Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 1,400 $261K 0.16% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,393 $260K 0.18% +9 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 1,392 $259K 0.15% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,390 $259K 0.01% -2,435 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 1,389 $259K 0.02% +158 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,389 $259K 0.02% +75 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,387 $258K 0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,374 $256K 0.02% +192 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 1,356 $253K <0.01% new 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 1,353 $252K 0.02% +84 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 1,353 $252K 0.35% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,341 $250K 0.03% -11 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,341 $250K 0.04% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,340 $250K 0.02% +132 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 1,336 $249K 0.2% +13 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,333 $248K 0.01% -280 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,331 $248K <0.01% new 13F-HR/A Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,330 $248K 0.01% 0 13F-HR Timeline Group Cherry Creek Investment Advisors, Inc. 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Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,208 $225K 0.03% +8 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 1,204 $224K 0.01% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,196 $223K 0.03% +8 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,191 $222K 0.04% +130 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,187 $221K 0.15% -102 13F-HR Timeline XY Planning Network, Inc. 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More: the full row for FSA Advisors, Inc. 1,105 $206K 0.16% +22 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,105 $206K 0.03% new 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 1,102 $205K 0.17% new 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 1,101 $205K 0.09% new 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 1,095 $204K 0.07% -20 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 1,095 $204K 0.23% new 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 1,093 $204K 0.15% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,091 $203K 0.08% +7 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,090 $203K 0.04% 0 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 1,089 $203K 0.06% -34 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,080 $201K 0.19% -31 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,079 $201K 0.04% +6 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,077 $201K 0.15% +2 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,076 $200K 0.02% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,060 $197K 0.05% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,025 $191K 0.04% -223 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,000 $186K 0.02% 0 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 1,000 $186K 0.11% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,000 $186K 0.11% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 989 $184K 0.02% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 972 $181K 0.01% +9 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 968 $180K <0.01% +10 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 960 $179K 0.03% -144 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 918 $171K 0.02% -372 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 914 $170K 0.01% +1 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 264 $170K 0.12% -650 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 907 $169K 0.1% -5 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 906 $169K 0.13% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 903 $168K 0.06% +545 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 900 $168K 0.18% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 873 $163K 0.06% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 869 $162K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 857 $160K 0.02% -995 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 850 $158K 0.07% -50 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 844 $157K 0.31% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 820 $153K 0.09% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 798 $149K 0.05% -34 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 783 $146K 0.02% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 770 $143K 0.05% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 740 $138K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 732 $136K 0.04% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 727 $135K 0.06% +209 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 718 $134K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 694 $129K 0.02% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 673 $125K 0.09% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 668 $124K 0.02% +1 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 666 $124K 0.03% +5 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 664 $124K <0.01% -5,448 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 659 $123K 0.04% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 635 $118K 0.02% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 633 $118K 0.01% new 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 633 $118K 0.04% +68 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 610 $113K <0.01% 0 13F-HR Timeline Group Field & Main Bank More: the full row for Field & Main Bank 600 $112K 0.04% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 594 $111K 0.05% -411 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 588 $109K 0.02% +482 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 3 $108K 0.79% -544 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 570 $106K 0.08% +246 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 564 $105K 0.1% -26 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 566 $105K 0.07% 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 562 $105K 0.11% -160 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 560 $104K 0.01% +87 13F-HR/A Timeline BFSG, LLC More: the full row for BFSG, LLC 559 $104K 0.01% -10 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 551 $103K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 546 $102K 0.02% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 537 $100K 0.01% -582 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 517 $96.3K 0.09% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 506 $94.3K 0.06% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 503 $93.7K 0.04% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 502 $93.5K 0.08% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 500 $93.1K 0.01% -11 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 500 $93K <0.01% new 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 491 $91K 0.02% +1 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 478 $89K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 467 $87K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 436 $81.2K 0.03% +2 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 433 $80.7K 0.03% +1 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 433 $80.7K 0.04% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 423 $78.7K <0.01% +1 13F-HR Timeline Group CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 404 $75.3K 0.07% 0 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 400 $74.5K <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 400 $74.5K 0.03% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 386 $71.9K 0.03% +292 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 383 $71.3K 0.03% -46 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 375 $69.9K 0.04% +175 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 370 $68.9K 0.02% +1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 350 $65.2K <0.01% -24 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 350 $65.2K 0.03% +29 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 345 $64.2K 0.01% new 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 334 $64.1K 0.03% +224 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 341 $63.5K 0.03% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 325 $60.5K 0.02% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 319 $59.5K 0.01% +2 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 319 $59.4K 0.06% -322 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 316 $58.9K 0.02% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 320 $57.3K 0.02% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 298 $55.5K 0.01% -19 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 296 $55.1K 0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 290 $54K 0.01% +45 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 295 $51.9K 0.01% +28 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 277 $51.6K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 260 $51.5K <0.01% 0 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 270 $50.2K 0.05% +19 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 263 $49K 0.02% -135 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 260 $48.5K 0.01% 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 256 $47.7K 0.01% -9 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 249 $46.4K 0.01% +198 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 248 $46.2K <0.01% 0 13F-HR/A Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 245 $45.6K 0.02% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 240 $44.7K <0.01% 0 13F-HR/A Timeline Group Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 238 $44.5K 0.02% +1 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 232 $43.2K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 232 $43.2K 0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 230 $42.8K 0.02% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 225 $41.9K 0.04% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 205 $40.5K 0.03% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 215 $40.1K 0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 211 $39.3K 0.02% -238 13F-HR/A Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 210 $39.1K 0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 210 $39.1K 0.03% +2 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 204 $38K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 204 $38K 0.02% -106 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 203 $37.8K <0.01% +41 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 200 $37.3K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 200 $37.3K 0.03% 0 13F-HR Timeline