Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,293 $512K 0.02% -73,200 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 9,269 $511K 0.08% -98,988 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 9,268 $511K 0.01% -6,671 13F-HR Timeline Group Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 8,717 $505K 0.08% -3,039 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 9,125 $503K 0.12% +400 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 9,121 $502K 0.34% -35 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 9,057 $499K 0.07% 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 9,017 $497K <0.01% -3,772 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 8,975 $494K 0.15% +2,127 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 8,895 $490K 0.14% +1,479 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 8,867 $488K 0.01% -7,318 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,784 $484K 0.03% -491 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 8,749 $482K 0.04% -2,330 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 8,733 $481K 0.52% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,611 $474K 0.01% +131 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 8,597 $474K 0.14% -1,464 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 8,565 $472K 0.29% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 8,476 $467K 0.04% +1,342 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 8,472 $467K 0.4% -2,076 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 8,312 $458K 0.41% +268 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,306 $458K 0.08% -1,640 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 7,752 $450K 0.12% -919 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 8,056 $444K 0.26% -1,488 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 8,005 $441K 0.36% -500 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,947 $438K 0.08% -528 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 7,866 $433K <0.01% +1,600 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 7,859 $433K 0.11% -2,023 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 7,820 $431K 0.11% -190 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 7,823 $431K 0.13% +1,800 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7,807 $430K 0.07% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 7,654 $422K 0.35% -492 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7,647 $421K 0.02% +621 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 7,561 $417K 0.07% -103 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,398 $408K <0.01% -109 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,362 $406K 0.03% -8,602 13F-HR Timeline Group Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 7,351 $405K 0.07% -13,455 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 7,138 $393K 0.18% +199 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 7,101 $391K 0.14% 0 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 7,069 $389K 0.34% -1,351 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 6,988 $385K 0.03% -190 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 6,984 $385K 0.35% -25,893 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 6,946 $383K 0.05% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,841 $377K 0.03% -65 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,837 $377K <0.01% +2,327 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 6,832 $376K 0.25% -1,547 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 6,119 $374K 0.03% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,747 $372K 0.04% +351 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,683 $369K 0.04% -13,186 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 6,588 $363K 0.13% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 6,580 $362K 0.05% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 6,571 $362K 0.01% +127 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,505 $358K 0.03% +6,497 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 6,425 $354K 0.35% -2,763 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 6,400 $353K 0.16% -2,430 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 6,390 $352K 0.07% +434 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 6,248 $344K 0.01% -5,375 13F-HR Timeline Group Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 6,142 $338K 0.08% -3,216 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 6,131 $338K 0.24% -1,155 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,121 $337K <0.01% -3,830 13F-HR Timeline Group Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 6,104 $336K 0.12% -823 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,668 $334K 0.15% +480 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,057 $334K 0.01% -4,513 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 6,025 $332K 0.04% -2,720 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,010 $331K 0.03% +1,775 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,866 $323K 0.03% +688 13F-HR/A Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 5,833 $321K 0.18% +2 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 5,715 $315K 0.24% -2 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 5,690 $313K 0.06% -680 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 5,685 $313K 0.03% +274 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 5,660 $312K 0.95% -469 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 5,646 $311K 0.1% +432 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,589 $308K 0.03% -1,484 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,567 $307K 0.01% -509 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 5,549 $306K 0.3% 0 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,547 $306K <0.01% -745 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,498 $303K 0.06% +492 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 5,497 $303K 0.23% -1,717 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 5,423 $299K 0.04% -509 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,398 $297K 0.01% -503 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 5,511 $297K 0.25% +479 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,342 $294K 0.05% 0 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 5,318 $293K <0.01% +195 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,251 $289K 0.04% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,205 $287K 0.01% -2,217 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,200 $286K 0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 5,192 $286K 0.14% -534 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 5,159 $284K 0.3% -15,681 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 5,150 $284K 0.24% -8,750 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 5,111 $282K 0.1% -1,960 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,043 $278K 0.01% new 13F-HR Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 5,008 $276K 0.21% -2,209 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5,000 $275K 0.11% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,983 $275K 0.03% -160 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 4,963 $273K 0.87% -2,091 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 4,959 $273K 0.17% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,930 $272K <0.01% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,854 $267K 0.01% -174 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,815 $265K 0.01% +1,207 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,806 $265K 0.07% -287 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,702 $259K 0.02% -400 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,695 $259K 0.01% +406 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,683 $258K 0.03% +124 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 4,664 $257K 0.14% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,644 $256K 0.08% -4,311 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,562 $251K 0.02% +26 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 4,542 $250K 0.14% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,439 $245K <0.01% -14 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 4,437 $244K 0.15% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,372 $241K 0.03% -11,894 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 4,372 $241K 0.12% +281 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,345 $239K 0.01% -40 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,343 $239K <0.01% 0 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 4,325 $238K 0.06% +660 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 4,292 $238K 0.13% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,287 $236K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,050 $233K 0.04% 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 4,203 $232K 0.01% -6,084 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 4,142 $229K 0.06% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,155 $229K 0.02% -2,431 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,154 $229K 0.03% +948 13F-HR/A Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 4,090 $225K 0.03% -369 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 4,071 $224K 0.24% -902 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,068 $224K 0.01% +279 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,018 $221K 0.04% -7 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 4,001 $220K 0.19% -1,179 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,000 $220K 0.13% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 4,000 $220K 0.16% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,997 $220K 0.03% new 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,996 $220K 0.07% +26 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 3,968 $219K 0.02% 0 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 3,960 $218K 0.07% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,913 $216K 0.04% +425 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,843 $212K 0.01% -1,336,157 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 3,841 $212K 0.01% -1,974 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,825 $211K 0.04% -6,089 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,812 $210K 0.01% new 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 3,800 $209K 0.08% 0 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 3,588 $208K 0.21% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 3,754 $207K 0.09% -1,771 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,721 $205K 0.04% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 3,710 $204K 0.01% -79 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 3,690 $203K 0.11% -2,471 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,676 $203K 0.04% -597 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 3,547 $195K 0.13% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,455 $190K 0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 3,382 $186K 0.08% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,240 $178K 0.01% +64 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,209 $177K 0.01% +20 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,692 $148K 0.02% +10 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 2,427 $134K 0.03% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,369 $131K 0.01% +18 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,336 $129K <0.01% -34 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,288 $126K 0.05% -379 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,238 $123K 0.03% +828 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,432 $122K <0.01% -1,055 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 2,055 $113K 0.03% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 2,066 $113K 0.07% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,020 $112K 0.03% -2,719 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,931 $106K 0.01% -427 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,824 $100K 0.01% +469 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,824 $100K 0.04% -24 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,747 $96.2K 0.01% +75 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,732 $95.4K 0.03% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,657 $91.3K 0.03% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,656 $91.2K 0.01% -13,559 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,655 $91.2K 0.02% -836 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,648 $90.8K 0.04% -1 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,645 $90.6K 0.01% -157 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,616 $89K 0.08% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,569 $86.4K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,469 $80.9K <0.01% -2,408 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,392 $77.9K 0.03% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,248 $68.8K <0.01% +20 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,218 $67.1K 0.01% -18 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,192 $66.9K <0.01% -488 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,191 $65.6K 0.02% -174 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,148 $63.2K 0.02% +563 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,117 $61.5K <0.01% +578 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,105 $60.9K <0.01% 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,098 $60.5K 0.04% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,077 $59.3K 0.01% -369 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,065 $58.7K 0.03% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,031 $56.8K 0.04% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 975 $53.7K 0.04% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 954 $52.5K 0.02% -1,104 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 949 $52.3K <0.01% -930 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 930 $51.2K 0.03% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 865 $47.7K 0.01% -93 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 861 $47.7K 0.01% +179 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 828 $45.6K <0.01% new 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 820 $45.2K 0.03% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 790 $43.5K <0.01% 0 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 732 $40.3K 0.04% +8 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 716 $39.4K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 696 $38.3K 0.01% 0 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 695 $38.3K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 664 $36.6K 0.02% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 627 $34.5K <0.01% new 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 592 $32.6K 0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 590 $32.5K 0.01% 0 13F-HR Timeline