Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 4,464 $362K 0.01% -1,915 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,462 $362K 0.11% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,441 $360K 0.11% +1,775 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,422 $359K 0.11% -524 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 524 $359K 0.17% -110,792 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 4,420 $359K 0.02% +1,500 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 4,416 $358K 0.17% new 13F-HR Timeline NDVR, Inc. 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Lucia & Associates, LLC 4,359 $354K 0.13% +928 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,347 $353K 0.08% -1,560 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 4,345 $353K 0.33% 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 4,342 $352K 0.08% -406 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,339 $352K 0.23% -85 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,330 $351K 0.04% 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,675 $350K 0.01% -66 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 4,309 $350K 0.2% -110 13F-HR Timeline Financial Security Advisor, Inc. 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More: the full row for Hurlow Wealth Management Group, Inc. 4,237 $344K 0.08% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,236 $344K 0.22% +591 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 3,660 $343K 0.07% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,224 $343K 0.02% +641 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 4,215 $342K 0.14% -83 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 4,209 $342K 0.25% -316 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 4,199 $341K 0.07% new 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 4,186 $340K 0.14% -300 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 3,636 $339K 0.24% -1,000 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,150 $337K 0.07% +235 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 4,133 $335K 0.14% 13F-HR Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 4,124 $335K 0.19% -389 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,115 $334K 0.07% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 4,099 $333K 0.02% +496 13F-HR Timeline Group Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 4,090 $332K 0.33% 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,065 $330K 0.02% -39 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,063 $330K 0.04% +132 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,056 $329K 0.12% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,053 $329K 0.02% -89 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,026 $327K 0.03% -270 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,000 $325K 0.12% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,974 $323K 0.01% +800 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,972 $322K 0.08% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,963 $322K 0.03% new 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,961 $322K 0.17% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,955 $321K 0.07% -1,500 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 3,942 $320K 0.28% 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,935 $319K 0.03% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,913 $318K 0.03% +150 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. 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Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 3,836 $311K 0.06% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,834 $311K 0.09% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,833 $311K <0.01% +487 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,829 $311K 0.03% -22 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 3,824 $310K 0.11% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,810 $309K 0.04% 0 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 3,807 $309K 0.22% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 3,796 $308K 0.05% +326 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,795 $308K 0.06% -116 13F-HR Timeline Bedel Financial Consulting, Inc. 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More: the full row for Telos Capital Management, Inc. 3,700 $300K 0.03% -22 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 3,700 $300K 0.15% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,687 $299K 0.09% new 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 3,686 $299K 0.18% 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 3,678 $299K 0.21% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,668 $298K 0.09% +212 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 3,664 $297K 0.31% 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,661 $297K 0.01% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,646 $296K 0.07% +15 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 3,645 $296K 0.34% 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,633 $295K 0.05% new 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,630 $295K 0.05% -190 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,627 $294K 0.22% 0 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 3,621 $294K 0.27% 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,617 $294K <0.01% +120 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3,616 $294K 0.04% -157 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,603 $292K 0.05% new 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 3,600 $292K 0.01% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,594 $292K 0.03% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,586 $291K 0.02% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 3,581 $291K 0.21% +197 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3,579 $291K 0.18% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 3,576 $290K 0.02% +200 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,565 $289K 0.12% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,562 $289K 0.08% -183 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 3,525 $286K <0.01% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,522 $286K 0.01% -382 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 3,517 $285K 0.02% 0 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 3,509 $285K 0.2% -396 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 3,506 $285K 0.11% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,486 $283K 0.03% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,485 $283K 0.01% new 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,484 $283K 0.06% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,481 $283K 0.02% +800 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 3,479 $282K 0.09% -39 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,461 $281K 0.04% 0 13F-HR Timeline Group Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 3,457 $281K 0.03% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,239 $280K 0.07% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,443 $280K 0.01% +167 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,448 $280K 0.17% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 3,435 $279K 0.04% +4 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 3,427 $278K 0.13% -125 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,422 $278K 0.06% 0 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 3,421 $278K 0.06% -30,825 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,420 $278K 0.04% -407 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 3,405 $276K 0.15% 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 3,380 $274K 0.14% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,370 $274K 0.01% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,370 $274K 0.09% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,367 $273K 0.04% -30 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. 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More: the full row for North Capital, Inc. 3,324 $270K 0.23% +1,261 13F-HR/A Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,307 $268K 0.03% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,264 $265K 0.02% 0 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,252 $264K 0.04% +46 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 3,250 $264K 0.07% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 3,237 $263K 0.07% -9 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 3,236 $263K 0.07% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 3,233 $262K 0.09% 0 13F-HR Timeline Asset Management Group, Inc. 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More: the full row for Aegis Wealth Management, Inc. 3,123 $253K 0.2% 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 3,121 $253K <0.01% 0 13F-HR Timeline Group Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,639 $252K 0.05% -464 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,095 $251K 0.18% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,084 $250K 0.11% 0 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,074 $250K 0.08% -1,628 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 3,064 $249K 0.02% +49 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,045 $247K 0.01% new 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 3,044 $247K 0.05% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,043 $247K 0.06% +88 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 3,031 $246K 0.1% -515 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 3,031 $246K 0.25% new 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 3,026 $246K 0.11% 0 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 3,025 $246K 0.1% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,018 $245K 0.03% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,012 $244K 0.01% +926 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,010 $244K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,008 $244K 0.01% +100 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,626 $244K 0.14% new 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 3,006 $244K 0.04% 0 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 3,002 $244K 0.09% 0 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 3,000 $244K 0.12% 13F-HR Timeline Capital Advantage, Inc. 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