Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 2,519 $250K 0.02% -3,970 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 2,503 $249K 0.01% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,445 $243K 0.01% 0 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 2,430 $241K 0.04% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,426 $241K 0.01% -606 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 2,405 $239K 0.13% 0 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,401 $238K <0.01% -89 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,386 $237K <0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,379 $236K <0.01% -84 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 2,371 $235K 0.02% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,366 $235K <0.01% -1,946 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 2,349 $233K <0.01% +9 13F-HR Timeline Group Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,347 $233K 0.04% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,344 $233K 0.03% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,297 $228K 0.04% +209 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 2,250 $223K 0.59% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,244 $223K 0.02% -650 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 2,244 $223K 0.09% +94 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 2,242 $223K 0.03% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,232 $222K <0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,227 $221K 0.02% +30 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 2,197 $218K 0.03% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,195 $218K 0.05% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,191 $218K 0.05% -292 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,180 $216K 0.01% -5 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,178 $216K 0.02% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,168 $215K 0.05% +23 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,163 $215K 0.01% +24 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 2,161 $215K 0.01% -1,301 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,159 $214K 0.01% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,139 $212K 0.02% +9 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,136 $212K 0.04% -82 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,124 $211K 0.05% -3,984 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 2,123 $211K 0.23% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,097 $208K 0.03% -218 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,087 $207K 0.13% -851 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,084 $207K 0.01% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,054 $204K 0.01% -1 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,049 $203K <0.01% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,955 $194K 0.03% -29,143 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,886 $187K 0.01% -1,596 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,820 $181K <0.01% -195 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,771 $176K 0.02% -184 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,586 $157K <0.01% +201 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,393 $141K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,386 $138K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,355 $135K <0.01% +96 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,318 $131K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,292 $128K 0.07% -278 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,273 $126K <0.01% -55 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,218 $121K -3,100 Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,217 $121K <0.01% +225 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,200 $119K <0.01% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,200 $119K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,092 $117K <0.01% +830 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,139 $113K <0.01% +570 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,032 $102K <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 131 $101K <0.01% 0 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,156 $99.4K <0.01% -986 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 960 $96.3K 0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 896 $89K 0.03% +695 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 767 $81K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 810 $80.4K 0.01% -37 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 800 $79.4K 0.02% 0 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 794 $78.8K 0.02% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 772 $76.7K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 710 $70.5K 0.01% +16 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 668 $66.3K <0.01% -2,219 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 639 $63.4K 0.01% -1,216 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 599 $59.5K 0.03% -760 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 585 $58.1K <0.01% +438 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 568 $56.4K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 562 $55.8K <0.01% -11 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 541 $53.7K <0.01% +9 13F-HR Timeline Quarry LP More: the full row for Quarry LP 499 $49.5K 0.01% -2,261 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 463 $46K <0.01% +9 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 449 $45K <0.01% -14 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 403 $40K <0.01% -132 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 391 $38.8K 0.02% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 388 $38.5K 0.02% +197 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 387 $38.4K 0.02% -14 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 381 $37.8K <0.01% +21 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 381 $37.8K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 379 $37.6K <0.01% +4 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 378 $37.5K 0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 363 $36K 0.02% -156 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 332 $33K 0.04% new 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 331 $32.8K 0.03% -2,628 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 318 $31.6K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 305 $30.3K <0.01% +107 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 300 $29.8K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 300 $29.8K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 292 $29K 0.01% -7 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 292 $29K 0.01% -274 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 272 $27K <0.01% +67 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 261 $25.9K <0.01% -4 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 255 $25.3K <0.01% -13 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 252 $25K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 248 $24.6K 0.01% +105 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 246 $24.4K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 240 $23.8K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 237 $23.5K <0.01% -172 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 228 $22.6K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 220 $21.8K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 210 $20.9K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 206 $20.5K <0.01% -1 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 205 $20.4K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 200 $19.9K <0.01% -180 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 200 $19.9K <0.01% -25 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 198 $19.7K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 197 $19.6K 0.02% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 180 $17.9K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 172 $17.1K 0.01% +91 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 162 $16.1K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 157 $15.6K <0.01% -6 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 155 $15.4K <0.01% +10 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 153 $15.2K <0.01% +4 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 146 $14.5K <0.01% +4 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 142 $14.1K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 137 $13.6K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 132 $13.1K <0.01% +43 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 127 $13K <0.01% +73 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 129 $12.8K <0.01% 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 125 $12.4K -91 Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 120 $11.9K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 112 $11.1K <0.01% -32 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 108 $10.7K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 107 $10.6K <0.01% +25 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 104 $10.3K 0.01% 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 100 $9.93K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 90 $8.94K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 85 $8.44K <0.01% -10 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 84 $8.34K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 84 $8.34K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 82 $8.14K <0.01% -2 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 81 $7.94K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 72 $7.38K <0.01% -19 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 72 $7.15K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 72 $7.15K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 70 $6.95K <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. 66 $6.55K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 66 $6.55K <0.01% new 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 66 $6.55K <0.01% -374 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 60 $5.96K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 59 $5.86K <0.01% +16 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 58 $5.76K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 55 $5.46K <0.01% +21 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 55 $5.46K <0.01% -4 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 53 $5.26K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 49 $4.87K <0.01% +14 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 48 $4.77K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 44 $4.37K <0.01% +19 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 44 $4K <0.01% +9 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 40 $3.97K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 39 $3.87K <0.01% -8 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 39 $3.87K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 39 $3.87K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 38 $3.77K <0.01% +5 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 36 $3.58K <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 36 $3.57K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 34 $3.38K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 33 $3.28K <0.01% -4 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 33 $3.28K <0.01% +10 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 33 $3.28K <0.01% +21 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 32 $3.18K <0.01% -59 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 30 $2.98K <0.01% +10 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 27 $2.68K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 27 $2.68K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 27 $2.68K <0.01% -2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 26 $2.58K <0.01% +3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 26 $2.58K <0.01% +3 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $2.48K <0.01% -3 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 25 $2.48K <0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 25 $2.48K <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 24 $2.43K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 24 $2.38K <0.01% -60 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 24 $2.38K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 23 $2.28K <0.01% -26 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 20 $1.99K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 20 $1.99K <0.01% -3 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 20 $1.99K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 20 $1.99K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 19 $1.95K <0.01% +5 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 18 $1.79K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 18 $1.79K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 17 $1.69K <0.01% 0 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 16 $1.59K 0.01% -4 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 16 $1.59K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 15 $1.49K <0.01% +9 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 15 $1.49K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 14 $1.39K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 14 $1.39K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 14 $1.39K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 12 $1.19K <0.01% -60 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 12 $1.19K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 12 $1.19K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 12 $1.19K <0.01% +6 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 12 $1.19K <0.01% -108 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 15 $1K <0.01% -5 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 10 $993 <0.01% 0 13F-HR Timeline