First Affirmative Financial Network More: the full row for First Affirmative Financial Network 986 $515K 0.3% -30 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 985 $514K 0.03% +8 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 983 $513K 0.09% -118 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 980 $512K 0.13% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 977 $510K 0.22% +12 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 976 $509K 0.16% +62 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 973 $508K 0.1% -35 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 971 $507K 0.38% +5 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 970 $506K 0.02% +91 13F-HR/A Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 966 $504K 0.16% -8 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 962 $502K 0.13% +27 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 958 $500K 0.08% +150 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 956 $499K 0.25% 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 955 $498K 0.52% 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 950 $496K 0.32% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 947 $494K 0.47% +18 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 902 $494K 0.11% +2 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 945 $493K 0.03% +42 13F-HR Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 945 $493K 0.17% -2 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 943 $492K 0.17% -25 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 943 $492K 0.12% -61 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 942 $492K 0.05% -82 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 942 $492K 0.2% -30 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 948 $490K 0.18% -233 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 936 $489K 0.34% 0 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 935 $488K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 933 $486K 0.01% -2,299 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 930 $485K 0.02% +297 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 927 $484K 0.02% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 925 $483K 0.1% +98 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 922 $481K 0.09% new 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 922 $481K 0.22% +135 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 921 $481K 0.04% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 921 $481K 0.04% -573 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 916 $478K 0.01% +452 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 916 $478K 0.13% -150 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 911 $476K 0.21% -23 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 902 $471K 0.01% -33 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 901 $470K 0.02% +245 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 900 $470K 0.19% -250 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 900 $470K 0.11% 0 13F-HR Timeline Dalton Investments, Inc. More: the full row for Dalton Investments, Inc. 900 $470K 0.24% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 899 $469K 0.01% +121 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 896 $468K 0.22% +23 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 894 $467K 0.02% +138 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 890 $465K 0.23% -944 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 889 $464K 0.1% 0 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 887 $463K 0.24% 0 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 885 $462K 0.11% +2 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 885 $462K 0.16% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 773 $460K 0.21% +36 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 874 $456K 0.11% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 873 $456K 0.19% 0 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 870 $454K 0.16% new 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 868 $453K 0.16% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 868 $453K 0.19% +24 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 864 $451K 0.01% +14 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 864 $451K 0.02% -39 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 862 $450K 0.04% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 860 $449K 0.49% 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 858 $448K 0.04% +338 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 851 $444K 0.1% +30 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 850 $444K 0.11% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 850 $444K 0.34% 13F-HR/A Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 849 $443K 0.1% +41 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 849 $443K 0.19% -137 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 845 $441K 0.24% 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 839 $438K 0.1% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 837 $437K 0.06% +32 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 836 $436K 0.29% new 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 834 $435K 0.24% +16 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 833 $435K 0.13% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 832 $434K 0.22% +5 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 829 $433K 0.03% +43 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 827 $432K +82 Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 822 $429K 0.04% +9 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 821 $429K 0.15% +68 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 819 $427K 0.05% +9 13F-HR/A Timeline New Hampshire Trust More: the full row for New Hampshire Trust 816 $426K 0.09% +2 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 814 $425K 0.02% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 814 $425K 0.16% +11 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 807 $421K 0.51% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 806 $421K 0.17% +5 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 801 $418K 0.04% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 801 $418K 0.14% 0 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 800 $418K 0.06% 0 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 800 $418K 0.04% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 795 $415K 0.09% +144 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 793 $414K 0.02% +6 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 792 $413K 0.02% +3 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 791 $413K 0.01% -47 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 789 $412K 0.07% +3 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 789 $412K 0.13% +23 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 785 $410K 0.22% +1 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 783 $409K 0.05% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 783 $409K 0.06% -59 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 780 $407K 0.03% +55 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 780 $407K 0.13% -57 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 779 $407K 0.04% -485 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 773 $403K 0.03% -50 