First Nebraska Trust Co More: the full row for First Nebraska Trust Co 4,459 $366K 0.03% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,444 $364K 0.02% +1,005 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,416 $362K 0.03% -724 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,415 $362K 0.06% -59 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,412 $362K <0.01% -8,200 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,392 $360K 0.04% +240 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,378 $359K 0.01% +204 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 4,367 $358K 0.24% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 4,337 $356K 0.04% -347 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,320 $354K <0.01% -180 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 4,316 $354K 0.02% +530 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 4,307 $353K 0.14% 0 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 4,285 $351K 0.11% new 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 4,284 $351K 0.28% -375 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,235 $347K 0.01% -2,141 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 4,198 $344K 0.08% -252 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 4,178 $343K 0.12% -400 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4,171 $342K 0.25% +701 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,100 $341K 0.16% +1,137 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 4,121 $338K 0.03% -80 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 4,111 $337K <0.01% +648 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 4,095 $336K 0.06% -9 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 4,081 $335K 0.02% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,080 $334K 0.22% +96 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 4,053 $332K 0.05% 0 13F-HR Timeline Group KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 4,050 $332K 0.06% new 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 4,046 $332K 0.33% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 4,045 $332K 0.12% +197 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,012 $329K 0.05% +2 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 4,000 $328K 0.06% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 4,000 $328K 0.17% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,984 $327K 0.12% 0 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 3,982 $326K 0.06% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,964 $325K 0.06% +22 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,951 $324K 0.08% +151 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 3,937 $323K 0.21% -2,245 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,936 $323K 0.02% +346 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,919 $321K 0.01% -748 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,915 $321K 0.01% -240 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 3,900 $320K 0.02% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,888 $319K <0.01% +138 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,886 $319K <0.01% -299 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 3,875 $318K 0.1% 13F-HR/A Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,851 $316K 0.21% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,839 $315K 0.04% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,830 $314K 0.09% +204 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,826 $314K 0.03% -284 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,826 $314K 0.02% -14 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,825 $314K 0.01% -36 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 3,824 $313K 0.09% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,820 $313K 0.12% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,810 $312K 0.02% new 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 3,808 $312K 0.23% -1,471 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,801 $312K 0.01% +582 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,766 $309K 0.02% +365 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 3,758 $308K 0.01% +60 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,743 $307K 0.02% -25 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 3,740 $307K 0.06% +3,455 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,733 $306K <0.01% -607 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,727 $306K 0.11% -268 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,717 $305K 0.01% -387 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,667 $301K 0.07% +57 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 3,665 $300K 0.12% new 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 3,660 $300K 0.04% -120 13F-HR/A Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 3,622 $297K 0.06% -400 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,596 $295K 0.01% -1,536 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,580 $293K 0.04% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,577 $293K 0.12% +2 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 3,739 $290K 0.05% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,515 $288K 0.04% +32 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,498 $287K <0.01% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,443 $282K 0.02% +211 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,435 $282K 0.2% -281 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,434 $282K 0.01% -95 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,413 $280K 0.1% 0 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,359 $275K 0.1% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,345 $274K 0.05% -267 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,364 $274K <0.01% -2 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,325 $272K 0.06% +20 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 3,300 $271K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,287 $269K <0.01% new 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 3,265 $268K 0.08% +267 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,250 $266K 0.03% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,245 $266K <0.01% -14 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,241 $266K 0.12% -700 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,240 $266K 0.09% -40 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 3,237 $265K 0.04% -509 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,236 $265K 0.06% -279 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,236 $264K 0.08% -1,440 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,121 $264K 0.01% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,213 $263K <0.01% +64 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 3,210 $263K 0.04% +25 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,209 $263K 0.13% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,206 $263K 0.02% +49 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,170 $260K 0.02% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 3,169 $260K 0.13% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 3,164 $259K 0.02% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,164 $259K 0.08% +810 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 3,160 $259K 0.05% -4 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,153 $258K <0.01% +208 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,135 $257K 0.03% +1 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,118 $256K 0.03% new 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 3,107 $255K 0.23% -188 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 3,115 $254K 0.18% -258 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,095 $254K 0.04% -400 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,091 $253K 0.01% -42 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,068 $252K 0.1% -2 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,065 $251K 0.02% -368 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 3,026 $248K 0.04% new 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 2,973 $248K 0.17% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,026 $248K 0.05% +652 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,040 $248K 0.01% -43 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,037 $247K 0.05% +640 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 3,017 $247K 0.02% -2,960 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,010 $247K 0.04% new 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 3,003 $246K 0.16% +78 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,000 $246K 0.01% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,000 $246K 0.06% 0 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 3,000 $246K 0.19% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 3,000 $246K 0.15% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,986 $245K <0.01% 0 13F-HR/A Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 2,981 $244K 0.13% -77 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,956 $242K 0.02% 0 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 2,956 $242K 0.02% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,948 $242K <0.01% new 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 2,948 $242K 0.01% -658 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 2,944 $241K 0.17% -922 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,935 $241K 0.05% -1,882 13F-HR Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 2,934 $241K 0.27% 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 2,931 $240K 0.03% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,926 $240K 0.03% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,922 $240K <0.01% -665 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,920 $239K 0.06% +1 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 2,917 $239K 0.09% +13 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,905 $238K <0.01% -1,390 13F-HR Timeline Group LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,902 $238K 0.02% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,858 $234K 0.03% new 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 2,851 $234K 0.03% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,839 $233K 0.01% 0 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,836 $233K 0.01% -45 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,819 $231K 0.01% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,807 $230K 0.05% -2,807 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,806 $230K 0.01% -150 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 2,794 $229K 0.21% +9 13F-HR Timeline Stack Financial Management, Inc More: the full row for Stack Financial Management, Inc 2,793 $229K 0.02% -552 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,775 $228K 0.04% +5 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,769 $227K <0.01% +2,009 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,753 $226K 0.01% new 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,752 $226K 0.05% -58 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,752 $226K 0.01% -214 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,765 $225K 0.04% +1 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,735 $224K 0.03% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,716 $223K 0.01% new 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,701 $221K 0.05% -74 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 2,701 $221K 0.08% -750 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 2,698 $221K 0.13% +1,300 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 2,698 $221K 0.21% 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,692 $221K 0.04% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,685 $220K 0.02% new 13F-HR Timeline Friday Financial More: the full row for Friday Financial 2,650 $217K 0.07% 0 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 2,615 $214K 0.44% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,610 $214K 0.06% 0 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 2,605 $213K 0.01% -130 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,600 $213K 0.02% new 13F-HR Timeline Group Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,586 $212K 0.03% new 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,548 $209K 0.05% new 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 2,546 $209K 0.08% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,532 $208K 0.01% new 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 2,532 $208K 0.06% -3,024 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,524 $207K 0.03% -876 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,512 $206K 0.13% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,482 $205K <0.01% -3,757 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,490 $203K 0.01% -30 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 2,479 $203K 0.01% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,477 $203K 0.01% -148 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 2,471 $203K 0.12% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,369 $194K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,362 $194K 0.05% +6 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,315 $190K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,306 $189K <0.01% -2,215 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,299 $188K 0.03% -57 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,270 $186K 0.04% +82 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,245 $184K 0.06% -147 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,226 $183K 0.03% -10,147 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,207 $181K 0.04% -59,800 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,100 $172K 0.02% -124 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,017 $164K 0.08% -192 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,980 $162K 0.01% -1,375 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,926 $158K 0.03% -1 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,924 $158K 0.01% +2 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,885 $155K <0.01% +1,091 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,854 $152K 0.01% new 13F-HR/A Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,854 $152K 0.01% -6,202 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,817 $149K 0.02% -11 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,816 $149K 0.01% +25 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,801 $148K 0.01% -500 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,790 $147K <0.01% 0 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,764 $145K 0.04% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,754 $144K 0.02% -4 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,756 $144K 0.04% +6 13F-HR Timeline