Matrix Trust Co More: the full row for Matrix Trust Co 3,993 $441K 0.07% +307 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 3,986 $440K 0.39% +1,927 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 3,952 $436K 0.66% +1,067 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,950 $436K <0.01% -675 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 3,930 $434K 0.01% -77 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,924 $433K <0.01% +13 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,914 $432K 0.01% +1,982 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,912 $432K 0.01% +433 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,908 $431K 0.31% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,899 $430K 0.06% +614 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 3,895 $430K 0.25% -109 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 3,875 $429K 0.16% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,889 $429K <0.01% +730 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,887 $429K 0.13% -530 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 3,885 $429K 0.31% +1,683 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 3,846 $424K 0.17% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,818 $421K <0.01% +21 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,805 $420K 0.02% -427 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 3,784 $418K 0.01% +711 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,776 $417K 0.01% -390 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,749 $414K 0.03% +495 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,729 $412K 0.04% +94 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,711 $410K 0.09% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,689 $407K <0.01% -504 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 3,658 $404K 0.18% -9 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,644 $402K 0.06% -147 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,641 $402K 0.09% -4,070 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 3,624 $400K 0.31% +548 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,612 $399K 0.24% +92 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,576 $395K 0.05% +1,272 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 3,570 $394K 0.23% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 3,564 $393K 0.32% -45 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,551 $392K 0.03% -211 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,544 $391K 0.01% +46 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,541 $391K <0.01% +152 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,531 $390K 0.21% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,508 $387K 0.04% +150 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,500 $386K 0.02% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,486 $385K 0.02% -228 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 3,484 $384K 0.04% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,477 $384K <0.01% +22 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,469 $383K 0.02% -1,941 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 3,463 $382K 0.1% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,436 $379K 0.05% +118 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 3,407 $376K 0.08% new 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 3,384 $375K 0.28% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,397 $375K 0.05% 0 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 3,364 $371K 0.15% 0 13F-HR/A Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,340 $369K 0.07% -1,129 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,293 $363K 0.01% -369 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 3,301 $362K 0.03% +1 13F-HR Timeline Group Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,266 $360K 0.02% +10 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,258 $360K 0.05% -210 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,246 $358K <0.01% 0 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,240 $358K 0.09% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,231 $356K <0.01% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,224 $356K <0.01% +677 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,207 $354K 0.05% -821 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 3,185 $352K 0.03% +65 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,180 $351K 0.02% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,158 $348K 0.03% +810 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,149 $348K 0.01% 0 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 3,149 $348K 0.49% -293 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,139 $346K 0.01% +39 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,133 $346K 0.03% -84 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,117 $344K 0.09% +777 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 3,098 $342K 0.17% 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 3,097 $342K 0.07% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,055 $337K 0.22% 0 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 3,053 $337K 0.14% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,044 $336K 0.03% +949 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,015 $333K 0.09% -217 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 $332K 0.01% -17 13F-HR Timeline Group Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,000 $331K 0.23% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 2,980 $329K 0.51% +891 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 2,963 $327K 0.05% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 2,961 $327K 0.08% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,955 $326K 0.03% +145 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,955 $326K 0.01% new 13F-HR/A Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 2,927 $326K 0.15% -876 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 2,939 $324K 0.26% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,925 $323K 0.05% new 13F-HR Timeline Group Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,924 $323K 0.15% -86 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,906 $321K 0.01% -116 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,889 $319K 0.02% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,888 $319K 0.02% -6 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,877 $317K 0.01% -288 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,861 $316K 0.08% +120 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,827 $312K 0.01% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,822 $311K 0.14% -242 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,802 $309K 0.13% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,800 $309K 0.02% +24 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,800 $309K 0.06% +500 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,791 $308K 0.07% -238 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,776 $306K 0.14% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 2,773 $306K <0.01% +563 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,770 $306K 0.19% +172 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 2,762 $305K 0.05% -4,314 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,761 $305K 0.03% +10 