OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 7,232 $641K 0.03% -3,545 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 7,210 $640K 0.1% -7 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 7,157 $635K 0.04% +19 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,111 $633K 0.04% +502 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 7,058 $626K 0.09% +148 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,054 $626K 0.23% -30 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 7,047 $625K 0.02% -6,697 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 7,016 $622K 0.35% -1,541 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 6,998 $621K 0.37% +169 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 6,995 $620K 0.5% -22,134 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 6,952 $617K 0.11% +2,670 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 6,931 $615K 0.27% +536 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 6,881 $610K 0.02% -500 13F-HR/A Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,871 $609K 0.13% +729 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 6,867 $609K 0.39% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 6,787 $602K 0.07% -808 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 6,785 $602K 0.11% -724 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 6,781 $601K 0.01% 0 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 6,771 $601K 0.06% +610 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,766 $600K 0.04% +1,048 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 6,759 $599K 0.5% -27 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 6,756 $599K 0.66% +107 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 6,745 $598K 0.36% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,709 $595K 0.21% +34 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 6,707 $595K 0.18% -41,266 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 6,636 $589K 0.08% +47 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 6,635 $589K 0.27% +803 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 6,628 $588K 0.05% -2,954 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,625 $588K 0.06% -180 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 6,594 $585K 0.08% +8 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,591 $585K 0.41% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 6,586 $584K 0.04% -30 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 6,563 $582K 0.07% +3,985 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 6,550 $581K 0.25% 0 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 6,539 $580K 0.31% +28 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 6,508 $577K 0.09% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 6,489 $576K 0.08% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 6,411 $569K 0.17% -1,099 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 6,406 $568K 0.03% -311 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 6,390 $567K 0.31% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 6,376 $566K 0.32% +8 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,367 $565K 0.04% -764 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 6,365 $565K 0.06% -2,651 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 6,332 $562K 0.52% -553 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,309 $560K 0.01% +660 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,281 $557K 0.04% +3,175 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 6,275 $557K 1.16% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 6,176 $548K 0.08% -17 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 6,166 $547K 0.2% +7 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 6,165 $547K 0.15% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 6,164 $547K 0.06% -420 13F-HR Timeline Group Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 6,155 $546K 0.41% +25 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 6,127 $543K 0.55% +238 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 6,093 $540K 0.01% -667 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 6,091 $540K -332 Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 6,090 $540K 0.11% +141 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 6,087 $540K 0.08% +129 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 6,065 $538K 0.01% +207 13F-HR Timeline Group Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 6,038 $536K 0.11% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,031 $535K 0.02% +2,864 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 6,028 $535K 0.29% +1 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,027 $535K 0 Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,018 $534K 0.01% +204 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 6,012 $533K 0.03% +807 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,003 $532K 0.02% +1,405 13F-HR/A Timeline Group Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 6,000 $532K 0.37% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 5,955 $528K 0.06% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 5,949 $528K 0.38% -972 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 5,935 $526K 0.05% -234 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 5,921 $525K 0.52% -11,059 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 5,905 $524K 0.14% -154 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 5,894 $523K 0.38% +2,255 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 5,857 $520K 0.02% -176 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,852 $519K 0.01% +909 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 5,831 $517K 0.46% -2,194 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 5,793 $514K 0.43% -17,646 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 5,791 $514K 0.01% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,480 $508K 0.03% -2,724 13F-HR/A Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 5,732 $508K 0.17% -436 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 5,696 $505K 0.05% -167 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,693 $505K 0.01% -410 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,681 $504K 0.02% -3,403 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,656 $502K 0.13% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,649 $501K 0.03% -267 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,647 $501K 0.02% +601 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,635 $500K 0.04% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 5,627 $499K 0.17% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 5,588 $496K 0.2% +638 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 5,567 $494K 0.03% -695 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,540 $491K 0.04% -1,539 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 5,535 $491K 0.3% +698 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 5,522 $490K 0.01% 0 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 5,517 $489K 0.37% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 5,515 $489K 0.02% -4,660 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,504 $488K 0.23% -71 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 5,414 $480K 0.03% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 5,401 $479K 0.75% -108 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,383 $477K <0.01% new 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 4,933 $477K 0.57% 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 