Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,172 $513K 0.35% new 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,167 $510K <0.01% +215 13F-HR Timeline Group Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 1,161 $508K 0.06% +381 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,161 $508K 0.07% +381 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,161 $508K 0.02% -51 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,159 $507K 0.04% -3 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 1,158 $507K 0.22% -70 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 1,156 $506K 0.17% -350 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,153 $504K 0.14% +320 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 1,150 $503K 0.32% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,147 $502K 0.13% +54 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,145 $501K 0.16% new 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. 1,139 $498K 0.02% -3,173 13F-HR Timeline Group LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 1,138 $498K 0.67% -2 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,131 $495K 0.08% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,158 $495K 0.05% +29 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,127 $493K <0.01% -4 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,119 $489K 0.04% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,117 $489K 0.29% -130 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,115 $488K 0.04% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,115 $488K 0.07% +490 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,114 $487K 0.09% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,112 $486K 0.29% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,108 $485K 0.02% +345 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,106 $484K 0.01% +227 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,103 $483K 0.02% -420 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,102 $482K 0.13% -108 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,100 $481K 0.05% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,088 $476K 0.02% -91 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 1,085 $474K 0.38% +3 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,080 $472K 0.08% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,077 $471K 0.13% new 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 1,074 $470K 1.31% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,074 $470K 0.01% +278 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,071 $469K 0.36% +3 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,072 $469K 0.09% +193 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,071 $468K 0.04% -249 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,068 $467K 0.11% +70 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,067 $467K 0.04% -13 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,062 $465K 0.01% +115 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,058 $463K 0.15% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,054 $461K 0.31% -1,226 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 1,053 $461K 0.25% +354 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,052 $460K 0.11% +10 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,051 $460K <0.01% -526 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,050 $459K 0.13% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,050 $459K 0.1% -69 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,048 $458K 0.12% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,044 $457K 0.04% -319 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,042 $456K 0.17% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,034 $452K 0.05% +296 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,024 $448K 0.07% +177 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 1,023 $447K 0.17% new 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,021 $447K 0.14% +110 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,021 $447K 0.16% -2 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,020 $446K 0.29% +138 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,018 $445K 0.04% +29 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,015 $444K 0.19% -1,587 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,012 $443K 0.01% +220 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,010 $442K 0.01% +98 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 1,009 $441K 0.02% +1 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,009 $441K 0.11% -74 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,008 $441K 0.03% -475 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,008 $441K 0.14% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,004 $439K 0.04% -31 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,003 $439K 0.1% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,002 $438K 0.04% +1 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 1,000 $437K 0.02% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,000 $437K 0.03% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 999 $437K 0.07% +44 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 997 $436K 0.01% +20 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 996 $436K 0.01% +7 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 992 $434K 0.05% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 986 $433K 0.08% -110 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 988 $432K 0.05% +23 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 988 $432K 0.03% 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 986 $431K 0.13% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 986 $431K 0.21% +47 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 978 $428K 0.01% +50 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 976 $427K 0.05% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 975 $426K 0.14% -225 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 972 $425K 0.27% +135 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 970 $424K 0.27% -4 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 969 $424K 0.11% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 964 $422K 0.01% +13 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 961 $420K 0.09% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 957 $419K 0.12% -2,869 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 955 $418K 0.15% -3 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 952 $416K 0.16% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 941 $412K 0.21% -104 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 941 $412K <0.01% -148 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 937 $410K 0.09% 0 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 937 $410K 0.41% +51 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 936 $409K 0.03% -565 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 936 $409K 0.03% new 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 935 $409K 0.07% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 934 $409K 0.02% -128 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 924 $404K 0.01% +14 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 923 $404K 0.3% +154 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 921 $403K 0.03% +202 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 919 $402K 0.12% -339 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 915 $400K 0.22% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 910 $398K 0.07% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 908 $397K 0.06% +1 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. 902 $395K 0.01% 0 13F-HR Timeline Group J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 900 $394K 0.09% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 900 $394K 0.21% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 900 $394K 0.13% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 897 $392K 0.1% -29 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 896 $392K 0.08% -178 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 895 $391K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 895 $391K 0.18% +115 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 895 $391K 0.37% -49 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 893 $391K 0.06% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 889 $389K 0.37% +257 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 888 $388K 0.03% +149 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 886 $388K 0.02% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 879 $384K 0.04% +19 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 876 $383K 0.01% +122 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 875 $383K 0.04% +126 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 873 $382K 0.12% 0 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 868 $380K 0.11% +1 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 866 $379K 0.03% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 858 $375K 0.01% -57 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 857 $375K 0.04% -85 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 855 $374K 0.03% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 854 $374K 0.05% +131 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 849 $371K 0.03% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 846 $370K 0.09% -5 13F-HR Timeline Busey Bank More: the full row for Busey Bank 846 $370K 0.01% -73 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 843 $369K 0.03% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 843 $369K 0.05% +3 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 839 $367K 0.07% 0 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 834 $365K 0.07% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 833 $364K 0.05% -27 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 833 $364K 0.21% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 832 $364K 0.01% +43 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 831 $363K 0.06% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 830 $363K 0.06% -94 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 830 $363K 0.15% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 820 $359K 0.02% +2 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 816 $357K 0.26% 0 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 816 $357K 0.06% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 814 $356K 0.05% -36 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 814 $356K 0.06% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 806 $353K 0.04% -3 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 805 $352K 0.06% 0 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 804 $352K 0.03% 0 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 800 $350K 0.05% 0 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 800 $350K 0.05% new 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 797 $349K 0.25% -6 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 788 $345K 0.18% -73 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 785 $343K 0.05% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 781 $342K 0.19% +41 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 781 $342K 0.29% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 780 $341K 0.01% -5 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 780 $341K 0.08% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 785 $336K 0.16% -38 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 767 $335K 0.05% +129 13F-HR/A Timeline Bank of Marin More: the full row for Bank of Marin 767 $335K 0.25% 0 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 767 $335K 0.08% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 766 $335K 0.01% +3 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 766 $335K 0.12% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 762 $333K 0.02% +47 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 761 $333K 0.09% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 760 $332K 0.03% 0 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 756 $331K 0.02% -6 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 754 $330K 0.09% +27 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 750 $328K 0.11% 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 750 $328K 0.05% +74 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 750 $328K 0.08% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 748 $327K 0.01% -44 13F-HR/A Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 747 $327K 0.02% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 743 $325K 0.01% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 741 $324K 0.03% +12 13F-HR Timeline Group Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 741 $324K 0.02% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 738 $323K 0.04% -168 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 738 $323K 0.12% 0 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 736 $322K <0.01% new 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 733 $321K 0.04% -22 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 732 $320K <0.01% -18 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 728 $318K 0.16% +27 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 727 $318K 0.19% +2 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 726 $318K 0.03% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 725 $317K 0.03% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 725 $317K 0.01% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 720 $315K 0.02% 0 13F-HR Timeline Group SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 719 $314K 0.08% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 717 $314K 0.02% -46 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 716 $313K 0.09% +14 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 714 $312K 0.02% 0 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 712 $311K 0.02% new 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 710 $311K 0.03% +32 13F-HR Timeline Bell Bank More: the full row for Bell Bank 708 $310K 0.01% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 708 $310K 0.09% +2 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 704 $308K 0.21% +28 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 700 $306K 0.02% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 700 $306K 0.07% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 699 $306K 0.25% new 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 702 $305K 0.05% -595 13F-HR Timeline