CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 11,441 $481K 0.04% +6,656 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,420 $480K 0.04% +5,865 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 11,418 $480K 0.05% +5,609 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 11,322 $476K 0.09% +5,656 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 11,248 $472K 0.08% +5,503 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 11,213 $471K 0.01% +7,799 13F-HR/A Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 11,173 $469K 0.03% +5,594 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 11,159 $469K +6,234 Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,138 $468K 0.02% +5,919 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 11,131 $468K 0.02% +4,973 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 11,072 $465K 0.08% +5,536 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 10,996 $462K 0.05% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 10,678 $458K +1,324 Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 10,816 $454K 0.06% +6,641 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,739 $451K 0.01% +6,941 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,746 $451K 0.04% +4,439 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 10,670 $448K 0.28% +5,291 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 10,652 $447K 0.02% +5,326 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,645 $447K 0.05% +5,216 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 10,588 $445K 0.08% +5,178 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 10,574 $444K 0.01% +5,239 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 10,570 $444K 0.09% +6,533 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 10,560 $444K 0.06% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 10,549 $443K 0.03% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 10,540 $443K 0.05% +5,596 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 10,521 $442K 0.01% +5,464 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 10,405 $437K 0.02% +5,254 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 10,376 $436K 0.06% +5,170 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 10,368 $435K 0.03% +5,221 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,358 $435K <0.01% +6,479 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 10,349 $435K 0.02% new 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 10,292 $432K 0.27% +5,134 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 10,258 $431K 0.03% +5,129 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,227 $430K 0.03% +5,198 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 10,200 $428K 0.07% +5,100 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,193 $428K <0.01% +3,917 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 10,158 $427K 0.1% +5,079 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 10,154 $426K 0.03% +5,088 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,113 $425K 0.01% +4,103 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 10,108 $425K 0.05% +4,844 13F-HR Timeline Group ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 10,102 $424K 0.01% +5,051 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 10,082 $423K 0.02% +3,655 13F-HR Timeline Group DOHJ, LLC More: the full row for DOHJ, LLC 5,252 $421K 0.12% +47 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 10,020 $421K 0.01% +7,181 13F-HR Timeline Group Drystone LLC More: the full row for Drystone LLC 10,000 $420K 0.38% +5,000 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 9,898 $419K 0.03% +638 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,939 $417K 0.02% +4,795 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 9,928 $417K 0.08% +4,964 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 9,910 $416K 0.05% +6,165 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 9,879 $415K 0.01% +4,936 13F-HR Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 9,874 $415K 0.01% +4,105 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 9,818 $412K 0.01% +4,959 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 9,740 $409K 0.11% +4,868 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 9,698 $407K 0.05% +4,176 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,684 $407K 0.04% +5,029 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 9,624 $404K 0.05% +4,812 13F-HR Timeline CX Institutional More: the full row for CX Institutional 9,591 $403K 0.01% +4,740 13F-HR/A Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 9,536 $401K 0.06% +4,472 13F-HR/A Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 9,440 $396K 0.01% +4,610 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 9,378 $394K 0.21% +6,064 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 9,373 $394K 0.32% +4,786 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 9,350 $393K 0.05% +4,931 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 9,321 $391K 0.05% +3,722 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 9,240 $388K 0.03% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,074 $381K <0.01% +4,565 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 9,036 $380K 0.04% +4,010 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 9,020 $379K 0.22% +3,770 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 9,000 $378K 0.04% +4,500 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,995 $378K 0.01% +4,431 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 8,990 $378K 0.01% new 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 8,975 $377K 0.07% new 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 8,975 $377K 0.07% new 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 8,960 $376K 0.23% +4,482 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 8,943 $376K 0.02% +4,165 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 8,262 $375K 0.03% +4,120 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 8,925 $375K 0.05% +4,473 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,905 $374K 0.02% +3,932 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 8,805 $370K 0.07% +5,621 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 8,792 $369K 0.1% +4,396 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 8,726 $366K 0.02% +4,243 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 8,717 $366K 0.09% +4,321 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8,684 $365K 0.04% +4,342 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 8,645 $363K 0.01% +4,326 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 8,634 $363K 0.01% +3,775 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 8,614 $362K 0.02% +4,291 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 8,606 $361K 0.01% +4,208 13F-HR Timeline Group CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 8,600 $361K 0.32% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 8,598 $361K 0.09% +4,309 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 8,586 $361K 0.02% +4,293 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,565 $360K <0.01% +5,707 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,538 $359K 0.01% +5,016 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,464 $355K 0.01% +4,499 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 8,304 $353K 0.06% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 8,086 $352K 0.13% +4,203 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 8,374 $352K 0.09% +4,115 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,326 $350K 0.01% +4,413 13F-HR Timeline Group SWMG, LLC More: the full row for SWMG, LLC 7,472 $350K 0.12% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 8,294 $348K 0.01% +4,133 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 8,262 $347K 0.05% +3,446 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 