Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 4,196 $385K 0.21% +171 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 4,195 $384K 0.04% -4,405 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 4,193 $384K 0.22% +877 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 4,175 $383K 0.11% -850 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,170 $382K 0.03% +1,412 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,154 $381K 0.01% +4 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 4,136 $379K 0.24% +1,200 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 4,114 $377K 0.12% +17 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 4,104 $376K 0.09% 0 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 4,105 $376K 0.05% -680 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,078 $374K 0.3% -1,183 13F-HR Timeline Madrid Financial Services More: the full row for Madrid Financial Services 4,054 $372K 0.2% new 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 4,025 $369K 0.12% -1,676 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 4,007 $367K 0.01% -1 13F-HR Timeline Group KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 4,004 $367K 0.04% new 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 4,000 $367K 0.14% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,000 $367K 0.12% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 3,996 $366K 0.15% new 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 3,995 $366K 0.15% -41 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,978 $365K +299 Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,964 $363K 0.06% new 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 3,953 $362K 0.24% -1,768 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 3,944 $361K 0.16% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3,926 $360K 0.26% -990 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,898 $357K 0.05% -5,067 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,857 $353K 0.1% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,837 $352K 0.1% -34 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,826 $351K 0.05% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,825 $351K 0.01% new 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 3,805 $349K 0.14% -601 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 3,789 $347K 0.21% +13 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,773 $346K 0.01% +200 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,745 $343K 0.06% -2,812 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 3,744 $343K 0.14% -18,935 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 3,739 $342K 0.06% -993 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,707 $340K <0.01% -50 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,688 $338K 0.01% -41 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 3,693 $337K 0.07% -17 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,667 $336K 0.19% -14,854 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 3,637 $333K 0.08% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 3,625 $332K 0.04% -303 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,595 $329K 0.09% +90 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,577 $325K 0.1% -311 13F-HR Timeline SPG ADVISORS LLC More: the full row for SPG ADVISORS LLC 3,531 $324K 5.83% -528 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 3,523 $323K 0.12% -2,177 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,500 $321K 0.01% -430 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,501 $321K 0.06% -8,506 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 3,500 $321K 0.03% -222 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,500 $321K 0.01% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 3,488 $320K 0.11% -10 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,452 $316K 0.01% -432 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,444 $316K 0.02% -3,066 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,444 $316K 0.08% +847 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 3,429 $314K 0.13% new 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 3,385 $310K 0.06% +29 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,373 $309K 0.03% -4,030 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,360 $308K 0.01% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,328 $305K 0.01% +8 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,326 $305K 0.16% -1,784 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 3,274 $300K 0.11% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 3,247 $298K 0.03% +118 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,243 $297K 0.08% new 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,241 $297K 0.14% +99 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,223 $295K 0.05% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,223 $295K 0.02% -37,172 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 3,202 $293K 0.2% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 3,191 $292K 0.07% -122 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 3,162 $290K 0.13% 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 3,153 $289K 0.09% +37 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,150 $289K 0.01% +963 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 3,117 $286K 0.15% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,104 $284K 0.02% -1,331 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,093 $283K 0.05% -329 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,087 $283K 0.07% -2,048 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,071 $281K 0.02% -448 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,062 $281K 0.1% -1,102 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 3,020 $277K 0.09% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,001 $275K 0.03% 0 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 3,000 $275K 0.11% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,997 $275K 0.06% -1,181 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 2,993 $274K 0.13% -10,933 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,973 $272K 0.1% +25 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 2,950 $270K 0.49% -27 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,932 $269K 0.05% -631 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 2,928 $268K 0.16% +305 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 2,916 $267K 0.11% +25 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,916 $267K 0.04% +595 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,877 $264K <0.01% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,866 $263K 0.03% new 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 2,848 $261K 0.15% -8,530 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 2,845 $261K 0.02% +2,715 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,802 $257K <0.01% +2,529 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 2,802 $257K 0.14% -49,913 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 2,785 $255K 0.11% -3,945 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,780 $255K <0.01% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,763 $253K 0.01% -547 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,763 $253K 0.04% -82 13F-HR Timeline Topor & Co. Korea More: the full row for Topor & Co. Korea 2,758 $253K 0.2% +218 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2,752 $252K 0.04% +1,147 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,746 $252K 0.1% +208 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,731 $250K 0.01% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,700 $248K 0.02% -700 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 2,700 $247K 0.03% -60,474 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,692 $247K 0.03% -76 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,686 $246K <0.01% -738 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,686 $246K 0.02% -106 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 2,665 $244K 0.17% -580 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,665 $244K 0.01% new 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 2,637 $242K 0.09% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,635 $241K 0.01% -105 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,635 $241K 0.02% -23,722 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 2,623 $240K 0.05% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,623 $240K 0.02% -2,007 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,597 $238K 0.09% +239 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,577 $236K 0.01% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,575 $236K 0.03% -36,931 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,567 $235K 0.03% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,562 $235K 0.01% -1,686 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 2,541 $233K 0.02% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,531 $232K 0.13% -2,915 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,457 $225K <0.01% -1,205 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 2,450 $225K 0.02% -14 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,409 $221K <0.01% 0 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 2,407 $221K 0.1% -422 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,394 $219K 0.06% -443 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,387 $219K 0.04% -81 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 2,383 $218K 0.05% -11,155 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2,380 $218K 0.09% +1,964 13F-HR/A Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 2,379 $218K 0.01% 0 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,369 $217K 0.03% new 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,364 $217K 0.05% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,351 $215K 0.03% +21 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,340 $214K 0.05% new 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,339 $214K 0.04% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,324 $213K 0.04% -413 13F-HR/A Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,321 $213K 0.02% -2,508 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,306 $211K 0.02% +19 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,298 $211K <0.01% new 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 2,273 $208K 0.02% -6 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 2,270 $208K 0.1% new 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,266 $208K 0.05% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,250 $206K 0.04% 0 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 2,240 $205K 0.04% +4 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 2,239 $205K 0.16% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,230 $204K 0.01% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,218 $203K 0.13% -229 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,219 $203K 0.08% +11 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2,205 $202K 0.05% +354 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,200 $202K <0.01% 0 13F-HR Timeline Group Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,192 $201K 0.08% new 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 2,188 $201K 0.03% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,188 $201K 0.02% new 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 2,162 $198K 0.09% +7 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,088 $191K 0.09% 0 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 1,981 $182K 0.23% -2,976 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,970 $181K 0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,926 $176K 0.01% +2 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,819 $166K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,628 $149K 0.01% -39 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,619 $148K 0.07% -963 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,585 $145K 0.01% -19 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,523 $140K 0.08% +856 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 1,500 $137K 0.11% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 1,480 $136K 0.09% -10 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,463 $134K -13,550 Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,357 $124K 0.03% +7 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,338 $123K 0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1,308 $120K 0.07% +1,265 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,287 $118K 0.27% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,273 $117K 0.01% -486 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,232 $113K 0.07% -1,386 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,216 $111K 0.01% +127 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,133 $104K 0.01% +499 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,102 $101K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,100 $101K 0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,079 $98.9K 0.06% +9 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,040 $95.3K 0.02% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,009 $92.5K <0.01% +224 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,006 $92.2K 0.01% -331 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 996 $91.3K <0.01% -233 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 955 $87.4K 0.77% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 870 $79.7K 0.03% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 861 $78.9K <0.01% -25 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 843 $77.3K 0.01% +7 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 799 $73.2K 0.02% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 795 $72.9K 0.04% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 783 $71.8K <0.01% 0 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 750 $68.7K 0.05% +600 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 716 $65.6K <0.01% -181,133 13F-HR/A Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 705 $64.6K 0.03% +58 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 699 $64.1K 0.02% -2,111 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 694 $63.6K 0.01% +469 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 675 $61.9K 0.03% -789 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 653 $59.8K 0.02% -328 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 599 $54.9K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 589 $54K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 585 $53.6K <0.01% -232 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 546 $50K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 506 $46.4K 0.02% +123 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 500 $45.8K 0.02% new 13F-HR Timeline