NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 640 $308K 0.01% -437 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 640 $308K 0.05% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 639 $307K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 637 $306K 0.02% +3 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 637 $306K 0.03% +98 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 636 $306K 0.03% 0 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 633 $305K 0.24% -3 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 634 $305K 0.08% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 634 $305K 0.07% -259 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 634 $305K 0.06% -75 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 632 $304K 0.03% +3 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 629 $302K 0.02% 0 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 629 $302K 0.07% 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 628 $302K 0.02% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 625 $300K 0.02% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 620 $298K 0.03% 0 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 618 $297K 0.12% +2 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 614 $296K 0.03% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 614 $295K 0.16% +2 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 612 $295K 0.2% +3 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 612 $294K 0.11% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 612 $294K 0.01% -6 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 611 $294K 0.07% 0 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 597 $294K 0.07% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 609 $293K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 608 $292K 0.05% 0 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 608 $292K 0.23% 0 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 608 $292K 0.12% 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 600 $289K 0.04% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 601 $289K 0.02% -66 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 600 $288K 0.23% 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 600 $288K 0.01% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 600 $288K 0.13% 0 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 599 $288K 0.28% 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 599 $288K 0.04% +3 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 596 $286K 0.01% -11 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 596 $286K 0.22% +3 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 595 $286K 0.26% -1 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 594 $285K 0.03% -30 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 593 $285K 0.02% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 592 $285K 0.05% +45 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 592 $285K 0.18% -73 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 590 $284K <0.01% 0 13F-HR Timeline SJBENEN ADVISORY, LLC More: the full row for SJBENEN ADVISORY, LLC 590 $284K 0.29% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 590 $284K 0.04% 0 13F-HR Timeline Group JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 589 $283K 0.12% +69 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 585 $282K <0.01% -25 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 569 $281K 0.03% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 585 $281K 0.02% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 584 $281K 0.03% +9 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 575 $279K 0.06% -294 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 576 $277K 0.59% new 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 575 $276K 0.15% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 575 $276K 0.01% -27 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 574 $276K <0.01% new 13F-HR/A Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 571 $275K 0.01% +10 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 570 $274K 0.03% +2 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 570 $274K 0.04% +1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 567 $272K 0.05% -95 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 566 $272K 0.07% +59 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 566 $272K 0.07% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 566 $272K 0.01% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 566 $272K 0.03% new 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 566 $272K 0.06% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 565 $272K 0.07% 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 564 $271K 0.11% 0 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 563 $270K 0.12% +1 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 562 $270K 0.1% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 562 $270K 0.06% +10 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 545 $269K 0.11% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 560 $269K 0.05% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 560 $269K 0.04% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 557 $268K 0.02% +4 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 555 $267K 0.04% -30 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 552 $266K 0.02% 0 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 552 $265K 0.22% 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 550 $265K 0.04% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 550 $264K <0.01% 0 13F-HR Timeline Group Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 550 $264K 0.12% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 549 $264K 0.02% -24 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 549 $264K 0.03% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 543 $261K <0.01% -51 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 540 $260K 0.01% -92 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 524 $259K 0.01% +1 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 538 $259K 0.08% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 534 $257K 0.03% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 533 $256K 0.01% -23 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 530 $255K 0.01% -2,064 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 526 $253K 0.07% +6 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 525 $252K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 525 $252K 0.02% -230 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 525 $252K 0.19% 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 520 $251K 0.04% +2 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 500 $251K 0.41% 0 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 520 $250K 0.08% 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 509 $250K 0.09% +2 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 518 $249K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 517 $248K 0.02% -50 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 515 $247K 0.04% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 513 $247K 0.21% -44 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 510 $245K <0.01% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 510 $245K 0.02% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 509 $245K 0.04% +2 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 509 $245K 0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 508 $244K 0.15% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 507 $243K 0.05% +3 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 505 $243K 0.11% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 505 $243K 0.24% +1 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 503 $242K 0.03% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 504 $242K <0.01% +62 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 502 $242K 0.05% 0 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 501 $241K 0.15% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 501 $241K 0.03% 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 500 $240K <0.01% 0 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 500 $240K <0.01% new 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 500 $240K 0.03% 0 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 500 $240K 0.1% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 500 $240K 0.11% new 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 500 $240K 0.14% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 500 $240K 0.12% 0 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 499 $240K 0.02% new 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 499 $240K 0.06% new 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 489 $240K <0.01% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 496 $238K 0.08% -10 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 495 $238K 0.08% -7 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 495 $238K 0.05% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 491 $236K 0.12% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 490 $235K 0.09% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 482 $232K 0.06% 0 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 481 $231K 0.07% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 481 $231K 0.01% +1 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 480 $231K 0.01% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 478 $230K 0.06% -15 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 477 $229K 0.17% 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 476 $229K 0.04% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 471 $227K 0.09% 0 13F-HR Timeline Group Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 469 $225K 0.09% -8 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 469 $225K 0.07% 0 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 467 $224K 0.11% 0 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 466 $224K 0.01% 0 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 466 $224K 0.15% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 466 $224K 0.03% new 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 465 $224K 0.15% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 465 $223K <0.01% 0 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 464 $223K 0.02% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 464 $223K <0.01% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 464 $223K 0.15% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 462 $223K 0.02% -62 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 463 $223K 0.06% 0 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 462 $222K 0.01% 0 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 459 $221K 0.04% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 458 $220K 0.01% +10 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 456 $219K 0.01% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 456 $219K 0.05% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 455 $219K <0.01% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 455 $219K <0.01% new 13F-HR/A Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 453 $218K 0.02% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 448 $216K 0.02% -14 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 450 $216K 0.05% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 448 $216K 0.08% +1 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 444 $213K 0.11% 0 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 443 $213K 0.05% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 443 $213K 0.1% -19 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 442 $212K 0.02% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 442 $212K 0.03% -327 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 441 $212K 0.16% -14 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 438 $211K 0.02% +1 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 437 $210K 0.02% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 437 $210K 0.06% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 436 $209K 0.04% +2 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 435 $209K 0.15% +2 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 433 $208K 0.04% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 432 $208K 0.04% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 431 $208K 0.05% new 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 429 $207K 0.03% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 432 $207K 0.02% 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 430 $207K 0.1% new 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 428 $206K 0.21% -66 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 427 $205K 0.03% new 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 427 $205K 0.28% new 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 425 $204K 0.07% new 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 424 $204K 0.01% new 13F-HR Timeline Group Planning Center, Inc. More: the full row for Planning Center, Inc. 423 $203K 0.02% new 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 420 $203K 0.06% new 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 422 $203K 0.13% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 421 $202K 0.06% 0 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 421 $202K 0.23% new 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 421 $202K 0.09% new 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 420 $202K 0.13% new 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 420 $202K 0.01% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 440 $201K 0.02% new 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 417 $200K 0.2% 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 417 $200K 0.18% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 417 $200K 0.01% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 415 $199K <0.01% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 414 $199K 0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 405 $195K 0.05% 0 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 402 $194K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 403 $194K 0.06% +2 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 394 $189K 0.07% -30 13F-HR Timeline