True North Advisors, LLC More: the full row for True North Advisors, LLC 1,469 $249K 0.06% -576 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 1,467 $248K 0.03% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,467 $248K 0.06% -40 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,460 $247K 0.06% +8 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,458 $247K 0.03% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,421 $247K 0.06% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,454 $246K 0.08% +3 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,452 $246K 0.05% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,448 $245K 0.07% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,401 $245K 0.01% 0 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 1,444 $244K 0.17% +75 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 1,441 $244K 0.04% 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,440 $244K 0.02% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 1,436 $243K 0.08% +1 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 1,437 $243K 0.18% -7,754 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 1,434 $243K 0.18% -32 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,434 $243K 0.02% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,434 $243K 0.2% +20 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,432 $242K 0.08% -265 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 1,429 $242K 0.07% -113 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,428 $242K 0.04% +658 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,424 $241K 0.06% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,416 $240K 0.14% +94 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,406 $240K 0.1% +496 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,410 $239K 0.04% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,407 $238K 0.05% 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 1,403 $238K 0.1% +33 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,402 $237K 0.04% 0 13F-HR/A Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 1,398 $237K 0.05% +11 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,395 $236K 0.01% -197 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,392 $236K 0.02% new 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,390 $235K 0.35% 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,389 $235K 0.09% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,386 $235K 0.05% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,383 $234K 0.07% -413 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,377 $233K 0.02% -162 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,353 $229K 0.15% +48 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,352 $229K 0.09% -155 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,353 $229K 0.1% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,351 $229K 0.07% -54 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 1,350 $229K 0.14% 0 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 1,344 $228K 0.06% -227 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,339 $227K 0.1% +53 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,339 $227K 0.05% +5 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,338 $227K 0.02% -106 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,337 $226K 0.04% +5 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,332 $226K 0.03% new 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 1,331 $225K 0.15% +8 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,327 $225K 0.01% +26 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,326 $224K 0.11% new 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,325 $224K 0.02% 0 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 1,322 $224K 0.1% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,320 $223K 0.06% +20 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 1,317 $223K 0.1% 0 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 1,316 $223K 0.06% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,313 $222K 0.02% 0 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 1,312 $222K 0.08% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,310 $222K 0.09% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,308 $221K 0.02% new 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 1,307 $221K 0.13% -106 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,304 $221K 0.06% 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,302 $220K 0.04% +6 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,297 $220K 0.02% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 4,803 $218K 0.12% -4,565 13F-HR Timeline EQ LLC More: the full row for EQ LLC 1,288 $218K 0.1% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,287 $218K 0.02% +105 13F-HR Timeline CHARTIST INC /CA/ More: the full row for CHARTIST INC /CA/ 1,287 $218K 0.11% -36 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,287 $218K 0.24% 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,287 $218K 0.02% -193 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,286 $218K 0.08% -236 13F-HR/A Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,286 $218K 0.24% 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,284 $217K 0.09% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,282 $217K 0.06% new 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,278 $216K 0.03% -155 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 1,277 $216K 0.07% +11 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 1,276 $216K 0.14% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,280 $216K 0.02% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,276 $216K 0.02% +81 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,274 $216K 0.06% 0 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 1,268 $215K 0.11% -1,468 13F-HR/A Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 1,266 $214K 0.04% +58 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 1,265 $214K 0.04% +951 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,266 $214K 0.03% -63 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,263 $214K 0.08% +8 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,262 $214K <0.01% -5 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,256 $213K 0.06% +1 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 1,256 $213K 0.02% -3,636 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,254 $212K 0.05% +6 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,254 $212K 0.01% +166 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,247 $211K 0.05% 0 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 1,209 $211K 0.19% 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 1,243 $210K 0.14% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,242 $210K 0.04% 0 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 1,236 $209K 0.04% +7 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 1,235 $209K 0.02% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,226 $207K 0.02% -125 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 1,224 $207K 0.09% -106 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 1,221 $207K 0.02% new 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 1,220 $207K 0.07% new 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 1,218 $206K 0.18% 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 1,216 $206K 0.08% -85 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,216 $206K 0.04% +80 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,212 $205K 0.08% +1 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 1,210 $205K 0.13% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 1,208 $205K 0.1% 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 1,208 $205K 0.07% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,207 $204K 0.11% 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,206 $204K 0.14% -649 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,204 $204K 0.03% 0 13F-HR Timeline AMERICAN ASSET MANAGEMENT INC. More: the full row for AMERICAN ASSET MANAGEMENT INC. 1,200 $203K 0.21% new 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,200 $203K 0.05% 0 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 1,194 $202K 0.15% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,193 $202K 0.08% -33 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 1,194 $202K 0.09% 0 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 1,191 $202K 0.14% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,189 $201K 0.11% 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 1,188 $201K 0.03% +25 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,187 $201K 0.11% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,186 $201K 0.01% +449 13F-HR Timeline Group DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 1,184 $200K 0.1% -1,229 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,176 $199K 0.05% +1 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,159 $196K 0.05% -441 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,156 $196K 0.03% +100 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,145 $194K 0.06% +376 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,122 $190K 0.04% +106 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,107 $187K 0.02% -475 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,097 $186K 0.1% -219 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,090 $184K 0.05% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,065 $180K 0.11% +294 13F-HR/A Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,063 $180K 0.05% +3 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,050 $178K 0.04% 0 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,043 $177K 0.02% 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,040 $176K 0.03% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,040 $176K 0.07% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,029 $174K 0.08% new 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,014 $172K 0.13% 13F-HR/A Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 939 $171K 0.13% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,008 $171K 0.06% 13F-HR Timeline Group BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 991 $168K 0.05% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 973 $165K 0.08% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 969 $164K <0.01% -2 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 960 $163K 0.02% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 951 $161K 0.06% +950 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 938 $159K <0.01% +2 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 930 $157K 0.02% -5 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 921 $156K 0.14% +50 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 921 $156K 0.11% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 898 $152K 0.15% 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 895 $151K 0.39% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 864 $146K 0.02% -61 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 858 $145K 0.08% +5 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 832 $141K 0.02% -34 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 825 $140K 0.1% 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 812 $137K 0.06% +225 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 809 $137K 0.02% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 800 $135K 0.02% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 798 $135K 0.08% +777 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 789 $134K 0.06% +377 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 785 $133K 0.08% +7 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 782 $132K 0.25% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 721 $122K 0.05% -1 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 705 $119K 0.11% 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 700 $119K 0.08% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 675 $114K 0.07% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 656 $111K 0.06% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 653 $111K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 653 $111K 0.03% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 650 $110K 0.1% 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 642 $109K 0.05% 13F-HR/A Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 641 $109K 0.01% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 639 $108K 0.04% -6 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 635 $108K 0.07% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 635 $107K 0.04% -7 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 634 $107K 0.04% +503 13F-HR Timeline Security National Bank More: the full row for Security National Bank 630 $107K 0.02% +280 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 628 $106K 0.24% +108 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 623 $105K 0.04% -1 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 615 $104K 0.04% 0 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 605 $102K 0.01% -209 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 599 $101K 0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 592 $100K 0.07% +14 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 592 $100K 0.01% new 13F-HR/A Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 580 $98.2K 0.07% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 575 $97.3K 0.03% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 566 $96K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 557 $94.3K 0.08% +140 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 550 $93.1K 0.01% +543 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 545 $92.3K 0.02% -164 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 526 $89.1K 0.04% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 525 $88.9K 0.08% 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 523 $88.5K 0.07% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 522 $88.4K 0.05% -501 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 515 $87K 0.02% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 513 $86.8K 0.07% 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 506 $85.7K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 500 $84.7K 0.01% -2,589 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 498 $84.3K 0.02% 0 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 496 $84K 0.06% +451 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 494 $83.6K 0.06% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 457 $77.4K 0.07% 13F-HR Timeline