Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,412 $328K <0.01% -2,476 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,367 $324K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,349 $323K 0.01% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,343 $322K 0.02% new 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,300 $319K <0.01% new 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,253 $316K <0.01% new 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,246 $315K 0.01% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 4,229 $314K <0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,175 $310K 0.02% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,158 $309K 0.02% -823 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,149 $308K 0.04% new 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 4,135 $307K 0.12% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,070 $302K 0.03% -2,824 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,026 $299K 0.02% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,009 $298K 0.03% new 13F-HR Timeline Group Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 4,000 $297K 0.19% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,724 $296K 0.09% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,038 $296K 0.04% new 13F-HR/A Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,960 $294K 0.12% new 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 3,918 $290K <0.01% -998 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 3,900 $289K 0.04% -17,000 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,900 $289K 0.03% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,882 $288K 0.02% new 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,818 $283K 0.02% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,790 $281K 0.08% new 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 3,764 $279K 0.04% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,752 $278K 0.03% -4,796 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,730 $277K 0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,717 $276K 0.01% new 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,451 $275K 0.01% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,641 $270K <0.01% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,630 $269K 0.05% new 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,599 $267K 0.17% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,397 $260K 0.02% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,500 $259K <0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,479 $258K 0.01% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,237 $255K 0.02% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,239 $254K 0.01% new 13F-HR Timeline Group KADENSA CAPITAL Ltd More: the full row for KADENSA CAPITAL Ltd 3,377 $251K 0.04% new 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,372 $251K <0.01% new 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,348 $249K 0.03% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,345 $248K 0.01% new 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,350 $248K 0.14% new 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 3,333 $247K 0.03% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,324 $247K 0.01% new 13F-HR/A Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 3,424 $246K 0.11% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,286 $244K 0.01% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,244 $241K 0.04% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,199 $237K 0.01% 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 3,190 $237K 0.22% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,185 $236K 0.04% new 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 3,152 $234K 0.04% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,145 $233K 0.02% +1,916 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,104 $230K <0.01% +600 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,091 $229K 0.01% -29,221 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,082 $229K <0.01% -1,771 13F-HR Timeline Group THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 3,075 $228K 0.16% new 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,019 $224K <0.01% +2,270 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,008 $223K 0.14% +8 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,006 $223K 0.01% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,000 $223K 0.01% new 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 3,000 $223K 0.15% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,967 $222K 0.04% -3,190 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,933 $218K 0.01% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 2,932 $218K 0.04% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,029 $217K 0.05% -16 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 2,910 $216K 0.05% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 2,884 $214K <0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,856 $212K 0.04% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,855 $212K 0.01% +2,000 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,852 $212K 0.02% new 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,850 $212K 0.11% new 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 2,844 $211K 0.07% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,826 $210K <0.01% -3,471 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 2,658 $208K 0.04% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,767 $205K 0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,754 $204K 0.01% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,721 $202K 0.13% -2,440 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,714 $201K 0.03% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,703 $201K 0.02% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,700 $200K 0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,568 $191K 0.08% +1,178 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,534 $188K 0.01% 0 13F-HR Timeline Group U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 2,500 $186K 0.02% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,325 $173K 0.08% -1,825 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,977 $147K 0.09% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,970 $146K <0.01% +186 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,864 $138K <0.01% -42 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,815 $135K <0.01% -56 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,800 $134K 0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,739 $129K <0.01% new 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,683 $125K 0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,660 $123K 0.01% new 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,580 $117K <0.01% +360 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,525 $113K 0.02% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,400 $112K 0.02% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,507 $112K <0.01% -225 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,462 $109K <0.01% -1,139 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,455 $108K <0.01% +33 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,430 $106K 0.02% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,430 $106K 0.01% +1,329 13F-HR/A Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,383 $103K 0.01% new 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,324 $98.3K 0.01% +404 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,173 $84.1K 0.04% +50 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 1,075 $79.8K 0.04% -470 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,040 $77.2K 0.07% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,003 $74.5K <0.01% -24,571 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,000 $74.2K <0.01% new 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,000 $74.2K 0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,000 $74.2K 0.03% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,000 $74.2K 0.08% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 973 $72.2K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 968 $71.9K 0.01% +350 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 992 $71.1K 0.02% -8,546 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 960 $71K 0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 950 $70.5K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 871 $64.7K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 847 $62.9K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 834 $61.9K 0.01% -78 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 821 $60.9K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 804 $59.9K 0.03% 0 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 775 $57.5K 0.03% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 762 $56.6K <0.01% -18 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 755 $56K 0.05% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 746 $55.4K <0.01% +127 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 745 $55.3K <0.01% -185 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 701 $52.1K 0.05% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 700 $52K 0.03% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 1,216 $50.1K <0.01% -20,966 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 661 $49K 0.01% -10 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 626 $46.5K 0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 614 $45.6K <0.01% new 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 606 $45K <0.01% +119 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 600 $44.5K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 575 $42.7K 0.01% -5,992 13F-HR/A Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 571 $42.4K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 556 $41.2K <0.01% -728 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 533 $39.6K <0.01% -1 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 500 $37.1K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 500 $37.1K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 500 $37.1K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 487 $36.1K <0.01% +440 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 471 $35K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 468 $34.7K 0.01% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 454 $33.7K 0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 435 $32.3K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 420 $31.2K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 409 $30.4K 0.02% -107 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 400 $29.7K 0.01% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 384 $28.5K <0.01% +350 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 357 $26.5K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 336 $25K <0.01% -51 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 328 $24.3K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 311 $23.1K <0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 300 $22.3K 0.02% +200 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 300 $22.3K 0.01% -14 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 275 $21.1K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 271 $20.1K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 250 $18.6K 0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 248 $18.4K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 246 $18.3K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 226 $16.8K 0.01% 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 200 $15.8K 0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 200 $14.8K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 200 $14.8K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 200 $14.8K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 189 $14K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 184 $13.7K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 175 $13K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 175 $13K 0.01% +25 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 175 $13K 0.01% -71 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 168 $12.5K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 165 $12.2K <0.01% +94 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 150 $11.1K <0.01% -70 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 135 $10K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 133 $9.87K 0.01% -414 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 132 $9.8K <0.01% 0 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 127 $9.52K 0.01% -32 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 125 $9K <0.01% -69 13F-HR Timeline TOBAM More: the full row for TOBAM 92 $9K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 121 $8.98K <0.01% +30 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 120 $8.91K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 119 $8.83K <0.01% -512 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 210 $8.65K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 105 $7.83K <0.01% +30 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 104 $7.72K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 100 $7.42K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 100 $7.42K <0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 100 $7.42K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 75 $5.5K <0.01% -25 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 64 $4.75K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 56 $4.16K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 54 $4.04K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 48 $3.77K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 49 $3.64K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 48 $3.56K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 43 $3.19K <0.01% -2 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 40 $2.97K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 37 $2.75K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 34 $2.52K <0.01% new 13F-HR Timeline