Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 6,943 $223K 0.01% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 6,920 $222K 0.1% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,902 $221K 0.01% -484 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6,900 $221K <0.01% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 6,846 $219K 0.06% 0 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 6,840 $219K 0.17% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,830 $219K 0.02% +1,130 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,814 $218K 0.04% +222 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 6,806 $218K 0.1% -160 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 6,802 $218K 0.14% 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 6,800 $218K 0.02% 0 13F-HR Timeline Kore Advisors LP More: the full row for Kore Advisors LP 6,800 $218K 0.34% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 6,780 $217K 0.12% +238 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 6,725 $216K 0.03% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 6,717 $215K 0.08% +107 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 6,701 $215K 0.15% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 6,479 $214K 0.03% 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 6,671 $214K 0.01% -1,133 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 6,665 $214K 0.11% 0 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 6,657 $213K 0.22% 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 6,656 $213K 0.17% -963 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 6,656 $213K 0.08% -778 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 6,720 $213K 0.02% new 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 6,600 $212K 0.22% -350 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6,589 $211K 0.04% -160 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,582 $211K 0.01% 0 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 6,577 $211K 0.13% +33 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 6,575 $211K 0.06% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,559 $210K <0.01% -3,397 13F-HR Timeline Group Tevis Investment Management More: the full row for Tevis Investment Management 6,719 $210K 0.13% 0 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 6,515 $209K 0.17% 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 6,501 $208K 0.05% 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 6,500 $208K 0.04% new 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 6,501 $208K 0.08% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,486 $208K 0.05% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 6,400 $205K 0.09% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 6,398 $205K 0.13% 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 6,381 $205K 0.03% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,375 $204K 0.05% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 6,360 $204K <0.01% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 6,350 $204K 0.01% 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 6,349 $204K 0.08% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,344 $203K 0.01% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 6,317 $203K 0.02% new 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 6,312 $202K 0.13% 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 6,309 $202K 0.03% new 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 6,303 $202K 0.02% new 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 6,296 $202K 0.2% new 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 6,262 $201K 0.1% new 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 6,247 $200K 0.08% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,921 $190K 0.08% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 5,900 $189K 0.07% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,880 $189K 0.01% +330 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 5,830 $187K 0.14% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,820 $187K 0.06% +484 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,725 $184K 0.01% +3,819 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 5,707 $183K 0.12% +2,507 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,621 $180K 0.02% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 5,554 $178K 0.05% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,425 $174K 0.11% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 4,970 $174K 0.07% 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 5,368 $172K 0.15% +90 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 5,365 $172K 0.04% +89 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5,307 $170K 0.01% 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 5,000 $160K 0.04% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,960 $159K 0.12% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 4,960 $159K 0.02% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,939 $158K 0.02% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4,891 $157K <0.01% 0 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 4,885 $157K 0.11% +76 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 4,866 $156K 0.06% +3 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,866 $156K 0.04% +80 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 4,840 $155K 0.02% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 4,832 $155K 0.04% 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 4,700 $151K 0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 4,500 $144K 0.09% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,366 $140K 0.02% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,320 $138K 0.07% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,175 $134K 0.08% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 4,147 $132K 0.08% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,025 $129K 0.1% +600 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,012 $129K 0.04% -205 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 4,000 $128K 0.05% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,000 $128K 0.02% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,846 $123K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,740 $120K 0.02% +58 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,737 $120K 0.06% +837 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,718 $119K 0.03% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 3,640 $117K 0.09% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,445 $110K <0.01% +538 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,442 $110K 0.04% +58 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,431 $110K 0.02% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 3,363 $108K 0.11% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,329 $107K 0.01% +2,864 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,300 $106K 0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,300 $106K 0.02% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 3,292 $105K <0.01% +1,592 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,204 $103K 0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 3,170 $102K 0.05% 13F-HR/A Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 3,158 $101K 0.04% -653 13F-HR/A Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,141 $101K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,072 $98.5K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,000 $96.2K 0.04% +1,000 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,000 $96.2K 0.07% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,995 $96K 0.05% +17 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 2,990 $95.9K 0.07% -4,482 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,981 $95.6K 0.01% 0 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) 2,920 $93.6K <0.01% -981 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,900 $93K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,850 $91.4K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,800 $89.8K 0.05% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2,750 $88.2K 0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,747 $88.1K 0.04% -694 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,744 $87.9K 0.02% -140 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,702 $86.6K 0.02% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,650 $85K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,640 $84.6K 0.02% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,532 $81.2K 0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 2,500 $80.2K 0.03% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 2,500 $80.2K 0.05% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,500 $80.2K 0.07% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,528 $80K 0.03% +78 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 2,444 $78.4K 0.03% +41 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2,414 $77.4K 0.07% 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 2,400 $76.9K 0.07% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,398 $76.9K 0.01% +140 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,250 $75.3K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,294 $73.5K 0.03% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,247 $72K -80 Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 2,200 $70.5K 0.01% +37 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,184 $70K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,150 $68.9K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,045 $65.6K 0.02% -2,166 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,014 $64.6K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,000 $64.1K 0.01% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,010 $64K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,980 $63.5K 0.02% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,954 $62.7K 0.03% +33 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 1,932 $61.9K 0.04% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,919 $61.6K 0.02% +1,558 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,920 $61.6K <0.01% +32 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 1,842 $59.1K 0.04% 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 1,736 $55.7K 0.05% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,700 $54.5K 0.02% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,647 $53K <0.01% +102 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 1,650 $52.9K 0.05% 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,631 $52.3K 0.04% +27 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,600 $51.3K 0.07% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,558 $50K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,513 $48.5K <0.01% 0 13F-HR Timeline Group Merited Wealth, LLC More: the full row for Merited Wealth, LLC 1,508 $48.3K 0.04% 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 48,090 $48.1K 0.03% 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,500 $48.1K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,490 $47.8K 0.01% -700 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1,443 $46.2K 0.03% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 1,418 $45.5K 0.03% 0 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 1,400 $45K 0.08% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,323 $42.4K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,321 $42.4K 0.01% +2 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,308 $41.9K <0.01% -179,246 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 1,300 $41.7K 0.03% 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 1,266 $40.6K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,254 $40.2K 0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,250 $40.1K 0.02% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,222 $39.2K 0.01% +20 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,210 $38.8K 0.01% +21 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,200 $38.5K 0.02% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,196 $38.3K 0.03% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,187 $38K 0.01% 13F-HR Timeline MOTCO More: the full row for MOTCO 1,158 $37.1K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,151 $36.9K 0.02% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,109 $35.6K 0.03% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,098 $35.2K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,077 $34.5K 0.02% +1 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,010 $32.4K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,001 $32.1K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,000 $32.1K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,000 $32.1K 0.01% -56 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,000 $32.1K <0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,000 $32.1K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 999 $32K 0.01% +11 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,000 $31.3K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 960 $30.8K 0.03% -5,495 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 931 $29.9K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 904 $29K <0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 896 $28.7K 0.02% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 875 $28.1K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 803 $25.7K 0.01% -36 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 795 $25.5K 0.05% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 772 $25K 0.01% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 704 $23K 0.02% 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/ 716 $22.9K <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 700 $22.4K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 688 $22.1K <0.01% +1 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 700 $22K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 685 $22K <0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 663 $21.3K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 660 $21.2K <0.01% +252 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 646 $20.7K <0.01% +46 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 624 $20K <0.01% 0 13F-HR Timeline