Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 6,562 $467K 0.39% +8 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,500 $462K 0.23% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,457 $459K 0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,410 $456K 0.02% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,393 $455K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,343 $451K 0.04% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 6,343 $451K 0.13% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 6,285 $447K 0.34% -87 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 5,943 $444K 0.03% -65,911 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,233 $443K 0.03% -72 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 6,231 $443K 0.18% +11 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 6,076 $432K 0.08% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 6,065 $431K 0.1% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,052 $430K 0.1% -140 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 6,018 $428K 0.07% +809 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 5,975 $425K 0.1% +138 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 5,971 $425K 0.04% +25 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 5,963 $424K 0.03% +3,535 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,955 $424K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,949 $423K 0.01% +1,680 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,037 $418K 0.03% -6,884 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 5,835 $415K 0.2% -62 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,828 $415K 0.01% new 13F-HR/A Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,815 $414K 0.01% -130 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,813 $413K 0.01% 0 13F-HR Timeline Group Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 5,810 $413K 0.16% +1,935 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 5,807 $413K 0.17% +220 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 5,769 $410K 0.08% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,761 $410K 0.02% -379 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,750 $409K 0.02% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,738 $408K 0.01% -50 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,704 $406K 0.04% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,628 $400K 0.04% +978 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 5,555 $395K 0.25% 0 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 5,467 $389K <0.01% 0 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 5,375 $382K 0.07% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,372 $382K 0.02% +5,276 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,345 $380K 0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,339 $380K 0.01% 0 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,323 $379K <0.01% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,302 $377K 0.03% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,288 $376K 0.11% +188 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,261 $374K 0.22% -26 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,138 $365K 0.04% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 5,121 $364K 0.17% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,120 $364K 0.01% +504 13F-HR/A Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,065 $360K 0.01% new 13F-HR Timeline Group Walleye Partners, LLC More: the full row for Walleye Partners, LLC 5,061 $360K 0.44% +927 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 5,057 $360K 0.07% +10 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 5,036 $358K 0.11% 0 13F-HR/A Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,992 $355K 0.01% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 4,972 $354K 0.21% +5 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,921 $350K 0.13% +67 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,916 $350K <0.01% new 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 4,901 $349K 0.01% new 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 4,890 $348K 0.12% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,880 $347K 0.19% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 4,860 $346K 0.31% 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 4,846 $345K 0.13% -7 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,833 $344K <0.01% new 13F-HR Timeline Group Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 4,814 $342K 0.15% 0 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 4,765 $339K 0.24% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 4,751 $338K 0.18% new 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 4,704 $335K 0.24% 0 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 4,665 $332K 0.06% -347 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 4,664 $332K 0.25% +889 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,592 $327K 0.01% +27 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,583 $326K 0.02% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,548 $324K 0.01% +7 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 4,453 $317K 0.03% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 4,440 $316K 0.04% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,434 $315K 0.02% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,425 $315K 0.03% +6 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,424 $315K 0.12% +1 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 4,410 $314K 0.24% -1,021 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,409 $314K 0.01% -16 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 4,370 $311K 0.06% -364 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 4,444 $310K 0.1% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,335 $308K 0.04% -283 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 4,305 $306K 0.13% +271 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 4,270 $304K 0.05% 0 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 4,269 $304K 0.03% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,246 $302K 0.06% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4,188 $298K 0.12% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,182 $297K 0.04% +7 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,170 $297K 0.04% -133 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,157 $296K <0.01% new 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 4,121 $293K 0.17% +2 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,099 $292K 0.02% 0 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 4,093 $291K 0.27% +490 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,061 $289K <0.01% +116 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 4,052 $288K 0.06% +9 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 4,021 $286K 0.23% +769 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,004 $285K 0.07% +35 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,996 $284K <0.01% +6 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,979 $283K 0.12% 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 3,702 $281K 0.15% -865 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,920 $279K 0.01% -2,657 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 3,903 $278K 0.06% new 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 