ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 14,924 $1.1M 0.27% +395 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 14,920 $1.1M 0.02% -4,795 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 14,789 $1.09M 0.63% +1,793 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 11,117 $1.08M 0.16% +3,094 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 14,731 $1.08M 0.01% +146 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 14,632 $1.07M 0.29% -498 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 14,611 $1.07M 0.01% +4 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 14,602 $1.07M 0.07% +9,687 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 14,566 $1.07M 0.01% -5,364 13F-HR Timeline JHP Wealth Management, LLC More: the full row for JHP Wealth Management, LLC 14,561 $1.07M 0.88% +6,354 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 14,467 $1.06M 0.33% -5,452 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 14,344 $1.05M 0.24% -3,470 13F-HR Timeline Decker Retirement Planning Inc. 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More: the full row for Sovereign Financial Group, Inc. 11,783 $865K 0.13% -201 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,697 $859K 0.02% +10 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 11,686 $858K 0.16% -24,299 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 11,684 $858K 0.07% +267 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 11,681 $858K 0.34% -949 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 11,656 $856K 0.4% -161 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 11,654 $855K new Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 11,628 $854K 0.01% +1,507 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 11,555 $848K 0.13% +126 13F-HR Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 11,552 $848K 0.39% 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 11,484 $843K 0.2% -3,227 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 11,451 $841K 0.2% -330 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 11,330 $832K <0.01% +2,438 13F-HR Timeline Group SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 11,304 $830K 0.12% -2,132 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11,278 $828K 0.16% -3,118 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 11,263 $827K 0.1% +5,821 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 11,198 $822K 0.29% -798 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 11,189 $821K 0.02% -2,067 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 11,143 $818K 0.48% +2,233 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 11,128 $817K 0.17% +421 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 11,123 $817K 0.67% +1,896 13F-HR/A Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 11,053 $811K 0.02% -3 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 11,015 $809K 0.32% +3,439 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 10,966 $805K 0.26% +818 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 10,901 $800K 0.28% +2,270 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 10,768 $790K 0.14% 0 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 10,682 $784K 0.27% 0 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 10,655 $782K 0.08% 0 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 10,633 $781K 0.22% -635 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 10,608 $778K 0.07% +6,364 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 10,504 $771K 0.01% -252 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 10,455 $768K 0.48% +237 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 10,439 $766K 0.28% +1,485 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 10,416 $765K 0.17% -1,377 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 10,402 $764K 0.15% -1,340 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 10,341 $759K 0.01% +5,808 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 10,290 $755K 0.41% -159 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 10,272 $754K 0.22% +465 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 10,213 $750K 0.35% +780 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 10,147 $745K 0.7% +340 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 10,075 $740K 0.16% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,014 $738K 0.04% +193 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 10,058 $737K 0.09% 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 10,036 $737K 0.01% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 10,026 $736K 0.19% -596 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 10,011 $735K 0.34% +4,158 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 10,147 $733K 0.1% -14,010 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 9,950 $730K 0.08% +1,000 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 9,914 $730K 0.02% 0 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 9,925 $729K 0.45% -5,225 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 9,918 $728K 0.27% -8,828 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 9,847 $723K 0.03% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 9,846 $723K 0.1% +91 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 9,828 $721K 0.44% +557 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 9,812 $720K 0.09% new 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 9,804 $720K 0.24% +337 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 9,789 $719K 0.19% +678 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 9,775 $718K 0.35% +934 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 9,746 $715K 0.15% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 9,736 $715K 0.39% +55 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,715 $713K 0.07% -1,691 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,712 $713K 0.03% +1,547 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 9,694 $712K 0.04% +1,273 13F-HR/A Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 9,691 $711K 0.61% +311 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 9,685 $711K 0.27% 0 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 9,684 $711K 0.52% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 9,678 $710K 0.67% new 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 9,676 $710K 0.2% -1,664 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 9,651 $708K 0.91% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 9,665 $704K 0.07% -121 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 9,562 $702K <0.01% 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 9,551 $701K 0.14% +455 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 9,536 $700K 0.02% -328 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 9,633 $698K 0.55% -8,171 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 9,504 $698K 0.37% -834 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 9,499 $697K 0.02% +1,151 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 9,490 $697K 0.37% 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 9,472 $695K 0.25% +266 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 9,436 $693K 0.1% +1,327 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,436 $693K 0.03% -41,869 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 9,399 $690K 0.14% +44 13F-HR Timeline McGrath & Associates, Inc. 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More: the full row for MELFA WEALTH MANAGEMENT, INC. 8,555 $628K 0.34% +4,550 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 8,519 $625K 0.3% +286 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 8,477 $622K 0.02% -1,292 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 8,404 $617K 0.19% -3,073 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 8,400 $617K 0.01% 0 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 8,389 $616K 0.29% new 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 8,376 $615K 0.14% +382 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 8,297 $609K 0.11% 0 13F-HR Timeline Weitzel Financial Services, Inc. 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