Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,583 $359K 0.03% +49 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 1,580 $358K 0.02% +310 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,571 $357K 0.04% +47 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,574 $356K 0.04% -1,210 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,569 $355K 0.2% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,568 $355K <0.01% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,568 $355K 0.13% +90 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,444 $355K 0.1% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,558 $353K 0.1% +37 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 1,500 $352K 0.19% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,553 $352K 0.14% -19 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 1,547 $350K 0.17% -317 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,544 $350K 0.04% -280 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,543 $350K 0.08% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,543 $349K 0.02% 0 13F-HR Timeline Group MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,535 $348K 0.01% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,535 $348K 0.18% -1,542 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,533 $347K 0.03% +15 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,533 $347K 0.21% +15 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,517 $345K 0.2% +4 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,522 $345K 0.1% -1,202 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,520 $344K 0.03% +28 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,519 $344K 0.16% -305 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,511 $342K 0.06% new 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,511 $342K 0.02% new 13F-HR/A Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,510 $342K 0.07% +20 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,508 $342K 0.06% -80 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,449 $340K 0.04% new 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 1,501 $340K 0.04% new 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 1,500 $340K 0.22% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,495 $339K 0.06% -7 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 1,493 $338K 0.1% +193 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,485 $336K 0.11% +65 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,484 $336K 0.08% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,477 $335K 0.13% +130 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,474 $334K 0.11% +16 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 1,473 $334K 0.16% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,472 $333K 0.14% -259 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,392 $332K 0.21% +31 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,462 $331K 0.05% +190 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 1,458 $330K 0.04% new 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 1,456 $330K 0.19% 0 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 1,455 $330K 0.19% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,454 $329K 0.16% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,454 $329K 0.08% -368 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,451 $329K 0.07% +100 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,450 $328K 0.05% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,449 $328K 0.03% -86 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,448 $328K 0.09% -532 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,435 $325K 0.06% +100 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,434 $324K 0.09% -279 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,427 $323K 0.08% 0 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 1,422 $322K 0.22% new 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,422 $322K 0.05% new 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 1,420 $322K 0.24% -220 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 1,418 $321K 0.01% new 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,415 $321K 0.11% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,392 $320K 0.05% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,411 $320K 0.15% -21 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,406 $318K 0.02% new 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 1,402 $318K 0.08% new 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,395 $316K 0.02% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,394 $316K 0.16% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 1,393 $316K 0.13% -13 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,390 $315K 0.04% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,372 $311K 0.18% new 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 1,370 $310K 0.17% -34 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,370 $310K 0.06% +1 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,370 $310K 0.01% -174 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 1,369 $310K 0.14% +33 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 1,368 $310K 0.03% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,366 $309K 0.11% -3 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,361 $308K 0.03% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,458 $308K 0.08% new 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 1,359 $308K 0.21% -315 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 1,355 $307K 0.01% -1,755 13F-HR Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,354 $307K 0.25% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,353 $306K 0.02% +89 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,352 $306K 0.06% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,350 $306K 0.02% -114 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,349 $305K 0.1% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,343 $304K 0.04% +103 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,342 $304K 0.03% 0 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 1,341 $304K 0.17% -44 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 1,335 $302K 0.08% -37 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 1,334 $302K <0.01% new 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,333 $302K 0.1% -495 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,319 $301K 0.04% +2 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,329 $301K 0.03% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,321 $300K 0.01% -17 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,322 $300K 0.03% -1,401 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,320 $299K 0.14% +20 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,317 $298K 0.1% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,314 $298K 0.13% +1,100 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,313 $297K 0.1% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,311 $297K 0.02% -51 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,104 $297K 0.05% new 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 1,307 $296K 0.05% new 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 1,306 $296K 0.22% +27 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,304 $295K 0.1% new 13F-HR/A Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,304 $295K 0.01% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,301 $295K 0.07% +2 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 1,295 $293K 0.03% +230 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 1,295 $293K 0.08% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,291 $292K 0.01% -200 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,289 $292K 0.28% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 1,285 $291K 0.04% +100 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,284 $291K 0.06% +61 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 1,284 $291K 0.27% 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 1,282 $290K 0.19% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,275 $289K 0.05% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,270 $289K 0.04% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,273 $288K 0.05% new 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,271 $288K 0.04% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,269 $287K 0.03% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 1,268 $287K 0.13% +50 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 1,267 $287K 0.04% +37 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,266 $287K 0.02% 0 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 1,265 $287K 0.08% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,260 $285K 0.07% -38 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,260 $285K 0.03% new 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 1,256 $284K 0.08% new 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,253 $284K <0.01% 0 13F-HR Timeline Group Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 1,180 $284K 0.06% +100 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,251 $283K 0.08% +12 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,248 $283K 0.05% -25 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,247 $282K 0.03% -25 13F-HR Timeline Group United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 1,246 $282K 0.02% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,245 $282K 0.03% +4 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,240 $281K 0.06% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,238 $280K 0.02% +3 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 1,236 $280K 0.03% -86 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 1,233 $279K 0.13% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1,233 $279K 0.22% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,227 $278K 0.03% -129 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,137 $278K 0.09% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,224 $277K 0.04% new 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 1,220 $276K 0.04% -20 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,220 $276K 0.07% -38 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,215 $275K 0.01% -31 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 1,215 $275K 0.22% -532 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1,213 $275K 0.15% +217 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 1,210 $274K 0.19% +460 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 1,210 $274K 0.19% +4 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,208 $274K <0.01% -282 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,207 $273K 0.02% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,206 $273K 0.01% -6 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,206 $273K 0.01% new 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 1,203 $272K 0.17% new 13F-HR/A Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,200 $272K 0.03% new 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,196 $271K 0.04% -52 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,191 $271K 0.13% -118 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 1,195 $271K 0.17% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,193 $270K 0.02% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,192 $270K 0.04% -439 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 1,192 $270K 0.09% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,190 $270K 0.04% -494 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,190 $270K 0.14% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,182 $269K 0.02% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,183 $268K 0.03% new 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 1,181 $267K 0.21% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,170 $266K 0.1% new 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,172 $266K 0.05% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,171 $265K 0.09% -160 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,111 $265K 0.12% +78 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,170 $265K 0.01% -100 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,145 $264K 0.14% new 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 1,161 $263K 0.01% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,161 $263K 0.18% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,160 $263K 0.08% +13 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 1,155 $262K 0.24% 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,152 $261K 0.02% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,150 $260K 0.02% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,143 $260K 0.02% +792 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,146 $260K 0.05% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,141 $258K <0.01% new 13F-HR Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,140 $258K 0.05% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,139 $258K 0.03% -135 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,139 $258K 0.13% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,138 $258K 0.07% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,137 $258K 0.07% -521 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,133 $257K 0.13% +43 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 1,133 $257K 0.03% new 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,129 $256K 0.01% -144 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,127 $255K 0.16% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,127 $255K 0.2% new 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 1,126 $255K 0.13% new 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 1,125 $255K 0.05% new 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,124 $255K 0.13% new 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 1,117 $253K 0.03% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,113 $252K 0.01% -1,046 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,110 $251K 0.01% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,110 $251K 0.04% new 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,110 $251K 0.07% -836 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,108 $251K 0.03% +1,008 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 1,106 $250K 0.12% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,102 $250K 0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,105 $250K 0.06% 0 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 1,102 $250K 0.08% new 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 1,022 $250K 0.17% 13F-HR Timeline