Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,071 $297K 0.12% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,066 $296K 0.01% +120 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,054 $294K 0.06% +366 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,049 $294K <0.01% +85 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,035 $292K 0.14% +121 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,030 $291K 0.08% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,013 $288K <0.01% +437 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,988 $285K 0.06% +319 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 1,983 $284K 0.25% +573 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,975 $283K 0.08% -78 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,975 $283K 1.36% +33 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,974 $283K 0.02% +620 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,971 $282K 0.01% -384 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,960 $281K 0.13% +100 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,954 $280K 0.13% +1 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,948 $279K 0.03% -94 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 1,944 $278K 0.24% -107 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,940 $278K 0.11% -3 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,919 $275K 0.01% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,915 $274K 0.01% +157 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,912 $274K 0.02% -744 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,909 $274K 0.01% -5,029 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,907 $273K 0.03% +117 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,900 $272K 0.16% 0 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 1,879 $269K 0.19% -51 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,586 $265K 0.01% -35 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,846 $265K <0.01% -3 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,818 $261K 0.12% -431 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,778 $260K 0.1% -200 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,812 $260K <0.01% +144 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,805 $259K 0.02% +20 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,801 $258K 0.01% +199 13F-HR Timeline NEXPOINT ASSET MANAGEMENT, L.P. in group NEXPOINT ASSET MANAGEMENT, L.… More: the full row for NEXPOINT ASSET MANAGEMENT, L.P. 1,800 $258K 0.02% 0 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 1,798 $258K 0.05% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,797 $257K <0.01% +531 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,794 $257K <0.01% -3 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,782 $255K 0.03% -83 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,776 $254K 0.02% 0 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,776 $254K 0.04% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,768 $253K 0.01% -267 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,763 $253K 0.05% new 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1,762 $252K 0.09% +27 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,755 $251K <0.01% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,753 $251K 0.01% +3 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 1,752 $251K 0.04% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,745 $250K 0.01% -52 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,738 $249K 0.11% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,732 $248K 0.01% +18 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,721 $247K 0.01% +2 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 1,696 $243K 0.02% -51 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,690 $242K 0.12% -154 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,684 $241K 0.04% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,680 $241K 0.03% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,669 $239K 0.04% +232 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,667 $239K 0.05% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,666 $239K 0.02% +238 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,666 $239K 0.24% -8 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 1,653 $237K 0.13% -158 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,644 $236K <0.01% +1,097 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,636 $234K <0.01% -56 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,627 $233K 0.09% -3,467 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,627 $233K 0.01% -8,089 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,627 $233K 0.14% +1 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,627 $233K 0.01% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,612 $231K 0.02% -8 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,610 $231K 0.04% +363 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 1,600 $229K 0.06% -100 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,600 $229K 0.19% +100 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,584 $227K 0.15% new 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,564 $224K 0.02% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,553 $223K 0.16% -119 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 7,333 $222K 0.02% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,550 $222K 0.08% 0 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 1,546 $222K 0.08% +46 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,545 $221K 0.01% -439 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,543 $221K 0.11% +111 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,534 $220K 0.08% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,533 $220K 0.09% new 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,530 $219K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,520 $218K 0.01% -436 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,513 $217K 0.01% +204 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,511 $216K 0.06% +65 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,507 $216K 0.01% -127 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,215 $216K 0.07% -373 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,501 $215K 0.19% +6 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,504 $215K 0.15% 13F-HR Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 1,496 $214K 0.13% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,329 $212K 0.02% -2,696 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,475 $211K 0.01% -5 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,464 $210K 0.06% new 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,458 $209K 0.02% +43 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,449 $208K 0.01% +15 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,448 $207K 0.03% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,445 $207K 0.01% +271 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,443 $207K 0.03% +141 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,441 $206K 0.03% +48 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,439 $206K 0.18% -4,035 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,438 $206K 0.05% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,428 $205K 0.01% +31 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,421 $204K 0.02% +199 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,417 $203K 0.14% -976 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,410 $202K 0.07% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,407 $202K 0.04% +139 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,400 $201K 0.01% -866 13F-HR Timeline Group Columbia Bank More: the full row for Columbia Bank 1,398 $200K 0.07% -237 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,392 $199K 0.01% +253 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,326 $190K 0.07% -340 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,325 $190K 0.02% -1,012 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,302 $187K 0.02% +21 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 1,280 $183K -9,441 Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,254 $181K 0.01% +283 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,213 $174K 0.03% -107 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,199 $172K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,124 $161K <0.01% +41 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 1,068 $156K 0.04% -1,600 13F-HR Timeline Franchise Capital Ltd More: the full row for Franchise Capital Ltd 1,088 $156K 0.09% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,086 $156K 0.03% 0 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 1,084 $155K <0.01% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,064 $152K 0.02% +75 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,051 $151K 0.12% +226 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,050 $150K 0.06% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 886 $148K 0.02% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,030 $148K 0.02% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,005 $144K <0.01% -34 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 994 $144K 0.09% +17 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 935 $134K <0.01% +299 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 912 $131K 0.04% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 950 $130K 0.09% -322 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 900 $129K 0.06% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 896 $128K 0.02% +22 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 885 $127K 0.01% +468 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 849 $122K 0.01% +169 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 818 $117K 0.05% +18 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 793 $114K 0.01% +152 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 770 $110K 0.07% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 732 $105K <0.01% -192 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 720 $103K <0.01% +68 13F-HR/A Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 719 $103K <0.01% +67 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 700 $100K 0.01% +59 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 660 $94.6K 0.02% new 13F-HR Timeline MOTCO More: the full row for MOTCO 651 $93.3K 0.01% +11 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 640 $91.7K 0.07% 0 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 629 $90.1K <0.01% -37 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 621 $89K 0.02% -17 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 597 $85.6K 0.02% +4 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 585 $83.8K 0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 580 $83.1K <0.01% +61 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 562 $80.5K 0.01% -9 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 545 $78.1K 0.05% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 527 $75.5K <0.01% +164 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 525 $75.2K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 511 $73.2K 0.01% +42 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 509 $72.9K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 507 $72K 0.03% -32 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 501 $71.9K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 500 $71.6K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Putney Financial Group LLC More: the full row for Putney Financial Group LLC 483 $69.2K 0.07% -40 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 482 $69.1K 0.02% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 479 $68.6K <0.01% +7 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 471 $67.5K <0.01% 0 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 455 $65.2K <0.01% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 443 $63.5K <0.01% -7 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 439 $62.9K 0.03% -46 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 434 $62.2K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 430 $61.6K 0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 429 $61.5K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 429 $61.5K <0.01% -37 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 428 $61.3K 0.02% -106 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 424 $60.7K <0.01% +132 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 405 $58K 0.01% -5 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 389 $55.7K 0.01% +20 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 377 $54K <0.01% +126 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 402 $53.3K <0.01% +138 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 370 $53K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 350 $51K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 352 $50.4K 0.02% +102 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 350 $50.2K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 347 $49.8K 0.01% 0 13F-HR/A Timeline Copia Wealth Management More: the full row for Copia Wealth Management 346 $49.6K 0.05% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 315 $49.2K 0.05% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 340 $48.7K 0.01% 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 339 $48.5K 0.01% +6 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 335 $48K 0.02% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 330 $47K 0.04% -200 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 325 $46.6K 0.01% +15 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 322 $46.2K 0.03% +22 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 322 $46.1K 0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 320 $45.9K 0.02% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 318 $45.6K <0.01% +5 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 318 $45.5K 0.01% +56 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 309 $44.4K 0.03% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 308 $44.1K 0.03% +61 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 305 $43.7K 0.01% +230 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 301 $43.1K 0.02% +1 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 300 $43K 0.02% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 300 $43K 0.04% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 299 $42.9K <0.01% -56 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 299 $42.8K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 275 $39.4K 0.01% +66 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 272 $38.9K 0.02% -14 13F-HR Timeline