Finivi Inc. More: the full row for Finivi Inc. 1,916 $235K 0.16% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,912 $234K <0.01% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,884 $231K 0.23% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,881 $231K 0.06% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,877 $230K 0.07% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,876 $230K 0.01% new 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,873 $230K 0.08% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,855 $227K 0.02% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,850 $227K 0.02% -429 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,842 $226K 0.03% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,841 $226K <0.01% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,838 $225K 0.01% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,833 $225K 0.16% new 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 1,831 $224K 0.01% +1,671 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,823 $223K <0.01% -2,070 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,815 $223K 0.18% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,821 $222K <0.01% -63,692 13F-HR Timeline Group GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 514 $222K 0.08% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,808 $222K 0.03% new 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 1,803 $221K 0.07% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,800 $221K 0.22% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,795 $220K 0.05% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,796 $220K 0.01% +1,780 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,790 $219K 0.11% new 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,774 $218K 0.01% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,771 $217K 0.02% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,769 $217K 0.02% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,766 $217K 0.02% +206 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 1,757 $215K 0.18% new 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,757 $215K 0.03% -688 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,755 $215K 0.01% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,746 $214K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,742 $214K 0.02% +47 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,729 $212K 0.08% new 13F-HR Timeline Group Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,725 $211K 0.07% new 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 1,725 $211K 0.02% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,722 $211K 0.19% -1,758 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,713 $210K 0.01% -4,875 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,710 $210K 0.14% new 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 1,703 $209K <0.01% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,693 $208K 0.02% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,688 $207K 0.03% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,686 $207K 0.02% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,683 $206K 0.04% new 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,680 $206K 0.05% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,675 $205K 0.01% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,675 $205K 0.06% new 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 1,675 $205K 0.02% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,673 $205K 0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,654 $203K <0.01% new 13F-HR/A Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,654 $203K 0.03% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,638 $201K 0.02% -1,975 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,637 $201K 0.03% -17,800 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,632 $200K 0.04% -1,254 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,624 $199K 0.04% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,620 $199K 0.02% -2,003 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,619 $198K 0.01% +639 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 1,500 $184K 0.13% -1,780 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 1,493 $183K 0.03% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,470 $180K 0.03% -430 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,462 $179K 0.01% +164 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,439 $176K 0.01% -58 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,406 $172K 0.04% -346 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,400 $172K 0.01% -56,400 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 1,360 $167K 0.09% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,359 $167K 0.01% -150 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,341 $164K <0.01% +58 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,335 $164K 0.17% -367 13F-HR/A Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,328 $163K <0.01% +202 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,277 $157K <0.01% +531 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,267 $155K 0.02% +720 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,224 $150K 0.01% +1 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,176 $144K <0.01% -8 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,166 $143K 0.01% -425 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 1,165 $143K 0.03% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,130 $138K 0.02% +791 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,089 $133K 0.08% +21 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,060 $130K 0.05% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,034 $127K 0.01% +7 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,027 $126K 0.06% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 1,006 $123K 0.06% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 968 $120K 0.01% -544 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 970 $119K 0.07% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 968 $119K 0.08% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 960 $118K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 948 $116K <0.01% -216 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 945 $116K <0.01% +35 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 927 $114K 0.1% -134 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 897 $110K <0.01% new 13F-HR/A Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 888 $109K 0.01% +5 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 882 $108K <0.01% +124 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 862 $106K <0.01% +502 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 919 $105K 0.09% +79 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 805 $98.7K 0.06% new 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 800 $98.1K 0.05% 0 13F-HR Timeline Group Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 800 $98.1K 0.07% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 775 $95K 0.02% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 749 $92K 0.07% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 737 $90.4K <0.01% 0 13F-HR/A Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 712 $87.4K <0.01% +126 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 700 $85.8K 0.05% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 650 $79.7K 0.02% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 638 $78.2K 0.03% +572 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 619 $75.9K <0.01% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 611 $74.9K <0.01% -665 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 608 $74.6K 0.03% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 601 $73.7K 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 592 $72.6K 0.05% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 565 $69.3K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 556 $68.2K <0.01% +179 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 551 $67.6K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 541 $66K 0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 527 $64.6K 0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 504 $61.8K 0.01% -7 13F-HR/A Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 500 $61.3K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 499 $61.2K <0.01% +266 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 486 $59.5K 0.04% -966 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 485 $59.5K 0.01% +2 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 482 $59.1K 0.01% -632 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 481 $59K 0.03% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 470 $57.6K 0.01% -145 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 470 $57.6K 0.03% +195 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 469 $57.5K <0.01% +173 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 453 $55.5K <0.01% -74 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 442 $54.2K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 439 $53.8K 0.01% -96 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 429 $52.6K 0.01% -5 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 429 $52K 0.01% +41 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 416 $51K 0.02% +15 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 402 $49.3K 0.01% +121 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 401 $49.2K 0.02% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 401 $49.2K 0.05% 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 401 $49K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 388 $47.6K <0.01% +27 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 382 $46.8K 0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 381 $46.7K 0.03% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 366 $44.9K 0.03% 0 13F-HR/A Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 357 $43.8K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 355 $43.5K <0.01% +22 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 335 $42.9K 0.01% -9 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 348 $42.6K <0.01% -522 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 345 $42.3K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 344 $42.2K 0.01% +37 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 340 $41.7K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 330 $40.3K 0.04% +1 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 324 $39.7K 0.04% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 285 $39.2K <0.01% +1 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 309 $37.7K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 306 $37.5K 0.01% -45 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 305 $37.4K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 304 $37.3K 0.01% +15 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 288 $35K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 282 $34.6K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 278 $34K <0.01% -750 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 276 $33.8K 0.01% -840 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 275 $33.7K <0.01% -16,348 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 273 $33.5K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 251 $33.4K 0.02% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 265 $33K 0.01% 13F-HR/A Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 225 $31.9K 0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 254 $31.1K <0.01% +125 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 253 $31K 0.02% +114 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 252 $30.9K <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 252 $30.9K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 251 $30.8K <0.01% +100 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 247 $30K 0.01% -219 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 244 $29.9K 0.02% 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 240 $29.4K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 236 $28.9K <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 219 $26.8K <0.01% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 218 $26.7K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 218 $26.7K <0.01% +100 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 215 $26.4K 0.01% +4 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 213 $26.1K 0.01% +1 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 213 $26.1K <0.01% -91 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 215 $26K 0.02% -16 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 212 $26K 0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 210 $25.7K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 209 $25.6K 0.02% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 206 $25.3K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 206 $25.3K <0.01% +37 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 200 $25K <0.01% +16 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 203 $24.9K <0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 201 $24.7K 0.01% -2 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 201 $24.6K 0.01% new 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 200 $24.5K 0.02% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 200 $24.5K 0.02% +192 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 198 $24.3K 0.02% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 194 $23.8K <0.01% -50 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 187 $22.9K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 175 $22K 0.01% -250 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 169 $20.7K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 166 $20.4K <0.01% +34 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 165 $20.3K <0.01% -116 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 160 $19.6K <0.01% 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 700 $18.4K 0.01% +550 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 150 $18.4K 0.06% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 150 $18.4K 0.02% 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 150 $18K 0.01% -39 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 140 $17K <0.01% 0 13F-HR Timeline