5,374 $477K 0.34% +58 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 5,364 $476K 0.31% -413 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,344 $474K 0.01% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,338 $473K 0.06% -131 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,322 $472K 0.06% +1,781 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 5,319 $472K 0.66% +77 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 5,298 $470K 0.07% 0 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 5,284 $469K 0.17% -140 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 5,283 $469K 0.03% +25 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,228 $464K 0.01% +56 13F-HR Timeline Group Kearns & Associates LLC More: the full row for Kearns & Associates LLC 5,212 $462K 0.25% +9 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 5,202 $461K 0.12% +225 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 5,176 $461K 0.34% +181 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 5,174 $459K 0.27% -728 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 5,150 $457K 0.02% -46 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,135 $455K 0.05% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 5,131 $455K 0.11% -2 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 5,108 $453K 0.13% -6 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 5,079 $452K 0.01% +621 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,079 $451K 0.02% -81 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 5,061 $449K 0.18% +7 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 5,056 $448K 0.17% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,024 $446K 0.03% +922 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 5,017 $445K 0.09% +1,227 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 5,016 $445K 0.1% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,008 $444K 0.16% -250 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 5,000 $444K 0.08% 0 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 4,994 $443K 0.1% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,979 $442K 0.02% new 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 4,977 $441K 0.35% -360 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,975 $441K 0.03% +924 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 4,951 $439K 0.06% -859 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,949 $439K 0.01% -79 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,944 $439K <0.01% 0 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 4,942 $438K 0.12% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 4,595 $438K 0.05% +491 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,927 $437K 0.19% -156 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 4,910 $436K 0.21% +1,720 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 4,877 $433K 0.48% +2,414 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,860 $431K 0.29% -79 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,830 $428K 0.05% -239 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 4,825 $428K 0.3% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,804 $426K 0.03% new 13F-HR Timeline Group Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 4,788 $425K 0.21% 0 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 4,781 $424K 0.03% +841 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,758 $422K 0.29% +183 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,715 $418K 0.13% -110 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 4,710 $418K 0.34% +1,656 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 4,683 $415K 0.13% 0 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 4,680 $415K 0.26% 0 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 4,675 $415K 0.08% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,669 $414K 0.12% -37 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 4,649 $412K 0.41% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,648 $412K 0.06% -97 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,645 $412K 0.12% -7,001 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,637 $411K 0.05% +200 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,631 $411K 0.04% -657 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,625 $410K 0.01% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,618 $410K 0.03% -746 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 4,611 $409K 0.02% +281 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 4,606 $409K 0.12% +943 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 4,599 $408K 0.19% -669 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 4,594 $407K 0.11% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,583 $407K 0.17% +19 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 4,555 $404K 0.24% +2,271 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 4,546 $403K 0.32% -1,632 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,529 $402K 0.01% -3 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 4,525 $401K 0.06% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,522 $401K <0.01% 0 13F-HR Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,519 $400K 0.12% -173 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 4,500 $399K 0.16% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,486 $398K <0.01% +2,000 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,480 $397K <0.01% -8,244 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 4,451 $395K 0.06% -158 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,435 $393K 0.28% -58 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,423 $392K 0.01% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,414 $392K 0.03% -1,323 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,407 $391K 0.04% -81 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,324 $391K 0.04% +680 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,396 $390K 0.08% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,371 $388K 0.07% +103 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,358 $387K 0.06% +357 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,336 $385K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,339 $385K 0.01% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,337 $385K 0.07% +150 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 4,335 $385K 0.18% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,318 $384K 0.06% +1,725 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 4,325 $384K 0.27% +157 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,325 $384K 0.07% +47 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,068 $384K 0.25% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 4,017 $382K 0.1% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,309 $382K 0.04% -3,893 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,308 $382K 0.03% -193 13F-HR Timeline Group Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,308 $382K 0.08% -385 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 4,300 $381K 0.4% -38 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,293 $381K 0.07% -100 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,276 $379K 0.02% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,259 $378K 0.17% +1,215 13F-HR/A Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,256 $378K 0.16% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,255 $377K 0.01% +1,352 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 4,233 $376K 0.29% +44 13F-HR Timeline