AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 12,087 $899K 0.5% +1,082 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 12,068 $898K 0.06% +2,276 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 11,975 $891K 0.03% -3,659 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 11,866 $882K 0.34% +2,993 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 11,849 $881K 0.13% -19,260 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. 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Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 10,470 $779K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 10,432 $776K 0.06% +2,342 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,306 $766K 0.01% +2,754 13F-HR Timeline Group Orcam Financial Group More: the full row for Orcam Financial Group 10,293 $765K 0.62% +8 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 10,251 $762K 0.5% +51 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 10,241 $762K 0.09% +464 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 10,218 $760K 0.48% 0 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 10,198 $758K 0.76% +1,101 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 10,136 $754K 0.27% -3,437 13F-HR/A Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 10,093 $751K 0.13% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 10,078 $750K 0.17% -415 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 10,045 $747K 0.04% -2,489 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 10,037 $746K 0.11% -148 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,905 $737K 0.03% +3,530 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 9,847 $732K 0.03% 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9,747 $725K 0.09% +3,234 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 9,731 $724K 0.54% -228 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 9,684 $720K 0.61% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,666 $719K 0.1% +20 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 9,587 $713K 0.07% new 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 9,471 $704K 0.16% +18 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,460 $704K <0.01% 0 13F-HR Timeline Group TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 9,407 $700K 0.47% +379 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 9,369 $697K 0.53% +377 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,314 $693K 0.01% -267 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9,311 $692K 0.01% +126 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 9,299 $692K 0.41% +621 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 9,296 $691K 0.54% +130 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,254 $688K 0.02% -231 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 9,163 $681K 0.47% 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 9,156 $681K 0.42% +11 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,073 $675K 0.05% +1,165 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 9,069 $674K <0.01% +2,850 13F-HR Timeline Group MYECFO, LLC More: the full row for MYECFO, LLC 9,068 $674K 0.31% -286 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 9,063 $674K 0.18% +1,245 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 9,031 $672K 0.42% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 8,928 $664K 0.14% +2,356 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 8,877 $660K 1.01% +66 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 8,846 $658K 0.21% +98 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 8,846 $658K 0.09% +1,293 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 8,844 $658K 0.23% -110 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,817 $656K 0.02% -11,635 13F-HR Timeline Group Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 8,792 $654K 0.29% +257 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 8,744 $650K 0.43% +117 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 8,674 $645K 0.08% new 13F-HR Timeline Group Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 8,657 $644K 0.14% -395 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 8,640 $643K 0.07% -8,897 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 8,630 $642K 0.07% +3,298 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,629 $642K 0.02% -438 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 8,613 $641K 0.55% -318 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 8,606 $640K 0.32% +416 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 8,587 $639K 0.24% +175 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 8,529 $634K 0.48% -5,190 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 8,514 $633K 0.39% +35 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,510 $633K 0.02% -31,433 13F-HR/A Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,452 $629K 0.09% -3,191 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 8,553 $628K 0.05% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 8,358 $622K 0.17% -1,169 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 8,335 $620K 0.04% +224 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,334 $620K 0.06% -2,656 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 8,317 $619K 0.02% -172 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,307 $618K 0.03% +1,335 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 8,297 $617K 0.09% -6,613 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 8,293 $617K 0.31% -36 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 8,251 $614K 0.29% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,170 $608K 0.08% -985 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 8,167 $607K 0.02% +492 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 8,130 $605K 0.43% +601 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 8,108 $603K +84 Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 8,092 $602K 0.05% +3,456 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 8,042 $601K 0.18% -79 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 8,025 $597K <0.01% -5,472 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 7,989 $594K 0.4% -150 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 7,958 $592K <0.01% -142,042 13F-HR Timeline Group Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 7,955 $592K 0.16% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,940 $590K 0.14% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 7,917 $589K 0.07% +1,942 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,871 $585K 0.26% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 7,841 $583K 0.2% -759 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 7,831 $582K 0.31% -204 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 7,825 $582K 0.19% -120 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 7,813 $581K 0.26% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 7,795 $580K 0.19% -204 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,744 $579K 0.08% +659 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 7,782 $579K 0.22% +2,966 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 7,771 $578K 0.02% -355 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 7,766 $578K 0.36% 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 7,750 $576K 0.34% -400 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 7,729 $575K 0.21% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 7,716 $574K 0.05% +1,076 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 7,709 $573K 0.16% -180 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 7,683 $571K 0.33% -105 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 7,678 $571K 0.28% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,656 $569K 0.17% -5,909 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,660 $569K 0.19% +617 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 7,601 $565K 0.37% -227 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 7,588 $564K 0.37% +2,521 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 7,566 $563K 0.17% +14 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 7,484 $557K 0.25% -113 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 7,421 $552K 0.16% -75,570 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 7,404 $551K 0.15% +421 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 7,404 $551K 0.02% +4,419 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 7,332 $545K 0.2% -4,141 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 7,305 $545K 0.22% +55 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,327 $545K <0.01% +998 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 7,325 $545K 0.09% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7,306 $543K 0.01% +39 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 7,294 $542K 0.17% -590 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,276 $541K 0.02% +7 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 7,275 $541K 0.11% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,170 $533K 0.04% +2,674 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 7,160 $532K 0.07% +1,088 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 7,157 $532K 0.47% +14 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 7,122 $529K 0.1% +613 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 7,114 $529K 0.03% +283 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 7,096 $528K 0.19% +84 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 7,092 $527K 0.31% +582 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 7,049 $524K 0.41% 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 7,009 $521K 0.18% +1,353 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 7,007 $521K 0.18% +818 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 6,988 $520K 0.09% +698 13F-HR/A Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 6,971 $518K 0.24% -119 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 6,910 $514K <0.01% -210 13F-HR Timeline Group Ally Invest Advisors Inc. 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More: the full row for BARRETT & COMPANY, INC. 6,742 $501K 0.17% -147 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 6,706 $499K 0.16% +950 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,706 $499K 0.01% +1,555 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,698 $498K 0.01% +712 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,695 $498K 0.01% +2,771 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 6,685 $497K 0.11% +2,382 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,598 $491K 0.29% +603 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 6,572 $489K 0.25% -5,397 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 6,559 $488K 0.12% -246 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 6,557 $488K 0.06% -673 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,522 $485K 0.07% new 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 6,467 $481K 0.14% -5,231 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 6,426 $478K 0.03% -2,407 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 6,417 $477K 0.12% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,393 $475K 0.03% -157 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,384 $475K 0.01% +1,501 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 6,346 $472K 0.04% -35 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 6,342 $472K 0.02% -2,253 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 6,296 $468K 0.41% +270 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,281 $467K 0.06% -338 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 6,268 $466K 0.25% +52 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 6,243 $464K 0.16% +43 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 6,212 $462K 0.05% +2,407 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 6,196 $461K 0.11% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 6,183 $460K 0.34% +38 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 6,159 $458K 0.13% +336 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,159 $458K 0.02% +1,372 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,127 $456K 0.06% +110 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 6,113 $455K <0.01% new 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 6,113 $454K 0.16% -850 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,087 $453K 0.03% +1,926 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 6,058 $451K 0.11% -272 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,041 $449K 0.01% -272 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 6,042 $449K 0.06% -520 13F-HR Timeline