jvl associates llc More: the full row for jvl associates llc 3,260 $460K 0.15% new 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 3,221 $455K 0.1% 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 3,189 $450K 0.36% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,173 $448K 0.05% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,158 $446K 0.02% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,117 $440K <0.01% new 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,108 $439K 0.01% -309 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,100 $438K 0.03% +7 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 3,077 $434K 0.11% 0 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 2,926 $434K 0.02% +1 13F-HR Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 3,066 $433K 0.04% new 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,058 $432K 0.05% -1,095 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,052 $431K 0.01% -44 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,050 $431K 0.05% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,016 $424K 0.05% -65 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,003 $424K <0.01% -80 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,989 $422K 0.04% -525 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,971 $419K <0.01% 0 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 2,951 $417K 0.21% 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,928 $413K 0.03% +108 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,920 $412K 0.06% -3 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,882 $407K 0.01% 0 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,879 $406K 0.02% +946 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 2,839 $401K 0.39% 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 2,835 $400K 0.07% +1 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 2,835 $400K 0.7% -680 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,810 $397K 0.03% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,296 $396K 0.02% +100 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 2,804 $396K 0.15% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,787 $393K 0.06% -14 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,755 $389K 0.12% -7 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 2,682 $379K 0.33% 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,677 $378K <0.01% -204 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,669 $377K 0.04% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,661 $376K 0.04% +3 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,657 $375K 0.01% +164 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,652 $374K 0.04% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,432 $372K 0.01% 0 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,600 $367K 0.08% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,588 $365K 0.11% +3 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,584 $365K 0.01% 0 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 2,517 $355K 0.11% +23 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 2,512 $355K <0.01% +112 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,482 $352K 0.11% +80 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,483 $350K 0.01% -94 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,476 $350K 0.01% -29 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,471 $349K 0.02% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2,465 $348K 0.05% +595 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,456 $347K 0.04% 0 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 2,432 $343K 0.31% 0 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 2,429 $343K 0.11% -311 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,382 $336K 0.05% 0 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 2,220 $334K 0.37% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,355 $332K 0.01% 0 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 2,355 $332K 0.17% -498 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,346 $331K 0.02% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,336 $330K 0.03% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,332 $329K 0.01% +12 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,330 $329K 0.09% 0 13F-HR Timeline Prosperity Planning, Inc. 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More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 2,265 $320K 0.05% 0 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 2,255 $318K 0.07% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 2,245 $317K 0.11% +3 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 2,241 $316K 0.17% +7 13F-HR Timeline Summit Financial Strategies, Inc. 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More: the full row for GWN SECURITIES INC. 2,022 $285K 0.06% +179 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,009 $284K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,000 $282K 0.04% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,992 $281K <0.01% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,949 $275K 0.02% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,939 $274K 0.04% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,927 $272K 0.05% 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,925 $272K 0.09% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,911 $270K 0.01% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,907 $269K 0.05% -52 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,894 $267K 0.02% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,893 $267K 0.02% -64 13F-HR Timeline Vise Technologies, Inc. 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ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 1,650 $233K <0.01% 0 13F-HR Timeline Group Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,640 $232K 0.1% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,636 $231K 0.04% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,633 $231K 0.09% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,620 $229K <0.01% -455 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1,600 $226K 0.01% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,600 $226K 0.01% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,600 $226K 0.01% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,595 $225K <0.01% -16 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,579 $223K 0.01% -21 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,578 $223K <0.01% +978 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1,571 $222K 0.02% -3,142 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,569 $221K 0.01% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,564 $221K 0.05% +2 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,561 $220K <0.01% 0 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 1,540 $217K 0.13% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,529 $216K 0.06% -13 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 1,526 $215K 0.24% 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,518 $214K <0.01% +17 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 1,510 $213K 0.07% new 13F-HR Timeline Group IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,507 $213K 0.04% +2 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,506 $213K 0.08% 0 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 1,505 $212K 0.1% 0 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 1,503 $212K 0.08% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,490 $210K 0.15% +3 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 1,486 $210K 0.05% 0 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 1,481 $209K 0.08% 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,477 $208K 0.01% -22 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 1,474 $208K 0.15% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,472 $208K <0.01% new 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 1,472 $208K 0.09% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,469 $207K 0.03% 0 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 1,459 $206K 0.21% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,457 $206K 0.01% 0 13F-HR Timeline Group Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,455 $205K 0.06% -235 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 1,455 $205K 0.13% 0 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 1,455 $205K 0.22% 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 1,450 $205K 0.07% -1,150 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,449 $205K 0.01% 0 13F-HR Timeline Group ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,446 $204K 0.01% new 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 1,444 $204K 0.15% 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,442 $204K 0.01% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,440 $203K 0.03% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,439 $203K <0.01% -68 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 1,432 $202K 0.04% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,428 $202K 0.02% +1 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,340 $200K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,411 $199K <0.01% 0 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,380 $195K 0.14% -411 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,370 $193K <0.01% 0 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 1,350 $191K 0.1% -25 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,252 $177K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,241 $175K 0.01% +1 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,229 $173K <0.01% -73 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,221 $172K 0.01% -32 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 1,217 $172K 0.11% 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,186 $167K 0.08% +3 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,185 $167K 0.01% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,174 $166K 0.08% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,174 $166K <0.01% +30 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,140 $161K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,137 $160K 0.05% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,136 $160K 0.05% +4 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,121 $158K <0.01% +20 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 1,104 $156K 0.14% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,085 $153K 0.01% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,079 $152K 0.01% +2 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,073 $151K 0.02% 0 13F-HR Timeline