PFG Investments, LLC More: the full row for PFG Investments, LLC 1,312 $644K 0.02% +37 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,311 $644K 0.07% new 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 1,310 $643K 0.29% -50 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 1,308 $642K 0.16% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,298 $636K <0.01% +32 13F-HR Timeline Group SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 1,293 $635K 0.15% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,291 $634K 0.01% -242 13F-HR Timeline Group Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,290 $634K 0.1% -120 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,287 $632K 0.04% +10 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,286 $632K 0.04% +160 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,284 $630K 0.1% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,281 $629K 0.2% +254 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,281 $629K 0.04% +18 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,318 $627K 0.46% +3 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,266 $622K 0.02% -82 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,264 $621K 0.06% -74 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,254 $616K 0.01% +111 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,247 $613K 0.04% +4 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,247 $612K 0.09% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,246 $612K 0.02% +745 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,245 $611K 0.12% +4 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,245 $611K 0.01% +92 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,244 $611K 0.03% -114 13F-HR Timeline Group FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 1,243 $611K 0.55% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,236 $607K 0.15% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,236 $607K 0.13% +50 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,235 $607K 0.06% +26 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,234 $606K 0.02% -32 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,234 $606K 0.02% +36 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,228 $603K 0.11% -1 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $602K 0.14% 0 13F-HR Timeline Amount filed as zero, left out of ratios. FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,223 $601K 0.03% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,214 $596K 0.01% +162 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,210 $594K 0.01% +232 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,193 $586K 0.01% -1,139 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,191 $585K 0.04% -39 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,185 $582K 0.09% -2 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 1,180 $580K 0.43% 0 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,180 $580K 0.01% +370 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 1,179 $579K 0.37% new 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,177 $578K 1.86% +111 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,171 $575K <0.01% 0 13F-HR Timeline Group MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,165 $572K 0.19% +308 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,165 $572K 0.22% -7 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,164 $572K 0.01% -1,094 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,159 $569K 0.07% +5 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 1,156 $568K 0.17% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,153 $566K 0.04% +45 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,150 $565K 0.03% +152 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 1,150 $565K 0.3% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,143 $561K 0.03% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,142 $561K 0.11% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,131 $556K 0.08% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,130 $555K 0.04% +230 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,130 $555K 0.06% +307 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,124 $552K 0.19% -148 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,119 $550K 0.07% +1 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,142 $548K 0.37% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,114 $547K 0.01% new 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,114 $547K 0.01% +723 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,110 $545K 0.01% 0 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,109 $545K 0.25% +32 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,101 $541K <0.01% +588 13F-HR Timeline Group GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,100 $540K 0.04% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,095 $538K 0.04% -20 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 1,095 $538K 0.2% 0 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 1,087 $534K -46 Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,086 $533K 0.01% -45 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,083 $532K 0.12% +250 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,080 $530K 0.01% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,078 $529K 0.09% +143 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,073 $527K 0.04% +1 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,065 $523K 0.08% +76 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,059 $520K 0.12% 0 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 1,056 $519K 0.34% +64 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,052 $517K 0.11% +11 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,052 $517K <0.01% -25 13F-HR Timeline Group VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,052 $517K 0.2% +142 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,050 $516K 0.12% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,050 $516K 0.1% 0 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 1,048 $515K 0.04% 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,042 $512K 0.07% -26 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,043 $512K 0.05% +8 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,040 $511K 0.03% +40 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,040 $511K 0.07% +156 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 1,036 $509K 0.06% -3,022 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,034 $508K 0.01% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,033 $507K 0.05% +280 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,031 $506K 0.01% +5 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,029 $505K 0.01% +7 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,029 $505K 0.24% 0 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,024 $505K 0.22% +2 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,025 $503K 0.02% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,024 $503K 0.04% -64 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,024 $503K 0.01% -47 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,023 $502K 0.24% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,022 $502K 0.14% +29 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,017 $500K 0.1% +1 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,016 $499K 