BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 3,355 $249K 0.06% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,333 $248K 0.1% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,329 $247K 0.02% +5 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 3,356 $247K 0.02% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,308 $246K 0.03% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,284 $244K 0.02% +151 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 3,275 $244K 0.07% +32 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 3,264 $243K 0.11% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,260 $242K 0.05% new 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,253 $242K 0.01% -1,840 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,246 $241K 0.04% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,243 $241K 0.13% 0 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 3,230 $240K 0.09% 0 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 3,214 $239K 0.17% -227 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,188 $237K 0.03% -114 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 3,185 $237K 0.02% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,175 $236K 0.04% +127 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,173 $236K 0.01% +232 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 3,183 $236K 0.07% +61 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 0 $236K 0.1% -3,171 13F-HR Timeline Amount filed as zero, left out of ratios. FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 3,164 $235K 0.03% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 3,160 $235K 0.04% -5,369 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 3,148 $234K 0.16% +10 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 3,146 $234K 0.03% +21 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 3,140 $234K 0.14% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 3,137 $233K 0.06% +14 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,111 $231K 0.15% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 3,073 $231K 0.04% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,097 $230K 0.01% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,090 $230K 0.03% new 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 3,066 $228K 0.1% new 13F-HR/A Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 3,058 $227K 0.11% -6,003 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,057 $227K 0.04% new 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,047 $227K 0.04% 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,038 $226K 0.09% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3,039 $226K 0.08% -468 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,005 $224K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,003 $223K 0.07% 0 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 3,000 $223K 0.11% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,000 $223K 0.15% 0 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 2,988 $222K 0.05% new 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,952 $220K 0.01% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,939 $219K 0.01% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,938 $219K 0.02% -712 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 2,925 $218K 0.1% -125 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 2,921 $217K 0.16% -55 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,920 $217K 0.08% -190 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,918 $217K 0.09% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,917 $217K 0.17% -4,378 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,914 $217K 0.04% new 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 2,914 $217K 0.19% +7 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 2,907 $216K 0.05% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,906 $216K 0.15% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,900 $216K 0.01% -678 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,874 $214K 0.01% +77 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,873 $214K 0.03% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,859 $213K 0.15% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,854 $212K 0.1% new 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 2,844 $211K 0.09% +22 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,801 $211K 0.09% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 2,830 $210K 0.09% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 2,824 $210K 0.07% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,817 $210K 0.01% 0 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 2,809 $209K 0.09% +24 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,806 $209K 0.08% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,796 $208K <0.01% +2,784 13F-HR Timeline Group Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 2,790 $207K 0.05% -535 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,780 $207K 0.01% -45 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 2,775 $206K 0.09% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,787 $205K 0.07% 0 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 2,749 $204K 0.12% new 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 2,705 $201K 0.1% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,707 $201K 0.01% new 13F-HR Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,697 $201K 0.03% -930 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 2,688 $200K 0.03% +130 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,657 $198K 0.01% +387 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 2,622 $194K 0.1% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,602 $194K 0.06% -1,534 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,568 $191K 0.01% -2,166 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,572 $190K <0.01% +1,048 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,549 $190K 0.07% +1,443 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,383 $177K 0.02% +18 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,380 $177K 0.03% -6,660 13F-HR Timeline Group Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,360 $176K 0.05% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,349 $175K 0.01% +104 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 2,322 $173K 0.02% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,318 $172K 0.03% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2,315 $172K 0.08% -55 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,311 $172K 0.02% +1,626 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,275 $169K 0.13% -481 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,243 $167K 0.03% +2,112 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 2,146 $160K 0.07% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 2,107 $157K 0.1% +223 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,089 $155K 0.03% +33 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,029 $151K 0.01% +41 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,010 $149K 0.02% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,977 $147K 0.21% 13F-HR/A Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1,914 $142K 0.07% +59 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,885 $140K 0.04% -155 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,872 $139K 0.01% -10 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,855 $138K 0.06% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,809 $135K 0.05% -141 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,688 $125K 0.02% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,616 $120K 0.13% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,594 $119K <0.01% +1,572 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,564 $116K 0.04% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,527 $114K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,505 $112K 0.06% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,443 $107K 0.04% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,420 $106K <0.01% +853 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Park Place Capital Corp More: the full row for Park Place Capital Corp 1,417 $105K 0.02% +9 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,403 $104K 0.01% -606 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,401 $104K 0.03% +477 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,382 $103K 0.01% -124 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,370 $102K 0.04% +13 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,333 $99.1K 0.05% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,337 $99K 0.02% +167 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,307 $97.2K 0.03% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,295 $96.3K 0.01% +656 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,244 $92.5K 0.07% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,238 $92.1K 0.01% +656 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,234 $91.8K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,209 $89.9K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,171 $87.1K 0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,155 $85.9K 0.02% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,129 $84K 0.04% +137 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,088 $80.8K <0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 989 $74K <0.01% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 994 $73.9K 0.02% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 961 $71.5K 0.04% +9 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 958 $71.2K <0.01% +685 13F-HR Timeline Security National Bank More: the full row for Security National Bank 942 $70.1K 0.01% +455 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 928 $69K <0.01% +5 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 916 $68.1K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 868 $64K 0.02% -24 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 845 $62.8K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 769 $57.2K 0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 738 $54.9K 0.04% -2,009 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 731 $54.3K 0.04% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 711 $52.9K 0.01% +7 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 711 $52.9K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 709 $52.7K 0.04% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 705 $52.4K 0.05% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 690 $51.3K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 688 $51.2K <0.01% new 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 677 $50.3K 0.05% 0 13F-HR/A Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 669 $49.8K 0.04% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 659 $49K 0.03% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 657 $48.9K 0.02% -310 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 647 $48.1K 0.02% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 646 $48.1K 0.01% +3 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 642 $47.7K 0.02% -495 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 632 $47K 0.02% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 631 $46.9K 0.01% -6 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 627 $46.6K 0.01% +625 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 625 $46.5K 0.02% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 619 $46K 0.02% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 613 $45.6K 0.01% +60 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 613 $45.6K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 575 $42.8K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 540 $40.2K 0.03% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 529 $39.4K 0.01% +45 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 509 $37.9K 0.03% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 491 $36.5K 0.02% +5 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 Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 466 $34.7K <0.01% -1,231 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 454 $33.8K 0.01% 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 428 $31.8K 0.01% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 425 $31.6K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 406 $30.2K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 361 $26.9K 0.01% +3 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 350 $26.1K 0.02% -123 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 343 $25.8K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 323 $24K 0.02% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 320 $23.8K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 300 $22.3K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 299 $22.2K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 300 $22K 0.01% -41 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 295 $21.9K <0.01% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 288 $21.4K 0.01% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 279 $20.7K 0.01% 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 276 $20.5K <0.01% +3 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 266 $19.8K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 257 $19.1K 0.01% -142 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 257 $19.1K 0.01% +3 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 252 $19K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 255 $19K 0.01% 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 226 $16.8K <0.01% 0 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 223 $16.6K <0.01% -190 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 208 $15.5K <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 207 $15.4K <0.01% 0 13F-HR Timeline Group Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 206 $15.3K 0.01% +37 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 200 $14.9K <0.01% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 200 $14.9K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 199 $14.8K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 191 $14.2K <0.01% -190 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 184 $13.7K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 181 $13.5K 0.01% -68 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 175 $13K <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