PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,339 $311K <0.01% +181 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,327 $310K 0.03% -525 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,250 $309K 0.05% +180 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,309 $308K 0.09% +83 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 3,307 $308K 0.15% 13F-HR/A Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 3,307 $308K 0.2% -20 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 3,304 $308K 0.15% -67 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 3,300 $308K 0.25% 0 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 3,289 $307K 0.31% 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 3,285 $306K 0.21% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,285 $306K 0.01% +608 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,286 $306K 0.04% -79 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,273 $305K 0.17% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,268 $305K 0.04% +463 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,265 $304K 0.02% -48 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,264 $304K 0.02% -98 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,260 $304K 0.02% +1 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,256 $303K 0.06% 0 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 3,250 $303K 0.07% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 3,242 $302K 0.08% -12 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,240 $302K 0.02% 0 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 3,230 $301K 0.15% 0 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 3,225 $301K 0.06% +800 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,220 $300K 0.02% +285 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 3,217 $300K 0.16% -31 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 3,216 $300K 0.21% +15 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 3,216 $300K 0.08% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 3,214 $300K 0.08% +285 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 3,212 $299K 0.3% 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,211 $299K 0.17% +356 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,208 $299K 0.09% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 3,201 $298K 0.05% +2 13F-HR Timeline Caledonia (Private) Investments Pty Ltd in group Caledonia (Private) Investmen… More: the full row for Caledonia (Private) Investments Pty Ltd 3,198 $298K 0.01% 0 13F-HR Timeline Group KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 3,196 $298K 0.21% +17 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,189 $297K <0.01% -1,965 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,187 $297K 0.07% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,184 $297K 0.01% 0 13F-HR Timeline Blue Fin Capital, Inc. 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More: the full row for Northern Capital Management, Inc. 3,084 $287K 0.15% -6 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,065 $286K 0.18% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,059 $285K 0.03% -185 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,053 $285K 0.02% +448 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 3,052 $284K 0.24% -897 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,050 $284K 0.04% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,050 $284K 0.09% -350 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 3,047 $284K 0.12% +8 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 3,047 $284K 0.09% +53 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 3,046 $284K 0.05% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,041 $283K 0.03% +240 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 3,040 $283K 0.06% 0 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 3,031 $282K 0.17% +70 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 2,972 $282K 0.05% 0 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 3,028 $282K 0.34% 13F-HR Timeline United Bank More: the full row for United Bank 3,026 $282K 0.1% -205 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 3,024 $282K 0.09% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,019 $281K 0.01% +89 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 3,015 $281K 0.03% -122 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,014 $281K 0.07% -1,588 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,014 $281K 0.14% +623 13F-HR Timeline Group Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 3,014 $281K 0.16% 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 3,011 $281K 0.12% 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 3,010 $281K 0.03% 0 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 3,008 $280K 0.05% -38 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 3,496 $280K 0.09% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,003 $280K 0.1% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,937 $280K 0.1% -143 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 3,000 $280K 0.04% 0 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 3,000 $280K 0.12% 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,000 $280K 0.06% +1,000 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,000 $280K 0.02% -45 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 3,000 $280K 0.13% -2,300 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,997 $279K 0.02% -402 13F-HR Timeline Sovereign Financial Group, Inc. 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More: the full row for Edgemoor Investment Advisors, Inc. 2,922 $272K 0.02% -435 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,811 $271K 0.03% new 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 2,902 $270K 0.02% -35 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,900 $270K 0.2% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 2,792 $269K 0.04% new 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,886 $269K 0.05% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 2,877 $268K 0.02% +10 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 2,875 $268K 0.09% -199 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,874 $268K 0.02% +43 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,850 $268K 0.19% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 2,873 $268K 0.09% +7 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,872 $268K 0.07% +4 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,866 $267K 0.09% +2 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,864 $267K 0.05% -75 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,858 $266K 0.08% +5 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 2,856 $266K 0.23% -859 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 2,846 $265K 0.19% new 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,836 $264K 0.11% +60 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,833 $264K 0.06% -478 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,830 $264K 0.06% +130 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 2,829 $264K 0.12% -848 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 2,826 $263K 0.08% -56 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 2,826 $263K 0.09% -1,499 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,818 $263K 0.16% 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,817 $263K 0.09% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,814 $262K 0.04% -1,081 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,811 $262K 0.04% -1,214 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 2,800 $261K 0.01% 0 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,800 $261K 0.04% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,797 $261K 0.06% +13 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,793 $260K 0.02% -100 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 2,791 $260K 0.07% +9 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 2,786 $260K 0.11% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,783 $259K 0.05% -12 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 2,783 $259K 0.15% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,777 $259K 0.08% -197 13F-HR Timeline Skyline Advisors, Inc. 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More: the full row for Houlihan Financial Resource Group, Ltd. 2,808 $256K 0.1% new 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 2,774 $256K 0.17% 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 2,746 $256K 0.06% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,746 $256K 0.09% +247 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,738 $255K 0.04% +40 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 2,738 $255K 0.22% 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 2,723 $254K 0.09% -273 13F-HR/A Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 2,721 $254K 0.16% 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,707 $252K 0.03% +3 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,707 $252K 0.02% new 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,700 $252K <0.01% 0 13F-HR Timeline Group FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 2,703 $252K 0.09% -26 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 2,698 $252K 0.1% 0 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 2,688 $251K 0.13% +29 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 2,687 $250K 0.15% -386 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,685 $250K 0.04% +140 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,681 $250K 0.07% -446 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,679 $250K 0.05% +62 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 2,674 $249K 0.06% 0 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 2,671 $249K 0.21% 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,666 $248K 0.19% -407 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,661 $248K 0.09% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 2,658 $248K 0.08% 0 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 2,650 $247K 0.04% 0 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,650 $247K 0.01% 0 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 2,638 $246K 0.12% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,620 $245K 0.06% new 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,623 $244K 0.04% new 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,621 $244K 0.12% new 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 2,731 $244K 0.17% -300 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 2,611 $243K 0.02% +44 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 2,604 $243K 0.08% -749 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 2,596 $242K 0.08% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,595 $242K 0.04% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,586 $241K 0.05% +245 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,585 $241K 0.01% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,582 $241K 0.1% +57 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,576 $240K 0.02% +185 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,568 $239K 0.02% +2,494 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,565 $239K 0.08% +50 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,565 $239K 0.03% +125 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,563 $239K 0.01% new 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 2,558 $238K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,557 $238K 0.01% -3,000 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,557 $238K 0.12% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,556 $238K 0.07% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,553 $238K 0.04% -2,327 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,550 $238K 0.04% 0 13F-HR Timeline