Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,821 $300K 0.05% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,818 $299K 0.32% +2 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,817 $299K 0.13% -36 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,813 $299K 0.13% +14 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,812 $298K 0.01% -31 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,806 $297K 0.02% -1,459 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,798 $296K 0.04% -75 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,795 $295K 0.03% -12 13F-HR/A Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,788 $294K 0.07% -62 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,888 $293K 0.02% new 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,777 $293K 0.05% new 13F-HR Timeline FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 1,775 $292K <0.01% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,773 $292K 0.06% +154 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 1,771 $292K 0.01% -140 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,768 $291K 0.01% -118 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,766 $291K 0.02% -127 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 1,763 $290K 0.17% +339 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,762 $290K 0.01% +169 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,762 $290K 0.02% -1,276 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,761 $290K 0.05% -260 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,754 $289K 0.01% new 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,746 $287K 0.21% +73 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,745 $287K 0.19% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,733 $285K 0.01% -342 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,717 $283K 0.01% 0 13F-HR Timeline Group CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,709 $281K 0.25% +200 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,709 $281K 0.02% +238 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,707 $281K 0.02% -9 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 1,700 $280K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,691 $278K 0.11% -247 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,689 $278K 0.13% -4,292 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,685 $277K 0.04% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,685 $277K 0.02% +58 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,685 $277K 0.07% +229 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,680 $277K 0.21% -68 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 1,669 $275K 0.07% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,667 $275K 0.12% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,666 $274K <0.01% 0 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 1,665 $274K 0.05% new 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 1,665 $272K 0.05% +23 13F-HR/A Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,645 $271K 0.03% -181 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,645 $271K 0.05% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,645 $271K 0.02% -370 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 1,644 $271K 0.17% +77 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,643 $271K <0.01% +147 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,642 $270K 0.02% +307 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,628 $268K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,618 $266K 0.02% +75 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,613 $266K 0.11% +155 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,608 $265K 0.03% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,603 $264K 0.09% -79 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,601 $264K 0.15% -39 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 1,600 $263K 0.03% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,598 $263K 0.02% -686 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,594 $262K 0.01% +24 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1,591 $262K 0.27% 0 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,590 $262K 0.03% 0 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,590 $262K <0.01% new 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,577 $260K <0.01% -184 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,569 $258K 0.02% -600 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,558 $257K 0.07% -319 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,557 $256K 0.01% -101 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,556 $256K 0.01% +256 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 1,553 $256K 0.01% -14,116 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,545 $254K 0.12% +25 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,543 $254K 0.01% -33 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,541 $254K 0.04% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,543 $252K 0.01% -33 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,503 $247K 0.13% -188 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,500 $247K 0.07% -62 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 1,496 $246K 0.1% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,491 $245K 0.04% -8 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,485 $245K 0.02% -26 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 1,579 $242K 0.1% -14 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 1,469 $242K 0.08% +53 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,464 $241K 0.06% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,459 $240K 0.01% -186 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,456 $240K 0.02% -444 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 1,455 $240K 0.11% -143 13F-HR Timeline Cahill Wealth Management, LLC More: the full row for Cahill Wealth Management, LLC 1,455 $240K 0.12% +1 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,454 $239K 0.02% +14 13F-HR Timeline Group J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,453 $239K 0.06% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,450 $239K 0.11% -31 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,622 $238K 0.05% -76 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,448 $238K 0.13% new 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,446 $238K 0.03% -1,134 13F-HR Timeline Group South Street Advisors LLC More: the full row for South Street Advisors LLC 1,443 $238K 0.04% -14 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,435 $236K 0.1% -1,903 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,434 $236K 0.08% 0 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 1,605 $236K 0.1% +364 13F-HR/A Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,442 $235K 0.15% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 1,426 $235K 0.02% -8,562 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,546 $233K 0.01% -9 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 1,414 $233K 0.06% -9 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,413 $233K 0.01% 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 1,412 $232K 0.04% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,397 $230K 0.06% new 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,396 $230K 0.01% -100 13F-HR Timeline Canoe Financial LP More: the full row for Canoe Financial LP 1,394 $230K <0.01% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,386 $228K 0.01% +98 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 1,385 $228K 0.06% new 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 1,382 $228K 0.03% new 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 1,380 $227K 0.11% -8 13F-HR Timeline Group RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,380 $227K 0.03% +45 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 1,380 $227K 0.26% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,379 $227K 0.02% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,375 $226K 0.06% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,374 $226K 0.01% -44 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 1,372 $226K 0.11% +1 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,503 $225K 0.24% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,362 $224K 0.01% -11 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,361 $224K 0.03% -70 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,358 $224K 0.01% -17 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,356 $223K 0.01% -7 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 1,355 $223K 0.1% +6 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,350 $222K 0.01% -71 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,344 $221K <0.01% -196 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,343 $221K 0.02% +62 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,341 $221K 0.04% -15 13F-HR/A Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,337 $220K 0.13% -312 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,336 $220K 0.11% -2,539 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 1,334 $220K 0.23% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,333 $219K 0.06% -33 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,330 $219K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,327 $218K 0.05% 0 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,323 $218K 0.04% -131 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,323 $218K 0.02% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,321 $218K 0.01% -205 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,320 $217K 0.03% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,317 $217K <0.01% 0 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,316 $217K <0.01% -13 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,310 $216K 0.14% -63 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,308 $215K 0.01% new 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,308 $215K 0.05% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,307 $215K 0.21% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 1,298 $214K 0.04% -62 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 1,295 $213K 0.23% +13 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,295 $213K 0.02% -24 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,294 $213K 0.01% -47 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,425 $212K 0.14% -426 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,290 $212K 0.02% -558 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,282 $211K 0.01% -132 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 1,282 $211K 0.02% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,268 $209K 0.2% -81 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,265 $208K 0.03% -29 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,263 $208K 0.03% -74 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,261 $208K 0.02% -432 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 1,259 $207K <0.01% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,258 $207K 0.05% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,258 $207K 0.14% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,249 $206K 0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,248 $205K 0.05% 0 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,245 $205K 0.19% 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,245 $205K 0.04% -17 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 1,230 $203K 0.1% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,229 $202K 0.21% new 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,226 $202K 0.05% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,223 $201K 0.04% new 13F-HR Timeline Group Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 1,218 $201K 0.07% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,208 $199K 0.05% +13 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,205 $198K 0.06% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,193 $196K 0.01% +105 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,166 $192K 0.01% +1,101 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,159 $191K 0.01% +201 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 1,157 $190K 0.03% -968 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,144 $188K 0.09% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,200 $188K 0.15% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,101 $181K 0.08% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,100 $181K 0.03% -119 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 1,099 $181K 0.1% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,099 $181K 0.03% -117 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,193 $180K 0.04% +36 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,080 $178K 0.09% +35 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 1,075 $177K 0.04% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,075 $177K 0.05% -497 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,070 $176K 0.04% +115 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,069 $176K 0.02% +28 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,000 $165K <0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,000 $165K 0.11% -50 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 997 $164K 0.02% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 996 $164K 0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 991 $163K 0.01% +800 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 986 $162K 0.02% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 987 $162K 0.06% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 963 $159K 0.02% -80 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 956 $157K 0.08% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 944 $155K 0.07% -11 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 927 $153K 0.06% new 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 919 $151K 0.09% +53 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 918 $151K 0.1% +324 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 914 $150K 0.2% +253 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 914 $150K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 887 $146K 0.02% -188 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 824 $136K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 823 $136K 0.08% -125 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 816 $134K 0.05% +90 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 816 $134K 0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 815 $134K 0.07% -325 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 813 $134K 0.01% -284 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 775 $127K 0.02% +27 13F-HR Timeline