SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,662 $402K 0.01% +10 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,650 $401K 0.11% new 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 3,645 $401K <0.01% -8,240 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,635 $400K 0.03% +1,345 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 3,631 $399K 0.13% +196 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 3,609 $397K 0.29% -50 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 3,570 $392K 0.23% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,531 $389K 0.2% -35 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 3,524 $387K 0.15% -10 13F-HR Timeline Group International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,520 $387K 0.24% +190 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,500 $385K 0.02% -197 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,498 $384K 0.01% +1,173 13F-HR/A Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 3,484 $383K 0.04% -760 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,483 $383K 0.05% +19 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,479 $382K 0.01% +11 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,468 $381K 0.05% -1,648 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 3,463 $381K 0.11% +25 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,455 $380K <0.01% -79 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 3,442 $379K 0.48% new 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 3,384 $374K 0.28% 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,397 $373K 0.05% -294 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,389 $372K <0.01% +28 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 3,364 $370K 0.12% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,358 $369K 0.03% -238 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,318 $365K 0.04% +36 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,308 $364K 0.12% +120 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 3,300 $361K 0.03% -67,316 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,285 $361K 0.06% +102 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,256 $358K 0.02% -16,115 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,254 $358K 0.02% +372 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,246 $357K <0.01% -1,852 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,240 $356K 0.09% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,232 $355K 0.09% +189 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,231 $355K 0.04% -260 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,217 $354K 0.03% -82 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 3,199 $352K 0.13% -7,447 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,180 $350K 0.02% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,165 $348K 0.02% -146 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,159 $347K <0.01% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,149 $346K 0.01% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,144 $346K <0.01% new 13F-HR Timeline Group United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 3,120 $343K 0.03% +75 13F-HR Timeline Great Hill Capital LLC More: the full row for Great Hill Capital LLC 3,100 $341K 0.23% +89 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,100 $341K 0.01% +235 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 3,097 $340K 0.07% +29 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 3,076 $338K 0.32% 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 3,073 $338K 0.01% 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,064 $337K 0.15% -280 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,058 $336K <0.01% new 13F-HR Timeline Group SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,055 $336K 0.22% 0 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 3,053 $336K 0.14% new 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 3,026 $333K 0.01% new 13F-HR Timeline Group Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 3,029 $333K 0.08% +25 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 3,025 $332K 0.17% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,022 $332K 0.02% -357 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,015 $331K 0.03% -155 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,010 $331K 0.15% +20 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,000 $330K 0.22% 0 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 2,963 $326K 0.05% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 2,961 $325K 0.08% -714 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,945 $324K 0.03% -7 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 2,939 $323K 0.28% 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,931 $322K 0.12% +18 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,897 $318K 0.06% -230 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,894 $318K 0.02% -149 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,889 $318K 0.02% +4 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 2,885 $317K 0.47% 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,860 $314K 0.01% +418 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,855 $314K 0.01% -169 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,816 $310K 0.02% +795 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,819 $310K 0.01% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,810 $309K 0.03% -7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Creekside Partners More: the full row for Creekside Partners 2,802 $308K 0.13% +2 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,776 $305K 0.14% -200 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,776 $305K 0.02% -128 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,771 $304K 0.17% -211 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 2,761 $303K 0.3% -824 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,751 $302K 0.03% -1,670 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,748 $302K 0.04% +22 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 2,739 $302K 0.04% -424 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,741 $301K 0.08% -308 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,725 $300K 0.26% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,695 $296K 0.01% -70 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,692 $296K 0.06% +19 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 2,667 $293K 0.01% new 13F-HR Timeline Group King Wealth Management Group More: the full row for King Wealth Management Group 2,668 $293K 0.04% -426 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,665 $293K 0.21% 0 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 2,660 $292K 0.02% -23 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,651 $291K 0.03% +71 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,643 $290K 0.23% 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,622 $288K 0.02% -899 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,602 $286K 0.02% -518 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,598 $286K 0.17% +29 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 2,575 $283K 0.14% -26 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 2,573 $283K 0.04% 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 2,567 $282K 0.29% 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,554 $281K 0.01% -25 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,547 $280K <0.01% -222 