KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 5,912 $295K 0.01% 0 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 5,870 $292K 0.08% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 5,836 $291K 0.17% -216 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 5,569 $288K 0.1% +109 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,782 $288K 0.02% -583 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 5,779 $288K 0.07% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 5,776 $288K 0.03% +56 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 5,762 $287K 0.06% +50 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,737 $286K 0.02% +98 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 5,726 $285K 0.04% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 5,719 $285K 0.01% +11 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 5,718 $285K 0.15% 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,713 $285K 0.01% +10 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 5,704 $284K 0.12% -338 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5,689 $283K 0.03% -66 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,669 $282K 0.01% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,433 $282K 0.02% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,655 $282K <0.01% +1,234 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 5,452 $282K 0.12% +1,002 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,654 $282K 0.01% -1,151 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 5,618 $280K 0.13% -87 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,588 $278K 0.01% -11,637 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,549 $276K 0.03% +450 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 5,539 $276K 0.12% 0 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 5,503 $274K 0.3% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 5,500 $274K 0.01% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 5,500 $274K 0.07% -1,000 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,499 $274K 0.09% -568 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,498 $274K 0.08% +242 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 5,456 $272K 0.01% +211 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 5,431 $271K 0.03% +58 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,414 $270K 0.03% -37 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 5,412 $270K 0.02% 0 13F-HR/A Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 5,395 $269K 0.04% 0 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 5,366 $267K 0.04% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 5,339 $266K 0.01% new 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 5,319 $265K 0.12% +15 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,311 $265K 0.03% -417 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 5,305 $264K 0.09% +10 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 5,300 $264K 0.22% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,291 $264K 0.02% +654 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 5,269 $262K 0.03% +128 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 5,264 $262K 0.05% -11 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 5,244 $261K 0.02% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,242 $261K 0.06% -59 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 5,240 $261K 0.05% -8,240 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 5,227 $260K 0.05% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,217 $260K 0.02% -1 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 5,102 $260K <0.01% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,203 $259K 0.01% new 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 5,196 $259K 0.05% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 5,191 $259K 0.07% -138 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 5,187 $258K 0.07% +18 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 5,176 $258K 0.09% +31 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 5,159 $257K <0.01% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 5,154 $257K 0.08% -113 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,141 $256K 0.01% -182 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,139 $256K 0.04% -667 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 5,130 $256K 0.05% new 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 5,116 $255K 0.14% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 5,089 $254K 0.12% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,056 $252K 0.07% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,055 $252K 0.04% +371 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 5,054 $252K 0.07% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 5,046 $251K 0.03% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 4,806 $250K 0.09% +535 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 5,008 $250K 0.04% -1,835 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 5,000 $249K 0.1% 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 4,994 $249K <0.01% -459 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,975 $248K 0.02% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 4,966 $247K 0.07% +15 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,960 $247K 0.05% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,944 $246K <0.01% new 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 4,935 $246K <0.01% new 13F-HR/A Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 4,932 $246K 0.09% -153 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,920 $245K 0.02% +717 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,911 $245K 0.02% +371 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 4,907 $244K 0.02% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 4,897 $244K 0.01% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,880 $243K 0.04% +260 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,871 $243K 0.09% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,862 $242K 0.02% -2,175 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,861 $242K <0.01% -73 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,861 $242K 0.01% +282 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,839 $241K 0.01% -245 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,726 $241K 0.03% +100 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 4,836 $241K 0.04% -4,118 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 4,818 $240K 0.02% +441 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 4,818 $240K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,780 $238K 0.01% -114 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4,777 $238K 0.09% +251 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,762 $237K 0.01% 0 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 4,760 $237K 0.08% new 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 4,750 $237K 0.03% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,732 $235K <0.01% -568 13F-HR Timeline Group Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 4,716 $235K 0.01% -381 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,707 $235K 0.1% -51 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 4,700 $234K 0.06% 0 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 4,697 $234K 0.05% -351 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 4,694 $234K 0.07% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,690 $234K 0.01% +46 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 4,651 $232K 0.05% -80 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,650 $232K 0.05% 0 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 4,646 $231K 0.1% new 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 4,637 $231K 0.11% 0 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 4,404 $231K 0.15% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,573 $228K 0.03% new 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 4,551 $227K 0.29% +74 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,543 $226K <0.01% -91,768 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,537 $226K 0.05% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,519 $225K 0.02% new 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 4,500 $224K 0.18% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,483 $224K 0.01% -234 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,484 $223K 0.01% 0 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 4,477 $223K 0.17% +1 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,474 $223K 0.01% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,464 $222K 0.1% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 4,464 $222K 0.05% new 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 4,451 $222K <0.01% -256 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 4,443 $221K 0.03% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 4,443 $221K 0.17% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,424 $220K 0.04% -97 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,422 $220K <0.01% 0 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 4,421 $220K 0.05% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,410 $220K 0.04% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,404 $219K 0.02% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 4,397 $219K 0.03% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,330 $219K 0.01% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,394 $219K 0.01% -261 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,387 $219K 0.07% +7 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 4,373 $218K 0.13% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 4,371 $218K 0.05% -462 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,369 $218K 0.02% -252 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 4,265 $217K 0.25% +2,100 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 4,361 $217K 0.11% -662 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,352 $217K 0.03% new 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 4,346 $217K 0.01% new 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 4,340 $216K 0.14% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,336 $216K 0.01% -154 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 4,332 $216K 0.14% -2,075 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,325 $215K 0.04% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,313 $215K 0.06% -4,097 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,311 $215K 0.12% new 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 4,364 $215K 0.07% -89 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,310 $215K 0.05% new 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 4,307 $215K 0.05% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 4,307 $215K 0.03% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,292 $214K 0.02% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,291 $214K 0.02% new 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 4,239 $211K 0.14% new 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 4,229 $211K 0.09% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,222 $210K 0.01% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,220 $210K 0.04% -651 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,195 $209K 0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 4,175 $208K 0.08% +3,509 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 4,154 $207K <0.01% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,901 $207K 0.01% new 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 4,123 $205K 0.11% new 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 4,122 $205K 0.04% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,108 $205K 0.09% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,107 $205K <0.01% new 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 4,106 $205K 0.05% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,085 $204K 0.09% -56 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,076 $203K 0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,068 $203K <0.01% -608 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,044 $201K <0.01% new 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,039 $201K 0.03% new 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,025 $201K <0.01% new 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 4,019 $200K 0.05% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,993 $199K 0.02% -376 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,982 $198K 0.62% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 3,848 $192K <0.01% +2,840 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,730 $186K 0.05% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,335 $186K 0.15% -1,108 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,720 $185K 0.02% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,704 $185K 0.07% -4 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 3,675 $183K 0.03% new 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 3,550 $177K 0.07% new 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,526 $176K 0.05% +125 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 3,522 $175K 0.02% +2,989 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,503 $175K 0.1% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,473 $173K 0.01% 0 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3,447 $172K 0.01% +1,486 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,417 $170K 0.02% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,393 $169K 0.1% -121 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,358 $167K 0.08% +1,416 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3,328 $166K 0.11% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 3,295 $164K 0.11% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,210 $160K 0.01% -3,578 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 3,000 $155K 0.03% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,997 $149K 0.1% -176 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,000 $149K 0.02% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2,944 $147K 0.07% +2,797 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 2,931 $146K 0.04% +565 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,871 $143K 0.01% +7 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 2,846 $142K 0.05% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,632 $131K 0.05% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,587 $129K <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 2,586 $129K 0.08% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,541 $127K 0.07% 0 13F-HR Timeline