Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 6,253 $283K 0.09% -4,144 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,250 $283K 0.02% -819 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 6,249 $283K 0.1% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 6,243 $283K 0.04% 0 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. 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More: the full row for Argent Advisors, Inc. 5,636 $255K 0.09% +9 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,621 $254K 0.09% -61,963 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 5,676 $254K 0.16% -86 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 5,583 $253K 0.25% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 5,550 $251K 0.2% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 5,540 $251K 0.18% -41 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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More: the full row for Gibraltar Capital Management, Inc. 5,479 $248K 0.05% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 5,479 $248K 0.13% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 5,468 $247K 0.02% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 5,477 $247K 0.09% -32 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 5,450 $247K 0.1% -260 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,448 $247K 0.05% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,446 $246K 0.04% +2 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 5,436 $246K 0.11% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 5,418 $245K 0.08% -1,601 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 5,414 $245K <0.01% -5,118 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 5,347 $242K 0.03% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,319 $241K 0.05% +2 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for Confluence Wealth Services, Inc. 5,092 $226K 0.01% -1,580 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 5,000 $226K 0.09% 0 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 4,931 $223K 0.21% 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 4,931 $223K 0.07% -1,188 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 4,913 $222K 0.06% -93 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 4,894 $222K 0.07% -604 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 4,890 $221K 0.09% +5 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,868 $220K 0.03% new 13F-HR Timeline Group INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 4,901 $220K 0.2% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,839 $219K 0.11% 0 13F-HR/A Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,839 $219K 0.12% +786 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,834 $219K 0.01% -200 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,824 $218K 0.02% new 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 4,804 $217K 0.02% new 13F-HR Timeline EQ LLC More: the full row for EQ LLC 4,802 $217K 0.1% -272 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 4,791 $217K 0.22% +4 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 4,790 $217K 0.26% -18 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,766 $216K 0.01% new 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 4,755 $215K 0.03% new 13F-HR/A Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 4,750 $215K 0.09% -990 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 4,730 $214K 0.19% -161 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,727 $214K 0.11% new 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,726 $214K 0.06% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 4,719 $214K 0.03% -542 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,719 $214K 0.03% +122 13F-HR/A Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,717 $213K 0.02% -783 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,714 $213K 0.02% -1,500 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,714 $213K 0.04% +1,141 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 4,710 $213K 0.22% -1,313 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 4,699 $213K 0.18% 0 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 4,688 $212K 0.18% +5 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 4,685 $212K 0.01% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 4,707 $212K 0.04% -227 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 4,679 $212K 0.14% +5 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 4,674 $212K 0.08% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,669 $211K 0.03% -839 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,660 $211K 0.21% +3,901 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,628 $209K <0.01% -10,644 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,618 $209K <0.01% new 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 4,609 $209K 0.18% -39 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 4,600 $208K 0.1% new 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 4,593 $208K 0.07% -1,093 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,589 $208K 0.01% -2,314 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 4,586 $208K 0.18% -4,305 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 4,567 $207K 0.06% -1,704 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 4,550 $206K 0.12% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 4,543 $206K 0.01% -66 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 4,531 $205K 0.12% new 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 4,529 $205K 0.05% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,529 $205K 0.02% -385 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,517 $204K 0.07% -1,427 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 4,513 $204K 0.11% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,508 $204K 0.05% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,507 $204K 0.01% new 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 4,497 $204K 0.13% new 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 4,484 $203K 0.03% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,478 $203K 0.03% new 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 4,457 $202K 0.05% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4,455 $202K 0.04% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 4,437 $201K 0.01% -951 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 4,433 $201K 0.08% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 4,412 $200K 0.11% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,403 $199K 0.08% +3,118 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 4,399 $199K 0.13% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,256 $193K 0.01% -1,346 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,251 $192K 0.05% new 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 4,192 $190K 0.04% -570 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,140 $187K 0.02% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4,128 $187K 0.1% -643 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,104 $186K 0.02% -74 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 4,292 $183K <0.01% -5,518 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,902 $173K 0.04% +1,617 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,819 $173K 0.01% +39 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,739 $169K 0.08% +479 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 3,696 $167K 0.11% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,688 $167K 0.03% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,680 $167K 0.02% +762 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,598 $163K 0.03% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,555 $161K 0.08% 0 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 2,457 $160K 0.02% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 3,517 $159K 0.11% +15 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,515 $159K 0.01% +505 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 3,485 $158K 0.12% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,468 $157K 0.07% +282 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,454 $156K 0.03% +308 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,440 $156K 0.06% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,432 $155K 0.16% -62 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 3,313 $150K 0.13% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,227 $146K 0.01% +169 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 3,206 $145K 0.22% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 3,192 $144K 0.01% 0 13F-HR/A Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 3,185 $144K 0.01% -155,272 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 3,177 $144K <0.01% -32,841 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,126 $141K 0.09% -31,867 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,097 $140K 0.01% +320 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,078 $139K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,914 $132K 0.03% -4,278 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 2,892 $131K 0.06% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 2,833 $128K 0.09% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,788 $126K <0.01% -1,615 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 2,770 $126K 0.02% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,771 $125K 0.04% -1,041 13F-HR Timeline HAZLETT, BURT & WATSON, INC. 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More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,635 $119K 0.06% +467 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 2,626 $119K 0.02% +541 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 22,214 $117K 0.06% +390 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,481 $112K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,446 $111K 0.02% -1,252 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,445 $110K 0.03% 0 13F-HR Timeline