Live Oak Investment Partners More: the full row for Live Oak Investment Partners 1,169 $430K 0.25% +20 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 1,168 $429K 0.25% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,154 $424K 0.03% -585 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,153 $424K <0.01% -19 13F-HR Timeline Group Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,151 $423K 0.02% 0 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 1,147 $421K 0.17% +30 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,143 $420K 0.1% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,139 $419K 0.04% +80 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,137 $418K 0.06% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,667 $416K <0.01% +1,364 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,127 $414K 0.02% +513 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 1,125 $413K 0.28% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,109 $407K 0.08% -136 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 982 $405K <0.01% -16 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 1,095 $402K 0.25% -65 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,094 $402K <0.01% +146 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,094 $402K 0.02% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,394 $396K 0.01% +4,128 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,078 $396K 0.01% -51 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,072 $394K 0.03% +10 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 1,072 $394K 7.52% -5,942 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 1,064 $391K 0.05% -61 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,059 $389K <0.01% +317 13F-HR/A Timeline Group LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 1,059 $389K 0.09% +181 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 1,059 $389K 0.24% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,052 $387K 0.27% +1 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 1,047 $385K 0.05% -540 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,043 $383K <0.01% -126 13F-HR Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,041 $383K 0.11% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,040 $382K 0.03% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 925 $382K 0.02% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,036 $381K 0.01% 0 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 930 $380K 0.18% -80 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,035 $380K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,034 $380K 0.01% -17 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,032 $379K 0.09% 0 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 1,031 $379K 0.19% +140 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,022 $376K 0.21% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,018 $374K 0.02% +6 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 1,017 $374K 0.04% -198 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 1,016 $373K 0.16% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,016 $373K 0.03% -2,420 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 1,013 $372K <0.01% +207 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 1,011 $372K 0.18% +1 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,010 $371K 0.02% +37 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 1,005 $369K 0.08% -60 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 1,000 $367K 0.01% new 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 996 $366K 0.01% +1 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 995 $366K 0.02% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 983 $361K 0.03% +1 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 939 $361K 0.51% +111 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 981 $360K 0.09% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 977 $359K 0.07% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 978 $359K <0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 964 $354K 0.01% -6,323 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 963 $354K 0.04% new 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 957 $352K 0.06% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 952 $350K 0.19% -58 13F-HR/A Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 953 $350K 0.01% 0 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 946 $348K 0.1% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 946 $348K 0.06% -88 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 941 $346K 0.08% +4 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 929 $342K 0.09% -416 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 929 $341K 0.08% +82 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 927 $341K 0.2% 0 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 3,986 $340K 0.04% new 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 923 $339K 0.05% +165 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 923 $339K 0.03% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 920 $338K 0.07% -872 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 918 $337K 0.01% 0 13F-HR Timeline Group Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 911 $335K 0.26% +6 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 910 $334K 0.1% -51 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 899 $330K 0.01% -184 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 895 $329K 0.01% +65 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 893 $328K <0.01% -1 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 3,842 $327K 0.07% +3,075 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 880 $323K 0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 880 $323K 0.01% -15 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 875 $322K 0.05% -25 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 867 $319K 0.29% -25 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 864 $317K 0.12% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 860 $316K 0.03% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 860 $316K 0.03% -8 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 857 $315K 0.01% -503 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 855 $314K 0.07% 0 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 855 $314K 0.24% 0 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 848 $312K 0.15% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 804 $310K 0.02% +7 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 831 $305K 0.03% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 826 $304K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 825 $303K 0.01% 0 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 816 $300K <0.01% new 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 814 $299K 0.11% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 813 $299K 0.02% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 812 $298K 0.02% -26 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 810 $298K 0.01% +233 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 810 $298K <0.01% -148 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 806 $296K 0.01% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 804 $295K 0.09% 0 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 792 $295K 0.15% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 