PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,584 $425K 0.11% -46 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 2,581 $425K 0.01% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,574 $424K 0.02% -20 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 2,571 $423K 0.16% 0 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,571 $423K 0.17% -428 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 2,540 $418K 0.08% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,537 $418K 0.1% +1,800 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 2,533 $417K 0.01% 0 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2,532 $417K 0.06% +2 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,528 $416K 0.01% 0 13F-HR Timeline Group Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 2,500 $415K 0.16% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,512 $413K 0.01% +2 13F-HR Timeline Mathes Company, Inc. 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More: the full row for Ballast, Inc. 2,487 $409K 0.08% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,467 $406K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,449 $403K 0.13% +5 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2,407 $403K 0.15% -94 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 2,448 $403K 0.16% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,430 $400K 0.02% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,420 $398K 0.04% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,416 $398K 0.02% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,415 $397K 0.09% -175 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,398 $395K 0.06% -251 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,396 $394K 0.01% +677 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2,374 $391K 0.1% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,364 $389K 0.04% +115 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,362 $389K 0.03% +54 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,354 $387K 0.01% -59 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,331 $384K <0.01% +697 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,326 $383K 0.01% -69 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 2,324 $382K 0.17% +8 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,319 $382K 0.12% -1,695 13F-HR Timeline Group POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 2,306 $380K 0.15% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,305 $379K 0.02% -3,789 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,288 $379K 0.02% -39 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 2,293 $377K 0.12% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 2,281 $375K 0.08% 0 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,270 $374K <0.01% +500 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 2,263 $372K 0.08% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,259 $372K <0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,235 $368K 0.01% new 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,227 $367K 0.05% +33 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,189 $360K 0.06% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,186 $360K 0.05% +54 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,180 $359K 0.01% +25 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 2,163 $356K 0.2% 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 2,136 $352K 0.11% -249 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 2,135 $351K 0.11% +588 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 2,135 $351K 0.18% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,037 $349K 0.11% -93 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,112 $348K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,108 $347K 0.09% +44 13F-HR Timeline CIBC WORLD MARKET INC. 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More: the full row for LifePlan Investment Advisors, Inc. 2,035 $335K 0.12% -8 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 2,033 $335K 0.04% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,031 $334K 0.01% +85 13F-HR/A Timeline MARYLAND CAPITAL ADVISORS INC. 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More: the full row for TME FINANCIAL, INC. 1,908 $314K 0.19% +216 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,906 $314K 0.01% -7 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,900 $313K 0.01% -42 13F-HR Timeline Group Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 1,900 $313K 0.07% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 1,899 $313K <0.01% new 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,894 $312K 0.11% -163 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,886 $310K 0.08% new 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,859 $306K 0.03% 0 13F-HR/A Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,856 $305K 0.01% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,852 $305K 0.02% -4,080 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 1,850 $305K 0.22% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,842 $303K 0.02% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,841 $303K 0.03% +275 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,840 $303K 0.01% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,811 $298K 0.04% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,811 $298K 0.01% new 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,800 $296K 0.01% +151 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,799 $296K <0.01% -273 13F-HR/A Timeline GHP Investment Advisors, Inc. 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More: the full row for Joel Adams & Associates, Inc. 1,793 $295K 0.19% -9 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,785 $294K 0.05% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,781 $293K 0.04% +136 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 1,781 $293K 0.05% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,778 $293K 0.01% +373 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 1,752 $288K 0.14% 0 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 1,743 $287K 0.09% 0 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 1,726 $284K -1,726 Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,723 $284K 0.01% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,717 $283K 0.01% +5 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,708 $281K 0.05% -266 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,704 $280K 0.02% -355 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 1,703 $280K 0.02% +5 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,700 $280K 0.19% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,688 $278K 0.07% -356 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,680 $277K 0.03% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,675 $276K 0.01% +20 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,611 $276K 0.09% -209 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,673 $275K 0.04% -64 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,672 $275K 0.02% +172 13F-HR Timeline Edgemoor Investment Advisors, Inc. 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More: the full row for OARSMAN CAPITAL, INC. 1,602 $264K 0.03% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 1,593 $262K 0.15% -198 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 1,589 $262K 0.13% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,585 $261K 0.02% +281 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,576 $259K 0.08% -110 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 1,570 $258K 0.08% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,565 $258K 0.01% -15,073 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,563 $257K 0.03% +125 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 1,559 $257K 0.09% 0 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 1,554 $256K 0.11% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,552 $255K 0.05% -23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cordant, Inc. 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More: the full row for Financial Sense Advisors, Inc. 1,480 $244K 0.05% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 1,480 $244K 0.03% -7 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,473 $243K <0.01% +2 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,470 $242K 0.01% -121 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 1,445 $241K 0.02% +54 13F-HR Timeline Split Rock Private Trading & Wealth Man… More: the full row for Split Rock Private Trading & Wealth Management, LLC 1,461 $240K 0.16% -59 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 1,455 $239K 0.17% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,454 $239K 0.01% -245 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 1,443 $238K 0.14% -218 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,438 $237K 0.14% +25 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,434 $236K 0.02% -15 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,431 $236K <0.01% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 1,420 $234K 0.1% 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 1,415 $233K 0.11% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,412 $232K 0.01% 0 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. 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More: the full row for Everhart Financial Group, Inc. 1,318 $217K 0.01% new 13F-HR Timeline Wealth Care LLC More: the full row for Wealth Care LLC 1,315 $216K 0.18% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,311 $216K 0.03% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,306 $215K 0.04% +841 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,305 $215K 0.02% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,303 $214K 0.1% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,301 $214K 0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,299 $214K 0.01% +22 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 1,300 $214K 0.05% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,298 $214K 0.02% new 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 1,297 $213K 0.09% new 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 1,296 $213K 0.02% new 13F-HR Timeline