Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 1,129 $267K 0.13% +1 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 1,128 $267K 0.23% new 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 1,125 $266K 0.03% +157 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 1,125 $266K 0.22% +3 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,124 $266K 0.06% -1,536 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,111 $263K 0.04% -96 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,105 $261K 0.03% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,103 $261K 0.03% -40 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,097 $260K 0.04% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 1,096 $259K 0.04% -35 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,090 $258K 0.02% +1 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,090 $258K 0.04% -415 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,090 $258K 0.03% -182 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,089 $258K 0.15% +92 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 1,089 $258K 0.06% -300 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,088 $257K 0.03% -165 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 1,081 $256K 0.14% -1 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,080 $256K 0.05% -61 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,077 $255K 0.14% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,076 $255K 0.03% +2 13F-HR Timeline Group Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 1,070 $253K 0.15% 0 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 1,068 $253K 0.14% +74 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,067 $252K 0.03% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,067 $252K 0.03% +1 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,066 $252K 0.06% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,066 $252K 0.05% +2 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,065 $252K 0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1,063 $252K 0.05% 0 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 1,062 $251K 0.04% +33 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,061 $251K 0.02% -10 13F-HR Timeline McGinn Penninger Investment Management,… More: the full row for McGinn Penninger Investment Management, Inc. 1,062 $251K 0.15% -92 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 1,060 $251K 0.08% -289 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 1,059 $250K 0.01% 0 13F-HR Timeline Group Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 1,057 $250K 0.07% 0 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 1,056 $250K 0.01% 0 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 1,055 $250K 0.09% +4 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 1,055 $250K <0.01% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,054 $249K 0.01% new 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 1,052 $249K 0.01% 0 13F-HR/A Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 1,052 $249K 0.18% 0 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 1,052 $249K 0.18% -65 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,047 $248K 0.06% -131 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 1,046 $248K 0.05% 0 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 1,044 $247K 0.13% -1,042 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 1,043 $247K 0.05% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,042 $247K <0.01% 0 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 1,040 $246K 0.11% 0 13F-HR Timeline FINANCIAL DISCOVERY GROUP INC More: the full row for FINANCIAL DISCOVERY GROUP INC 1,040 $246K 0.52% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,039 $246K 0.01% -144 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,039 $246K 0.05% -47 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 1,035 $245K 0.22% new 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,033 $244K 0.03% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,033 $244K 0.1% 0 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 1,032 $244K 0.1% -1,308 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,030 $244K <0.01% +612 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 1,029 $243K 0.05% +9 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 1,028 $243K 0.15% -580 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 1,028 $243K 0.05% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,028 $243K 0.04% -477 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 1,028 $243K 0.09% +1 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 1,026 $243K 0.11% +4 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,025 $242K 0.16% +2 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,022 $242K 0.02% +533 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,021 $242K 0.13% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,020 $241K 0.11% +20 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,017 $241K 0.13% +7 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 1,016 $240K 0.06% 0 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,014 $240K 0.15% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,012 $239K 0.07% -104 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,010 $239K 0.02% new 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,010 $239K 0.08% -57 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 1,005 $238K 0.06% +20 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,004 $238K 0.01% +62 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,002 $237K 0.06% 0 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 1,002 $237K 0.05% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,000 $237K 0.03% 0 13F-HR Timeline Group LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,001 $237K 0.01% +6 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,000 $237K 0.08% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 1,000 $237K 0.01% 0 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 1,000 $237K 0.11% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,000 $237K 0.17% +5 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 999 $236K <0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 998 $236K 0.02% 0 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 997 $236K 0.08% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 995 $235K 0.01% 0 13F-HR Timeline Group Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 994 $235K 0.08% +1 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 992 $235K 0.1% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 992 $235K 0.01% new 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 990 $234K 0.04% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 990 $234K 0.09% -24 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 989 $234K 0.16% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 988 $234K 0.08% -24 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 987 $233K 0.21% -25 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 985 $233K 0.08% +1 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 985 $233K 0.05% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 983 $233K 0.13% +2 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 977 $231K 0.02% 0 13F-HR Timeline Group Trust Co of the South More: the full row for Trust Co of the South 975 $231K 0.03% 0 