803 $295K 0.16% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 800 $294K 0.07% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 799 $294K 0.08% +240 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 799 $294K 0.08% -61 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 795 $292K 0.07% -100 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 792 $291K <0.01% 0 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 791 $291K 0.05% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 787 $289K 0.07% -69 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 787 $289K 0.06% +66 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,250 $288K 0.02% +2,600 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 783 $288K 0.28% +2 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 780 $287K 0.12% 0 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 780 $287K 0.01% 0 13F-HR/A Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 779 $286K 0.16% +3 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 779 $286K 0.11% -165 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 776 $285K 0.02% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 773 $284K 0.01% -4 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 770 $283K 0.01% -16 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 769 $283K 0.01% -49 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 768 $282K <0.01% 0 13F-HR Timeline Group CPC Advisors, LLC More: the full row for CPC Advisors, LLC 766 $281K 0.05% 0 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 764 $281K 0.07% -3,985 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 763 $280K 0.05% -17 13F-HR/A Timeline Plus Group Wealth Advisors LLC More: the full row for Plus Group Wealth Advisors LLC 763 $280K 0.31% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 753 $277K 0.05% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 747 $274K 0.02% +1 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 745 $274K 0.02% 0 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 745 $274K 0.05% -47 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 736 $270K <0.01% +33 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 736 $270K 0.04% -79 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 734 $270K 0.04% 0 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 734 $270K 0.11% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 3,202 $267K 0.19% +2,551 13F-HR/A Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 723 $266K 0.01% new 13F-HR Timeline Group Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 717 $264K 0.03% +152 13F-HR Timeline ACUTE INVESTMENT ADVISORY, LLC More: the full row for ACUTE INVESTMENT ADVISORY, LLC 716 $263K 2.95% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 713 $262K 0.11% 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 713 $262K 0.17% +1 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 706 $259K <0.01% +13 13F-HR Timeline NFC Investments, LLC More: the full row for NFC Investments, LLC 704 $259K 0.07% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 702 $258K 0.05% new 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 698 $256K <0.01% new 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 698 $256K 0.08% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 690 $254K 0.01% -45 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 686 $252K <0.01% -169 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 682 $250K 0.01% +1 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 673 $247K <0.01% -687 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 663 $244K 0.08% -5 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 659 $242K 0.04% -125 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 657 $241K 0.06% 0 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 656 $241K 0.1% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 655 $241K <0.01% 0 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 655 $241K 0.01% 0 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 655 $241K 0.09% 0 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 652 $240K 0.22% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 644 $239K 0.01% -41 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 648 $238K 0.07% 0 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 646 $237K 0.05% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,597 $237K 0.03% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 643 $236K 0.03% 0 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 642 $236K 0.02% 0 13F-HR Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 635 $233K 0.12% +2 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 619 $230K 0.12% -19 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 625 $230K <0.01% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 623 $229K 0.02% -552 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 622 $228K 0.03% +1 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 621 $228K 0.18% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 616 $226K 0.03% new 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 616 $226K 0.27% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 610 $224K <0.01% -227 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 610 $224K 0.01% +41 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 609 $224K 0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 609 $224K <0.01% +21 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 602 $221K 0.13% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 600 $220K 0.15% -198 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 600 $220K 0.2% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 598 $220K 0.02% 0 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 597 $219K 0.09% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 596 $219K 0.03% -2,275 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 592 $218K 0.01% 0 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 592 $218K 0.11% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 590 $217K <0.01% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 590 $217K 0.03% -10 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 589 $216K 0.01% -146 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 586 $215K 0.11% 0 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 581 $214K 0.09% 0 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 573 $211K 0.08% 0 13F-HR Timeline Group Virtus Family Office LLC More: the full row for Virtus Family Office LLC 569 $209K 0.18% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 565 $208K 0.02% -153 13F-HR Timeline Group Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 565 $208K 0.02% -3 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 533 $205K 0.01% -646 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 555 $204K 0.16% new 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 552 $203K 0.08% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 550 $202K 0.05% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 548 $201K <0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,393 $201K <0.01% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 546 $201K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 525 $195K 0.02% -100 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 530 $195K 0.07% +1 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 495 $182K 0.01% 0 13F-HR/A Timeline