GREENLEAF TRUST More: the full row for GREENLEAF TRUST 38,356 $883K 0.01% -54,904 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 37,970 $874K 0.16% +1,354 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 37,672 $867K 0.18% 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 37,199 $857K 0.3% -5,004 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 37,197 $856K 0.56% 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 37,054 $853K 0.26% -433 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 37,034 $853K 0.01% +3,063 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Independent Advisor Alliance More: the full row for Independent Advisor Alliance 36,678 $845K 0.02% +17,579 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 36,661 $844K 0.06% +2,419 13F-HR/A Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 36,608 $843K 0.07% -3,818 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 36,231 $834K <0.01% +11,400 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 36,026 $830K 0.03% -3,029 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 35,884 $826K 0.26% -1,813 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 35,566 $819K 0.04% +5,191 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 35,511 $818K 0.04% +4,670 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 35,157 $809K 0.01% -2,546 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 34,698 $799K 0.16% -1,868 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 34,664 $798K 0.06% -1,081 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 34,532 $795K 0.02% +474 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 34,463 $794K 0.09% 0 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 33,440 $770K 0.43% +3,051 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 33,260 $766K 0.06% -558 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 33,139 $763K 0.48% +5,226 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 33,006 $760K 0.11% -4,360 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 32,603 $751K 0.04% -6,489 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 32,466 $748K 0.24% -5,595 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 32,418 $746K 0.2% +31,434 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 32,140 $740K 0.12% +6,750 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 31,956 $736K 0.02% +1,022 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 31,802 $732K 0.07% +31,361 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 31,763 $731K 0.07% +14,634 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 31,597 $728K 0.2% 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 31,400 $723K 0.12% -1,666 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 31,273 $720K 0.08% +134 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 31,167 $718K 0.22% +2,745 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 31,081 $716K 0.02% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 31,008 $714K 0.23% -1,161 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 30,797 $709K 0.13% +8,932 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 30,752 $708K -4,460 Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 30,644 $706K <0.01% +10,623 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 30,568 $704K 0.05% -201 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 30,477 $702K 0.02% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 30,463 $701K 0.08% -2,023 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 30,324 $700K 0.04% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 30,380 $700K <0.01% +1,818 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 29,767 $685K 0.05% -3,956 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 29,361 $678K 0.31% 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 29,224 $673K 0.01% +1,467 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 28,428 $655K 0.18% +255 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 28,072 $646K 0.06% -1,260 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 28,000 $645K 0.4% 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 27,922 $643K 0.15% +14,506 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 27,818 $641K 0.05% -4,039 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 27,516 $634K 0.91% -34,374 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 27,406 $631K 0.18% -1,968 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 26,860 $618K 0.18% +2,940 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 26,637 $613K 0.01% -2,635 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 26,569 $612K 0.25% +1,394 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 26,421 $608K 0.13% +4,027 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 26,396 $608K 0.14% -4,493 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 26,205 $603K 0.08% +3,922 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 26,023 $599K 0.24% -2,372 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 25,978 $598K 0.03% +1,935 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 25,903 $596K 0.29% -10 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 25,802 $594K 0.03% -2,165 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 25,769 $593K 0.04% -7,642 13F-HR/A Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 25,713 $592K 0.09% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 25,633 $590K 0.07% +3,841 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 25,574 $589K 0.08% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 25,489 $587K <0.01% -656 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 25,266 $582K 0.05% +315 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 25,152 $579K 0.11% -2,151 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 24,882 $573K 0.04% -1,793 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 24,596 $566K 0.13% +788 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 24,414 $562K 0.01% -31,010 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 24,311 $560K 0.09% +2,159 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 24,252 $559K 0.01% +26 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 24,056 $554K 0.08% -515 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 23,871 $551K 0.48% 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 23,909 $551K 0.57% -2,975 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 23,852 $549K 0.12% -2,851 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 23,679 $545K 0.09% +688 13F-HR Timeline Group Daviman Financial, LLC More: the full row for Daviman Financial, LLC 23,472 $540K 0.32% 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 23,452 $540K 1.02% 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 23,053 $531K 0.29% -382 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 22,846 $526K 0.32% +259 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 22,474 $517K 0.03% 0 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 22,288 $513K 0.11% +642 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 22,162 $510K 0.01% -1,667 13F-HR/A Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 22,087 $510K 0.05% +28 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 22,127 $509K 0.06% +1,841 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 22,052 $508K 0.02% 0 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 21,902 $504K 0.28% -16,080 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 21,805 $502K 0.02% -2,800 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 21,704 $500K 0.01% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 21,406 $493K 0.02% +2,244 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 21,349 $492K 0.3% +219 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 21,290 $490K <0.01% 0 13F-HR Timeline Group Petix & Botte Co More: the full row for Petix & Botte Co 20,982 $483K 