0.01% +93 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 1,015 $499K 0.22% -5 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,013 $498K 0.01% -18 13F-HR Timeline Group WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,008 $495K 0.14% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 1,008 $495K 0.41% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,004 $493K <0.01% -93 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 1,002 $492K 0.21% -10 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 1,000 $491K 0.02% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,000 $491K 0.03% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 998 $490K 0.04% +29 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 995 $489K 0.13% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 994 $488K 0.04% +174 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 993 $488K 0.02% -700 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 991 $487K 0.06% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 991 $487K 0.02% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 991 $487K 0.06% +151 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 980 $481K 0.03% 0 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 977 $480K 0.11% 0 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 972 $477K 0.15% -195 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 969 $476K 0.17% -350 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 963 $473K 0.07% -33 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 960 $472K 0.03% +142 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 958 $470K 0.11% +105 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 957 $470K 0.03% +15 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 956 $470K 0.03% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 956 $470K 0.03% +83 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 955 $469K 0.16% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 949 $466K 0.09% -8 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 948 $466K 0.02% +1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 947 $465K 0.04% +1 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 945 $464K 0.03% -382 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 944 $464K 0.07% +6 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 940 $462K 0.12% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 927 $455K 0.03% -367 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 924 $454K 0.02% +908 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 920 $452K 0.4% -150 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 918 $451K 0.01% +326 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 914 $449K 0.05% +75 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 913 $448K 0.04% -66 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 912 $448K 0.08% +94 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 910 $447K 0.06% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 908 $446K 0.02% +333 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 927 $443K 0.23% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 900 $442K 0.03% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 900 $442K 0.09% -2,500 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 900 $442K 0.02% +92 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 900 $442K 0.18% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 898 $441K 0.01% +406 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 895 $440K 0.05% -55 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 891 $438K 0.03% -21 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 888 $436K 0.07% -25 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 884 $434K 0.02% +62 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 881 $433K 0.03% -4 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 900 $432K 0.01% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 879 $432K 0.1% 0 13F-HR Timeline Group Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 873 $429K 0.04% -288 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 873 $429K 0.04% -288 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 871 $428K 0.07% new 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 871 $428K 0.06% 0 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 869 $427K -999 Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 869 $427K 0.08% 0 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 869 $427K <0.01% -172 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 869 $427K 0.16% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 868 $426K <0.01% -94 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 864 $424K 0.19% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 863 $424K 0.02% -103 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 861 $423K 0.01% +6 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 872 $423K 0.01% +144 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 857 $421K 0.02% -3 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 853 $419K 0.03% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 851 $418K 0.03% +196 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 849 $417K 0.03% -125 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 871 $415K 0.2% new 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 843 $414K 0.06% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 840 $413K 0.08% -57 13F-HR/A Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 837 $411K 0.16% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 830 $408K 0.03% +118 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 830 $408K 0.02% -232 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 830 $407K 0.02% +107 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 827 $406K 0.04% +1 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 825 $405K 0.04% +117 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 823 $404K 0.07% -69 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 823 $404K 0.08% -37 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 822 $404K 0.05% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 819 $402K 0.03% +34 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 816 $401K 0.01% new 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 829 $401K 0.16% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 815 $400K 0.27% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 814 $400K 0.05% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 807 $396K 0.05% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 806 $396K 0.06% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 802 $394K 0.06% -280 13F-HR Timeline Busey Bank More: the full row for Busey Bank 801 $393K 0.01% +2 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 800 $393K 0.05% 0 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 798 $392K 0.05% +1 13F-HR/A Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 795 $390K 0.04% +105 13F-HR Timeline OSSIAM More: the full row for OSSIAM 794 $390K 0.01% -110 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 789 $388K 0.29% +4 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 786 $386K 0.03% -108 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 785 $386K 0.05% 0 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 784 $385K 0.17% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 782 $384K 0.08% +24 13F-HR Timeline