Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,953 $433K <0.01% +3 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 3,937 $431K 0.1% -86,795 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 3,930 $430K 0.01% 0 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 3,928 $430K 0.26% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,916 $429K 0.01% new 13F-HR/A Timeline KG Capital Management More: the full row for KG Capital Management 3,911 $428K 0.25% +3 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 3,896 $426K 0.2% +238 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,888 $425K 0.01% -24 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 3,887 $425K 0.23% -8 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,847 $421K 0.01% -1,074 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,847 $421K 0.01% -2,414 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 3,846 $421K 0.15% 0 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 3,836 $420K 0.17% -12,690 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,833 $419K <0.01% +15 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,828 $419K 0.02% +79 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,796 $415K <0.01% -93 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,789 $415K <0.01% -1,086 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,774 $413K 0.05% +338 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,757 $411K 0.08% +46 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 3,735 $409K 0.28% -1,077 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 3,700 $405K <0.01% -2,500 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,687 $404K 0.01% -25,862 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,681 $403K 0.2% -5,587 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,644 $399K 0.06% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,635 $398K 0.03% +477 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,622 $396K <0.01% +1,126 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,599 $394K 0.04% -3,397 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,611 $394K <0.01% -471 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,576 $391K 0.05% 0 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 3,570 $391K 0.21% 0 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,556 $389K 0.1% -331 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,551 $389K 0.03% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,521 $385K 0.02% +21 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,512 $384K <0.01% +266 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,509 $384K 0.02% new 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 3,501 $383K 0.09% +38 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,500 $383K 0.01% +234 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,494 $382K 0.03% +97 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 3,484 $381K 0.04% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,478 $381K 0.01% +9 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,511 $380K 0.18% -20 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,460 $379K 0.03% new 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 3,430 $375K 0.08% +639 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,421 $374K 0.03% -87 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 3,420 $374K 0.06% +13 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 3,347 $366K 0.02% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,346 $366K 0.01% +53 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 3,384 $366K 0.25% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,340 $365K 0.06% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,327 $364K 0.02% +147 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 3,300 $361K 0.03% -1 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,300 $361K 0.06% +500 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,300 $361K 0.02% -716 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,255 $359K 0.01% -289 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,264 $357K <0.01% +491 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 3,285 $355K 0.2% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,241 $355K 0.09% -112,379 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,240 $355K 0.08% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,213 $352K 0.04% +6 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,161 $346K <0.01% -63 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,154 $345K 0.01% +15 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,149 $345K 0.01% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 3,098 $339K 0.14% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 3,090 $338K 0.53% +110 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,074 $336K 0.03% +119 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,055 $334K 0.2% 0 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 3,053 $334K 0.11% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 3,114 $334K 0.27% -450 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,049 $334K 0.19% +279 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,046 $333K <0.01% +588 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,042 $333K 0.01% -763 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,041 $333K 0.02% +677 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 3,025 $331K 0.12% -1,031 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 3,009 $331K 0.01% 0 13F-HR Timeline Group GHE, LLC More: the full row for GHE, LLC 3,017 $330K 0.12% -347 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,015 $330K 0.03% -2,700 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,011 $329K 0.03% -1,303 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 3,003 $329K 0.24% -621 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,000 $324K 0.19% 0 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 2,963 $324K 0.04% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,941 $322K 0.07% -74 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,936 $321K 0.13% +12 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,910 $318K 0.04% +412 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,853 $312K <0.01% +1,007 13F-HR Timeline Group LPWM LLC More: the full row for LPWM LLC 2,840 $311K 0.07% -21 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,839 $311K 0.01% +39 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,826 $309K 0.13% +50 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,785 $305K 0.01% -170 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,834 $304K 0.02% +94 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 2,762 $302K 0.04% 0 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 2,761 $302K 0.21% -178 13F-HR Timeline CLG LLC More: the full row for CLG LLC 2,747 $301K 0.07% -214 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,725 $298K 0.26% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,721 $298K 0.18% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,718 $297K 0.11% -84 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 2,715 $297K 0.1% -809 13F-HR Timeline Group ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,692 $295K 0.05% 0 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 2,659 $291K 0.01% +48 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 2,652 $290K 0.01% -254 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,673 $289K 0.03% -3 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 2,639 $289K 0.26% -62 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,621 $287K 0.02% -267 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,604 $285K 0.04% -30,151 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,603 $285K 0.01% +87 13F-HR Timeline Group Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 2,603 $285K 0.1% new 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,594 $284K 0.09% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,580 $282K 0.03% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,572 $281K <0.01% new 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 2,550 $279K 0.09% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,540 $278K 0.01% -158 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 2,511 $275K 0.15% +41 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,510 $275K 0.11% 0 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 2,505 $274K 0.06% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,500 $274K 0.05% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,497 $273K 0.01% +19 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 2,482 $272K 0.23% +105 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,480 $271K 0.01% -397 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,468 $271K 0.01% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,475 $271K 0.03% -92 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 2,472 $270K 0.08% -152 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,464 $270K 0.01% +116 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,450 $268K 0.01% +5 13F-HR Timeline Group PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 2,437 $267K 0.06% 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 2,421 $265K 0.06% 0 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 2,420 $265K 0.06% +39 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 2,418 $265K 0.25% +40 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 2,412 $264K 0.17% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,408 $264K 0.08% +89 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,406 $263K 0.1% -416 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,405 $263K 0.01% 0 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 2,403 $263K 0.03% +1,400 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,386 $261K 0.03% +28 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,377 $260K 0.01% +1,934 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,370 $259K 0.05% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,359 $258K 0.04% -88 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,350 $257K 0.01% +2,236 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 2,348 $257K 0.22% +91 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 2,348 $257K 0.22% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,321 $254K 0.06% 0 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 2,320 $254K 0.03% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,310 $253K 0.01% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,310 $253K 0.02% +38 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,286 $250K 0.18% new 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 2,280 $250K 0.08% +19 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,279 $249K 0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,300 $249K <0.01% -20 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 2,321 $248K 0.17% +727 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 2,270 $248K 0.1% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,266 $248K 0.08% 0 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 2,260 $247K 0.08% new 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 2,245 $246K 0.15% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,243 $245K 0.02% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 2,770 $245K 0.09% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,238 $245K 0.04% +20 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,233 $244K 0.03% +275 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,215 $242K 0.07% -458 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,213 $242K 0.17% -100 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,210 $242K 0.05% -98 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,205 $241K <0.01% -13 13F-HR/A Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,200 $241K 0.16% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 2,200 $241K 0.19% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,172 $240K 0.01% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,180 $239K 0.03% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,179 $238K <0.01% new 13F-HR Timeline Group MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2,164 $237K 0.02% 0 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 2,159 $236K 0.22% +91 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 2,157 $236K 0.17% 0 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 2,148 $235K 0.07% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,146 $235K <0.01% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,127 $233K 0.05% -4 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,121 $232K <0.01% +1,035 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,106 $230K 0.16% +93 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,104 $230K <0.01% +86 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,102 $230K 0.1% +143 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,100 $230K 0.01% new 13F-HR/A Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 2,100 $230K 0.16% 0 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 2,095 $229K 0.06% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,144 $229K 0.01% new 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 2,070 $227K 0.05% 0 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 2,060 $225K <0.01% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,048 $224K 0.19% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,040 $223K <0.01% -159 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 2,030 $222K 0.13% +484 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,029 $222K <0.01% -1,448 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,022 $221K 0.01% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,021 $221K 0.03% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,009 $220K 0.06% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 2,000 $219K 0.06% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,000 $219K <0.01% 0 13F-HR Timeline Group Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 2,035 $219K 0.09% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,995 $218K 0.07% -16 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,995 $218K 0.02% -1 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,985 $217K 0.02% -33,801 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,983 $217K 0.04% -1,658 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,977 $216K 0.02% +34 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,971 $216K 0.02% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 1,960 $214K 0.02% -186 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 1,956 $214K 0.09% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 1,943 $213K 0.04% new 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 1,938 $212K 0.07% 0 13F-HR Timeline