Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 5,008 $848K 0.33% +38 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 4,987 $844K 0.48% +1,430 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 4,984 $844K 0.17% +426 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,975 $842K 0.16% -42 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 4,949 $838K 0.72% +3,544 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 4,922 $833K 0.32% -26 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,922 $833K 0.07% +73 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 4,911 $831K 0.53% -535 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 4,894 $829K 0.27% -317 13F-HR Timeline BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 4,894 $829K 0.01% new 13F-HR Timeline Group MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 4,880 $826K 0.05% -30 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 4,868 $824K 1.05% -24 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,867 $824K 0.04% +3 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,797 $812K 0.02% -199 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 4,796 $812K 0.39% +57 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 4,789 $811K 0.39% 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,788 $811K 0.16% +2,076 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 4,580 $808K 0.19% +377 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 4,758 $806K 0.41% -41 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 4,744 $803K 0.02% -373 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,742 $803K 0.03% -89 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,737 $802K 0.15% 0 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 4,698 $801K 0.78% +6 13F-HR Timeline Smead Capital Management, Inc. More: the full row for Smead Capital Management, Inc. 4,726 $800K 0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,716 $799K 0.11% +203 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 4,700 $796K 0.05% +15 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 4,697 $795K 0.25% +533 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,696 $795K 0.29% +39 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4,690 $794K 0.74% 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 4,645 $786K 0.62% 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 4,632 $784K 0.21% +224 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 4,631 $784K 0.26% +108 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 4,630 $784K 0.44% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,628 $783K 0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 4,606 $780K 0.22% 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 4,598 $779K 0.4% +440 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 4,578 $775K 0.33% +164 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 4,569 $774K 0.08% -83 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 4,544 $769K 0.29% +38 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,511 $764K 0.23% -820 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 4,511 $764K 0.1% -657 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,297 $762K 0.05% +485 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,495 $761K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 4,492 $760K <0.01% +2,274 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,468 $756K 0.03% -44,339 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,459 $755K 0.05% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,456 $754K 0.29% +3,661 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 4,455 $754K 0.53% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,454 $754K 0.03% +886 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 4,446 $753K 0.67% 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 4,430 $750K 0.15% -151 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 4,425 $749K 0.52% +2,480 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,422 $749K 0.35% 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,416 $748K 0.29% +7 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,409 $746K 0.12% new 13F-HR/A Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,395 $744K 0.35% +164 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 4,394 $744K 0.48% +38 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 4,379 $741K 0.54% +248 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,377 $741K 0.22% -232 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 4,375 $741K 0.18% -905 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,374 $741K 0.25% -592 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 4,369 $740K 0.51% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,352 $737K 0.27% +12 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,351 $737K 0.06% -98 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 4,336 $734K 0.09% +180 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,322 $732K 0.06% -773 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,321 $732K 0.02% 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 4,300 $728K 0.14% new 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 4,298 $728K 0.38% 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 4,293 $727K 0.17% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 4,293 $727K 0.59% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,293 $727K 0.03% +316 13F-HR/A Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,287 $726K 0.01% -149 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 4,286 $726K 0.14% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,254 $720K 0.15% -1,271 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 4,235 $717K 0.09% 0 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 4,152 $716K 0.28% -1,368 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 4,226 $715K 0.22% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,214 $713K 0.02% +80 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 4,203 $712K 0.22% +10 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 4,199 $711K 0.06% +188 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 4,199 $711K 0.11% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4,194 $710K 0.16% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,187 $709K 0.21% +525 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,185 $709K 0.06% +266 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 4,180 $708K 0.3% +379 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,178 $707K 0.51% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,173 $706K 0.06% +573 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,170 $706K 0.02% +11 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,170 $706K 0.04% +110 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,165 $705K 0.03% -814 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,150 $703K 0.12% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,145 $702K 0.07% +34 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,143 $701K 0.08% -419 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,142 $701K 0.19% +34 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,140 $701K 0.1% 0 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 4,130 $699K 0.18% +3 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 4,130 $699K 0.32% -226 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 4,122 $698K 0.05% -777 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 4,115 $697K 0.65% 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 4,105 $695K 0.13% +308 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 4,102 $695K 0.61% -499 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,964 $692K 0.23% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,080 $691K 0.18% +280 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,051 $686K 0.52% +145 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,048 $685K 0.08% +377 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,044 $685K 0.17% +689 13F-HR Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 4,025 $681K 0.52% 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 4,022 $681K 0.27% -1,670 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 4,002 $678K 0.31% -100 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,002 $677K 0.14% +1 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,000 $677K 0.59% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,993 $676K 0.04% +111 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,988 $675K 0.34% -465 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 3,972 $672K 0.21% new 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 3,800 $669K 0.41% 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 3,951 $669K 0.09% -41 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 3,951 $669K 0.39% +3 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,921 $664K 0.08% -6 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,920 $664K 0.1% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 3,920 $664K 0.24% -2,900 13F-HR/A Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,919 $663K 0.17% +13 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,732 $663K 0.01% -75 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,900 $660K 0.01% -173 13F-HR Timeline Group JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 3,900 $660K 0.48% 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,896 $660K 0.02% -134 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 3,883 $657K 0.25% -2,693 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,870 $655K 0.23% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,868 $655K 0.27% +1,185 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 3,860 $653K 0.77% 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,852 $652K 0.13% -630 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 3,700 $652K 0.38% +746 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,567 $649K 0.63% 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,819 $647K 0.54% 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 3,805 $644K 0.14% +84 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,796 $643K <0.01% -11 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,787 $641K 0.03% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,786 $641K 0.19% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 3,761 $637K 0.66% 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,758 $636K 0.13% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 3,748 $634K 0.05% -2,009 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,726 $631K 0.02% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,725 $631K 0.17% 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 3,679 $623K 0.25% +18 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 3,676 $622K 0.1% 0 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,673 $622K 0.3% -22 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,669 $621K 0.55% +28 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,668 $621K 0.19% -3,009 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,660 $620K 0.1% +59 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 3,656 $619K 0.44% 13F-HR/A Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,655 $619K 0.11% +255 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,640 $616K 0.05% 0 13F-HR/A Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 3,652 $616K 0.01% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,633 $615K 0.56% 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,625 $614K 0.01% +10 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,623 $613K 0.18% -18 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,618 $613K 0.2% -411 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 3,608 $611K 0.04% 13F-HR/A Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,603 $610K 0.53% +1 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,587 $607K 0.29% -105 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,570 $604K 0.02% -75 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,567 $604K 0.07% +132 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,563 $603K 0.25% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,563 $603K 0.33% 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 3,560 $603K 0.26% -200 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,379 $601K 0.05% -461 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,546 $600K 0.2% 0 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 3,544 $600K 0.58% 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,535 $599K 0.04% -68 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,527 $597K 0.41% 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 3,504 $593K 0.59% +179 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,502 $593K 0.31% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,495 $592K 0.06% +566 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,490 $591K 0.01% +53 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,490 $591K 0.09% -33 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 3,489 $591K 0.07% +58 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,488 $590K 0.19% -1 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 3,482 $590K 0.12% +1,534 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 3,477 $589K 0.54% 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,475 $588K 0.02% +1,957 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,442 $583K 0.54% 0 13F-HR/A Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,440 $582K 0.1% -157 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,431 $581K 0.07% +7 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 3,401 $576K 0.25% +245 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,400 $576K 0.1% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,395 $575K 0.51% 13F-HR Timeline Capital World Investors More: the full row for Capital World Investors 3,401 $574K <0.01% -9 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,381 $572K 0.02% +958 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,369 $570K 0.03% +3 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,367 $570K 0.04% -590 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 3,355 $568K 0.37% -1,430 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,351 $567K 0.1% +195 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,350 $567K 0.01% +350 13F-HR Timeline Group VPR Management LLC More: the full row for VPR Management LLC 3,350 $567K 0.3% 0 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 3,343 $566K 0.14% +170 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 3,342 $566K 0.12% 0 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 3,341 $566K 0.18% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 3,341 $566K 0.21% -169 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,338 $565K 0.38% +32 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,268 $565K 0.19% 0 13F-HR Timeline