PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,790 $376K 0.06% -375 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,784 $375K 0.32% -615 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,770 $374K 0.15% +305 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,765 $373K 0.05% new 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 3,762 $373K 0.26% +1 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,761 $373K 0.03% -200 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,760 $373K 0.05% +261 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,755 $372K 0.05% -530 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,744 $371K 0.05% -1,063 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,743 $371K 0.05% -59 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 3,742 $371K 5.84% +100 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 3,739 $371K 0.09% -1,424 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 3,739 $371K 0.04% -11,673 13F-HR Timeline CONNING INC. in group CONNING INC. 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Co. 3,357 $333K 0.04% -8,105 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 3,354 $333K 0.16% -2,275 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,352 $332K 0.06% new 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 3,341 $331K 0.14% +3,341 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,338 $331K 0.09% +26 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,318 $329K 0.01% -74 13F-HR/A Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 3,309 $328K 0.19% 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,297 $327K 0.07% new 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 3,275 $325K 0.05% +335 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. 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Mason LLC More: the full row for S.A. Mason LLC 2,894 $287K 0.11% -195 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,891 $287K 0.04% -315 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,829 $286K 0.06% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,880 $286K 0.03% -1,345 13F-HR Timeline Ifrah Financial Services, Inc. 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More: the full row for Center for Financial Planning, Inc. 2,664 $264K 0.03% +106 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 2,652 $263K 0.03% 0 13F-HR/A Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 2,645 $262K 0.18% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,629 $261K 0.14% +682 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 2,626 $260K 0.12% 0 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,625 $260K 0.01% -445 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,618 $260K 0.01% +1,219 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,615 $259K 0.07% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,615 $259K 0.04% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,614 $259K 0.03% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,603 $258K 0.01% new 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 2,600 $258K 0.12% 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,600 $258K 0.13% new 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,594 $257K 0.02% -545 13F-HR Timeline Dana Investment Advisors, Inc. 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