Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 12,106 $704K 0.32% -5,147 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 12,064 $702K 0.12% -531 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 10,955 $685K 0.17% +1,138 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 11,688 $680K new Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 11,485 $670K 0.16% +2,253 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 11,196 $651K 0.01% +4,668 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,140 $648K 0.02% -87 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 11,005 $640K <0.01% +9,735 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 10,998 $640K <0.01% new 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 10,916 $635K 0.17% -1,278 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 10,894 $634K 1.14% +1,447 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 10,847 $631K 0.3% -1,778 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 10,649 $620K 0.28% +2,851 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 10,530 $613K 0.25% +308 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,420 $612K 0.04% -1,234 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 10,515 $612K 0.54% -1,918 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 10,508 $611K 0.16% -216 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 10,156 $595K 0.19% +1,319 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 10,163 $591K 0.06% -2,993 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 10,147 $590K 0.12% +4,200 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 10,127 $589K 0.06% -1,447 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 9,147 $585K 0.88% new 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 9,947 $579K 0.56% +895 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,858 $574K 0.06% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 9,830 $572K 0.03% +985 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 9,818 $571K 0.52% -780 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 9,733 $566K 1.27% +1,133 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 9,718 $565K 0.08% 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 9,278 $540K 0.44% +2,185 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 9,125 $531K 2.42% -2,880 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 9,105 $530K <0.01% -81 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,936 $520K <0.01% new 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 8,445 $491K 0.23% -155 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 8,442 $491K 0.12% +1,842 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,166 $475K 0.05% -1,169 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 8,134 $473K 0.21% +1,278 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 8,088 $471K 0.01% +3,390 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 7,836 $456K <0.01% +971 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,655 $450K 0.09% +1,231 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 7,646 $445K 0.01% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,628 $444K 0.1% +389 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 7,579 $441K 0.23% -4,527 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 7,223 $420K 0.07% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,951 $404K 0.07% +153 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 6,858 $399K 0.14% -1,109 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 6,790 $395K 0.36% 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 6,740 $392K 0.01% -54 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 6,672 $388K 0.24% +1,718 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,638 $386K 0.02% -724 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 6,634 $386K 0.13% -1,569 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 6,591 $383K 0.1% +194 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 6,516 $379K 0.11% -12,943 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 6,516 $379K 0.11% -1,364 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 6,493 $378K 0.09% +1,287 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 6,387 $372K 0.24% -3,976 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 6,215 $362K 0.18% new 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 6,210 $361K 0.07% +1,375 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 6,201 $361K 0.05% +340 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 6,132 $357K 0.18% +1 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 6,091 $354K 0.29% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 6,065 $353K 0.03% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 5,985 $348K 0.02% 0 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 5,906 $344K 0.09% +190 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 5,894 $343K 0.08% new 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 5,836 $340K 0.27% -929 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 5,749 $334K 0.22% -60 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,723 $333K 0.11% -613 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 5,713 $332K <0.01% -843 13F-HR Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 5,689 $331K 0.16% new 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 5,670 $330K 0.08% +16 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 5,655 $329K 0.46% 13F-HR/A Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 5,609 $326K <0.01% -1,396 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 5,590 $325K 0.07% +1,095 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,487 $319K 0.05% -759 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,414 $315K <0.01% new 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 5,286 $312K 0.11% +1,079 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,139 $299K 0.02% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,134 $299K 0.02% -8,543 13F-HR Timeline Group Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 5,080 $296K 0.3% +1,227 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,691 $295K 0.02% new 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 5,068 $295K 0.08% +1,737 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,973 $289K 0.09% +1,477 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 4,965 $289K 0.05% new 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 4,349 $278K 0.06% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,779 $278K 0.03% -907 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 4,745 $276K 0.09% -1,621 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,709 $274K 0.02% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,706 $274K <0.01% new 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 4,700 $273K 0.06% -3,006 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 4,580 $266K 0.18% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,568 $266K 0.01% -2,761 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 4,564 $266K 0.1% -727 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 4,460 $259K 0.04% -203 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,442 $258K 0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,420 $257K 0.01% -3,536 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 4,416 $257K 0.05% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 4,382 $255K 0.08% +1,082 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,353 $253K <0.01% new 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,324 $252K 0.03% -807 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 4,320 $251K 0.32% +291 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 4,160 $242K 0.18% +83 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,145 $241K 0.01% new 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 4,033 $235K 0.09% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,022 $234K 0.06% -903 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 3,948 $230K 0.06% -1,171 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 3,890 $226K 0.28% -1,841 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,887 $226K <0.01% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,814 $222K <0.01% new 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 3,798 $221K 0.11% -138 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 3,788 $220K 0.07% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,787 $220K 0.01% +125 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 3,745 $218K 0.05% new 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 3,690 $215K 0.1% +695 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 3,631 $211K 0.18% -257 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,622 $211K 0.02% -16,042 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 3,577 $208K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,544 $206K <0.01% +979 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 3,527 $205K 0.14% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 3,506 $204K 0.05% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,500 $204K 0.01% +13 13F-HR Timeline Group TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 3,487 $203K 0.08% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,476 $202K 0.04% +120 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 3,258 $190K 0.04% +176 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,255 $189K <0.01% -286 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,137 $183K <0.01% +2,052 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,060 $178K 0.04% -307 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,007 $175K 0.03% +35 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2,916 $170K 0.15% -239 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,450 $167K 0.1% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,835 $165K <0.01% new 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 2,793 $162K 0.11% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,695 $157K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 2,272 $132K 0.09% -172 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,175 $127K 0.01% -590 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,035 $118K 0.01% -16 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,006 $117K 0.01% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,958 $114K <0.01% new 13F-HR Timeline Collier Financial More: the full row for Collier Financial 1,839 $107K 0.08% +5 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,823 $106K 0.01% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 1,606 $93.4K <0.01% 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,586 $92.3K 0.03% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,580 $92K 0.01% +932 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,485 $86.4K 0.02% +443 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,476 $85.9K <0.01% +1,299 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,439 $83.7K 0.04% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,396 $81.2K 0.07% +345 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,327 $77.2K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,286 $74.8K <0.01% +163 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,122 $65.3K 0.04% +70 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,118 $65.1K 0.05% +3 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,108 $64.4K 0.02% -189 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,105 $64.3K 0.01% -195 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 950 $55.3K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 919 $53.5K <0.01% -1,152 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 906 $52.7K 0.04% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 852 $49.6K <0.01% new 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 834 $48.5K 0.05% -60 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 800 $46.5K 0.03% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 763 $44.4K <0.01% -52 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 755 $43.9K 0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 734 $42.7K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 704 $41K 0.02% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 624 $36.3K 0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 578 $33.6K 0.02% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 565 $32.9K 0.03% +1 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 559 $32.5K 0.02% -314 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 510 $29.7K <0.01% +125 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 489 $28.4K 0.04% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 477 $27K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 460 $26.8K 0.02% +212 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 456 $26.5K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 454 $26.4K <0.01% +40 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 445 $26K <0.01% -435 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 444 $25.8K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 421 $24.5K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 398 $23.1K <0.01% +1 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 386 $22.5K 0.02% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 351 $20.4K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 312 $18.2K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 307 $17.9K <0.01% +249 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 304 $17.7K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 304 $17.7K 0.01% new 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 292 $17K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 287 $16.7K <0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 277 $16.1K <0.01% -95 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 255 $14.8K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 254 $14.8K 0.01% +48 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 252 $14.7K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 252 $14.6K <0.01% new 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 245 $14.3K <0.01% +184 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 248 $14K <0.01% +12 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 217 $12.6K <0.01% -453 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 204 $11.9K <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 193 $11.2K <0.01% 0 13F-HR Timeline Group Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 192 $11.2K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 180 $10.5K <0.01% 0 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 172 $10K <0.01% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 165 $9.6K <0.01% 0 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 102 $5.93K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 100 $5.82K <0.01% 0 13F-HR Timeline