Persium Advisors, LLC More: the full row for Persium Advisors, LLC 4,499 $331K 0.26% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,413 $325K 0.02% +28 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,404 $324K 0.14% +24 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 4,374 $322K 0.05% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,358 $322K 0.02% -169 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 4,362 $321K 0.06% +2,114 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 4,360 $321K 0.25% +28 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,359 $321K 0.02% -467 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,363 $321K 0.04% -7,475 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 4,352 $320K 0.13% -278 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 4,341 $320K 0.02% new 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 4,330 $319K 0.06% new 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,318 $318K 0.09% +193 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 4,307 $317K 0.05% +200 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,289 $316K 0.04% +467 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 4,286 $316K 0.13% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,286 $316K 0.02% +27 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,244 $314K 0.08% -301 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 4,244 $313K 0.07% 0 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 4,229 $311K 0.13% 0 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 4,227 $311K 0.21% -818 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 4,220 $311K 0.07% -129 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,150 $306K 0.01% -225 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 4,145 $305K 0.32% -1,847 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 4,147 $305K 0.02% +1,000 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,136 $305K 0.02% +310 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 4,133 $304K 0.04% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 4,113 $303K 0.22% -40 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 4,117 $303K 0.03% -1,007 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,113 $303K 0.05% -139 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,103 $302K 0.05% 0 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,068 $300K <0.01% 0 13F-HR Timeline Group Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 4,060 $299K 0.23% +106 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,058 $299K 0.07% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 4,055 $298K 0.1% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,049 $298K 0.03% -487 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 4,007 $295K 0.08% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 4,005 $295K 0.17% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 4,003 $295K 0.13% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,000 $295K 0.02% -9,944 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,988 $294K 0.03% -12 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,972 $293K 0.11% -30,748 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,972 $292K 0.06% 0 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 3,969 $292K 0.05% new 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,968 $292K 0.03% +457 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 3,966 $292K 0.97% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,966 $292K 0.01% -876 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,933 $290K 0.01% -40,724 13F-HR Timeline Group Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,930 $289K 0.13% +158 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,924 $289K 0.01% -444 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,922 $289K 0.01% -1,461 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,911 $288K <0.01% +571 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 3,895 $287K 0.03% +702 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 3,893 $287K 0.18% -377 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,880 $286K 0.14% 0 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 3,857 $284K 0.29% -5,352 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 3,861 $284K 0.1% 0 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 3,841 $283K 0.1% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,840 $283K 0.03% -15,931 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 3,845 $283K 0.11% +40 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 3,825 $282K 0.14% -1,000 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 3,807 $280K 0.26% +221 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,805 $280K 0.06% +417 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,801 $280K 0.06% 0 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 3,754 $277K 0.17% -837 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 3,770 $277K 0.16% new 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,721 $275K 0.08% +24 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,719 $274K 0.04% -442 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 3,702 $273K 0.01% new 13F-HR Timeline Group Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 3,695 $272K 0.02% 0 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 3,656 $269K 0.26% -1,097 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 3,646 $268K 0.17% new 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 3,645 $268K 0.05% +90 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,639 $268K 0.06% +126 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 3,637 $268K 0.15% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,636 $268K 0.03% +903 13F-HR Timeline Group Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 3,621 $267K 0.23% -12 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 3,617 $266K 0.18% +168 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,615 $266K 0.03% -65 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,613 $266K 0.01% +185 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,602 $265K 0.01% +43 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 3,599 $265K 0.09% -45 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 3,602 $265K 0.17% +669 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 3,599 $265K 0.07% +333 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,572 $263K 0.06% +68 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,565 $263K 0.05% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 3,544 $261K 0.07% -386 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,538 $261K 0.02% new 13F-HR Timeline Group DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,530 $260K 0.04% 0 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 3,525 $260K 0.02% new 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 3,523 $259K 0.11% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,519 $259K 0.02% -232 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 3,507 $258K 0.11% +336 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,506 $258K 0.04% -83 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,500 $258K 0.12% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,509 $257K 0.03% -15,646 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 3,481 $256K 0.11% 0 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 3,481 $256K 0.25% new 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 3,461 $255K 0.2% new 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,445 $254K 0.09% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,418 $252K 0.03% -1,024 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,409 $251K 0.02% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,408 $251K 0.14% -1,821 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,404 $251K 0.03% -330 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 3,403 $251K 0.11% +337 13F-HR/A Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 3,401 $250K 0.14% -99 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,400 $250K 0.14% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,386 $249K 0.13% -356 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 3,385 $249K 0.1% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,375 $249K 0.01% new 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 3,362 $248K 0.03% +230 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,353 $247K 0.01% -451 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 3,339 $246K 0.1% +21 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,333 $245K 0.08% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,305 $243K 0.09% -426 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 3,298 $243K 0.14% -2,578 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,297 $243K 0.03% new 13F-HR Timeline Group Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,265 $242K 0.01% +42 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 3,272 $240K 0.2% 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,250 $239K 0.04% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,247 $239K 0.02% new 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 3,246 $239K 0.12% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,253 $239K 0.03% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3,244 $239K 0.08% -260 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,244 $239K 0.02% +864 13F-HR Timeline Group Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,228 $238K 0.08% +40 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 3,210 $236K 0.14% +21 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,210 $236K 0.01% +156 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 3,185 $235K 0.02% 0 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 3,164 $233K 0.03% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 3,151 $232K 0.04% +2 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 3,140 $231K 0.14% 0 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 3,104 $229K 0.2% -2,000 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,097 $228K 0.01% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,097 $228K 0.04% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 3,068 $226K 0.2% 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 3,058 $225K 0.2% 0 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 3,039 $224K 0.12% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,035 $223K 0.01% -6,769 13F-HR Timeline Group Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 3,027 $223K 0.2% -738 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,023 $223K 0.06% -934 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,032 $223K 0.04% -733 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,007 $221K 0.07% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,007 $221K 0.06% -5,891 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 3,000 $221K 0.1% 0 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 2,990 $220K 0.03% new 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 2,988 $220K 0.08% new 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 2,988 $220K 0.04% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 2,961 $218K 0.03% new 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 2,953 $217K <0.01% new 13F-HR Timeline Group JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,937 $216K 0.02% -1,077 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 2,931 $216K 0.1% -5 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 2,921 $215K 0.39% -71 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,920 $215K 0.08% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,901 $214K 0.09% +28 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 2,905 $214K 0.19% 0 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $214K 0.12% 0 13F-HR Timeline Amount filed as zero, left out of ratios. HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 2,892 $213K 0.1% -156 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,886 $213K 0.02% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,886 $213K 0.13% -12 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 2,883 $212K 0.06% -4,986 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,875 $212K 0.01% +1 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 2,873 $212K 0.21% -295 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,856 $210K 0.07% -660 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 2,829 $208K 0.03% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,818 $208K 0.01% new 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,818 $208K 0.01% -134 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,802 $206K <0.01% -6,021 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $205K 0.09% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 2,775 $204K 0.08% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,771 $204K 0.03% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 2,756 $203K 0.03% +33 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 2,749 $202K 0.12% 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 2,746 $202K 0.4% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,730 $201K 0.01% new 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 2,722 $200K 0.07% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,702 $199K 0.01% +46 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,631 $194K 0.06% -1,302 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,617 $193K <0.01% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 2,568 $189K 0.1% +433 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 2,575 $188K 0.1% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,469 $182K 0.02% +1,700 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,458 $181K 0.03% +2,139 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 2,390 $176K 0.07% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 2,336 $171K 0.13% +14 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,202 $162K 0.13% +1,202 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,194 $162K <0.01% -20,015 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,120 $156K 0.06% -187 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,078 $153K 0.07% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 152,652 $153K 0.05% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,053 $151K 0.03% +212 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,044 $151K 0.11% -1,498 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,000 $147K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,917 $141K <0.01% -4,635 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,899 $140K 0.04% +487 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,885 $139K 0.12% +7 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,865 $137K <0.01% -936 13F-HR Timeline Group KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,860 $137K 0.1% +195 13F-HR/A Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,811 $133K 0.05% +1 13F-HR Timeline MOTCO More: the full row for MOTCO 1,752 $129K 0.01% new 13F-HR Timeline