Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 378 $69.1K 0.05% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 364 $66.5K 0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 362 $66K <0.01% +46 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 360 $65.8K 0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 360 $65.8K 0.04% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 352 $64.3K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 348 $63.6K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 344 $62.8K 0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 344 $62.8K 0.01% +308 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 340 $62.1K 0.06% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 340 $62.1K 0.02% new 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for VALLEY WEALTH MANAGERS, INC. 320 $58.5K <0.01% 0 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 320 $58.5K 0.02% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 316 $57.7K 0.03% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 292 $53.3K <0.01% -7 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 292 $53.3K 0.01% -52 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 288 $52.6K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 273 $49.9K 0.04% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 265 $48.3K 0.02% +1 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 260 $47.5K 0.02% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 256 $47K <0.01% new 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 256 $46.8K 0.03% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 240 $43.8K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 239 $43.7K <0.01% -489 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 216 $43.6K 0.03% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 216 $43.6K 0.03% 0 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 236 $43.1K 0.03% 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 233 $42.6K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 233 $42.6K 0.02% -7 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 233 $42.6K <0.01% +41 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 228 $41.7K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 224 $40.9K 0.04% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 220 $40.2K 0.01% +76 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 220 $40.2K 0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 212 $38.7K 0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 212 $38.7K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 208 $38K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 204 $37.3K <0.01% +8 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 171 $31.3K 0.03% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 164 $30K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 161 $29.4K 0.01% -27 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 160 $29K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 152 $28K <0.01% -8 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 147 $26.9K <0.01% new 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 144 $26.3K 0.02% 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 140 $25.6K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 132 $24.1K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 128 $23.4K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 124 $22.7K 0.01% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 117 $21.4K 0.01% +3 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 116 $21.2K <0.01% -12 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 113 $20.6K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 108 $19.9K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 108 $19.7K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 108 $19.7K 0.01% 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 105 $19.2K 0.01% -32 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 104 $19K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 100 $18.3K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 96 $17.5K <0.01% -72 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 93 $17K 0.01% +1 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 93 $17K <0.01% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 92 $16.8K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 92 $16.8K <0.01% +69 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 91 $16.6K 0.01% +7 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 88 $16.1K 0.01% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 88 $16.1K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 87 $15.9K 0.01% +17 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 84 $15.3K 0.03% -268 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 75 $13.7K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 72 $13.2K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 69 $12.6K 0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 66 $12.1K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 66 $12.1K <0.01% +10 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 69 $12K <0.01% +1 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 68 $12K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 64 $11.7K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 60 $11K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 60 $11K 0.01% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 60 $11K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 52 $10.5K <0.01% -2 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 56 $10.2K 0.01% 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 55 $10.1K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 52 $9.5K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 50 $9.1K <0.01% 0 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 48 $8.77K <0.01% 0 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 47 $8.73K 0.01% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 45 $8.22K 0.01% -93 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 44 $8.04K <0.01% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 44 $8.04K <0.01% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 40 $7.35K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 40 $7.31K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 40 $7.31K <0.01% -1 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 38 $6.94K <0.01% +6 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 37 $6.85K <0.01% -340 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 37 $6.76K <0.01% 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 36 $6.58K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 34 $6.21K <0.01% +6 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 33 $6.03K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 32 $5.85K <0.01% -12 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 32 $5.85K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 32 $5.85K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 32 $5.85K <0.01% -4 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 32 $5.85K <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 28 $5.12K <0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 28 $5.12K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 28 $5.12K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 28 $5.12K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 28 $5K <0.01% +24 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 25 $4.57K 0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 24 $4.38K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 24 $4.38K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 24 $4.38K <0.01% 0 13F-HR Timeline Group SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 24 $4.38K <0.01% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 23 $4.2K <0.01% +7 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 21 $4K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 21 $3.79K <0.01% -297 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 20 $3.66K <0.01% +12 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 20 $3.65K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 20 $3.65K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 20 $3.65K <0.01% 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 19 $3.47K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 16 $2.92K <0.01% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 16 $2.92K <0.01% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 16 $2.92K <0.01% new 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 16 $2.92K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 12 $2.21K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 12 $2.19K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 12 $2.19K <0.01% 0 13F-HR/A Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 12 $2.19K <0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 12 $2.19K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10 $1.83K <0.01% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 9 $1.64K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 8 $1.46K <0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 8 $1.46K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 8 $1.46K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 8 $1.46K <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 8 $1.3K <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 7 $1.28K <0.01% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 6 $1.1K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 6 $1.1K <0.01% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 8 $1K <0.01% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 4 $731 <0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 4 $731 <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 4 $731 <0.01% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 4 $730 <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 4 $730 <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 3 $550 <0.01% 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2 $317 <0.01% -34,877 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 0 $0 0% -436 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 0 $0 0% -42 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.