Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 5,836 $850K 0.39% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 5,818 $847K 0.07% +15 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 5,798 $844K 0.5% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 5,784 $842K 0.19% -762 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 5,780 $842K 0.07% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 5,779 $842K 0.51% -16 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 5,765 $840K 0.5% -5,929 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 5,757 $839K 0.03% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 5,744 $837K 0.1% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,729 $834K 0.1% 0 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 5,721 $833K 0.16% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,716 $833K 0.03% -320 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 5,692 $829K 0.19% +332 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 5,680 $827K 0.27% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,673 $826K 0.13% -173 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 5,673 $826K 0.12% +5,568 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 5,662 $825K 0.03% -491 13F-HR Timeline Group Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 5,635 $821K 0.22% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 5,597 $815K 0.11% +543 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 5,582 $813K 0.54% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,577 $812K 0.02% +1,557 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 5,563 $810K 0.07% -42 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,563 $810K 0.2% +585 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 5,555 $809K 0.73% +160 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 5,500 $801K <0.01% 0 13F-HR Timeline Group Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 5,481 $798K 0.51% -143 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,455 $795K 0.01% -100 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,351 $779K -100 Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 5,337 $777K 0.15% +2 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,295 $776K 0.01% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,313 $774K 0.01% +3 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 5,297 $772K 0.25% -174 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 5,243 $768K 1.08% 13F-HR/A Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,217 $760K 0.03% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 5,180 $754K 0.06% 0 13F-HR Timeline Group Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 5,167 $753K 0.11% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,133 $748K 0.11% +42 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 5,101 $743K 0.38% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 5,097 $742K 0.06% -830 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 5,092 $742K 0.13% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 5,082 $740K 0.05% -5,021 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 5,065 $738K 0.29% -191 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,052 $736K 0.05% +102 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 5,014 $730K 0.09% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,995 $728K 0.09% -472 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 4,988 $726K 0.38% +532 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,983 $726K <0.01% -768 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,836 $724K 0.04% +114 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,961 $723K 0.04% +5 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 4,949 $721K 0.16% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 4,942 $720K 0.06% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,932 $718K 0.02% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,917 $716K 0.17% +5 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,900 $714K 0.39% 0 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 4,895 $713K 0.55% -44 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,887 $712K 0.03% +1,086 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,861 $708K 0.05% +1,117 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,852 $707K 0.09% -431 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 4,849 $706K 0.06% -8 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 4,841 $705K 0.7% +158 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 4,839 $705K 0.19% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,833 $704K 0.04% -761 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 4,817 $702K 0.09% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,809 $700K 0.05% -221 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,801 $699K 0.1% +1 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 4,737 $696K 0.2% +13 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,740 $690K 0.12% +715 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,731 $689K 0.08% 0 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 4,705 $685K 0.2% -38 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 4,700 $685K 0.29% -77 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,691 $683K 0.02% +1,482 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,669 $680K 0.1% +72 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,646 $677K 0.05% -305 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 4,628 $674K 0.06% +11 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,628 $674K 0.01% +900 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 4,627 $674K 0.2% +7 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,614 $672K 0.18% -89 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,610 $671K 0.41% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 4,600 $670K 0.1% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,595 $669K 0.07% -317 13F-HR Timeline Ausdal Financial Partners, Inc. 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More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,519 $658K 0.01% -1,657 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,518 $658K 0.04% -413 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 4,515 $658K 0.05% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 4,491 $654K 0.06% +67 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,489 $654K 0.32% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,484 $653K 0.01% +140 13F-HR Timeline American Trust More: the full row for American Trust 4,450 $648K 0.05% +110 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,449 $648K 0.03% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 4,425 $645K 0.36% -103 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,421 $644K 0.02% -20 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 4,298 $641K 0.12% -223 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,400 $641K 0.01% -7,064 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 4,386 $639K 0.04% -25 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,380 $638K 0.02% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,373 $637K 0.1% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,373 $637K 0.1% 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,364 $635K <0.01% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 4,359 $635K 0.24% 0 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 4,359 $635K 0.11% 0 13F-HR Timeline Zullo Investment Group, Inc. 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Sherr & Co., LLC 4,236 $617K 0.29% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,228 $614K 0.01% -7 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,198 $611K 0.06% -268 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 4,176 $608K 0.11% -799 13F-HR Timeline Group Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 4,171 $608K 0.17% 0 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 4,168 $607K 0.21% 0 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 4,165 $607K 0.38% -117 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,150 $604K 0.07% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 4,143 $603K 0.25% 0 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 4,137 $603K 0.52% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,122 $600K 0.05% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,103 $598K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,087 $595K 0.03% +133 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,044 $589K 0.06% +346 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 4,028 $587K 0.47% +246 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,017 $585K 0.01% 0 13F-HR Timeline Group Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,000 $583K 0.34% +920 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 3,980 $580K 0.26% 0 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 3,975 $579K 0.19% 0 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 3,879 $576K 0.38% -7 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 3,952 $576K 0.36% -92 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,927 $572K 0.01% +341 13F-HR Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,925 $572K 0.11% -145 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 3,916 $570K 0.17% +532 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 3,904 $569K 0.48% -53 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 3,903 $568K 0.33% -795 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,899 $568K 0.06% -1,594 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,888 $566K 0.06% +694 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,885 $566K 0.22% -14 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 3,882 $565K 0.1% -142 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,881 $565K 0.11% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,797 $563K 0.05% +1,586 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,847 $560K 0.13% 0 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 3,839 $559K 0.39% -32 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 3,795 $556K 0.07% -1,118 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 3,800 $553K <0.01% -162,800 13F-HR Timeline Group PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 3,798 $553K 0.07% -670 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,792 $552K 0.47% +243 13F-HR Timeline EQ LLC More: the full row for EQ LLC 3,787 $552K 0.19% -212 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 3,773 $549K 0.09% +21 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,771 $549K 0.03% 0 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 3,725 $543K 0.2% +139 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,703 $542K 0.03% +1,203 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 3,724 $542K 0.37% +11 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,722 $542K 0.03% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,698 $539K 0.06% 0 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 3,695 $538K 0.08% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,675 $535K 0.33% +10 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 3,673 $535K 0.02% -539 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,663 $534K 0.02% +11 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,662 $533K 0.15% -82 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 3,628 $528K 0.31% +99 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,626 $528K 0.04% -99 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,623 $528K 0.09% +44 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 3,601 $524K 0.22% -95 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,600 $524K 0.01% -637 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 3,595 $524K 0.06% +259 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 3,588 $523K 0.15% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,580 $521K 0.07% 0 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 3,569 $520K 0.19% +587 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,546 $516K 0.01% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,530 $514K 0.05% -98 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 3,524 $513K 0.17% +10 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 3,522 $513K 0.26% 0 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 3,510 $511K 0.16% 0 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 3,505 $511K 0.06% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,503 $510K 0.04% +520 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 3,500 $510K 0.23% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,500 $510K 0.19% -2 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 3,492 $509K 0.05% -37 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 3,481 $507K 0.23% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,479 $507K 0.04% +41 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,477 $506K 0.01% -475 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 3,461 $505K <0.01% +1,690 13F-HR Timeline Group WorthPointe, LLC More: the full row for WorthPointe, LLC 3,458 $504K 0.19% +829 13F-HR Timeline KICKSTAND VENTURES, LLC. 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