 $439K 0.1% -11 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 5,329 $437K 0.01% +13 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,304 $435K 0.05% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,301 $434K 0.01% -153 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 5,203 $426K 0.14% -241 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 5,194 $426K 0.25% +6 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 5,165 $422K 0.09% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 5,146 $422K 0.29% +1,739 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 5,115 $419K 0.04% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 5,094 $417K 0.1% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 5,011 $411K 0.04% +5 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 5,009 $410K 0.2% +9 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,000 $410K 0.01% 0 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 4,989 $409K 0.18% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 4,933 $407K 0.3% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 4,902 $402K 0.03% +12 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,862 $398K 0.03% 0 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 4,861 $398K 0.15% 0 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,858 $398K 0.15% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,847 $397K 0.02% +12 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,801 $393K 0.02% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,763 $390K 0.01% -7,908 13F-HR Timeline Group DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 4,727 $389K 0.06% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 4,733 $388K 0.21% -7,716 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,643 $380K 0.03% +10 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 4,643 $380K 0.03% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,634 $380K 0.04% -10 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 4,612 $378K 0.21% -3 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 4,568 $374K 0.16% +11 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,538 $372K 0.05% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,531 $371K 0.01% 0 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 4,511 $370K 0.09% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,453 $365K 0.03% -617 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 4,449 $365K 0.06% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,436 $363K 0.02% new 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 4,336 $357K 0.11% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,354 $357K 0.04% +11 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,308 $353K 0.06% +2 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 4,289 $351K 0.15% -20 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 4,226 $346K 0.25% +10 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,198 $344K 0.01% -96 13F-HR Timeline Group MOTCO More: the full row for MOTCO 4,184 $343K 0.03% 0 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 4,156 $341K 0.06% -22 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,142 $339K 0.01% 0 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 4,133 $339K 0.19% 0 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 4,122 $338K 0.1% 0 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 4,109 $337K 0.04% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,078 $334K 0.01% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 4,064 $333K 0.05% 0 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 4,054 $332K 0.1% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,035 $331K 0.01% +449 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 4,024 $330K 0.03% -306 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,972 $328K 0.14% +122 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 3,992 $327K <0.01% new 13F-HR Timeline Group Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,932 $322K 0.21% +3 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 3,924 $322K 0.29% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,921 $321K <0.01% -82 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,881 $318K 0.1% +10 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,830 $314K 0.03% +9 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,830 $314K 0.02% +9 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,829 $314K 0.01% -1 13F-HR Timeline Group Up Capital Management, Inc. More: the full row for Up Capital Management, Inc. 3,827 $314K 0.24% +10 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 3,819 $313K 0.07% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 3,805 $312K 0.05% +114 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,773 $309K 0.06% -909 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 3,752 $308K 0.09% +1 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 3,740 $306K 0.2% +7 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,700 $303K 0.04% -24 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,672 $301K 0.01% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,667 $300K 0.01% +39 13F-HR Timeline Group Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 3,650 $299K 0.18% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,599 $295K 0.02% 0 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 3,597 $295K 0.14% -1,229 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,601 $295K 0.08% -1,743 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,593 $294K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,514 $288K 0.09% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,502 $287K 0.03% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,485 $286K <0.01% 0 13F-HR Timeline Group CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 3,476 $285K 0.08% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,474 $285K 0.12% +14 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,334 $282K 0.11% -41 13F-HR Timeline Aspirean Wealth, LLC More: the full row for Aspirean Wealth, LLC 3,433 $281K 0.26% -116 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,408 $279K 0.13% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,394 $278K 0.05% -28 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,390 $278K 0.02% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 3,370 $276K 0.05% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,353 $275K 0.03% +1 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,351 $275K <0.01% -124 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,315 $272K <0.01% +278 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,278 $268K 0.04% 0 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 3,266 $268K 0.17% +36 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,227 $264K 0.04% -24 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 3,211 $263K 0.02% +8 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 3,195 $262K 0.21% -117 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,194 $262K 0.13% +6 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 3,176 $260K <0.01% -22 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 3,109 $255K 0.03% +7 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,105 $254K 0.05% -10 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,102 $254K 0.01% 0 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 3,079 $252K 0.08% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 3,057 $250K 0.03% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,043 $249K <0.01% 0 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 3,027 $248K 0.17% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,017 $247K 0.01% +8 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,990 $245K 0.02% -1,887 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 2,987 $245K 0.12% +151 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 2,975 $244K 0.04% +8 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,971 $243K 0.02% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,948 $241K 0.02% +2 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,946 $241K 0.03% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,943 $241K <0.01% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,939 $241K 0.05% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,923 $240K <0.01% -18 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,907 $238K 0.02% -33,302 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,890 $237K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 2,883 $236K 0.05% +3 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,871 $235K 0.02% new 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 2,865 $235K 0.06% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,848 $233K 0.03% +15 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,848 $233K 0.06% -54 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 2,805 $230K 0.06% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,791 $229K 0.04% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,773 $227K 0.1% -355 13F-HR/A Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,716 $223K <0.01% new 13F-HR Timeline Odyssey Group, LLC More: the full row for Odyssey Group, LLC 2,710 $222K 0.06% 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 2,693 $221K 0.1% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,691 $221K <0.01% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 2,677 $220K <0.01% new 13F-HR Timeline Group Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 2,678 $219K 0.03% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,662 $218K <0.01% new 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 2,650 $217K 0.04% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,645 $217K 0.02% +374 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,631 $216K 0.03% new 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 2,576 $211K 0.12% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,567 $210K 0.06% -94 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,569 $210K 0.05% +268 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,506 $205K 0.03% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,501 $205K 0.02% new 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 2,501 $205K 0.02% -390 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,500 $205K 0.01% new 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 2,474 $203K 0.15% -529 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,465 $202K 0.07% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,450 $201K 0.01% 0 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,383 $195K 0.03% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 2,307 $189K 0.04% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,296 $188K <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,245 $184K 0.03% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,215 $181K 0.02% -33 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,154 $176K 0.04% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,088 $171K 0.03% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,078 $170K 0.01% 0 13F-HR Timeline