Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,529 $204K 0.01% -1,213 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,527 $204K <0.01% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,517 $204K 0.01% +381 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,509 $204K 0.01% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,222 $202K <0.01% +97 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,454 $202K 0.03% -149 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 5,449 $201K 0.02% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 5,343 $197K <0.01% -105,650 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,224 $193K 0.01% -164 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,113 $189K 0.02% +381 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 4,239 $187K 0.11% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,008 $185K 0.08% -54 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 5,000 $185K 0.03% 0 13F-HR Timeline Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 5,000 $185K 0.11% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,988 $184K 0.01% 0 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 4,924 $182K 0.01% +4,604 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,921 $182K 0.01% -1,413 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 4,908 $181K 0.04% +586 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,853 $179K 0.08% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 4,797 $177K 0.05% -134 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,627 $171K 0.01% -151 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,397 $162K 0.01% -873 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,386 $162K 0.01% -1,444 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 4,312 $159K <0.01% +2,781 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,393 $159K 0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,186 $155K <0.01% -10,970 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,177 $154K 0.01% +2,566 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,149 $153K 0.01% 0 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,068 $150K 0.02% 0 13F-HR/A Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 4,000 $148K 0.46% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,973 $147K <0.01% -130 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 3,951 $146K 0.02% +10 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,903 $144K 0.01% -24 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 3,900 $144K 0.14% 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,888 $144K 0.02% -300 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,884 $144K 0.07% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,860 $143K 0.01% +1,100 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,855 $142K <0.01% +232 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,814 $141K 0.01% +3 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,724 $138K 0.01% 0 13F-HR/A Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 3,703 $137K 0.02% 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,783 $137K 0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 3,709 $134K 0.02% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,611 $133K 0.01% -1,740 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,566 $132K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 3,343 $124K 0.03% -100 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,048 $123K 0.01% -1,181 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 3,274 $122K <0.01% +3,132 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,307 $122K 0.01% 0 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 3,292 $122K 0.09% +42 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,260 $120K 0.01% -18 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,127 $116K -1,017 Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,094 $114K 0.01% +202 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,079 $114K 0.02% -273 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,000 $113K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,956 $109K 0.03% +76 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,954 $109K 0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,898 $107K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,879 $106K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,877 $106K 0.07% +16 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 2,876 $106K 0.12% +19 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,834 $105K 0.04% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,792 $103K 0.03% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,800 $103K 0.02% -582 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,737 $101K 0.01% +450 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,648 $97.8K 0.06% 0 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 2,639 $97.5K <0.01% 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,548 $94.1K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,528 $93.4K 0.04% -5 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,465 $91.1K <0.01% -17 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,456 $90.8K 0.01% 0 13F-HR Timeline Group Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,450 $90.5K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,445 $90.3K <0.01% -190 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,440 $90.2K 0.01% +2,356 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 2,397 $88.6K 0.03% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 2,368 $87.5K 0.04% -642 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 2,349 $86.8K 0.02% +274 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 1,765 $83K 0.03% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,169 $80.1K 0.01% -250 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,124 $78.5K 0.04% -291 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,034 $75.2K 0.02% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,980 $73.2K <0.01% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,905 $70.4K 0.01% +132 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 1,875 $69.3K 0.03% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,863 $68.8K 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,819 $67.2K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,835 $67K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,800 $66.5K 0.01% +1,100 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,719 $63.5K 0.04% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,710 $63.2K <0.01% +512 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,709 $63.1K 0.01% -550 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,708 $63.1K <0.01% -475 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,704 $63K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,702 $62.9K 0.02% -300 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,685 $62.3K 0.01% +1,185 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,661 $61.4K <0.01% +180 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,650 $61K 0.02% -3,862 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,612 $60.3K 0.07% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,619 $59.8K 0.02% -199 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,601 $59.2K 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. 1,600 $59.1K <0.01% 0 13F-HR Timeline Group MOTCO More: the full row for MOTCO 1,589 $58.7K 0.01% +899 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,354 $58.7K 0.01% -19 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,546 $57.1K -20,993 Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,530 $56.5K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,478 $54.6K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,464 $54.1K 0.02% -150 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,460 $53.9K <0.01% -1,161 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,442 $53.3K 0.01% +1 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,376 $50.8K 0.01% +478 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,360 $50.3K 0.02% +18 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,355 $50.1K <0.01% +15 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,352 $50K 0.02% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,332 $49.2K 0.02% 0 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,302 $49K 0.01% +2 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,316 $48.6K <0.01% +106 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,297 $47.9K <0.01% +114 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,286 $47.5K 0.04% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,276 $47.1K <0.01% -31 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,254 $46.3K 0.01% +37 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,218 $45K <0.01% -453 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,210 $44.7K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,211 $44.6K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,195 $44.2K <0.01% +88 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,174 $43.4K 0.01% -6,320 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,160 $42.9K 0.01% -180 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,144 $42.3K 0.02% +15 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,133 $41.9K 0.03% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,123 $41.5K <0.01% +98 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,104 $40.8K 0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,100 $40.6K 0.02% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,084 $40.1K 0.01% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,058 $39.1K 0.01% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 1,000 $38.9K 0.03% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,033 $38.2K 0.01% +105 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,021 $37.7K <0.01% -100 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,000 $37K 0.02% +500 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,000 $37K 0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,000 $37K 0.02% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,000 $37K <0.01% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 982 $36.3K 0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 960 $35.5K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 925 $34K <0.01% -1,017 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 855 $31.6K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 845 $31.2K <0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 845 $31.2K 0.02% +11 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 788 $29.1K 0.02% -1,998 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 785 $29K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 785 $29K 0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 763 $27.6K 0.01% -763 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 647 $27.4K 0.01% +551 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 739 $27.3K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 718 $27K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 729 $26.9K 0.02% +529 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 722 $26.7K 0.01% +572 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 713 $26.3K <0.01% new 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 709 $26.2K 0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 702 $25.9K <0.01% +700 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 700 $25.9K 0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 700 $25.9K 0.02% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 684 $25.3K 0.01% +9 13F-HR/A Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 680 $25.1K 0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 672 $24.8K <0.01% +587 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 670 $24.8K <0.01% new 13F-HR/A Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 665 $24.6K <0.01% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 662 $24.5K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 662 $24.5K 0.02% +89 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 652 $24.1K <0.01% +9 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 643 $23.8K 0.02% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 636 $23.5K <0.01% -84 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 628 $23.2K 0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 625 $23.1K 0.01% +5 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 616 $22.8K 0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 615 $22.7K <0.01% -1,412 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 608 $22.5K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 600 $22.2K <0.01% +520 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 600 $22.2K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 600 $22.2K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 587 $21.7K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 583 $21.5K <0.01% +15 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 581 $21.5K <0.01% +275 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 562 $20.7K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 560 $20.7K <0.01% -100 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 556 $20.5K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 563 $20.4K <0.01% +3 13F-HR Timeline NBH Bank More: the full row for NBH Bank 550 $20.3K 0.01% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 531 $19.6K 0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 524 $19.4K <0.01% +5 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 515 $19K <0.01% -149 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 506 $18.7K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 506 $18.7K <0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 500 $18.5K <0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 500 $18.5K 0.01% -200 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 500 $18.5K 0.01% -1,971 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 500 $18.5K 0.01% -221 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 500 $18.5K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 495 $18.3K 0.02% +203 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 488 $18K 0.02% +4 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 474 $17.5K <0.01% -7 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 469 $17.3K <0.01% -74 13F-HR Timeline Group