Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,552 $218K 0.01% -5,225 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,528 $217K 0.02% +343 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,500 $216K 0.05% -249 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 5,492 $215K 0.08% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,485 $215K 0.03% -2,182 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. 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More: the full row for Financial Insights, Inc. 5,433 $213K 0.07% +690 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 5,420 $212K 0.05% -2,680 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 5,411 $212K 0.01% -1,016 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,403 $212K 0.01% +732 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,398 $212K 0.03% -1,483 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 5,382 $211K 0.06% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 5,350 $210K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 5,348 $210K 0.05% -27,708 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,335 $209K 0.04% +235 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,331 $209K 0.01% +6 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,303 $208K 0.01% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 5,303 $208K 0.03% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,300 $208K 0.01% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,291 $207K 0.03% -2,760 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 5,284 $207K 0.09% -41,159 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,274 $207K 0.01% +366 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 5,250 $206K 0.01% +250 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 5,204 $204K 0.02% -207 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 5,195 $204K 0.05% -25 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,190 $203K 0.01% +187 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,824 $203K 0.01% 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 5,167 $202K 0.02% -3,272 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 5,145 $202K 0.11% +505 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 5,150 $202K 0.09% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,121 $201K 0.02% -2,311 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 5,119 $201K 0.13% +909 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,119 $201K 0.02% +1,052 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,118 $201K 0.02% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 5,109 $200K 0.06% -120 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,100 $200K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 5,000 $196K 0.15% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,898 $192K 0.02% -837 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,848 $190K 0.02% -225 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 4,375 $171K 0.05% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 4,363 $171K <0.01% +549 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,305 $169K 0.01% -1,769 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,000 $157K 0.08% +200 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 3,700 $145K 0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,699 $145K 0.07% -246 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,620 $142K 0.09% +23 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,469 $136K <0.01% -1,403 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,450 $135K <0.01% -377 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,423 $134K 0.02% -31 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 3,350 $134K <0.01% +2,000 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,228 $132K 0.09% -725 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,354 $131K <0.01% -1,500 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,350 $131K 0.02% 0 13F-HR Timeline Group Asset Planning,Inc More: the full row for Asset Planning,Inc 3,320 $130K 0.09% -1,290 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,251 $127K 0.05% -723 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,174 $124K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,110 $122K 0.04% +2,860 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,014 $118K 0.04% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,865 $112K 0.01% +2,487 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,860 $112K <0.01% -167,386 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,697 $112K 0.13% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,841 $111K 0.02% -750 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 2,822 $111K 0.05% -33 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,822 $111K 0.02% -69 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,800 $110K 0.02% -94 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2,750 $108K 0.04% -17 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,743 $107K 0.01% -82 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,700 $106K 0.03% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,686 $105K 0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,646 $104K 0.05% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,632 $103K 0.02% +845 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,549 $99.9K <0.01% -18 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,536 $99.4K 0.01% -316 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,524 $98.9K 0.03% +24 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,484 $97.3K 0.1% -1,240 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 3,062 $93.5K 0.02% -3,850 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,312 $90.6K 0.03% +1,405 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 2,292 $89.8K <0.01% -2,496,009 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,225 $87K <0.01% +2,125 13F-HR Timeline Group HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,215 $86.8K 0.05% -1,562 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,207 $86.5K 0.02% -200 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,165 $84.8K 0.01% -450 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,160 $84.7K 0.01% -1,095 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,150 $84K 0.01% -197,334 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,139 $83.8K <0.01% +1,617 13F-HR Timeline Group AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,132 $83.6K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,115 $82.9K 0.01% -2,199 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Essential Partners LLC More: the full row for Essential Partners LLC 2,108 $82.6K 0.03% -13,644 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,100 $82.3K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 2,055 $80.5K 0.02% -45 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 2,050 $80.3K 0.1% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,013 $78.9K 0.02% +1,238 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,000 $78.4K 0.03% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,970 $77.2K 0.02% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,953 $77K <0.01% -285 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,850 $72.5K 0.04% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,824 $71.5K 0.02% -320 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,722 $67.5K 0.05% -85 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,650 $65K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,650 $64.7K 0.02% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,621 $63.5K 0.04% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,603 $62.8K 0.01% -309 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 1,598 $62.6K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,591 $62.4K <0.01% +158 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,583 $62K 0.02% +376 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,550 $60.7K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,866 $60.7K 0.01% +109 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,547 $60.6K 0.04% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,500 $59K <0.01% -100 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,500 $58.8K 0.16% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,480 $58K <0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,361 $53.3K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,357 $53.2K 0.01% -2,346 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,675 $52K 0.07% 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,311 $51.4K 0.01% -41 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,300 $50.9K 0.01% 0 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,250 $49K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,211 $47.5K 0.01% -950 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 1,174 $46K 0.04% -1,323 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,150 $45.1K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,150 $45.1K 0.01% -250 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,115 $43.7K 0.03% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,100 $43.1K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,105 $43.1K 0.01% +5 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,068 $42K <0.01% +209 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,008 $39.5K 0.01% +789 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,007 $39.5K 0.02% -3,417 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,005 $39.4K 0.01% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 1,000 $39.2K 0.56% new 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 950 $37K 0.02% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 937 $36.7K 0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 900 $35.3K <0.01% -500 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 895 $35.1K 0.01% -31 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 890 $34.9K 0.01% +465 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 853 $34.9K <0.01% -112 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 814 $31.9K 0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 785 $31K 0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 780 $30.6K <0.01% -50 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 774 $30.3K <0.01% +24 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 771 $30.2K -257 Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 770 $30.2K <0.01% +13 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 765 $30K 0.01% -4 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 761 $29.8K <0.01% -96 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 759 $29.7K 0.02% +110 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 752 $29.5K <0.01% +2 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 750 $29.4K <0.01% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 750 $29.4K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 700 $27.4K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 675 $26.5K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 666 $26.1K <0.01% -74,246 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 619 $25.8K <0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 650 $25.5K 0.02% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 775 $25.2K 0.02% +400 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 634 $24.8K <0.01% -56 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 629 $24.7K 0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 613 $24K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 601 $23.6K 0.02% +1 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 600 $23.5K <0.01% -1,361 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 600 $23.5K 0.02% 0 13F-HR/A Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 600 $23.5K 0.01% +500 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 575 $22.4K <0.01% -715 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 559 $21.9K <0.01% +26 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 550 $21.6K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 560 $21K 0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 525 $20.6K 0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 525 $20.6K 0.01% -575 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 517 $20.3K 0.01% +33 13F-HR/A Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 515 $20.2K 0.01% -4,595 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 511 $20K <0.01% -56 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 500 $19.6K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 500 $19.6K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 480 $18.8K <0.01% -188 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 470 $18.4K <0.01% +383 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 472 $18K <0.01% -83 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 454 $17.8K <0.01% -599 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for DAGCO, INC. 300 $11.8K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 300 $11.8K <0.01% 0 13F-HR Timeline