8,200 $344K 0.03% +4,100 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 8,200 $344K 0.11% +4,100 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 8,170 $343K 0.03% +4,085 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 8,101 $340K 0.14% +4,050 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,077 $339K <0.01% -47,178 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 8,020 $337K 0.17% +4,010 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 8,014 $337K 0.01% +4,007 13F-HR/A Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 7,966 $335K 0.21% +4,011 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 7,951 $334K 0.16% +2,507 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 7,920 $333K 0.02% +3,960 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 7,920 $333K 0.05% +3,966 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 7,854 $330K <0.01% -150 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,838 $329K 0.01% +3,919 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,790 $327K 0.02% +4,286 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,788 $327K 0.08% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 7,772 $326K 0.01% +3,739 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,770 $326K <0.01% +4,108 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,746 $325K 0.03% -4,828 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,650 $321K +3,825 Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 7,612 $320K 0.08% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 7,572 $318K 0.01% +3,736 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 7,552 $317K 0.02% +4,838 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 7,550 $317K 0.06% +3,765 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,524 $316K 0.01% +3,999 13F-HR/A Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 7,500 $315K 0.32% -1,100 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 7,478 $314K 0.01% +3,739 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,475 $314K 0.03% +4,575 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 7,474 $314K 0.03% +2,961 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 7,470 $314K 0.02% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 7,400 $311K 0.09% new 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 7,350 $309K 0.21% +3,725 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 7,336 $308K 0.1% +3,142 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 7,306 $307K 0.07% +3,939 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 7,304 $307K 0.01% +2,583 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 7,300 $307K 0.12% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,268 $305K 0.03% +3,569 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 7,233 $304K 0.1% +5 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 7,214 $303K 0.02% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 7,213 $303K 0.19% +3,501 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,174 $301K 0.01% +3,552 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,972 $299K 0.05% +3,531 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 6,232 $299K 0.08% +3,038 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 7,078 $297K <0.01% +4,136 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 7,052 $296K 0.02% +3,376 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 7,038 $296K 0.02% +3,551 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 7,024 $295K 0.03% +3,482 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 6,984 $293K 0.2% new 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 6,920 $291K 0.01% +3,460 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 6,905 $290K 0.09% +2,905 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 6,904 $290K 0.06% +3,452 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,901 $290K 0.01% +3,571 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 6,900 $290K 0.01% new 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,884 $289K 0.01% +3,477 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,876 $289K 0.01% +3,544 13F-HR Timeline Group American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 6,853 $288K 0.04% +3,426 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 6,844 $287K 0.05% +4,058 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,754 $284K 0.02% +3,454 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 6,740 $283K 0.05% +3,370 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 6,738 $283K 0.03% +2,649 13F-HR Timeline Group Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 6,672 $280K <0.01% +3,336 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,642 $279K 0.02% +3,321 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 6,627 $278K 0.13% +3,321 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 6,624 $278K 0.13% +3,260 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 6,600 $277K 0.16% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,578 $276K 0.01% +3,506 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 6,514 $274K 0.05% +1,065 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,456 $271K 0.02% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,425 $270K 0.06% -2,682 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 6,348 $267K 0.05% +3,296 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 6,300 $264K <0.01% +3,491 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,242 $262K 0.01% +3,050 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 6,198 $260K 0.06% +3,099 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 6,192 $260K <0.01% new 13F-HR Timeline Group WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 6,190 $260K 0.06% +3,095 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 6,168 $259K 0.01% +1,558 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 6,130 $257K 0.06% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 6,118 $257K 0.02% +3,305 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 6,107 $256K 0.03% +2,579 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 6,083 $255K 0.06% +3,198 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,036 $254K <0.01% +3,066 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,000 $252K 0.02% +1,948 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 6,000 $252K <0.01% +3,000 13F-HR Timeline Group Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 6,000 $252K 0.09% +3,000 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 6,000 $252K 0.09% +3,000 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,973 $251K 0.01% new 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 5,959 $250K 0.03% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,945 $250K 0.04% +2,070 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 5,920 $249K 0.07% +2,960 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,918 $249K 0.01% +2,959 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,911 $248K 0.09% +3,052 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,911 $248K 0.02% +2,911 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 5,715 $246K 0.17% +2,697 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 5,846 $246K 0.02% new 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 5,764 $242K 0.02% +2,882 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,763 $242K 0.05% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,748 $241K 0.01% +2,256 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 5,724 $240K 0.34% +2,862 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 5,720 $240K 0.15% +2,860 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,709 $240K <0.01% new 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,704 $240K 0.03% +2,761 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 5,686 $239K 0.07% +2,843 13F-HR Timeline