Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,133 $231K 0.02% +396 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,128 $230K 0.03% -49 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 3,140 $230K 0.15% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 3,123 $230K 0.07% -12 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,111 $229K 0.16% -55 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 3,122 $229K 0.08% +3 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 3,110 $229K 0.09% +190 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 3,125 $229K 0.03% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,106 $229K 0.01% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,092 $228K 0.05% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,087 $227K 0.06% -32,849 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,050 $225K 0.14% +20 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,046 $224K 0.03% +66 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,038 $224K 0.09% -1,200 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,048 $224K 0.05% +19 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,005 $221K 0.01% -700 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,003 $221K 0.07% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 3,000 $221K 0.05% 0 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 3,000 $221K 0.11% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,000 $221K 0.16% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 2,994 $220K 0.08% new 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,985 $220K 0.01% -5,243 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 2,976 $219K 0.16% -57 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,972 $219K 0.01% -1,518 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,952 $217K 0.01% -3,991 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,943 $217K 0.06% +136 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,941 $217K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,929 $215K 0.04% -24 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 2,907 $214K 0.19% 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,906 $214K 0.17% new 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 2,895 $213K 0.08% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,889 $213K 0.03% +3 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,863 $211K 0.02% -1 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,857 $210K 0.03% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,852 $210K 0.09% new 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,841 $209K 0.08% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,825 $208K 0.01% -697 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 2,822 $208K 0.11% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,817 $207K 0.01% +52 13F-HR/A Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,806 $207K 0.09% -100 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,803 $206K 0.04% -3,924 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,797 $206K 0.01% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,787 $205K 0.07% -194 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 2,784 $205K 0.05% -2,564 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 2,780 $205K 0.03% -35 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 2,785 $204K 0.1% +24 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 2,750 $202K 0.11% 0 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 2,749 $202K 0.12% 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,747 $202K 0.17% +2,009 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,745 $202K 0.02% -636 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,756 $202K 0.16% -949 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 2,622 $192K 0.11% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 2,558 $188K 0.03% +8 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,551 $188K 0.01% -313 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,480 $183K 0.02% -2 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 2,370 $175K 0.09% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2,370 $175K 0.09% -408 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,365 $174K 0.03% +19 13F-HR Timeline Group Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,360 $174K 0.05% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,318 $171K 0.03% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,270 $167K 0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,245 $165K 0.01% +840 13F-HR/A Timeline Family CFO Inc More: the full row for Family CFO Inc 2,153 $159K 0.08% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,056 $151K 0.03% +1,985 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,040 $150K 0.04% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,009 $148K 0.01% -1,297 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,139 $148K 0.05% -2,094 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,988 $146K 0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,950 $144K 0.05% +1 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,884 $139K 0.09% +171 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,882 $139K 0.02% -5,856 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1,855 $137K 0.08% -31 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,855 $137K 0.06% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,749 $128K 0.06% -137 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,716 $126K 0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,697 $124K 0.01% +1,059 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,688 $124K 0.03% -2,000 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,675 $123K 0.02% new 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,639 $121K 0.02% +137 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,616 $119K 0.14% +483 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,564 $115K 0.04% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,524 $111K <0.01% +227 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,506 $111K 0.01% -146 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,505 $111K 0.07% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,490 $110K 0.01% +1,277 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,443 $106K 0.04% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,408 $103K 0.02% new 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,377 $101K 0.07% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,357 $99.9K 0.04% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,315 $96.8K 0.07% +1,000 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,307 $96.2K 0.03% -229 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 1,302 $95.9K 0.03% +1,007 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,244 $91.6K 0.08% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,234 $90.9K 0.01% +1,114 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,209 $89K 0.02% +137 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,171 $86.2K 0.01% -23 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,170 $86K 0.02% -1,186 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,155 $85K 0.01% 0 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 1,145 $84.3K 