NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,313 $260K 0.02% +211 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,099 $259K 0.01% +7 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,099 $259K 0.04% +9 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,092 $257K 0.02% +4 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,091 $257K 0.06% +1 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 1,092 $257K 0.12% +6 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,089 $257K 0.04% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,084 $256K 0.01% +105 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,079 $255K 0.03% -290 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,073 $253K 0.01% new 13F-HR Timeline NFC Investments, LLC More: the full row for NFC Investments, LLC 1,073 $253K 0.07% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,071 $253K 0.04% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,064 $252K 0.01% +717 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,068 $252K 0.01% +138 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,064 $251K 0.01% -1,220 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,059 $250K <0.01% -899 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,059 $250K 0.04% -16 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,829 $250K 0.05% -155 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 1,055 $249K 0.17% 0 13F-HR/A Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,055 $249K 0.02% -108 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,053 $248K 0.02% +49 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,051 $248K 0.14% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,050 $248K 0.1% new 13F-HR/A Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 1,050 $248K <0.01% new 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 1,050 $248K 0.25% -50 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 1,050 $248K 0.13% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,048 $247K 0.11% -214 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,040 $245K 0.04% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,038 $245K 0.01% -1,730 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,032 $243K 0.07% -200 13F-HR Timeline Group Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,030 $243K 0.12% -500 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,027 $242K 0.01% -231 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,025 $242K 0.01% -150 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,021 $241K 0.03% -23 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,021 $241K 0.06% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,016 $240K 0.03% -14 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,015 $239K 0.03% +30 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,013 $239K 0.01% -88 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,011 $238K 0.15% 0 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 1,048 $238K 0.07% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,010 $238K 0.01% 0 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 1,010 $238K 0.21% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,008 $238K 0.05% new 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,007 $237K 0.08% -20 13F-HR/A Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 1,000 $237K 0.05% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,006 $237K 0.01% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,005 $237K 0.06% +13 13F-HR Timeline United Bank More: the full row for United Bank 1,004 $237K 0.08% -914 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,003 $237K 0.06% +19 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,000 $236K 0.02% -520 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 1,000 $236K 0.01% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,000 $236K 0.03% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,000 $236K 0.14% -81 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 998 $235K 0.03% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 997 $235K 0.15% +13 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 997 $235K 0.04% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 994 $235K <0.01% -35 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 995 $235K 0.04% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 994 $234K 0.02% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 994 $234K 0.11% +4 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 988 $233K 0.08% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 985 $232K <0.01% -72 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 981 $231K <0.01% +175 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 974 $231K 0.04% +12 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 977 $230K 0.03% -390 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 977 $230K 0.06% -75 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 976 $230K 0.01% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 974 $230K 0.03% +26 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 969 $229K 0.12% +5 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 969 $228K 0.19% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 967 $228K 0.02% +17 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 967 $228K 0.05% 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 960 $228K 0.04% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 965 $228K 0.06% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 965 $228K 0.08% new 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 960 $226K 0.09% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 958 $226K 0.05% -231 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 954 $225K 0.02% -550 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 952 $224K 0.17% -120 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 950 $224K 0.03% -62 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 948 $224K 0.07% +50 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 941 $223K 0.01% -95 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 894 $223K 0.1% 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 945 $223K 0.02% -172 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 945 $223K 0.04% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 857 $222K 0.02% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 941 $222K 0.05% -69 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 937 $221K 0.02% -165 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 935 $220K 0.19% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 934 $220K 0.02% +3 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 932 $220K 0.2% -87 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 932 $220K 0.02% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 931 $220K 0.03% -33 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 930 $219K 0.04% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 924 $218K 0.08% -19 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 922 $217K 0.03% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 922 $217K 0.02% 0 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 922 $217K 0.04% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 919 $217K 0.02% -10 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 919 $217K 0.02% -464 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 918 $216K <0.01% +28 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 910 $215K 0.03% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 842 $214K 0.13% new 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 902 $213K 0.04% -10 13F-HR/A Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 901 $212K 0.03% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 900 $212K 0.03% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 897 $212K 0.06% -448 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 895 $211K 0.05% -25 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 897 $211K 0.01% -190 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 893 $211K 0.01% +7 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 891 $210K 0.02% new 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 891 $210K 0.19% -48 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 890 $210K 0.11% +15 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 889 $210K <0.01% -125 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 765 $209K 0.02% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 881 $209K 0.01% -29 13F-HR Timeline Group KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 885 $209K 0.13% -10 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 879 $207K 0.03% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 879 $207K 0.08% -38 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 877 $207K 0.13% +5 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 875 $206K 0.11% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 871 $206K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 869 $205K 0.11% -46 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 865 $204K 0.01% +178 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 824 $204K 0.01% new 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 862 $203K 0.04% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 862 $203K 0.01% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 857 $202K 0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 857 $202K 0.01% new 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 854 $201K 0.02% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 853 $201K 0.09% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 850 $200K 0.04% -53 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 848 $200K 0.01% +31 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 831 $196K 0.04% -21 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 825 $195K 0.17% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 817 $193K 0.02% -515 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 812 $191K 0.02% +105 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 804 $190K 0.09% +1 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 802 $189K 0.07% -100 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 800 $189K 0.09% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 796 $188K 0.06% 0 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 778 $183K 0.03% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 777 $183K 0.09% +2 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 774 $183K 0.02% -11 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 771 $182K <0.01% +15 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 682 $181K 0.04% +4 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 716 $169K 0.13% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 711 $168K 0.09% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 717 $166K 0.02% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 700 $165K 0.16% new 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 700 $165K <0.01% -300 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 672 $159K 0.09% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 667 $157K 0.11% -9 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 666 $157K 0.1% -125 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 662 $156K 0.12% -1 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 655 $154K 0.04% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 642 $151K 0.02% +602 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 647 $150K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 621 $146K 0.09% +19 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 616 $145K 0.02% +604 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 615 $145K 0.01% -27 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 615 $145K 0.06% +91 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 601 $142K 0.01% +26 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 601 $142K 0.01% -127 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 577 $136K 0.01% -47 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 576 $136K 0.02% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 575 $136K 0.1% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 572 $135K <0.01% +134 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 564 $133K 0.1% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 558 $132K <0.01% +518 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 538 $129K 0.04% -774 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 535 $126K 0.01% -5 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 527 $126K 0.08% -141 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 532 $125K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 520 $123K 0.02% +3 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 518 $122K 0.05% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 500 $118K 0.08% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 574 $115K <0.01% +151 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 483 $114K <0.01% -42 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 470 $111K 0.01% +38 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 457 $108K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 454 $108K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 454 $107K 0.01% +1 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 450 $107K 0.04% -300 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 446 $105K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 437 $103K 0.07% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 434 $102K <0.01% -19 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 427 $101K 0.03% +391 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 426 $100K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 425 $100K 0.05% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 422 $99.6K 0.01% +1 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 413 $97.4K 0.03% +1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 410 $96.7K 0.01% +75 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 405 $96K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 400 $94.3K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 389 $91.7K <0.01% -78 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 383 $90.3K <0.01% -65 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 375 $88.4K 0.03% -196 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 371 $88K <0.01% +208 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 373 $88K 0.01% 0 13F-HR Timeline