Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,553 $281K 0.01% -228 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 4,500 $278K 0.02% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 4,500 $278K 0.17% 0 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 4,472 $276K 0 Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,450 $275K 0.06% +325 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 4,448 $275K 0.02% +150 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,445 $275K 0.03% +1,980 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 4,420 $273K 0.07% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,416 $273K 0.01% -159 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,407 $272K 0.01% +137 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,404 $272K <0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,400 $272K <0.01% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,399 $272K 0.05% -26 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,335 $268K 0.01% +107 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,249 $267K 0.01% +381 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,302 $266K 0.03% -4,538 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,293 $265K <0.01% +50 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 4,239 $262K 0.21% 0 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 4,223 $261K 0.22% -123 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,216 $260K 0.01% -161 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 4,208 $260K 0.08% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,203 $260K <0.01% new 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,198 $259K 0.03% +1,786 13F-HR/A Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 4,186 $259K <0.01% -16,795 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,184 $258K 0.02% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,182 $258K 0.03% +33 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,157 $257K <0.01% +504 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,153 $256K <0.01% -2,616 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,146 $256K 0.01% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,113 $254K 0.01% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,110 $254K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,163 $252K 0.02% +634 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 4,070 $251K 0.04% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 4,062 $251K 0.19% -175 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,060 $251K 0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,058 $251K 0.01% +458 13F-HR Timeline Group MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 4,032 $249K 0.1% 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 4,000 $247K 0.01% -4,000 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,980 $246K 0.02% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,123 $244K <0.01% -2 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 3,943 $244K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,928 $243K <0.01% +103 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 3,900 $241K 0.05% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,871 $239K 0.02% +65 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 3,870 $239K 0.24% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,869 $239K 0.01% -3,327 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,863 $239K 0.02% -1,197 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,855 $238K 0.01% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 3,840 $237K 0.15% -312 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,786 $234K <0.01% +187 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,784 $234K 0.1% -472 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,771 $233K 0.02% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,784 $233K 0.08% -6 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,736 $231K <0.01% +34 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,725 $230K 0.04% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,716 $230K 0.01% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 3,706 $229K <0.01% +48 13F-HR Timeline Group 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,698 $228K 0.04% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,669 $227K 0.04% +218 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 3,652 $226K 0.1% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,729 $224K 0.01% +102 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,608 $223K <0.01% 0 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 3,603 $223K 0.08% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,585 $221K 0.03% -123 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,578 $221K 0.03% +114 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,569 $220K 0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,541 $219K 0.01% -321 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 3,482 $218K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,531 $218K 0.03% -1,470 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,501 $216K 0.05% +15 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,500 $216K 0.02% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,479 $215K <0.01% +566 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 3,467 $214K 0.01% -261 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,450 $213K 0.01% new 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,441 $213K 0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,436 $212K <0.01% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,435 $212K 0.01% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,427 $212K 0.01% -1 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,407 $210K 0.01% new 13F-HR Timeline Group Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 3,395 $210K 0.06% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,377 $209K 0.01% -287 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,362 $208K 0.06% -125 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,356 $207K <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 3,343 $206K 0.08% +3,260 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 3,326 $205K 0.04% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,314 $205K 0.01% -316 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,314 $205K 0.03% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,304 $204K <0.01% -41,816 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,288 $203K 0.01% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,275 $202K 0.06% -549 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 3,258 $201K 0.02% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,247 $201K 0.08% new 13F-HR Timeline Group Asset Planning,Inc More: the full row for Asset Planning,Inc 3,228 $199K 0.13% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,174 $196K 0.05% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,869 $177K 0.01% +808 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 2,802 $173K 0.12% -1,039 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,770 $171K 0.02% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,634 $163K 0.03% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,586 $160K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,475 $153K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,412 $149K 0.01% -173 13F-HR Timeline MOTCO More: the full row for MOTCO 2,383 $147K 0.01% +79 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,366 $146K <0.01% +65 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,153 $133K 0.03% +147 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,152 $133K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,139 $132K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,134 $132K 0.08% -229 13F-HR Timeline City State Bank More: the full row for City State Bank 2,105 $130K 0.03% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,074 $128K 0.02% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 2,530 $126K 0.05% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,000 $124K 0.03% +192 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,758 $109K 0.02% +1,342 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,672 $103K <0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,658 $102K <0.01% +657 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,566 $96.7K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,537 $94.9K 0.03% -1 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,524 $94.1K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,448 $89.4K 0.03% -19 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,440 $88.9K 0.03% 0 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 1,422 $87.8K 0.04% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,418 $87.6K <0.01% +326 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,334 $82.4K <0.01% -105 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,325 $81.8K 0.03% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,242 $76.7K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,217 $75.2K <0.01% +729 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,166 $72K 0.07% -257 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,180 $71.5K 0.01% -612 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,102 $68K 0.02% +9 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,100 $67.9K 0.02% -200 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,068 $66K <0.01% +547 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,045 $64.5K 0.01% -28 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,000 $62K <0.01% new 13F-HR Timeline Group Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 1,000 $61.8K 0.01% new 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 948 $58.5K +53 Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 890 $55K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 848 $52.6K 0.01% +213 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 800 $49.4K 0.02% -60 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 782 $48.3K 0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 768 $44.9K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 662 $40.9K <0.01% -10 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 649 $40.1K <0.01% +13 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 641 $39.6K <0.01% +526 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 600 $37.1K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 614 $37K 0.01% +8 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 598 $36.9K <0.01% +254 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 574 $36K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 560 $35K <0.01% +7 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 545 $33.7K 0.02% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 539 $33.3K 0.02% -1,523 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 536 $33.1K 0.01% +36 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 520 $32.1K <0.01% +500 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 507 $31.3K 0.01% +1 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 500 $30.9K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 495 $30.6K <0.01% +8 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 486 $30K <0.01% +23 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 482 $29.8K 0.02% -4 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 471 $29.1K 0.02% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 467 $28.8K 0.02% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 465 $28K 0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 450 $27.8K 0.01% -55 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 450 $27.8K 0.02% +72 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 448 $27.6K <0.01% +6 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 423 $26.1K <0.01% -303 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 413 $25.5K 0.02% -1,073 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 410 $25.3K 0.02% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 404 $25K 0.02% -2,500 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 400 $24.7K 0.03% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 400 $24.7K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 400 $24.7K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 375 $23.2K <0.01% -202 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 369 $22.8K <0.01% -7 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 355 $22K <0.01% +4 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 351 $21.7K 0.01% +16 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 349 $21.6K <0.01% +78 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 345 $21.3K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 333 $20.6K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 328 $20.3K <0.01% -272 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 302 $18.7K <0.01% -13 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 300 $18.5K 0.01% 0 13F-HR Timeline Group Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 300 $18.5K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 300 $18.5K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 288 $17.8K <0.01% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 271 $16.7K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 269 $16.6K <0.01% +4 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 265 $16.4K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 260 $16.1K 0.02% +156 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 248 $15.3K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 242 $14.9K <0.01% +11 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 235 $14.5K <0.01% +42 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 227 $14K 0.01% +3 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 227 $14K <0.01% +3 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 225 $13.9K <0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 224 $13.8K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 217 $13.4K <0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 212 $13.1K 0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 210 $13K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 209 $12.9K <0.01% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 200 $12.4K 0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 195 $12K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 193 $11.9K <0.01% 0 13F-HR Timeline