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,740 $302K 0.02% new 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,728 $301K 0.06% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,725 $301K 0.29% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,721 $300K 0.2% +56 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 2,701 $298K 0.29% -60 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,698 $298K 0.01% -1,621 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,676 $298K 0.03% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,692 $297K 0.06% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,673 $295K 0.12% -258 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,662 $294K 0.02% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 2,624 $290K 0.1% -575 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 2,611 $288K 0.01% -56 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,580 $285K 0.03% -71 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,567 $283K 0.04% -101 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,531 $279K 0.01% -10 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,516 $278K 0.02% 0 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,510 $277K 0.12% 0 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 2,500 $276K 0.05% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,500 $276K 0.06% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,498 $276K 0.04% 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,496 $275K 0.01% -58 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,496 $275K <0.01% -43 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,478 $273K 0.01% -217 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 2,470 $273K 0.17% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,468 $272K 0.01% +2,197 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,458 $271K <0.01% +121 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,447 $270K 0.04% -11 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,445 $270K 0.01% -33 13F-HR Timeline Group Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 2,421 $267K 0.07% +188 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 2,412 $266K 0.19% 0 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 $265K 0.01% 0 13F-HR Timeline Group Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 2,381 $263K 0.07% 0 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 2,378 $262K 0.27% 0 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 2,377 $262K 0.24% -190 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,370 $262K 0.06% -49 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,364 $261K 0.02% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,358 $260K 0.04% -1,292 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,352 $260K 0.01% -508 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,348 $259K 0.01% -254 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,337 $258K 0.01% -5 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,320 $257K 0.01% -124 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 2,325 $257K 0.17% +45 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,321 $256K 0.07% 0 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 2,320 $256K 0.04% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,319 $256K 0.09% -227 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,313 $255K 0.2% -330 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,310 $255K 0.01% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,308 $255K 0.06% -5 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 2,302 $254K 0.04% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 2,290 $253K 0.01% -37,239 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,272 $251K 0.03% 0 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 2,270 $251K 0.11% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,266 $250K 0.09% +50 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 2,261 $250K 0.09% +264 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 2,257 $249K 0.23% 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 2,245 $248K 0.17% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,243 $248K 0.03% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,244 $248K 0.06% +208 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 2,770 $245K 0.13% 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,218 $245K <0.01% +6 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,218 $245K 0.05% +36 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 2,200 $243K 0.24% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,199 $243K <0.01% -620 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,169 $239K 0.04% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2,164 $239K 0.02% 0 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 2,157 $238K 0.19% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,149 $237K 0.01% 0 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 2,148 $237K 0.08% -103 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,146 $237K 0.02% -47 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,131 $235K 0.05% -173 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 2,100 $232K 0.19% 0 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 2,095 $231K 0.06% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,090 $231K 0.06% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,085 $230K 0.01% -537 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 Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 2,068 $228K 0.24% +91 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 2,060 $227K <0.01% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,049 $226K <0.01% -3,577 13F-HR Timeline Group North Forty Two & Co. More: the full row for North Forty Two & Co. 2,048 $226K 0.21% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,045 $226K 0.03% new 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 2,035 $225K 0.09% 0 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,030 $224K 0.12% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,022 $223K 0.02% +400 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,021 $223K 0.04% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,019 $223K 0.05% -878 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,018 $223K <0.01% -392 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,013 $222K 0.18% +3 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,011 $222K 0.08% -400 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,009 $222K 0.07% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 2,000 $221K 0.07% 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 $221K <0.01% 0 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,996 $220K 0.02% -3 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,971 $218K 0.02% -265 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,959 $216K 0.1% 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 $216K 0.03% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,943 $214K 0.02% new 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 1,938 $214K 0.08% 0 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,936 $214K 0.03% 0 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,915 $214K 0.02% -254 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 1,924 $212K 0.03% -2,367 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,903 $210K 0.07% -17 13F-HR Timeline