Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 436 $289K 0.1% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 436 $289K 0.15% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 435 $289K <0.01% 0 13F-HR Timeline Group Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 430 $285K 0.18% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 430 $285K 0.13% -220 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 429 $285K 0.05% 0 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 426 $283K 0.13% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 425 $282K 0.03% -13 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 424 $282K 0.34% -119 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 424 $281K 0.04% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 424 $281K 0.04% -42 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 422 $280K 0.09% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 421 $280K 0.02% -194 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 419 $278K 0.03% +4 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 417 $276K 0.11% +47 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 416 $276K 0.04% -160 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 414 $275K 0.01% -62 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 413 $274K 0.17% 0 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 413 $274K 0.18% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 412 $273K 0.13% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 412 $273K 0.06% 0 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 412 $273K 0.23% +6 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 410 $272K 0.11% +1 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 406 $270K 0.19% +149 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 406 $269K 0.18% new 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 406 $269K 0.02% -2 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 404 $268K 0.11% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 404 $268K 0.09% 0 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 404 $268K 0.16% 0 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 391 $268K 0.13% +1 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 404 $268K 0.03% 0 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 404 $268K 0.12% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 403 $267K 0.19% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 386 $267K 0.07% -74 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 402 $267K 0.05% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 401 $266K 0.01% 0 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 401 $266K 0.11% -20 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 400 $266K 0.08% -550 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 400 $265K 0.08% 0 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 400 $265K 0.23% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 399 $265K 0.05% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 399 $265K 0.02% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 399 $265K 0.11% +3 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 398 $264K 0.16% -2 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 397 $263K 0.1% +24 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 396 $263K 0.08% 0 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 395 $262K 0.05% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 395 $262K 0.25% 0 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 394 $261K 0.02% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 393 $261K 0.05% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 392 $260K 0.14% -60 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 392 $260K 0.12% -30 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 391 $259K 0.08% 0 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 391 $259K 0.16% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 390 $259K 0.06% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 389 $258K 0.09% -89 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 388 $257K 0.04% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 388 $257K 0.12% +1 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 388 $257K 0.09% +7 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 385 $255K 0.18% 0 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 371 $254K 0.1% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 381 $253K 0.13% +12 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 380 $252K 0.01% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 380 $252K 0.01% -8 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 379 $251K 0.02% -2,266 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 378 $250K 0.14% +1 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 377 $250K 0.09% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 377 $250K 0.02% new 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 377 $250K 0.12% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 375 $249K 0.06% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 360 $248K 0.06% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 357 $248K 0.05% -308 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 370 $245K 0.19% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 369 $245K 0.09% new 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 367 $243K 0.21% 0 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 362 $243K 0.11% -109 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 366 $243K 0.09% -152 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 366 $243K <0.01% new 13F-HR Timeline Group Apriem Advisors More: the full row for Apriem Advisors 363 $241K 0.03% -134 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 362 $241K 0.11% new 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 363 $241K 0.03% new 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 363 $241K 0.09% new 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 363 $240K 0.04% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 360 $239K 0.05% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 360 $239K 0.07% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 360 $239K 0.01% new 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 360 $239K 0.05% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 359 $238K 0.12% new 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 358 $238K 0.02% -27 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 358 $238K 0.07% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 357 $237K 0.04% new 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 356 $236K 0.04% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 355 $235K 0.09% new 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 354 $235K 0.21% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 354 $235K 0.09% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 353 $234K 0.02% -117 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 350 $232K 0.05% new 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 350 $232K 0.07% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 349 $231K 0.02% -28 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 349 $231K 0.11% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 348 $231K <0.01% new 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 346 $230K 0.17% -30 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 346 $229K 0.09% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 345 $229K 0.02% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 343 $227K 0.04% +4 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 342 $227K 0.08% new 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 342 $227K 0.07% 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 342 $227K 0.07% new 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 341 $226K 0.09% new 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 341 $226K 0.14% new 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 341 $226K 0.14% new 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 340 $226K 0.13% new 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 340 $226K 0.04% new 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 340 $226K 0.2% new 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 337 $224K 0.1% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 337 $224K <0.01% new 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 337 $224K 0.03% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 336 $223K 0.04% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 334 $222K 0.03% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 334 $222K 0.03% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 334 $221K 0.03% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 333 $221K 0.01% +30 13F-HR Timeline Group Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 333 $221K 0.07% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 332 $220K 0.03% new 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 332 $220K 0.03% new 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 331 $219K 0.17% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 330 $219K 0.05% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 329 $218K 0.06% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 329 $218K 0.01% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 330 $217K 0.08% new 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 325 $216K 0.08% new 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 325 $215K 0.12% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 324 $215K 0.11% new 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 324 $215K 0.03% new 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 324 $215K 0.16% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 324 $214K 0.05% +318 13F-HR/A Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 323 $214K 0.05% new 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 321 $213K 0.09% new 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 306 $212K 0.06% new 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 320 $212K 0.06% -218 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 318 $211K 0.03% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 318 $211K 0.04% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 311 $211K 0.01% new 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 318 $211K 0.06% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 317 $210K 0.01% new 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 317 $210K 0.18% new 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 317 $210K 0.03% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 316 $210K 0.06% -48 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 316 $210K 0.03% -28 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 310 $209K 0.12% new 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 315 $209K 0.01% new 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 314 $208K 0.04% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 314 $208K 0.01% +95 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 314 $208K 0.2% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 313 $208K 0.13% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 312 $207K 0.05% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 312 $207K 0.02% new 13F-HR Timeline MOTCO More: the full row for MOTCO 299 $206K 0.02% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 310 $206K 0.01% new 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 310 $206K 0.08% new 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 306 $205K 0.18% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 309 $205K 0.19% new 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 308 $204K 0.02% new 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 308 $204K 0.05% new 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 307 $204K 0.1% -62 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 306 $203K 0.02% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 305 $202K 0.02% new 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 305 $202K 0.02% new 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 304 $202K 0.02% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 304 $202K <0.01% new 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 304 $202K 0.16% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 304 $201K 0.14% new 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 303 $201K 0.11% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 303 $201K 0.05% new 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 302 $200K 0.02% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 294 $195K 0.17% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 286 $190K 0.02% +19 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 286 $190K 0.03% -10 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 277 $184K 0.06% -44 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 269 $178K <0.01% +189 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Family CFO Inc More: the full row for Family CFO Inc 266 $176K 0.09% new 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 265 $176K 0.03% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 261 $173K 0.21% +255 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 250 $166K 0.01% -1,426 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 250 $166K 0.02% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 250 $166K 0.03% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 249 $165K <0.01% -78 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 248 $165K 0.01% +36 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 235 $156K 0.03% -1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 232 $154K 0.01% -50 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 229 $152K <0.01% 0 13F-HR/A Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 227 $151K 0.06% -29 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 224 $147K 0.03% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 220 $146K 0.03% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 218 $145K 0.02% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 215 $143K 0.03% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 213 $141K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 210 $139K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 209 $139K 0.01% +8 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 208 $138K 0.05% +31 13F-HR Timeline Group