Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 981 $212K 0.12% +12 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 976 $211K 0.01% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 976 $211K 0.07% -223 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 973 $210K 0.02% -18 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 974 $210K 0.02% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 972 $210K 0.04% 0 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 972 $210K 0.14% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 972 $210K 0.04% -41,669 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 969 $209K 0.11% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 970 $209K 0.01% 0 13F-HR Timeline Group Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 947 $208K 0.05% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 961 $207K 0.03% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 958 $207K 0.08% -181 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 955 $206K 0.06% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 952 $206K 0.01% -61 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 951 $205K 0.07% 0 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 950 $205K 0.02% new 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 950 $205K 0.04% new 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 950 $205K 0.04% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 949 $205K 0.02% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 946 $204K 0.11% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 945 $204K 0.01% new 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 945 $204K 0.04% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 944 $204K 0.04% +2 13F-HR/A Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 944 $204K 0.08% new 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 941 $203K 0.04% new 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 941 $203K 0.01% -14 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 938 $202K 0.03% -450 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 938 $202K <0.01% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 932 $201K 0.04% new 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 932 $201K 0.01% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 932 $201K 0.02% new 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 932 $201K <0.01% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 931 $201K 0.05% new 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 928 $200K 0.44% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 928 $200K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 927 $200K 0.04% new 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 927 $200K 0.06% new 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 927 $200K 0.22% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 925 $200K 0.07% +754 13F-HR Timeline MOTCO More: the full row for MOTCO 921 $199K 0.02% +47 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 916 $198K 0.02% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 909 $196K 0.02% +3 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 904 $195K 0.01% 0 13F-HR/A Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 900 $194K 0.09% +260 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 886 $191K 0.41% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 884 $191K 0.1% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 878 $189K 0.15% +1 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 869 $188K <0.01% -38 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 867 $187K 0.01% -782 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 854 $184K 0.01% -48 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 846 $183K 0.09% +83 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 845 $182K 0.03% -142 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 844 $182K 0.04% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 842 $182K 0.01% +125 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 838 $181K <0.01% +43 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 830 $179K 0.05% +100 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 823 $178K 0.02% -300 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 810 $175K 0.1% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 809 $175K 0.06% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 808 $174K 0.03% +6 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 807 $174K 0.02% +1 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 802 $173K 0.14% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 775 $167K 0.03% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 777 $167K <0.01% -1,016 13F-HR Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 772 $167K 0.13% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 771 $166K 0.02% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 764 $165K 0.04% +100 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 724 $156K 0.05% +50 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 721 $156K 0.02% -69 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 717 $155K 0.02% 0 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 23,098 $154K 0.04% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 710 $153K 0.03% -49 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 705 $152K 0.04% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 700 $151K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 689 $149K 0.1% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 679 $147K 0.07% -135 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 677 $146K 0.13% +25 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 674 $145K 0.04% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 672 $145K 0.02% +2 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 692 $145K 0.11% +110 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 652 $141K 0.03% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 650 $140K 0.05% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 645 $139K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 640 $138K <0.01% -15 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 638 $138K 0.02% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 636 $137K 0.03% +346 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 633 $137K 0.02% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 625 $135K 0.04% -690 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 623 $134K 0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 621 $134K 0.01% +463 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 586 $126K 0.02% +48 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 579 $125K 0.01% +210 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 580 $125K 0.04% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 581 $125K 0.06% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 577 $125K 0.04% +227 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 575 $124K 0.05% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 557 $120K 0.08% 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 533 $115K 0.08% new 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 533 $115K 0.05% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 524 $113K 0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 517 $112K 0.02% -46 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 516 $111K 0.04% +100 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 513 $111K 0.01% 0 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 504 $109K 0.02% -14 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 503 $109K 0.12% +72 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 500 $108K 0.05% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 500 $108K 0.03% -16 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 500 $108K 0.07% -55 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 499 $108K 0.07% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 497 $107K 0.02% -966 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 495 $107K 0.02% -84 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 492 $106K 0.03% -238 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 474 $102K 0.03% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 466 $101K 0.02% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 464 $100K 0.03% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 459 $99.1K 0.05% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 453 $97.9K <0.01% +1 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 449 $96.9K 0.08% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 444 $95.8K 0.04% -35 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 442 $95.4K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 440 $95K 0.04% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 439 $94.7K 0.02% -19 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 437 $94K 0.06% +36 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 427 $92.2K 0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 427 $92.2K 0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 425 $91.7K 0.02% new 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 422 $91.1K 0.04% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 427 $89K 0.03% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 412 $88.9K 0.02% +12 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 409 $88.3K 0.05% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 405 $87.4K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 405 $87.4K 0.03% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 476 $86.9K 0.04% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 401 $86.5K 0.06% -20 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 397 $85.4K 0.02% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 395 $85.3K 0.04% +45 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 388 $83.7K 0.02% +2 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 385 $83.1K 0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 383 $82.7K 0.01% -3 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 381 $82.2K 0.04% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 367 $79.2K 0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 367 $79.2K 0.05% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 359 $77.5K 0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 353 $76.2K 0.03% -34 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 350 $76K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 351 $75.8K 0.03% +2 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 350 $75.5K 0.05% -67 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 350 $75K 0.05% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 346 $74.7K 0.03% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 344 $74.2K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 339 $73.2K 0.02% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 335 $72.3K 0.02% +175 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 333 $72K 0.01% -100 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 332 $71.7K 0.01% +76 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 331 $71.4K 0.02% +60 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 330 $71.2K 0.03% +16 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 325 $70.1K 0.03% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 322 $69.6K 0.02% -200 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 316 $68.6K 0.02% +1 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 317 $68.4K 0.03% -129 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 315 $68K 0.04% +2 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 313 $67.6K 0.01% -2 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 311 $67.1K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 309 $66.5K 0.02% +3 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 307 $66.3K 0.02% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 8,237 $66.1K 0.05% +7,924 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 294 $63.5K 0.02% +51 13F-HR/A Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 292 $63K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 292 $63K 0.04% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 290 $62.7K 0.03% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 282 $60.9K 0.01% +16 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 282 $60.9K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 276 $59.6K 0.06% 0 13F-HR/A Timeline Bank & Trust Co More: the full row for Bank & Trust Co 275 $59.4K 0.04% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 269 $58.1K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 260 $56.1K 0.02% +167 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 257 $55.5K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 256 $55.3K <0.01% +100 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 260 $54.8K 0.03% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 252 $54.4K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 243 $53K 0.03% -46 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 243 $52.4K 0.03% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 242 $52.2K 0.01% +46 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 242 $52.2K 0.02% +2 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 242 $52.2K 0.04% +54 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 234 $50.7K 0.03% -4 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 233 $50.3K 0.01% +33 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 232 $50.1K 0.02% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 230 $50K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 231 $49.9K <0.01% +4 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 226 $48.8K 0.02% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 225 $48.6K 0.03% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 223 $48.1K 0.02% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 219 $47.3K 0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 216 $46.6K 0.02% -125 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 215 $46.4K 0.01% -61 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 213 $45.9K 0.01% +11 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 212 $45.8K 0.01% +69 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 209 $45.2K 0.02% 0 13F-HR Timeline