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 767 $400K 0.05% -365 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 765 $399K 0.02% +65 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 763 $398K 0.23% -74 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 758 $396K 0.07% +1 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 757 $395K 0.04% 0 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 756 $395K 0.16% 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 756 $395K 0.24% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 755 $394K 0.03% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 884 $393K 0.05% 0 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 751 $392K 0.17% -2,298 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 751 $392K 0.34% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 747 $390K 0.05% +19 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 746 $389K 0.12% +4 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 738 $385K 0.16% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 738 $385K 0.25% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 733 $383K 0.01% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 733 $382K 0.21% +25 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 732 $382K 0.05% -10 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 732 $382K 0.02% -11 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 730 $381K 0.22% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 730 $381K 0.24% +3 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 728 $380K 0.02% +270 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 725 $378K 0.04% -1 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 725 $378K 0.11% +25 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 723 $377K 0.25% -228 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 721 $376K 0.03% +166 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 720 $376K 0.17% +15 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 718 $375K 0.34% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 717 $374K 0.04% +90 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 717 $374K 0.01% -53 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 713 $372K 0.08% +13 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 711 $371K 0.08% +10 13F-HR/A Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 710 $371K 0.04% +51 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 705 $368K 0.07% -16 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 703 $367K 0.22% -170 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 701 $366K 0.09% -5 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 700 $365K 0.34% 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 700 $365K 0.11% -13 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 700 $365K 0.11% new 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 699 $365K 0.02% +200 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 699 $365K 0.34% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 693 $362K 0.05% +266 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 690 $360K 0.22% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 690 $360K 0.06% 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 689 $360K 0.17% +6 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 688 $359K 0.08% +148 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 687 $359K 0.03% +20 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 686 $358K 0.05% -38 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 682 $356K 0.02% +2 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 585 $356K 0.02% -88 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 682 $356K 0.32% 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 678 $354K 0.03% +140 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 676 $353K 0.17% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 675 $352K 0.19% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 677 $352K 0.16% +315 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 671 $350K 0.09% -48 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 669 $349K 0.12% +79 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 668 $349K 0.07% 0 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 667 $348K 0.1% 0 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 667 $348K 0.01% -40 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 665 $347K 0.07% -506 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 634 $346K 0.01% +170 13F-HR Timeline Group Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 660 $344K 0.12% +40 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 643 $344K 0.15% -56 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 658 $343K 0.04% 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 658 $343K 0.01% new 13F-HR Timeline Group Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 657 $343K 0.04% new 13F-HR Timeline Kades & Cheifetz LLC More: the full row for Kades & Cheifetz LLC 657 $343K 0.18% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 656 $342K 0.12% 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 655 $342K 0.09% +129 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 655 $342K 0.21% 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 654 $341K 0.11% -27 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 655 $341K 0.33% 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 653 $341K 0.01% +163 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 653 $341K 0.05% -165 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 653 $341K 0.2% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 576 $341K 0.03% new 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 646 $337K 0.18% 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 624 $337K 0.06% +15 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 642 $335K 0.21% -119 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 641 $335K 0.01% +72 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 641 $335K 0.08% +1 13F-HR Timeline Northcape Capital Pty Ltd More: the full row for Northcape Capital Pty Ltd 638 $333K 0.05% -481 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 637 $332K 0.05% +104 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 637 $332K 0.01% +363 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 636 $332K 0.03% -422 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 636 $332K 0.1% -304 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 634 $331K 0.06% +10 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 586 $330K 0.15% 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 632 $330K 0.22% 0 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 630 $329K 0.08% -10 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 629 $328K 0.03% new 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 625 $326K 0.05% +74 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 622 $325K 0.01% -126 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 622 $325K 0.02% 0 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 621 $324K 0.06% -21 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 621 $324K 0.01% 0 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 618 $323K 0.07% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 616 $322K 0.06% +1 13F-HR/A Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 615 $321K 0.19% +21 13F-HR Timeline