Rinkey Investments More: the full row for Rinkey Investments 2,317 $824K 0.22% 0 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,313 $822K 0.12% +178 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,311 $822K 0.29% +5 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,306 $820K 0.1% -60 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,298 $817K 0.15% -2,436 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,294 $815K 0.11% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 2,290 $814K 0.3% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,290 $814K 0.36% +5 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 2,290 $814K 0.02% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,288 $813K 0.37% -24 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,287 $813K 0.14% +95 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 2,285 $812K 0.15% -4 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 2,283 $812K 1.86% -371 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 2,278 $811K 0.14% +1,605 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,273 $808K 0.18% -100 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 2,294 $808K 0.5% +649 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,272 $808K 0.08% 0 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 2,281 $804K 0.05% -10 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 2,261 $804K 0.2% -306 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,259 $803K 0.1% -805 13F-HR Timeline Group Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 2,257 $802K 0.71% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,251 $800K 0.04% +97 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,251 $800K 0.12% +163 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,240 $796K 0.36% +686 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 2,170 $793K 0.12% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,601 $793K 0.12% -611 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,228 $792K 0.07% +10 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 2,219 $789K 0.26% 0 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 2,215 $787K 0.64% +595 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,213 $787K 0.26% +355 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 2,210 $786K 0.62% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,207 $785K 0.18% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,204 $783K 0.05% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,201 $782K 0.1% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,199 $782K 0.19% -273 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,196 $781K 0.03% -169 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,194 $780K 0.02% +198 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,192 $779K 0.02% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,183 $776K 0.05% +43 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,182 $776K 0.14% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,181 $775K 0.01% +235 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,177 $774K 0.07% +164 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,170 $771K 0.03% 0 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 2,167 $770K 0.28% +13 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 2,160 $768K 0.13% -5 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,159 $767K 0.12% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,152 $765K 0.26% +121 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,148 $764K 0.11% +57 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 2,148 $764K 0.1% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 2,146 $763K 0.02% -55 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 2,143 $761K 0.23% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,140 $761K 0.05% 0 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 2,140 $761K 0.07% -16,150 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 2,135 $759K 0.22% 0 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,135 $759K 0.13% -20 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 2,133 $758K 0.18% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,126 $756K 0.01% +863 13F-HR Timeline Group JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 2,122 $754K 0.32% +373 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 1,985 $754K 0.32% new 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 2,120 $754K 0.11% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,118 $753K 0.05% +26 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,115 $752K 0.06% -200 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 2,114 $751K 0.08% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,107 $749K 0.02% +227 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 2,107 $749K 0.33% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,097 $745K 0.07% -144 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,097 $745K 0.13% -277 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,097 $745K 0.5% 0 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,092 $744K 0.14% -29 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,090 $743K 0.3% -139 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,089 $743K 0.22% +98 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,088 $742K 0.08% new 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 2,086 $742K 0.15% +86 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 2,082 $740K 0.32% -53 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 2,074 $737K 0.11% 0 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 2,070 $736K 0.36% -33 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 2,070 $736K 0.52% +92 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 2,064 $734K 0.31% +420 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 2,057 $731K 0.13% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,056 $731K 0.4% -113 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,051 $729K 0.06% -15 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,051 $729K 0.04% -42 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,048 $728K 0.13% 0 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 2,046 $727K 0.28% -22 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 2,045 $727K 0.03% -265 13F-HR Timeline Group Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 2,045 $727K 0.2% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 2,042 $726K 0.05% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,038 $724K 0.08% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 2,035 $723K 0.23% -858 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 2,031 $722K 0.05% +61 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,032 $722K 0.08% -198 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,029 $721K 0.06% +4 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 2,028 $721K 0.75% -9 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 2,028 $721K 0.09% -975 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 2,269 $720K 0.66% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,024 $719K 0.42% +340 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 2,018 $717K 0.16% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,013 $715K 0.03% new 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 2,010 $714K <0.01% new 13F-HR Timeline Group COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,003 $712K 0.22% +131 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 2,000 $711K 0.96% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,999 $711K 0.25% -193 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,998 $710K 0.08% +87 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 1,993 $708K 0.07% 0 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,990 $707K 0.42% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,989 $707K 0.09% +613 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,986 $706K 1.26% -359 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,984 $705K 0.03% +100 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 1,982 $705K 0.19% -330 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,981 $704K 0.15% +56 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,980 $704K 0.14% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,921 $704K 0.03% +591 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,975 $702K 0.21% +300 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,974 $702K 0.01% +139 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,971 $701K 0.21% +6 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 1,944 $699K +646 Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,964 $698K 0.04% +25 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,956 $695K 0.11% +382 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,955 $695K 0.66% 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 1,945 $691K 0.03% 0 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,945 $691K 0.03% 0 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,945 $691K 0.22% +2 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,945 $691K 0.27% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,941 $690K 0.09% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,937 $689K 0.23% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,936 $688K 0.04% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,932 $687K 0.15% +254 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,930 $686K 0.21% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,927 $685K 0.3% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,927 $685K 0.01% +194 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,926 $685K 0.02% +91 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,925 $684K 0.1% +6 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 1,922 $683K 0.31% +713 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 1,919 $682K 0.17% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,917 $681K 0.12% +336 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 1,914 $680K 0.53% -10 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 1,915 $680K 0.23% -97 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,906 $679K 0.25% 0 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 1,908 $678K <0.01% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,904 $677K 0.32% -177 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 1,893 $673K 0.16% -40 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,891 $672K 0.02% -25 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 1,887 $671K 0.22% -98 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,882 $669K 0.36% -9 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,878 $668K 0.18% -15 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 1,872 $665K 0.25% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,870 $665K 0.03% +400 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 1,809 $664K 0.22% +27 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,861 $662K 0.23% +27 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,861 $662K 0.09% -34 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,860 $661K 0.13% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 1,868 $661K 0.28% 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 1,858 $660K 0.13% -518 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,855 $659K <0.01% new 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 1,847 $657K 0.12% -4 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,846 $656K 0.04% -296 13F-HR Timeline Group LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 2,127 $654K 0.24% 0 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 1,838 $653K 0.57% -10 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,836 $653K 0.07% +540 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,833 $652K 0.21% +500 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,832 $651K 0.2% 0 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,828 $650K 0.34% new 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 1,827 $649K 0.3% 0 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,825 $649K 0.23% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,824 $648K 0.01% +30 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,823 $648K 0.13% -75 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,821 $647K 0.01% new 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,812 $644K 0.03% +21 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 1,809 $643K 0.1% +18 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,805 $642K 0.07% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 1,802 $641K 0.2% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,802 $641K 0.37% +137 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,762 $640K 0.17% +54 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 1,794 $638K 0.12% 0 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 1,792 $637K 0.28% -74 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,788 $636K 0.06% -18 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,788 $636K 0.42% +8 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,786 $635K 0.04% +33 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,082 $635K 0.08% 0 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,785 $635K 0.06% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,796 $633K 0.04% -2 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,778 $632K 0.09% +153 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,777 $632K 0.2% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,762 $626K 0.21% +220 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 1,756 $624K 0.31% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,755 $624K 0.19% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,755 $624K 0.18% +1 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 1,752 $623K 0.47% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,751 $622K 0.15% -41 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 1,750 $622K 0.46% -75 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,749 $622K 0.03% +995 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,748 $621K 0.37% +32 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,746 $621K 0.11% 0 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 1,744 $620K 0.24% -55 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,741 $619K 0.05% +491 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,735 $617K 0.18% +150 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,735 $617K 0.22% +300 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,732 $616K 0.19% 0 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 1,729 $615K 0.23% +40 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 1,727 $614K 0.47% +1 13F-HR Timeline