Mason & Associates Inc More: the full row for Mason & Associates Inc 4,768 $271K 0.05% -30 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 4,750 $270K 0.1% -50 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 4,738 $269K 0.01% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,679 $266K 0.02% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,675 $265K 0.01% new 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,657 $264K 0.02% new 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 4,650 $264K 0.16% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,642 $263K 0.02% +518 13F-HR Timeline Group CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 4,633 $263K 0.08% -1,054 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 4,617 $262K 0.07% -51 13F-HR/A Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 4,602 $261K 0.04% 0 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 4,589 $260K 0.05% -115 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 4,571 $259K 0.02% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,567 $259K 0.09% -758 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 4,545 $258K 0.01% -315 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 4,531 $257K 0.02% +20 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 4,530 $257K 0.1% +2 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,525 $257K 0.01% -87 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,522 $257K 0.05% -260 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,500 $255K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,490 $255K 0.02% +699 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 4,474 $254K 0.03% +27 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 4,464 $253K 0.06% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,460 $253K 0.01% new 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,455 $253K 0.03% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,307 $252K 0.02% +301 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,430 $251K 0.03% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,406 $250K 0.04% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,411 $250K 0.02% -90 13F-HR Timeline United Bank More: the full row for United Bank 4,397 $250K 0.09% 0 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 4,384 $249K 0.25% -1,693 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 4,375 $248K 0.12% -1,641 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,373 $248K 0.01% +282 13F-HR Timeline Group REDW Wealth LLC More: the full row for REDW Wealth LLC 4,358 $247K 0.09% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,316 $245K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,257 $244K <0.01% -3,354 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,257 $242K 0.03% 0 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 4,228 $240K 0.11% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,214 $239K <0.01% new 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 4,202 $238K 0.59% -545 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,200 $238K 0.02% 0 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 4,188 $238K 0.18% +29 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,163 $236K 0.01% -124 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,125 $234K 0.03% +166 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 4,104 $233K 0.1% +1 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 4,100 $233K 0.08% -36 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,091 $232K <0.01% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 4,070 $231K 0.01% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,062 $231K 0.03% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,056 $230K 0.09% -751 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,054 $230K 0.04% -972 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,036 $229K -389 Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 4,000 $227K 0.38% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,000 $227K 0.13% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,992 $227K 0.01% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,986 $226K 0.01% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,986 $226K 0.04% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,980 $226K 0.01% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,944 $224K 0.17% 0 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 3,934 $223K 0.04% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,909 $222K 0.01% new 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,900 $221K 0.03% new 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,879 $220K 0.11% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,854 $219K 0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,804 $216K 0.03% -1,043 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 3,802 $216K 0.01% new 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 3,789 $215K 0.12% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,785 $215K <0.01% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,783 $215K 0.05% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,553 $215K <0.01% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,754 $213K 0.07% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,738 $212K 0.02% -149 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 3,726 $211K 0.04% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,723 $211K 0.1% new 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 3,700 $210K 0.16% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,676 $209K 0.08% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,665 $208K 0.03% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,677 $206K 0.03% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,636 $206K <0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,624 $206K <0.01% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,604 $205K 0.03% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,579 $203K 0.01% new 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,541 $201K <0.01% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,534 $201K 0.02% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,468 $197K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,458 $196K <0.01% +234 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,173 $180K 0.02% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,171 $180K 0.09% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,142 $178K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,110 $176K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,100 $176K 0.01% -67 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,075 $175K 0.01% -16,283 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,025 $172K 0.01% -94 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,021 $171K <0.01% +1,573 13F-HR Timeline Group IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 3,000 $170K 0.23% -5,700 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,813 $160K 0.01% -45 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,813 $160K 0.04% +1,300 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,766 $157K 0.05% +300 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,726 $155K 0.01% +439 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,707 $154K 0.11% +237 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 2,637 $153K <0.01% -2,780 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,590 $147K 0.04% +1 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,610 $146K 0.03% +9 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,508 $142K 0.1% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,450 $139K 0.04% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,403 $136K 0.02% +1 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,340 $134K 0.09% -2,347 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,251 $128K 0.03% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,236 $127K 0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,225 $126K 0.05% +200 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,223 $126K <0.01% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,188 $124K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,172 $123K 0.07% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,160 $122K 0.02% +680 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 2,115 $120K 0.05% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,080 $118K <0.01% -3,007 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,041 $116K 0.02% +978 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,000 $114K 0.03% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,965 $112K 0.01% +15 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,957 $111K 0.01% +547 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,923 $109K 0.01% +144 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,897 $108K 0.03% +94 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,874 $106K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,862 $106K 0.01% +2 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1,831 $104K 0.06% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,800 $102K <0.01% new 13F-HR Timeline AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 1,777 $101K <0.01% 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,738 $98.6K <0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,719 $97.6K 0.06% +59 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,666 $94.5K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,635 $92.8K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,609 $91.3K 0.02% +4 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,601 $90.9K 0.01% +90 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,618 $90.8K 0.03% -3,742 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,570 $89.1K 0.01% +241 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 1,555 $88.2K 0.07% +251 13F-HR Timeline City State Bank More: the full row for City State Bank 1,530 $86.8K 0.03% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,508 $85.6K <0.01% -2,749 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,500 $85.1K 0.02% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,485 $84.3K 0.04% -1 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,475 $83.7K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,426 $80.9K 0.02% +940 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,412 $80.1K <0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,405 $79.7K 0.01% new 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 1,396 $79.2K 0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,366 $77.5K <0.01% -49 13F-HR Timeline Group AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,349 $76.6K 0.04% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,330 $75.5K <0.01% -216 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,296 $73.5K <0.01% -17,153 13F-HR/A Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,235 $70.1K <0.01% -654 13F-HR/A Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,200 $68.1K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,183 $67.1K 0.01% +847 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,150 $65.3K 0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 1,138 $64.6K <0.01% -222 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,149 $64.5K <0.01% -1,480 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,119 $63.5K 0.02% +680 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,098 $62.3K 0.03% +1,096 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,057 $60K 0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,042 $59.1K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,041 $59.1K 0.03% +4 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,000 $56.8K 0.02% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,000 $56.8K 0.05% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 991 $56.2K 0.02% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,007 $56K 0.03% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 937 $53K <0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 920 $52.2K 0.03% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 911 $51.7K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 900 $51.1K 0.02% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 900 $51.1K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 850 $48.2K 0.02% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 831 $47.2K 0.02% +28 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 784 $46.7K <0.01% -1,127 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 820 $46.5K <0.01% 0 13F-HR/A Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 809 $45.9K <0.01% +3 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 795 $45.1K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 779 $44K 0.01% +213 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 777 $44K <0.01% +43 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 765 $43.4K 0.03% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 759 $42K 0.02% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 712 $40.4K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 704 $40K <0.01% -1,206 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 700 $39.7K 0.02% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 698 $39.6K <0.01% -112 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 667 $37.9K <0.01% +1 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 663 $37.6K <0.01% 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 650 $36.9K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 633 $35.9K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 620 $35.2K 0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 613 $34.8K <0.01% +78 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 603 $34.2K 0.01% +59 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 602 $34.2K 0.01% +2 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 610 $34K 0.01% -50 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 566 $32.1K 0.02% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 552 $31.9K 0.01% +3 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 560 $31.8K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 558 $31.7K 0.01% +508 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 556 $31.5K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 546 $31K 0.01% -3,515 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 542 $30.8K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 534 $30.3K 0.01% -3 13F-HR Timeline