3,869 $275K 0.23% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 3,784 $273K 0.21% 0 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 3,815 $271K 0.09% -288 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 3,813 $271K 0.04% new 13F-HR Timeline Group POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,803 $271K 0.21% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,756 $267K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 3,748 $267K 0.23% +9 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,694 $263K 0.01% +1,925 13F-HR Timeline Group Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 3,663 $261K 0.16% new 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 3,362 $259K 0.11% 0 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 3,628 $258K 0.13% -472 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 3,602 $256K 0.24% 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,600 $256K 0.02% -90 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,567 $254K 0.02% +8 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,562 $253K 0.1% +9 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,311 $253K 0.02% +3 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 3,516 $250K 0.05% +545 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,514 $250K <0.01% 0 13F-HR Timeline Group Aspirean Wealth, LLC More: the full row for Aspirean Wealth, LLC 3,486 $248K 0.27% +6 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,472 $247K 0.02% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,469 $247K <0.01% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 3,449 $245K 0.05% +17 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 3,448 $245K 0.05% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,444 $245K 0.01% 0 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,440 $245K 0.02% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,436 $244K 0.01% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,436 $244K 0.03% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,431 $244K 0.01% -68 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,395 $241K <0.01% new 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,378 $240K +99 Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 3,350 $238K 0.19% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 3,330 $237K 0.04% -140 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 3,305 $235K 0.08% -433 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3,300 $235K 0.08% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,298 $235K 0.02% -538 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,282 $233K 0.03% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,280 $233K 0.02% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,269 $233K 0.07% new 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 3,232 $230K 0.22% -25 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,228 $230K 0.05% +7 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,210 $228K 0.08% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,185 $227K 0.02% +54 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,146 $224K 0.02% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,139 $223K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,088 $223K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,116 $222K 0.01% +2,865 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,109 $221K 0.03% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 3,094 $220K 0.05% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,075 $219K 0.02% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,071 $218K 0.01% 0 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 3,066 $218K 0.12% -120 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,062 $218K 0.06% +3 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 3,062 $218K 0.19% +7 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,060 $218K 0.13% +4 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,043 $216K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 3,014 $216K 0.17% +6 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 3,004 $214K 0.04% +107 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,004 $214K 0.04% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,001 $213K <0.01% +120 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,986 $212K 0.01% -883 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,978 $212K 0.01% 0 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 2,964 $211K 0.26% -20 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,958 $210K 0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,952 $210K <0.01% +1,001 13F-HR Timeline Group Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 2,932 $209K 0.03% -753 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,925 $208K 0.07% +2 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,923 $208K <0.01% +122 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,899 $206K 0.05% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,894 $206K 0.04% -1,085 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,886 $205K 0.04% new 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 2,870 $204K 0.01% -577 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,870 $204K 0.02% new 13F-HR Timeline Group WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 2,866 $204K 0.19% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,852 $203K 0.01% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,833 $202K <0.01% -433 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,820 $201K 0.01% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,744 $195K 0.18% -44 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 2,689 $191K 0.08% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,635 $187K 0.07% +4 13F-HR/A Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 3,101 $179K 0.1% 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,361 $168K <0.01% new 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 2,319 $165K 0.04% +2 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,243 $160K <0.01% -44 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,142 $152K <0.01% -272 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,131 $152K 0.02% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,052 $146K 0.03% +1,152 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,842 $131K 0.02% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 1,759 $125K 0.07% -120,825 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,720 $122K 0.06% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,706 $121K 0.05% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1,688 $120K 0.07% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,649 $117K 0.03% -285 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,587 $113K 0.01% -161 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,572 $112K 0.1% +4 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,565 $111K 0.04% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,518 $108K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,517 $108K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 1,486 $106K 0.06% +1,293 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,483 $105K <0.01% -1,189 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,480 $105K 0.02% +2 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,429 $102K <0.01% new 13F-HR Timeline