Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2,200 $230K 0.05% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,190 $229K 0.01% -5,211 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,190 $229K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,177 $228K 0.01% -400 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,163 $227K 0.21% -1,790 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,165 $227K <0.01% -30 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,123 $222K <0.01% -112 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 2,122 $222K 0.01% 13F-HR Timeline Group SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 2,109 $221K 0.26% 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 2,105 $220K 0.03% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,090 $219K -135 Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,080 $218K 0.01% -403 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 2,060 $216K 0.04% new 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 2,052 $215K <0.01% -8 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,025 $212K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,018 $211K 0.03% +6 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,009 $210K 0.09% -49 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,000 $209K 0.03% 0 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 2,000 $209K 0.15% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,994 $209K 0.01% +32 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,991 $208K 0.01% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,985 $208K <0.01% -250 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,985 $208K 0.04% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,970 $206K 0.02% -50 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,962 $205K <0.01% 0 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 1,950 $204K 0.11% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,946 $204K 0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,942 $203K 0.07% -7 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,923 $201K <0.01% new 13F-HR Timeline Group Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,923 $201K 0.53% 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,913 $200K 0.03% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,808 $189K 0.04% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,770 $185K 0.06% -26 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,724 $181K 0.11% 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,700 $178K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,697 $178K 0.03% +3 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,583 $166K <0.01% -67 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,510 $158K 0.14% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,415 $148K 0.01% -1,315 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,400 $147K 0.07% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,361 $143K 0.07% +33 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,304 $137K 0.01% -33 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,224 $128K 0.01% -602 13F-HR Timeline Group Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,215 $127K 0.06% +1 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,200 $126K 0.02% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,185 $124K 0.01% -300 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,127 $118K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,116 $117K 0.11% 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,100 $115K 0.04% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,100 $115K 0.06% -1,100 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,085 $114K <0.01% -1,760 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,057 $111K 0.08% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,054 $110K <0.01% -10 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,016 $106K <0.01% +73 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 980 $103K 0.01% 0 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 958 $100K 0.09% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 948 $99.3K 0.06% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 932 $97.6K 0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 923 $96.7K 0.01% -17 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 915 $96K 0.05% -149 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 915 $95.8K <0.01% +131 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 909 $95.2K 0.02% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 884 $93K 0.01% +63 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 876 $91.7K 0.03% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 869 $91K 0.03% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 859 $89.9K 0.01% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 859 $89.9K 0.09% 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 850 $89K 0.03% -150 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 850 $89K <0.01% 0 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 846 $88.6K 0.01% -135 13F-HR/A Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 839 $87.9K 0.01% +800 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. 837 $87.6K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 837 $87.6K 0.01% +37 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 800 $83.8K 0.01% +200 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 800 $83.8K 0.08% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 795 $83.2K 0.03% +786 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 694 $73K 0.05% +12 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 687 $71.9K <0.01% 0 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 650 $68.1K 0.08% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 652 $68K <0.01% new 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 641 $66K <0.01% +620 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 606 $63.5K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 600 $62.8K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 600 $62.8K 0.02% -271 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 595 $62.4K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 575 $60.2K <0.01% +193 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 560 $58.6K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 559 $58K 0.02% +2 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 550 $57.6K 0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 549 $57.5K 0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 546 $57.2K <0.01% -13 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 507 $53K 0.05% 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 506 $53K <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 502 $52.6K 0.03% -184 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 500 $52.4K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 500 $52.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 500 $52.4K 0.02% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 490 $51.3K 0.04% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 489 $51.2K 0.01% 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 478 $50.1K 0.03% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 446 $46.4K <0.01% 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 451 $46.4K 0.05% -131 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 440 $46.1K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 426 $44.6K 0.02% -53 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 415 $43.5K 0.02% +22 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 414 $43.4K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 413 $43.3K <0.01% +35 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 409 $42.8K 0.03% 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 400 $42K 0.04% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 400 $41.9K 0.02% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 400 $41.9K 0.02% 13F-HR/A Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 382 $40K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 373 $39.1K <0.01% -8 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 342 $35.8K 0.01% +148 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 319 $33.4K <0.01% +24 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 313 $32.8K <0.01% -941 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 301 $31.5K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 300 $31K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 290 $30.4K <0.01% +14 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 290 $30.4K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 290 $30K <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 278 $29K 0.02% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 275 $28.8K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 270 $28.3K 0.01% +30 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 268 $28.1K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 266 $27.9K 0.01% +184 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 243 $25.4K <0.01% +63 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 243 $25.4K 0.01% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 236 $24.7K <0.01% -3 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 227 $23.8K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 226 $23.7K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 220 $23K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 201 $21K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 200 $20.9K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 200 $20.9K 0.01% new 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 200 $20.9K 0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 197 $20.6K <0.01% -5 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 192 $20.1K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 189 $19.8K <0.01% +114 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 164 $17.2K <0.01% +4 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 160 $16.9K 0.01% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 161 $16.9K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 153 $16K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 160 $16K <0.01% +19 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 151 $15.8K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 147 $15.4K <0.01% 0 13F-HR/A Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 146 $15.3K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 140 $14.7K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 139 $14.6K 0.03% +39 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 130 $13.6K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 128 $13.4K 0.01% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 126 $13.1K 0.01% +6 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 123 $12.9K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 118 $12.4K 0.01% 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 113 $11.8K 0.01% 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 113 $11.8K 0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 112 $11.7K 0.01% 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 106 $11.1K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 103 $10.8K <0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 100 $10.5K 0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 100 $10.5K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 100 $10.5K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 100 $10.5K 0.01% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 100 $10K <0.01% -3 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 97 $10K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 92 $9.63K <0.01% 0 13F-HR Timeline Ranger Investment Management, L.P. More: the full row for Ranger Investment Management, L.P. 90 $9.42K <0.01% -37 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 90 $9.42K <0.01% -95 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 88 $9.21K <0.01% 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 85 $8.9K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 81 $8.53K <0.01% +3 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 81 $8.48K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 80 $8.38K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 78 $8.18K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 78 $8.17K <0.01% -12 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 77 $8.06K <0.01% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 75 $7.85K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 70 $7.33K <0.01% 0 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 70 $7.33K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 69 $7.24K <0.01% -1,436 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 69 $7.22K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 63 $6.54K <0.01% +12 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 61 $6.39K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 53 $5.55K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 55 $5K <0.01% +15 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 42 $4.4K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 41 $4.29K <0.01% new 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 37 $3.87K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 34 $3.56K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 34 $3.56K <0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 33 $3.49K <0.01% +17 13F-HR/A Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 32 $3.35K <0.01% 0 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 30 $3.11K <0.01% 0 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 26 $3K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 27 $2.83K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 26 $2.72K <0.01% -36 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 25 $2.62K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 23 $2.41K <0.01% +18 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 22 $2.3K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 21 $2.2K <0.01% new 13F-HR Timeline