Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 4,128 $769K 0.05% -1,227 13F-HR Timeline Friday Financial More: the full row for Friday Financial 4,048 $768K 0.46% 0 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 4,116 $767K 0.36% -1,503 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 4,108 $765K 0.2% -3 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 4,107 $765K 0.24% +31 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 4,106 $765K 0.35% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4,113 $764K 0.17% +2 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 4,094 $763K 0.09% 0 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 4,082 $760K 0.49% new 13F-HR/A Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 4,073 $759K 0.21% -861 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 4,071 $759K 0.37% -418 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,041 $753K 0.32% -897 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 4,040 $752K 0.12% 0 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 4,018 $749K 0.63% +2,818 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 4,010 $747K 1.1% +2,585 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,997 $745K 0.69% -112 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,970 $740K <0.01% -117 13F-HR Timeline Group American Money Management, LLC More: the full row for American Money Management, LLC 3,942 $734K 0.14% +14 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,935 $733K 0.12% +6 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,926 $731K 0.23% -203 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 3,911 $729K 0.15% -54 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 3,906 $728K 0.38% +3 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,890 $725K 0.07% +273 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,869 $721K 0.07% -34 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,824 $712K 0.06% +274 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,809 $710K 0.11% +56 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,806 $709K 0.09% +340 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 3,800 $708K 0.01% -527 13F-HR Timeline Group Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,786 $705K 0.06% -245 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 3,771 $703K 0.27% +336 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,028 $702K 0.18% +2,275 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,765 $701K 0.05% -586 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 3,760 $700K 0.69% +1 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3,746 $698K 0.5% 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,736 $696K 0.02% -40 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,731 $695K 0.11% +1 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,724 $694K 0.12% -104 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 3,714 $692K 0.39% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,703 $690K 0.02% -47 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 3,693 $688K 0.04% +901 13F-HR/A Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,678 $685K 0.04% +2 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,678 $685K 0.07% -1,200 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,837 $684K 0.36% -438 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,651 $680K 0.12% -62 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,641 $678K 0.57% -45 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,629 $676K 0.06% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,627 $676K 0.03% -300 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 3,626 $675K 0.25% +220 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,624 $675K 0.37% +84 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 3,701 $674K 0.24% -60 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,609 $672K 0.09% -355 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,595 $670K 0.61% -4 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 3,576 $666K 0.28% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,565 $664K <0.01% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,563 $664K 0.03% -1,401 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,562 $663K 0.17% -1,635 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 3,549 $659K 0.3% -22 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,535 $659K 0.04% -421 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,500 $652K 0.02% 0 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 3,495 $651K 0.15% +1 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,493 $651K 0.01% +103 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 3,501 $651K 0.29% -2,036 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,464 $645K 0.04% -12 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,458 $644K 0.37% +107 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,439 $641K 0.12% -4 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,404 $634K 0.17% -165 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,396 $633K 0.16% -54 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,393 $632K 0.17% -83 13F-HR Timeline Savvy Advisors, Inc. 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More: the full row for Silver Oak Advisory Group, Inc. 3,344 $623K 0.33% +422 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,340 $622K 0.33% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,295 $614K 0.06% +1 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,291 $613K 0.45% +45 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 3,286 $612K 0.55% -37 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,282 $611K <0.01% +111 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,281 $611K 0.02% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,271 $609K 0.04% -76 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 3,268 $609K 0.25% -660 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,265 $608K 0.02% +13 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 3,264 $608K 0.13% -27 13F-HR Timeline Abbot Financial Management, Inc. 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More: the full row for Collaborative Wealth Managment Inc. 2,899 $540K 0.25% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,879 $538K 0.24% +393 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,867 $534K 0.15% -815 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 2,866 $534K 0.43% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 2,860 $533K 0.11% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,869 $533K 0.05% +1,283 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,856 $532K 0.05% +28 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,849 $531K 0.02% +234 13F-HR/A Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,844 $530K 0.04% +276 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,825 $526K 0.08% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,825 $526K <0.01% +37 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 2,825 $526K 0.06% -250 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,817 $525K 0.31% -50 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,910 $524K 0.04% +192 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,803 $522K 0.09% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 2,791 $520K 0.05% 0 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 2,788 $519K 0.08% +19 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,765 $515K 0.18% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,764 $515K 0.12% +1,722 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 2,762 $515K 0.03% -23 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,762 $515K 0.06% +803 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,751 $513K 0.01% +593 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,745 $511K <0.01% -2,966 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 2,737 $510K 0.1% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,731 $509K 0.02% +93 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,726 $508K 0.35% -180 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,720 $507K 0.65% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,710 $505K 0.35% -38 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 2,709 $505K 0.24% 0 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 2,700 $503K 0.36% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,678 $499K <0.01% +525 13F-HR Timeline Group Family Investment Center, Inc. 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More: the full row for Valmark Advisers, Inc. 2,585 $482K 0.01% -3,301 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,574 $480K 0.17% -73 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,568 $479K 0.24% +29 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,560 $477K 0.23% -365 13F-HR Timeline Group Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 2,545 $474K 0.09% -250 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,532 $472K 0.01% +809 13F-HR Timeline Group Iowa State Bank More: the full row for Iowa State Bank 2,531 $472K 0.1% new 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 2,531 $471K 0.16% -84 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,524 $470K 0.01% +207 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,521 $470K 0.05% +519 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 2,881 $469K 0.06% 0 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 2,513 $468K 0.17% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,508 $467K 0.45% -87 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,504 $466K 0.07% +246 13F-HR Timeline Group SBI Securities Co., Ltd. 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