Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,196 $609K 0.07% -50 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,195 $609K 0.03% -297 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,187 $607K 0.26% +80 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,192 $607K 0.05% +19 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,191 $607K 0.18% +19 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,191 $607K 0.06% -3 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,190 $606K 0.01% new 13F-HR Timeline Group IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,189 $606K 0.18% +344 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,188 $606K 0.06% +30 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 993 $603K 0.17% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,184 $603K 0.24% +374 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,180 $601K 0.14% -397 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,177 $600K 0.01% 0 13F-HR Timeline Group Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,176 $599K 0.24% -25 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,096 $598K 0.04% -55 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 1,148 $598K 0.26% -20 13F-HR Timeline Shum Financial Group, Inc. 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Prosperity Capital Advisors 1,149 $585K 0.03% -28 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,146 $584K 0.12% -1 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,143 $582K 0.05% -309 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,140 $581K 0.24% 0 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,145 $581K 0.16% +87 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 1,139 $580K 0.23% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,135 $578K 0.11% +25 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,131 $576K 0.03% -55 13F-HR Timeline Rooted Wealth Advisors, Inc. 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More: the full row for SYNTAX RESEARCH, INC. 1,048 $534K 0.39% +1 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,047 $534K 0.12% +99 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,047 $533K 0.08% -2 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,044 $532K 0.14% -41 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,043 $531K 0.06% +60 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,042 $531K 0.24% -216 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,041 $531K 0.1% -8 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,040 $530K 0.04% +300 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,039 $529K 0.09% -17 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,037 $528K 0.01% -183 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,037 $528K 0.19% +7 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,035 $528K 0.01% -59 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 1,031 $525K 0.18% 0 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 1,024 $522K 0.37% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,024 $522K 0.03% +159 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 1,017 $518K 0.37% +60 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 1,014 $517K 0.22% +34 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 1,013 $516K 0.12% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,013 $516K 0.04% -1,045 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,009 $514K 0.2% +298 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 1,009 $514K 0.41% -480 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,008 $513K 0.04% +2 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,007 $513K 0.11% 0 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 879 $512K 0.23% +6 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 1,004 $512K 0.25% +20 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,003 $511K 0.33% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,001 $510K 0.05% -19 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,001 $510K 0.07% +221 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,000 $509K 0.01% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,000 $509K 0.01% +300 13F-HR Timeline Group BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 1,000 $509K 0.12% 0 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,000 $509K 0.13% 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 998 $508K 0.15% +165 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 962 $508K 0.2% -1,208 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 997 $508K 0.05% -1,101 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 996 $507K 0.14% +71 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 995 $507K 0.08% +12 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 995 $507K 0.06% -92 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 993 $506K 0.03% -118 13F-HR Timeline CNB Bank More: the full row for CNB Bank 992 $505K 0.2% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 988 $503K 0.1% +552 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 988 $503K 0.03% +62 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 988 $503K 0.06% +3 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 987 $503K 0.06% -60 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 987 $503K 0.03% +1 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 986 $503K 0.23% -75 13F-HR/A Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 986 $502K 0.17% 0 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 985 $502K 0.24% -23 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 985 $502K 0.06% -344 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 984 $501K 0.1% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 983 $501K 0.2% +36 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 982 $500K 0.16% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 980 $499K 0.08% +516 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 978 $498K 0.12% +331 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 975 $497K 0.09% -2,064 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 975 $497K 0.09% 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 975 $497K 0.33% -3 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 975 $497K 0.04% +50 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 974 $496K 0.06% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 973 $496K 0.06% +10 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 973 $495K 0.19% -4 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 972 $495K 0.04% +82 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 969 $494K 0.15% -285 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 969 $493K 0.03% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 967 $493K 0.1% -17 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 967 $493K 0.11% +360 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 948 $492K 0.06% 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 945 $491K 0.12% -42 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 957 $488K 0.32% -33 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 957 $487K 0.18% +9 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 954 $486K 0.16% -532 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 802 $485K 0.02% -14 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 950 $484K 0.07% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 948 $483K 0.14% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 948 $483K 0.03% -616 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 945 $481K 0.08% +253 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 944 $481K 0.07% +6 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 944 $481K 0.01% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 941 $479K 0.07% +83 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 938 $478K 0.3% -5 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 936 $477K 0.09% +4 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 936 $477K 0.03% -53 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 933 $475K 0.07% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 932 $475K 0.14% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 932 $475K 0.31% -233 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 932 $475K 0.46% 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 930 $474K -4,723 Timeline Washington Trust Bank More: the full row for Washington Trust Bank 930 $474K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 930 $474K 0.02% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 928 $473K 0.23% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 928 $473K 0.12% +5 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 927 $472K 0.04% +2 13F-HR/A Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 925 $471K 0.14% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 921 $469K 0.1% -68 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 919 $468K 0.09% +9 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 918 $468K 0.26% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 917 $467K 0.02% -8 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 917 $467K 0.05% -169 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 916 $467K 0.11% +6 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 915 $466K 0.19% -145 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 915 $466K 0.41% +1 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 915 $466K 0.08% +68 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 915 $466K 0.09% +17 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 836 $465K 0.28% -4 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 911 $464K 0.12% -5 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 909 $463K 0.24% -86 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 908 $463K 0.23% -15 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 765 $462K 0.11% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 906 $462K 0.23% +138 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 905 $461K 0.17% 0 13F-HR Timeline