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 972 $230K 0.05% 0 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 971 $230K 0.02% -50 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 971 $230K 0.01% 0 13F-HR/A Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 970 $230K 0.11% new 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 969 $229K 0.19% -1 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 965 $228K 0.04% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 964 $228K 0.03% +3 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 963 $228K 0.02% 0 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 954 $228K 0.1% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 962 $228K 0.16% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 954 $226K 0.09% +5 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 954 $226K 0.03% -10 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 954 $226K 0.07% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 954 $226K 0.05% 0 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 954 $226K 0.12% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 953 $225K 0.01% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 953 $225K 0.05% new 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 951 $225K 0.16% 0 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 951 $225K 0.02% new 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 950 $225K 0.09% 0 13F-HR Timeline Walleye Partners, LLC More: the full row for Walleye Partners, LLC 950 $225K 0.26% -145 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 949 $225K 0.03% 0 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 948 $224K 0.06% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 947 $224K 0.13% -12 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 934 $221K 0.11% -2 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 934 $221K 0.02% -47 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 931 $220K 0.08% 0 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 931 $220K 0.12% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 930 $220K 0.02% new 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 930 $220K 0.18% -188 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 927 $219K 0.13% new 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 926 $219K 0.1% new 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 925 $219K 0.05% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 924 $219K 0.01% -5 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 924 $219K 0.12% new 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 921 $218K 0.03% new 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 920 $218K 0.17% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 916 $217K 0.01% new 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 915 $217K 0.13% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 913 $216K 0.02% +225 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 913 $216K 0.04% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 911 $215K 0.02% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 910 $215K <0.01% new 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 910 $215K 0.11% new 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 910 $215K 0.14% new 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 909 $215K 0.08% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 908 $215K 0.03% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 907 $215K 0.06% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 905 $214K 0.03% -547 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 900 $213K 0.02% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 900 $213K 0.07% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 899 $213K 0.02% +3 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 898 $212K 0.16% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 897 $212K 0.11% 0 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 897 $212K 0.14% new 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 894 $212K 0.01% +61 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,055 $210K 0.03% +540 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 888 $210K 0.05% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 885 $209K 0.03% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 885 $209K 0.01% new 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 883 $209K 0.04% new 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 880 $208K 0.09% -92 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 880 $208K 0.03% new 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 879 $208K 0.04% new 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 878 $208K 0.07% new 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 878 $208K 0.22% new 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 877 $208K 0.02% new 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 874 $207K 0.02% new 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 872 $206K 0.1% new 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 871 $206K 0.05% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 869 $206K 0.05% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 867 $205K 0.09% new 13F-HR/A Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 866 $205K 0.03% new 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 865 $205K 0.13% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 865 $205K 0.04% new 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 861 $204K 0.02% -441 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 861 $204K 0.04% +500 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 861 $204K 0.08% new 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 860 $203K 0.14% -74 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 859 $203K 0.05% new 13F-HR Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 858 $203K 0.09% 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 857 $203K 0.04% +2 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 857 $203K 0.03% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 857 $203K <0.01% new 13F-HR Timeline Group ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 855 $202K 0.13% 0 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 854 $202K 0.06% new 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 852 $202K 0.02% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 851 $202K 0.17% -5 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 851 $201K 0.05% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 850 $201K <0.01% new 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 850 $201K 0.03% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 849 $201K 0.07% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 849 $201K 0.01% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 847 $200K 0.01% new 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 846 $200K 0.02% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 846 $200K 0.01% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 840 $199K 0.01% +164 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 816 $193K 0.04% +490 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 816 $193K 0.01% +112 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 885 $190K 0.14% +444 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 789 $188K 0.13% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 784 $186K 0.04% 0 13F-HR Timeline