0.11% +3,234 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 20,707 $477K 0.2% +2,537 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 20,618 $475K 0.04% +216 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 20,533 $474K 0.05% -2,922 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 20,447 $471K 0.28% +2 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 20,409 $470K 0.22% -796 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 20,439 $469K 0.06% +1,257 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 19,883 $458K 0.03% +3,608 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 19,803 $457K 0.06% +1,164 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 19,711 $454K 0.44% 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 19,544 $450K 0.01% -88 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 19,200 $442K 0.13% +2,481 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 19,095 $441K <0.01% +3,156 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 19,046 $439K 0.46% +869 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 19,035 $438K -2,939 Timeline KWB Wealth More: the full row for KWB Wealth 18,991 $437K 0.04% +6,671 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 18,818 $433K 0.02% +8,104 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 18,635 $429K <0.01% -15 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 18,539 $427K 0.09% -189 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 18,503 $426K 0.3% -41,321 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 18,390 $423K 0.13% -4,218 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 18,178 $419K 0.31% -6,551 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 18,144 $418K 0.13% +2,490 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 18,087 $417K 0.14% +1,822 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 18,057 $416K 0.11% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 17,801 $410K 0.01% -2,957 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 17,614 $406K 0.11% +5,051 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 17,609 $405K 0.39% 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 17,587 $405K 0.1% -1,026 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 17,449 $402K 0.34% 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 17,267 $398K 0.12% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 17,212 $396K 0.08% +1,481 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 17,196 $396K 0.01% -470 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 17,122 $394K 0.03% +3,348 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 16,974 $391K <0.01% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 16,952 $390K 0.01% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 16,870 $388K 0.02% -4,044 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 16,807 $387K 0.01% +1,538 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 16,709 $385K 0.4% -8,187 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 16,421 $378K 0.1% +3,981 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 16,321 $376K <0.01% +327 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 16,285 $375K 0.03% -1,243 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 16,232 $374K 0.17% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 16,084 $370K 0.03% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 15,893 $366K <0.01% new 13F-HR Timeline Group Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 15,855 $365K 0.19% -632 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 15,812 $364K 0.08% -1,098 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 15,753 $363K 0.03% -1,724 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 15,682 $361K 0.14% +2,318 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 15,665 $361K 0.02% new 13F-HR/A Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 15,592 $359K 0.04% -4,185 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 15,582 $359K 0.09% +5 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 15,489 $357K 0.04% +1,172 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 15,423 $355K 0.26% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 15,418 $355K 0.01% -642 13F-HR Timeline City State Bank More: the full row for City State Bank 15,391 $354K 0.1% -600 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 15,373 $354K 0.18% 0 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 15,235 $351K 0.12% 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 15,214 $350K 0.04% +609 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 15,187 $350K 0.1% -165 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 15,000 $345K 0.08% +1,026 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 14,790 $341K 0.08% +2,166 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 14,734 $339K 0.14% +1,257 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 14,701 $338K 0.02% -1,220 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 14,656 $337K 0.31% 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 14,569 $335K 0.12% +1,984 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 14,385 $331K 0.08% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 14,365 $331K 0.08% +2,752 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 14,198 $327K 0.19% -1,214 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 14,172 $326K 0.04% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 14,090 $325K 0.18% 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 14,103 $325K <0.01% 0 13F-HR Timeline Group ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 13,957 $322K 0.01% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 13,960 $321K 0.15% -4,172 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 13,888 $320K 0.03% -1,234 13F-HR/A Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 13,829 $318K 0.02% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 13,803 $318K 0.03% -416 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 13,648 $314K 0.02% -321 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 13,635 $314K 0.05% -4,985 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 13,548 $312K 0.03% 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 13,527 $311K 0.19% 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 13,433 $309K 0.14% -1,380 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 13,431 $309K 0.07% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 13,400 $309K 0.09% -8,025 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 13,356 $308K 0.06% -348,949 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 13,236 $305K 0.07% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,222 $304K 0.02% -1,476 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 13,206 $304K 0.06% +2,102 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 13,198 $304K 0.16% +730 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 13,160 $303K 0.01% +1,526 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 13,131 $302K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 12,966 $299K 0.13% new 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 12,955 $298K 0.07% new 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 12,929 $298K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 12,892 $297K 0.11% +1,021 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 12,766 $294K 0.04% -1,156 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 12,656 $291K 0.02% +524 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 12,631 $291K 0.04% new 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 12,619 $291K 0.22% +399 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 12,574 $290K 0.09% +7,437 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 12,195 $281K 0.04% 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 12,048 $277K 0.25% -22,290 13F-HR Timeline