Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 706 $521K 0.13% +129 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 704 $520K 0.17% +188 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 702 $518K 0.2% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 701 $518K 0.05% +46 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 700 $517K 0.18% +11 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 700 $517K 0.31% +9 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 699 $516K 0.38% -4,001 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 699 $516K 0.27% -283 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 699 $516K 0.23% new 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 698 $514K 0.04% +64 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 695 $513K 0.34% +87 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 713 $512K 0.2% -56 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 694 $512K 0.15% -100 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 690 $509K 0.25% -14 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 687 $507K 0.37% 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 687 $507K 0.27% +180 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 686 $506K 0.37% +150 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 686 $506K 0.06% +226 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 686 $506K 0.07% +226 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 686 $506K 0.25% -15,474 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 686 $506K 0.28% +246 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 684 $505K 0.66% -5 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 681 $503K 0.36% +174 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 680 $502K 0.27% -172 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 680 $502K 0.21% -171 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 677 $500K 0.18% -11 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 677 $500K 0.1% 0 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 675 $498K 0.24% 0 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 675 $498K 0.11% -16 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 675 $498K 0.23% -84 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 674 $497K 0.07% -40 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 673 $497K 0.34% -113 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 673 $497K 0.3% +140 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 672 $496K 0.2% -157 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 671 $496K 0.04% -1 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 670 $495K 0.25% -4 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 670 $495K 0.28% +118 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 669 $494K 0.27% -236 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 669 $494K 0.14% +23 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 669 $494K 0.28% 0 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 665 $491K 0.06% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 665 $491K 0.14% -72 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 661 $488K 0.13% +11 13F-HR Timeline PAR CAPITAL MANAGEMENT INC More: the full row for PAR CAPITAL MANAGEMENT INC 660 $487K 0.02% -710 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 659 $486K 0.09% -699 13F-HR Timeline Innovator Capital Management, LLC More: the full row for Innovator Capital Management, LLC 658 $486K 7.46% -6 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 657 $485K 0.47% 0 13F-HR Timeline Group WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 657 $485K 0.12% -154 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 656 $484K 0.09% 0 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 655 $484K 0.28% +1 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 655 $483K 0.19% -11 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 654 $483K 0.03% 0 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 654 $483K 0.3% -195 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 651 $480K 0.06% +12 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 648 $478K 0.27% -126 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 648 $478K 0.11% +25 13F-HR Timeline TOBAM More: the full row for TOBAM 648 $478K 0.19% -264 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 647 $478K 0.24% +16 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 646 $477K 0.21% new 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 646 $477K 0.57% +241 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 645 $476K 0.32% +101 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 645 $476K 0.33% 0 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 645 $476K 0.11% +238 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 644 $475K 0.16% -1 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 643 $475K 0.06% +108 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 643 $474K 0.1% +21 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 642 $474K 0.42% +89 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 642 $474K 0.28% +38 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 640 $473K 0.27% new 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 640 $472K 0.02% -1,310 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 639 $472K 0.23% 0 13F-HR Timeline Group PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 637 $470K 0.24% +11 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 636 $470K 0.11% +118 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 635 $469K 0.12% -20 13F-HR/A Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 635 $469K 0.23% -110 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 634 $468K 0.27% -11 13F-HR/A Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 633 $467K 0.11% 0 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 808 $466K 0.27% 0 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 630 $465K 0.02% -20 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 628 $464K 0.48% +114 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 627 $463K 0.17% +95 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 625 $461K 0.13% -1 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 623 $460K 0.26% +151 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 622 $459K 0.37% 0 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 619 $457K 0.14% +61 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 619 $457K 0.12% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 619 $457K 0.09% -15 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 619 $457K 0.75% +2 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 617 $456K 0.44% +17 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 617 $455K 0.13% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 617 $455K 0.08% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 615 $454K 0.33% +175 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 615 $454K 0.08% +12 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 615 $454K 0.15% +134 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 614 $453K 0.1% -52 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 613 $453K 0.37% -49 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 785 $452K 0.16% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 612 $452K 0.15% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 611 $451K 0.06% +23 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 