CERTUITY, LLC More: the full row for CERTUITY, LLC 4,438 $401K 0.02% +1,191 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,429 $401K 0.01% +1,235 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,422 $400K 0.16% new 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 4,400 $398K 0.01% 0 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 4,400 $398K 0.03% 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 4,372 $395K 0.12% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 4,350 $394K 0.05% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,347 $393K 0.02% +40 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 4,332 $392K 0.08% -21 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 4,315 $390K 0.04% -2 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,284 $388K 0.02% +37 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,253 $385K <0.01% +271 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,168 $377K 0.02% +1,432 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 4,164 $377K 0.3% +2 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,146 $375K 0.01% +488 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,076 $369K 0.07% -200 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,072 $368K 0.03% -111 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,056 $367K 0.01% -565 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,033 $365K 0.1% new 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 4,026 $364K 0.16% +377 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,018 $363K 0.02% +224 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,015 $363K 0.01% -3,876 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,988 $361K <0.01% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,977 $360K <0.01% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,972 $359K 0.12% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 3,966 $359K 0.07% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 3,966 $359K 0.07% 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,963 $358K 0.21% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,915 $358K 0.01% +728 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 3,952 $357K 0.03% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,948 $357K 0.07% new 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 3,936 $356K 0.03% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,922 $355K <0.01% -467 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,900 $353K 0.02% +665 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,883 $351K 0.01% -3,034 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,854 $349K 0.02% -11 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,850 $348K 0.02% 0 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 3,839 $347K 0.09% +337 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,769 $347K 0.07% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,832 $347K 0.05% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,816 $345K 0.03% +1,100 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,784 $342K 0.04% -96 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,770 $341K 0.01% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,770 $341K 0.01% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,750 $339K 0.01% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,741 $338K 0.06% +695 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,716 $336K 0.01% -90 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,708 $335K 0.01% -1,647 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 3,700 $335K 0.01% -800 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,693 $334K 0.09% -236 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 3,686 $333K 0.04% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,683 $333K 0.02% -8 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 3,666 $332K 0.05% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,621 $328K 0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,586 $324K 0.01% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,584 $324K 0.01% -43 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,583 $324K 0.01% -2,065 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,566 $323K 0.03% +589 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,555 $322K 0.01% +63 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,525 $319K 0.02% +280 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,525 $319K 0.03% 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,511 $318K 0.02% -489 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3,506 $317K 0.02% +14 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,500 $317K 0.02% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 3,500 $317K 0.15% 0 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 3,500 $317K 0.21% 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,485 $315K 0.01% -40 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,479 $315K 0.03% -29 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,442 $311K 0.02% -111 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 3,424 $310K 0.06% -2,531 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,393 $307K 0.03% +499 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,387 $306K 0.03% -339 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 3,387 $306K 0.16% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,377 $305K 0.01% -1,279 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,367 $305K <0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,360 $304K 0.01% -315 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,359 $304K 0.02% +76 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,357 $304K <0.01% +76 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,350 $303K 0.03% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,317 $300K 0.04% -208 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,316 $300K 0.02% 0 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 3,315 $300K 0.27% +61 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,312 $300K 0.12% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,308 $299K 0.01% -1,151 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,308 $299K 0.01% -105 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 3,300 $299K 0.06% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 3,253 $294K 0.06% -96 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,208 $290K 0.02% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,200 $289K 0.01% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 3,169 $287K 0.09% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,168 $287K 0.01% +364 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,162 $286K 0.04% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,120 $282K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,104 $281K 0.01% 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 3,100 $280K 0.07% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,091 $280K 0.16% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,068 $278K 0.14% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,021 $273K 0.01% -234 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,018 $273K 0.01% -161 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,014 $273K 0.19% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,007 $272K 0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,001 $271K <0.01% +243 13F-HR Timeline Lionhunter Capital Management, LLC More: the full row for Lionhunter Capital Management, LLC 3,000 $271K 0.12% 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 2,994 $271K 0.04% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,991 $271K 0.01% -67 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,991 $271K <0.01% -4,891 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,979 $269K <0.01% -1,143 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,969 $269K 0.01% new 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 2,956 $267K 0.18% +75 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,952 $267K 0.04% +159 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,947 $267K 0.08% new 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,926 $265K 0.03% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,925 $265K 0.03% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,916 $264K 0.03% -1,036 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,901 $262K 0.01% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,900 $262K 0.11% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,890 $261K 0.02% new 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,885 $261K 0.07% -367 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 2,856 $258K 0.1% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,834 $256K <0.01% -165 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,820 $255K 0.01% -676 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,818 $255K 0.11% +89 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,812 $254K 0.02% +8 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,796 $253K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,791 $252K 0.01% +367 13F-HR Timeline Group Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 2,771 $251K 0.07% -222 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,765 $250K 0.01% 0 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,761 $250K 0.06% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,739 $248K 0.03% -51 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 2,720 $246K 0.07% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,720 $246K 0.03% -413 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,719 $246K 0.02% +1 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,716 $246K 0.04% new 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 2,707 $245K 0.15% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,686 $243K 0.04% +18 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,684 $243K 0.01% -2 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,677 $242K 0.06% new 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 2,670 $242K 0.01% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,656 $240K 0.02% +1 13F-HR Timeline Group KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,645 $239K 0.11% +60 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,640 $239K 0.15% 0 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 2,638 $239K 0.02% -1,256 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 16,105 $238K 0.02% +1,201 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,633 $238K <0.01% -25 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,629 $238K 0.03% +1 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,623 $237K 0.03% -97 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,613 $236K 0.01% -2,033 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 3,190 $233K 0.08% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,567 $232K <0.01% -34,242 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,566 $232K 0.01% -194 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,553 $231K 0.01% -750 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,552 $231K <0.01% -360 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,550 $231K 0.03% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,548 $231K 0.03% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 2,547 $230K 0.03% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,587 $230K <0.01% -429 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,541 $230K <0.01% +117 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 2,533 $229K 0.09% new 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 2,526 $229K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,522 $228K <0.01% -2 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,516 $228K 0.02% -184 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,511 $227K 0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,506 $227K <0.01% -38 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,503 $226K 0.01% +1,613 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,500 $226K 0.08% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,490 $225K 0.01% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,479 $224K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,434 $222K 0.01% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,453 $222K 0.02% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,451 $222K <0.01% -693 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,450 $222K 0.07% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,444 $221K 0.01% new 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 2,432 $220K 0.09% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 2,432 $220K 0.07% -566 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,425 $219K 0.01% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,424 $219K 0.01% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,411 $218K 0.01% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,400 $217K 0.01% new 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,400 $217K 0.03% new 13F-HR Timeline 6th Street Advisors, LLC More: the full row for 6th Street Advisors, LLC 2,400 $217K 0.12% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,396 $217K 0.02% -460 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2,392 $216K 0.01% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,381 $215K <0.01% new 13F-HR Timeline LORD, ABBETT & CO. LLC More: the full row for LORD, ABBETT & CO. LLC 2,357 $213K <0.01% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,339 $212K 0.02% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,320 $210K <0.01% -110 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,315 $209K 0.01% new 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 2,271 $209K <0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,301 $208K <0.01% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,298 $208K 0.01% -1,139 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,291 $207K 0.02% +82 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,286 $207K 0.07% new 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,278 $206K 0.04% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,276 $206K 0.02% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,267 $205K 0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,265 $205K 0.03% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,261 $205K 0.03% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,259 $204K 0.02% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 2,250 $204K 0.13% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,248 $203K 0.01% new 13F-HR Timeline