HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,016 $472K 0.27% -51 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 2,011 $471K 0.29% 0 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 2,010 $471K 0.22% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 2,005 $471K 0.09% +220 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,008 $471K 0.18% -7 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 2,000 $469K 0.06% -25 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,000 $469K 0.14% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,991 $467K 0.18% -218 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 1,985 $466K 0.03% -117 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,984 $465K 0.02% +205 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,969 $461K 0.35% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,964 $460K 0.05% -10 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,959 $459K 0.41% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,952 $457K 0.06% +6 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,944 $456K 0.05% +92 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,941 $455K 0.1% +1,930 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,939 $454K 0.1% -51 13F-HR/A Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,901 $445K 0.09% -460 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,895 $444K 0.01% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,894 $444K 0.08% -49 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,887 $443K 0.07% +24 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,883 $441K 0.04% -211 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,879 $440K 0.08% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,869 $438K 0.03% +19 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,874 $438K 0.07% +43 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,865 $437K 0.01% -63 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,845 $433K 0.02% -100 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,837 $430K 0.14% -368 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,833 $430K 0.05% -286 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,800 $428K 0.01% 13F-HR Timeline Group PUZO MICHAEL J More: the full row for PUZO MICHAEL J 1,825 $428K 0.12% -100 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,799 $422K 0.18% -50 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,796 $421K 0.02% +19 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,792 $420K 0.02% +81 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 1,786 $418K 0.24% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,631 $416K 0.18% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,771 $415K 0.03% 0 13F-HR Timeline Group TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 1,760 $412K 0.44% 0 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,752 $410K 0.21% 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,750 $410K 0.35% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,749 $410K 0.1% -1,506 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,736 $407K 0.02% -102 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,730 $406K 0.01% +166 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 1,721 $404K 0.02% -69 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,726 $404K 0.03% +113 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,711 $401K 0.02% +161 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,701 $399K 0.03% -7 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,699 $398K 0.22% -130 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,690 $396K 0.02% +641 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,683 $394K 0.05% +65 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 1,680 $394K 0.16% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,670 $391K 0.08% +3 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,648 $386K 0.03% +3 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 1,644 $386K 0.34% +61 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,644 $385K 0.06% +398 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 1,642 $385K 0.06% +3 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,634 $383K 0.05% +1 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,630 $382K 0.01% +89 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,646 $382K 0.02% +106 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,600 $381K 0.05% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,625 $381K 0.01% +10 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,610 $377K 0.01% -813 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,593 $374K 0.01% +175 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,595 $374K 0.03% -200 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,593 $373K 0.04% +15 13F-HR Timeline VOLORIDGE INVESTMENT MANAGEMENT, LLC More: the full row for VOLORIDGE INVESTMENT MANAGEMENT, LLC 1,588 $372K <0.01% new 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,588 $372K 0.05% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,584 $371K 0.03% +3 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,565 $367K 0.15% new 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,547 $362K 0.15% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,537 $360K 0.03% -334 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,531 $359K 0.03% -463 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,528 $358K 0.03% +126 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,521 $357K 0.01% +115 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,510 $354K 0.18% -8 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,502 $352K 0.01% +1 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,502 $352K 0.02% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,501 $352K 0.04% -4 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 1,500 $351K 0.02% 0 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 1,500 $351K <0.01% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 1,500 $351K 0.23% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,499 $351K 0.03% +2 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,488 $349K 0.04% -24 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,487 $348K 0.01% -145 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,479 $347K 0.03% -24 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,476 $346K 0.03% +125 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,473 $345K <0.01% +689 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,470 $344K 0.01% -114 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,465 $343K 0.01% -3,388 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,460 $342K 0.02% +646 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 1,455 $341K 0.11% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,451 $341K 0.02% 0 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 1,451 $340K 0.4% -386 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,450 $340K 0.01% -300 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,449 $340K 0.18% -139 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 1,436 $336K 0.23% +250 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 1,434 $336K <0.01% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,420 $333K <0.01% 0 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,420 $333K 0.14% 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,419 $333K <0.01% +202 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,413 $331K <0.01% +425 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 1,410 $330K <0.01% -39 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,409 $330K 0.01% +349 13F-HR/A Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,406 $329K 0.03% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,404 $329K 0.06% +56 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,396 $327K 0.09% +8 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 1,387 $325K 0.17% +107 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,374 $323K 0.1% -89 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,371 $321K 0.04% +40 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,358 $318K 0.02% +8 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,356 $318K 0.03% +415 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 1,350 $316K 0.18% -30 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,345 $315K 0.02% +1 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,344 $315K 0.01% new 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 1,344 $315K 0.52% -56 13F-HR/A Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,337 $314K 0.02% +807 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,337 $313K 0.21% 0 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,334 $313K 0.02% +289 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 1,331 $312K 0.14% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,324 $310K 0.06% -233 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,321 $310K 0.01% +112 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,316 $309K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 1,319 $309K 0.01% +6 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,314 $308K 0.01% 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,310 $307K 0.14% +95 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,305 $306K 0.08% -170 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,299 $304K 0.02% -33 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,286 $301K 0.02% -34 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,275 $300K 0.05% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,277 $299K 0.17% -21 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,274 $299K 0.02% -1,156 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,272 $298K 0.01% 0 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,257 $295K 0.06% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,250 $293K 0.16% -167 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,250 $293K 0.13% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,244 $291K 0.02% +53 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 1,243 $291K 0.05% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,232 $289K 0.1% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,225 $287K 0.2% 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,221 $286K 0.01% +23 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,146 $286K 0.03% -88 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,217 $285K 0.06% +42 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,217 $285K 0.01% -5 13F-HR Timeline Group ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,200 $281K 0.1% -1 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,198 $281K 0.02% +7 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 1,188 $278K 0.09% -136 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,187 $278K 0.01% -11 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 1,185 $278K 0.03% -5,998 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 1,184 $277K 0.03% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,177 $276K 0.01% new 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,176 $276K 0.07% -11 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,172 $275K 0.01% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,171 $275K 0.05% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,164 $273K 0.13% +27 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,161 $272K 0.07% -92 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,161 $272K 0.11% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,145 $268K 0.03% +31 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 1,164 $267K -796 Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 1,141 $267K 0.06% +9 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 1,141 $267K 0.16% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,134 $266K 0.15% +14 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,127 $264K 0.04% +15 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,126 $264K 0.01% -17 13F-HR/A Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 1,123 $263K 0.22% 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,119 $262K 0.02% +8 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 1,117 $262K 0.01% -10 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,115 $261K 0.03% +2 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,110 $260K 0.06% 0 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,109 $260K 0.06% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,107 $259K 0.02% -935 13F-HR/A Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 1,102 $259K 0.01% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,104 $259K 0.28% 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 1,100 $258K 0.05% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,093 $256K 0.07% -25 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,092 $256K 0.03% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,091 $256K 0.05% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,090 $255K 0.02% 0 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 1,000 $255K 0.05% 0 13F-HR/A Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,087 $255K 0.02% +1 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,083 $254K 0.21% -40 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,067 $250K 0.1% +42 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,061 $249K 0.12% -173 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 938 $248K 0.15% -91 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,057 $248K 0.08% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,055 $247K 0.01% -237 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,050 $246K 0.02% new 13F-HR/A Timeline GERBER, LLC More: the full row for GERBER, LLC 1,050 $246K 0.18% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,042 $244K 0.07% -13 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,029 $244K 0.22% -347 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,037 $243K 0.02% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,035 $243K 0.05% +74 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,034 $242K 0.05% +20 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,030 $241K 0.01% +148 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 1,028 $241K 0.07% +39 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,018 $239K <0.01% new 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 997 $238K 0.01% new 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 1,014 $238K 0.09% -20 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 927 $237K 0.08% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,007 $236K 0.02% 0 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 1,007 $236K 0.08% 0 13F-HR Timeline