611 $451K 0.4% -371 13F-HR Timeline 25 LLC More: the full row for 25 LLC 607 $448K 0.16% +95 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 607 $448K 6.86% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 607 $448K 0.33% +200 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 607 $448K <0.01% +35 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 605 $447K 0.29% +29 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 605 $447K 0.05% +253 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 604 $446K 0.1% +88 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 604 $446K 0.25% -106 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 602 $445K 0.74% 0 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 618 $444K 0.18% -11 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 601 $444K 0.11% -100 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 600 $443K 0.05% new 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 600 $443K 0.11% -38 13F-HR Timeline FIFTH LANE CAPITAL, LP More: the full row for FIFTH LANE CAPITAL, LP 600 $443K 0.54% new 13F-HR Timeline Teramo Advisors, LLC More: the full row for Teramo Advisors, LLC 600 $443K 0.16% 0 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 600 $443K 0.23% 0 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 600 $443K 0.23% -38 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 598 $441K 0.14% +20 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 598 $441K 0.22% 0 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 597 $441K 0.24% -344 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 596 $440K 0.08% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 595 $439K 0.04% 0 13F-HR Timeline Group Orion Investment Co More: the full row for Orion Investment Co 595 $439K 0.16% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 594 $438K 0.04% +32 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 590 $435K 0.17% +44 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 589 $435K 0.13% +20 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 587 $433K 0.01% -11 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 586 $433K 0.22% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 584 $431K 0.54% -2,061 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 584 $431K 0.19% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 583 $430K 0.31% 0 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 582 $430K 0.05% -118 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 582 $430K 0.16% -7 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 579 $427K 0.39% -2,382 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 578 $427K 0.06% +40 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 579 $427K 0.16% new 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 577 $426K 0.33% -38 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 577 $426K 0.17% 0 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 577 $426K 1.76% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 577 $426K 0.16% 0 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 576 $425K 0.2% -79 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 576 $425K 0.23% -780 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 575 $424K 0.31% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 575 $424K 0.11% -4 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 574 $424K 0.22% 0 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 574 $424K 0.07% -181 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 573 $423K 0.13% -29 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 573 $423K 0.13% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 578 $422K 0.16% -14 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 571 $421K 0.06% -5 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 570 $421K 0.12% +19 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 568 $419K 0.05% -108 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 568 $419K 0.16% 0 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 568 $419K 0.34% 0 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 566 $418K 0.37% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 565 $417K 0.01% -56 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 565 $417K 0.06% -97 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 565 $417K 0.22% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 565 $417K 0.16% -180 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 563 $416K 0.05% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 563 $415K 0.09% +5 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 562 $415K 0.25% +1 13F-HR Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 562 $415K 7.9% -108 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 561 $414K 0.16% -16 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 577 $414K 0.09% +22 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 560 $414K 0.21% +180 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 560 $413K 0.11% -42 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 560 $413K 0.26% -40 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 558 $412K 0.12% new 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 558 $412K 0.07% -12 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 558 $412K 0.12% +385 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 558 $412K 0.14% new 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 558 $412K 0.16% -68 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 556 $410K 0.26% +2 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 553 $408K 0.19% +35 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 552 $408K 0.13% new 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 552 $407K 0.32% +70 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 552 $407K 0.16% +42 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 551 $407K 0.11% -66 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 551 $407K 0.08% +137 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 550 $406K 0.15% +50 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 523 $406K 0.25% +115 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 550 $406K 0.12% -30 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 550 $406K 0.16% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 550 $406K 0.17% 0 13F-HR/A Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 703 $405K 0.03% 0 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 532 $405K 0.27% 0 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 549 $405K 0.45% -18 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 548 $404K 0.17% -24 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 548 $404K 0.13% +1 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 548 $404K 0.16% -29 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 549 $404K 0.1% +118 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 547 $404K 0.16% +72 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 545 $402K 0.05% 0 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 544 $402K 0.1% -57 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 544 $402K 0.14% +15 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 543 $401K 0.23% +7 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 542 $400K 0.06% -855 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 541 $399K 0.15% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 541 $399K 0.03% -357 13F-HR Timeline