SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 463 $407K 0.06% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 463 $407K 0.11% -3 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 462 $407K 0.32% -18 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 462 $406K 0.1% +3 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 460 $404K 0.08% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 459 $403K 0.21% -5 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 458 $403K 0.4% -110 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 458 $403K 0.07% +14 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 458 $403K 0.17% 13F-HR Timeline Group D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 456 $401K 0.05% +23 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 456 $401K 0.14% -243 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 456 $401K 0.11% -69 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 455 $400K 0.1% +5 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 454 $399K 0.12% -73 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 453 $398K 0.06% -19 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 452 $397K 0.16% +15 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 451 $397K 0.12% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 451 $397K 0.01% +15 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 450 $396K 0.21% -39 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 450 $396K 0.1% +51 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 450 $396K 0.03% +100 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 450 $396K 0.27% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 450 $395K 0.04% +9 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 448 $394K 0.13% 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 447 $393K 0.09% -389 13F-HR Timeline TB Alternative Assets Ltd. More: the full row for TB Alternative Assets Ltd. 447 $393K 0.06% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 446 $392K 0.06% +25 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 446 $392K 0.05% -10 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 446 $392K 0.11% +5 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 445 $391K 0.22% -5 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 417 $391K 0.16% +69 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 445 $391K 0.19% -29 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 444 $391K 0.05% +46 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 443 $389K 0.15% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 442 $389K 0.28% 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 441 $387K 0.39% 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 440 $387K 0.05% new 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 437 $384K 0.04% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 437 $384K 0.04% -9 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 437 $384K 0.03% +90 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 436 $383K 0.07% -160 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 435 $382K 0.24% new 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 434 $381K 0.05% +24 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 434 $381K 0.36% 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 433 $381K 0.11% -10 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 432 $380K 0.36% 13F-HR Timeline TOBAM More: the full row for TOBAM 432 $380K 0.09% -29 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 432 $379K 0.24% +147 13F-HR/A Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 431 $379K 0.04% +17 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 430 $378K 0.24% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 429 $377K 0.11% -3 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 428 $376K 0.17% -2 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 428 $376K 0.07% 0 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 428 $376K 0.02% -15,014 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 427 $375K 0.01% -17 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 425 $374K 0.29% -36 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 409 $374K 0.34% +5 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 425 $374K 0.05% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 425 $374K 0.17% -210 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 424 $373K 0.02% -11 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 424 $373K 0.19% +33 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 398 $373K 0.06% +47 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 424 $372K 0.14% 13F-HR/A Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 423 $372K 0.05% +45 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 423 $372K 0.07% 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 421 $370K 0.04% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 420 $370K 0.16% -13 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 420 $369K 0.14% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 418 $368K 0.08% +1 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 418 $367K 0.04% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 416 $366K 0.01% +70 13F-HR Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 416 $366K 0.06% new 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 416 $366K 0.1% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 415 $365K 0.02% +95 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 415 $365K 0.07% new 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 386 $365K 0.32% 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 414 $364K <0.01% new 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 414 $364K 0.23% 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 371 $362K 0.03% +39 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 411 $362K 0.14% new 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 411 $361K 0.26% -40 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 411 $361K 0.08% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 411 $361K 0.08% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 411 $361K 0.08% -1 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 411 $361K 0.15% -7 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 411 $361K 0.2% -10 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 409 $360K 0.02% +49 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 408 $359K 0.23% 0 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 408 $358K 0.21% +76 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 407 $358K 0.01% +58 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 407 $358K 0.32% 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 406 $357K 0.19% -33 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 406 $357K 0.01% +104 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 405 $356K 0.12% +16 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 405 $356K 0.18% 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 404 $355K 0.03% +51 13F-HR Timeline Praxis Capital Management LLC More: the full row for Praxis Capital Management LLC 404 $355K 1.27% 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 404 $355K 0.04% +9 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 403 $354K 0.05% +115 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 401 $353K 