SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 1,135 $273K 0.15% 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,124 $270K 0.01% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,123 $270K 0.06% +23 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,133 $270K 0.11% +3 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 1,122 $270K 0.09% 0 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 1,115 $268K 0.27% 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,111 $267K 0.04% -495 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,110 $267K 0.2% 0 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,108 $266K 0.12% +1 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,109 $266K 0.14% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,103 $265K 0.04% +63 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,112 $265K 0.12% -7 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,100 $264K 0.02% 0 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 1,100 $264K 0.05% 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,095 $263K 0.2% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,095 $263K <0.01% +81 13F-HR/A Timeline Group Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 1,092 $262K 0.11% new 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 1,088 $261K 0.14% +196 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 1,084 $260K 0.25% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,083 $260K 0.14% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,082 $260K 0.16% +25 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,080 $259K 0.05% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,076 $258K 0.06% new 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 1,073 $258K 0.07% -575 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,073 $258K 0.02% -7 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,071 $257K 0.05% -4 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,070 $257K 0.05% -14 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,067 $256K 0.23% 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,065 $256K 0.15% 0 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 1,063 $255K 0.04% -32 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,063 $255K 0.1% -23 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 1,061 $255K 0.34% -35 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 1,061 $255K 0.11% -105 13F-HR Timeline Riggs Capital Management LLC More: the full row for Riggs Capital Management LLC 1,057 $254K 0.25% 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,056 $254K 0.03% +162 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,056 $254K 0.17% +209 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 1,052 $253K 0.15% +17 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,047 $252K 0.02% -22 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 1,045 $251K 0.23% 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 1,045 $251K 0.13% +2 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 1,043 $251K 0.22% 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 1,039 $250K 0.05% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,032 $248K 0.15% 13F-HR Timeline Signify Wealth More: the full row for Signify Wealth 1,026 $247K 0.28% +88 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 1,015 $244K 0.18% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,014 $244K 0.21% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,012 $243K 0.05% -4,506 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,012 $243K 0.03% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,008 $242K 0.17% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 1,006 $242K 0.08% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,006 $242K 0.16% -5,742 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,003 $241K 0.02% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,003 $241K 0.03% +594 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,000 $240K 0.14% -21 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 996 $239K 0.12% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 996 $239K 0.19% 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 995 $239K 0.21% -75 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 994 $239K 0.13% +106 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 989 $238K 0.17% -19 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 988 $237K <0.01% 0 13F-HR/A Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 988 $237K 0.05% -28 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 988 $237K 0.03% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 977 $234K 0.02% +536 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 970 $233K 0.06% new 13F-HR Timeline EPIQ Capital Group, LLC More: the full row for EPIQ Capital Group, LLC 965 $232K 0.06% +6 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 963 $231K 0.01% -214 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 961 $231K 0.02% +1 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 961 $231K 0.05% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 959 $230K <0.01% new 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 954 $229K 0.06% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 953 $229K 0.12% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 952 $229K 0.01% -100 13F-HR/A Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 951 $229K 0.03% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 951 $229K 0.1% 0 13F-HR/A Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 947 $228K 0.09% -6,343 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 945 $227K 0.12% 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 942 $226K 0.12% -21 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 937 $225K 0.02% 0 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 936 $225K 0.03% 0 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 933 $224K 0.07% -10 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 930 $223K 0.04% new 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 930 $223K <0.01% -200 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 930 $223K 0.02% +114 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 927 $223K 0.02% new 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 927 $223K 0.27% 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 925 $222K 0.03% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 924 $222K 0.06% -142 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 925 $222K 0.02% 0 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 924 $222K 0.04% -116 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 923 $222K 0.19% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 922 $222K 0.07% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 922 $222K 0.08% +338 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 917 $220K 0.09% -240 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 915 $220K 0.15% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 915 $220K 0.1% -10 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 913 $219K 0.04% 0 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 912 $219K 0.16% -166 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 911 $219K 0.08% -520 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 909 $218K 0.01% 0 13F-HR Timeline Group REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 908 $218K 0.07% +6 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 907 $218K 0.08% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 905 $218K 0.09% -12 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 905 $217K 0.17% 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 902 $217K 0.02% -124 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 901 $217K 0.01% -3 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 900 $216K 0.1% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 907 $216K 0.04% -7 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 898 $216K 0.08% 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 895 $215K 0.07% +202 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 895 $215K 0.07% +3 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 895 $215K 0.11% +65 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 895 $215K 0.03% -62 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 892 $214K 0.02% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 891 $214K 0.08% +1 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 864 $214K 0.01% -461 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 889 $214K 0.1% -288 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 888 $213K 0.01% new 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 888 $213K 0.07% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 887 $213K 0.23% +3 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 887 $213K 0.09% 0 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 885 $213K 0.04% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 885 $213K 0.16% new 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 883 $212K 0.23% 13F-HR Timeline Anchor Pointe Wealth Management, LLC More: the full row for Anchor Pointe Wealth Management, LLC 883 $212K 0.28% 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 882 $212K 0.03% -50 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 881 $212K 0.08% -79 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 840 $212K 0.1% new 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 879 $211K 0.06% +6 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 874 $210K 0.01% +17 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 873 $210K 0.11% 0 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 869 $209K 0.19% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 843 $209K 0.05% new 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 867 $208K 0.1% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 865 $208K 0.1% -27 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 863 $207K 0.01% 0 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 861 $207K 0.18% 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 859 $206K <0.01% new 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 859 $206K 0.08% -111 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 847 $206K 0.05% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 857 $206K 0.08% -390 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 855 $205K 0.14% 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 854 $205K 0.12% new 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 854 $205K 0.04% +4 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 853 $205K 0.03% -390 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 824 $205K 0.14% new 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 850 $204K 0.07% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 850 $204K 0.14% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 850 $204K 0.03% 0 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 848 $204K 0.03% 0 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 846 $203K 0.05% -293 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 845 $203K 0.09% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 843 $203K 0.02% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 839 $202K 0.02% +1 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 838 $201K 0.14% new 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 837 $201K 0.08% new 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 837 $201K 0.16% 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 835 $201K 0.15% new 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 835 $201K 0.04% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 833 $200K 0.02% new 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 763 $199K 0.15% -8 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 814 $196K 0.17% -158 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 12,618 $193K 0.06% new 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 800 $192K 0.07% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 790 $190K 0.02% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 788 $189K 0.01% 0 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 775 $186K 0.01% -100 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 772 $185K 0.07% +769 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 764 $184K 0.02% -340 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 737 $177K 0.02% -59 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 716 $172K <0.01% +85 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 704 $169K 0.04% +4 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 703 $169K 0.04% 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 701 $169K <0.01% +684 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 675 $162K 0.02% +300 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 668 $160K 0.05% +9 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 665 $160K 0.04% -104 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 629 $151K 0.01% +64 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 600 $144K 0.08% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 600 $144K 0.05% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 598 $144K 0.1% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 591 $142K 0.04% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 575 $138K 0.04% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 558 $134K 0.03% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 558 $134K 0.05% -29 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 546 $131K 0.08% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 540 $130K 0.07% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 538 $129K 0.05% +71 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 516 $129K 0.01% -37 13F-HR Timeline Group RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 535 $129K 0.05% -36 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 527 $127K 0.01% +365 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 517 $124K 0.08% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 515 $124K 0.06% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 503 $121K 0.03% new 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 500 $120K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 497 $119K 0.03% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 493 $118K 0.04% +161 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 486 $117K 0.02% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 480 $115K 0.04% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 473 $114K +317 Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 456 $110K 0.05% 0 13F-HR Timeline