Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 513 $271K 0.06% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 513 $271K 0.04% +7 13F-HR/A Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 421 $271K 0.03% new 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 511 $270K 0.01% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 511 $270K 0.08% new 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 511 $270K 0.04% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 511 $270K 0.08% new 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 511 $270K 0.04% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 510 $270K 0.24% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 508 $269K 0.1% -1 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 508 $269K 0.15% new 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 508 $269K 0.1% new 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 507 $268K 0.01% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 507 $268K 0.02% new 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 507 $268K 0.19% new 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 505 $267K 0.11% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 505 $267K 0.06% new 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 505 $267K 0.11% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 504 $267K 0.01% new 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 502 $266K 0.13% new 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 502 $266K 0.52% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 501 $265K 0.01% new 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 501 $265K 0.07% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 523 $265K 0.14% +39 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 500 $265K 0.03% +80 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 500 $265K 0.04% 0 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 500 $265K <0.01% new 13F-HR Timeline Group Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 500 $265K 0.37% new 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 500 $265K 0.02% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 500 $265K 0.05% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 499 $264K 0.05% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 498 $264K 0.16% new 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 498 $264K 0.02% -196 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 497 $263K 0.2% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 495 $262K 0.01% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 495 $262K 0.03% new 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 412 $261K 0.18% new 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 492 $260K 0.08% new 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 492 $260K 0.02% new 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 492 $260K 0.03% new 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 491 $260K 0.04% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 488 $258K <0.01% new 13F-HR/A Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 391 $258K 0.19% new 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 487 $258K 0.05% new 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 487 $258K 0.12% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 486 $257K 0.03% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 486 $257K 0.11% +267 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 485 $257K 0.21% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 485 $257K 0.04% 0 13F-HR Timeline Group 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 484 $256K 0.17% new 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 484 $256K 0.02% new 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 482 $255K 0.06% new 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 480 $255K 0.09% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 479 $253K <0.01% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 479 $253K 0.05% new 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 479 $253K 0.03% new 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 478 $253K 0.1% new 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 478 $253K 0.27% new 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 478 $253K 0.13% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 477 $252K 0.01% +37 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 477 $252K 0.13% -1,136 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 476 $252K 0.14% new 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 476 $252K 0.11% -192 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 474 $251K 0.13% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 472 $250K 0.02% new 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 471 $249K 0.1% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 471 $249K 0.03% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 471 $249K 0.03% new 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 469 $248K 0.1% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 469 $248K 0.04% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 469 $248K 0.15% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 468 $248K 0.07% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 468 $248K 0.09% new 13F-HR Timeline Fort Henry Capital, LLC More: the full row for Fort Henry Capital, LLC 468 $248K 0.17% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 467 $247K 0.01% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 467 $247K 0.03% new 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 466 $247K 0.02% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 465 $246K 0.03% new 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 428 $246K 0.15% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 464 $246K 0.05% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 462 $244K 0.05% new 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 462 $244K 0.06% new 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 459 $243K 0.11% new 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 459 $243K 0.08% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 459 $243K 0.07% new 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 459 $243K 0.06% new 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 459 $243K 0.17% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 458 $242K 0.03% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 457 $242K 0.03% new 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 456 $241K 0.14% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 455 $241K <0.01% new 13F-HR Timeline Group Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 454 $240K 0.15% new 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 453 $240K 0.06% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 452 $239K 0.06% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 452 $239K 0.02% -5,592 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 446 $239K 0.02% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 451 $239K 0.04% new 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 451 $239K 0.12% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 450 $238K 0.09% new 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 450 $238K 0.17% new 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 449 $238K 0.04% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 447 $237K 0.02% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 447 $237K 0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 446 $236K 0.03% -128 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 442 $234K 0.02% -185 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 442 $234K 0.02% +1 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 442 $234K 0.08% 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 441 $233K 0.02% new 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 441 $233K 0.03% new 13F-HR Timeline City State Bank More: the full row for City State Bank 440 $233K 0.07% 0 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 438 $232K <0.01% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 437 $231K 0.03% new 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 437 $231K 0.06% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 436 $231K 0.02% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 436 $231K 0.05% new 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 435 $230K 0.17% new 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 434 $230K 0.17% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 433 $229K 0.01% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 433 $229K 0.02% new 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 432 $229K 0.07% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 432 $229K 0.09% new 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 431 $228K 0.04% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 351 $228K 0.11% new 13F-HR Timeline Capital Research Global Investors in group Capital Research Global Inves… More: the full row for Capital Research Global Investors 438 $228K <0.01% -715,002 13F-HR Timeline Group CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 430 $228K 0.08% new 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 429 $227K 0.25% new 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 429 $227K 0.09% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 742 $227K 0.02% 0 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 428 $226K 0.07% new 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 427 $226K 0.22% new 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 422 $223K 0.1% new 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 422 $223K 0.06% new 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 421 $223K 0.06% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 421 $223K 0.01% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 420 $222K 0.11% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 420 $222K 0.05% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 420 $222K 0.02% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 419 $222K 0.01% -654 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 419 $222K 0.08% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 418 $221K 0.01% +56 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 418 $221K 0.11% new 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 418 $221K 0.16% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 418 $221K 0.02% -864 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 416 $220K 0.02% new 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 416 $220K 0.04% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 416 $220K 0.02% -181 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 414 $219K 0.11% new 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 413 $219K 0.06% new 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 413 $219K 0.06% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 416 $219K 0.04% +64 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 412 $218K 0.06% new 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 714 $218K 0.12% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 411 $217K 0.04% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 410 $217K 0.01% new 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 410 $217K 0.17% 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 409 $216K 0.01% new 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 409 $216K 0.03% new 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 409 $216K 0.02% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 409 $216K 0.02% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 408 $216K 0.06% new 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 408 $216K 0.02% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 407 $215K 0.02% +204 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 407 $215K 0.05% new 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 406 $215K 0.03% new 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 406 $215K 0.03% new 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 405 $214K 0.02% new 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 405 $214K 0.06% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 405 $214K 0.11% new 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 404 $214K 0.06% new 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 404 $214K 0.03% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 404 $214K 0.16% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 404 $214K 0.08% new 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 403 $213K 0.03% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 402 $213K 0.02% +10 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 400 $212K <0.01% new 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 400 $212K 0.24% new 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 398 $211K 0.14% new 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 397 $210K 0.18% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 397 $210K 0.04% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 397 $210K 0.02% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 396 $210K 0.02% new 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 396 $210K 0.07% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 395 $209K 0.06% new 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 394 $209K 0.09% new 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 394 $208K 0.08% 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 394 $208K 0.03% new 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 403 $208K 0.14% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 393 $208K 0.1% new 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 392 $207K 0.07% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 392 $207K 0.02% new 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 392 $207K 0.04% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 392 $207K 0.02% new 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 392 $207K 0.04% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 391 $207K 0.01% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 391 $207K 0.02% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 390 $206K 0.01% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 390 $206K 0.02% new 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 390 $206K 0.01% new 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 390 $206K 0.04% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 390 $206K 0.07% 0 13F-HR Timeline