0.06% +16 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 400 $352K 0.1% 0 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 400 $352K 0.03% 0 13F-HR Timeline Group New World Advisors LLC More: the full row for New World Advisors LLC 400 $352K 0.06% +18 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 400 $352K 0.2% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 400 $352K 0.05% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 400 $351K 0.01% -27 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 398 $350K 0.13% -2 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 398 $350K 0.03% -47 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 398 $350K 0.11% +10 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 397 $349K 0.37% 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 397 $349K 0.32% 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 396 $348K 0.02% +15 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 396 $348K 0.31% 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 394 $346K 0.05% 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 393 $346K 0.04% +1 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 393 $346K 0.08% -6 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 392 $345K 0.07% +51 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 392 $345K 0.04% -5 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 392 $345K 0.12% -43 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 392 $344K 0.35% -102 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 392 $344K 0.06% +27 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 391 $344K 0.02% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 391 $344K 0.09% +28 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 389 $342K 0.05% +89 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 389 $342K <0.01% -4 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 388 $341K 0.24% 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 386 $339K 0.08% 0 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 384 $338K 0.23% +37 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 383 $337K 0.08% +10 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 383 $337K 0.22% -7 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 382 $336K 0.18% +1 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 368 $336K 0.09% +15 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 381 $335K 0.04% -64 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 381 $335K 0.09% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 381 $335K 0.04% +104 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 380 $334K 0.08% +1 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 380 $334K 0.17% +20 13F-HR Timeline INTERCAPITAL, LLC More: the full row for INTERCAPITAL, LLC 380 $334K 0.18% 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 380 $334K 0.06% +1 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 379 $333K 0.04% +18 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 379 $333K 0.07% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 379 $333K 0.17% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 378 $332K 0.06% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 378 $332K 0.15% -139 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 377 $331K 0.01% -68 13F-HR Timeline Group NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 377 $331K 0.22% 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 376 $331K 0.32% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 375 $330K 0.07% +11 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 375 $330K 0.15% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 375 $330K 0.24% -31 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 375 $329K 0.01% +16 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 373 $328K 0.04% 0 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 373 $328K 0.36% 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 371 $326K 0.05% -70 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 371 $326K <0.01% +9 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 371 $326K 0.03% -40 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 371 $326K 0.11% +23 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 370 $326K 0.03% -55 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 356 $326K 0.05% new 13F-HR/A Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 370 $325K 0.02% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 340 $325K 0.03% +13 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 364 $324K 0.05% +12 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 368 $324K 0.09% +1 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 368 $323K 0.04% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 366 $321K 0.36% -444 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 364 $320K <0.01% -2,875 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 364 $320K 0.02% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 363 $319K 0.07% +1 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 362 $318K 0.08% +5 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 362 $318K 0.2% +2 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 362 $318K 0.14% +76 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 337 $318K 0.15% +18 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 361 $317K 0.14% -100 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 361 $317K 0.02% -25 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 361 $317K 0.08% +31 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 360 $317K 0.08% +8 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 360 $316K 0.09% -10 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 360 $316K 0.02% -106 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 360 $316K 0.11% +29 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 358 $315K 0.05% new 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 358 $315K 0.26% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 357 $314K 0.13% new 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 356 $313K 0.11% +24 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 356 $313K 0.01% +12 13F-HR/A Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 356 $313K 0.04% new 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 356 $313K 0.27% 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 356 $313K 0.3% 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 356 $313K 0.35% 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 355 $312K <0.01% +34 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 355 $312K 0.13% -5 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 353 $310K 0.18% +67 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 353 $310K 0.09% new 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 353 $310K 0.25% +39 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 352 $309K 0.11% +61 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 352 $309K 0.17% 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 351 $309K 0.02% new 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 351 $309K 0.02% 0 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 351 $309K 0.13% 0 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 351 $308K 0.07% +2 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 350 $308K 0.03% 0 13F-HR Timeline