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,546 $280K 0.1% +38 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,541 $279K 0.01% -805 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,539 $279K <0.01% -220 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,516 $277K 0.02% 0 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,510 $276K 0.12% +291 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,500 $275K 0.05% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,491 $274K 0.05% 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,478 $272K 0.01% +3 13F-HR Timeline Group Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 2,470 $271K 0.19% +27 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,458 $270K 0.04% -133 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,457 $270K 0.15% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 2,456 $270K 0.07% -3,107 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,444 $269K 0.01% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,419 $266K 0.06% -120 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 2,412 $265K 0.2% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,411 $265K 0.1% -28 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,410 $265K <0.01% +296 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 2,409 $265K 0.05% -1 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 $264K 0.01% -190 13F-HR Timeline Group Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 2,381 $262K 0.07% +27 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 2,378 $261K 0.26% +20 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,364 $260K 0.02% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,348 $258K 0.02% -425 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,342 $257K 0.01% -840 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 2,340 $257K 0.07% -25 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,337 $257K <0.01% -579 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,321 $255K 0.07% -200 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 2,320 $255K 0.04% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,313 $254K 0.06% -350 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,310 $254K 0.02% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,304 $253K 0.04% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,304 $253K 0.06% -177 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 2,302 $253K 0.04% 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,300 $253K 0.05% 0 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 2,280 $251K 0.15% 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,272 $250K 0.03% +25 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 2,270 $249K 0.1% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 2,263 $249K 0.05% new 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 2,251 $247K 0.08% 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 2,245 $247K 0.18% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,243 $247K 0.03% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,236 $246K 0.02% -83 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 2,233 $245K 0.06% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 2,221 $245K 0.02% 0 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 2,228 $245K 0.22% +17 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,216 $244K 0.1% -5 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,212 $243K <0.01% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 2,210 $243K <0.01% new 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 2,202 $242K 0.18% +150 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,193 $241K 0.02% -709 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,182 $240K 0.05% +13 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,179 $240K 0.04% -4,082 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,169 $239K 0.02% -99 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,169 $238K 0.04% +1 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2,164 $238K 0.02% -104 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 2,157 $237K 0.21% +37 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,149 $236K 0.01% -6 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,115 $232K 0.13% -742 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 2,100 $231K 0.19% 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,096 $230K 0.06% 0 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 2,095 $230K 0.06% +93 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,095 $230K 0.02% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,091 $230K 0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 2,089 $230K 0.38% -459 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 2,070 $228K 0.06% 0 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 2,060 $226K <0.01% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,035 $226K 0.04% +9 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 2,059 $226K 0.22% 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,048 $225K 0.21% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,032 $224K 0.04% -171 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,036 $224K 0.03% +17 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,036 $224K 0.2% new 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 2,035 $224K 0.09% 0 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 2,034 $224K 0.06% -210 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,030 $223K 0.12% 0 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 2,029 $223K 0.08% -7 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,028 $223K 0.01% new 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 2,028 $223K 0.11% 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 2,026 $223K 0.04% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,021 $222K 0.04% +21 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,010 $221K 0.19% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,009 $221K 0.06% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 2,000 $220K 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 $220K <0.01% 0 13F-HR Timeline Group High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 2,000 $220K 0.21% 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,999 $220K 0.02% +1 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 1,997 $219K 0.08% 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 1,977 $217K 0.22% +73 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 1,963 $216K 0.02% new 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 1,958 $215K 0.03% -141 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,942 $214K 0.02% 0 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 1,944 $214K 0.22% -212 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 1,938 $213K 0.08% 0 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,936 $213K 0.03% -551 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,932 $212K <0.01% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,920 $211K 0.07% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,900 $209K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,896 $208K 0.02% -10 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 1,890 $208K 0.04% -609 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,878 $206K 0.01% -4 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,867 $205K 0.15% -163 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,860 $204K 0.04% -2,155 13F-HR Timeline