0.04% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,137 $83.6K 0.04% +915 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,106 $81.5K 0.03% +1,081 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,088 $80.1K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 994 $73.2K 0.02% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 992 $73K 0.04% +966 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 989 $73K <0.01% 0 13F-HR/A Timeline Group CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 984 $72.4K 0.02% +10 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 980 $72.2K 0.05% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 967 $71.2K 0.03% +9 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 952 $70.1K 0.04% +9 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 924 $68.1K 0.02% -249 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 923 $68K <0.01% 0 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 916 $67.4K 0.01% +819 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 893 $65.8K 0.03% +301 13F-HR/A Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 892 $65K 0.02% +9 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 845 $62.2K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 769 $56.6K 0.01% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 735 $54.1K 0.01% -69 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 711 $52.4K 0.01% -400 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 709 $52.2K 0.04% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 704 $51.8K 0.01% +7 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 690 $50.8K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 685 $50.4K 0.01% -6,122 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 677 $49.8K 0.06% 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 659 $48.5K 0.03% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 647 $47.6K 0.02% -203 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 643 $47.3K 0.01% +4 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 639 $47K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 637 $46.9K 0.01% +6 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 632 $46.5K 0.02% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 619 $45.6K 0.02% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 613 $45.1K 0.03% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 597 $43.9K <0.01% new 13F-HR/A Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 584 $43K 0.02% -4 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 575 $42.3K <0.01% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 574 $42.3K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 567 $42K <0.01% +371 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 582 $41.9K <0.01% +65 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 553 $40.9K 0.01% +24 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 540 $39.8K 0.03% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 529 $39K 0.02% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 509 $37.5K 0.03% +112 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 494 $36.4K 0.01% +203 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 489 $36K 0.01% +427 13F-HR Timeline Security National Bank More: the full row for Security National Bank 487 $35.9K 0.01% -373 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 486 $35.8K 0.02% -716 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 484 $35.6K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 475 $35K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 473 $34.8K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 473 $34.8K 0.02% -191 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 460 $33.9K 0.01% 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 425 $31.3K <0.01% new 13F-HR/A Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 413 $30.4K <0.01% -163 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 406 $29.9K <0.01% +10 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 405 $29.8K 0.02% -30,613 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 399 $29.4K 0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 381 $28.1K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 358 $26.4K 0.01% -89 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 354 $26.1K 0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 343 $25.2K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 341 $25K 0.01% -130 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 323 $23.8K 0.02% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 320 $23.6K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 300 $22.1K 0.02% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 299 $22K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 288 $21.2K 0.01% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 273 $20.1K <0.01% +2 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 273 $20.1K <0.01% -2 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 278 $20K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 254 $18.7K 0.01% -32 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 249 $18.3K 0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 226 $16.6K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 208 $15.3K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 207 $15.2K 0.01% 0 13F-HR Timeline Group Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 200 $14.7K 0.02% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 185 $13.6K 0.01% 0 13F-HR/A Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 184 $13.5K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 180 $13K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 175 $12.9K <0.01% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 169 $12.4K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 155 $11.4K 0.01% -11 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 147 $10.8K 0.01% 0 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 144 $10.6K 0.01% +2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 142 $10.5K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 134 $10K <0.01% 0 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 131 $9.67K <0.01% -2,055 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 124 $9.13K <0.01% -904 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 123 $9.06K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 115 $8.45K <0.01% new 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 112 $8.25K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 110 $8.1K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 110 $8.1K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 107 $7.88K 0.01% -1 13F-HR/A Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $7.36K <0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 99 $7.29K <0.01% 0 13F-HR Timeline Group Eukles Asset Management More: the full row for Eukles Asset Management 85 $6.26K <0.01% 0 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 82 $6.04K 0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 68 $5.01K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 64 $4.69K <0.01% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 62 $4.59K <0.01% -2 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 59 $4.34K <0.01% 0 13F-HR Timeline