Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 10,188 $111K 0.01% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 10,179 $110K 0.01% -9,725 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 10,167 $110K 0.01% -1 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 10,151 $110K <0.01% -4,092 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 10,141 $110K 0.03% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,131 $110K <0.01% +56 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,126 $110K 0.01% +1,394 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 10,125 $110K 0.01% -2,750 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 10,027 $109K 0.03% -35,574 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 10,000 $108K 0.01% 0 13F-HR Timeline Group HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 10,000 $108K 0.03% -150 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 10,000 $108K 0.13% -9,700 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 10,000 $108K 0.1% new 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 10,000 $108K 0.01% -10,000 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 9,457 $103K <0.01% -518 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 9,335 $101K 0.01% new 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9,279 $101K 0.01% +18 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 9,260 $100K 0.04% +144 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 9,259 $100K <0.01% +455 13F-HR/A Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 9,175 $99.5K 0.05% -1,411 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 9,169 $99.5K 0.04% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 8,450 $95.9K 0.06% -150 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 8,785 $95.3K 0.01% -4,800 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 8,685 $94.2K 0.01% +8,100 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 8,700 $94K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,484 $92.1K 0.01% +52 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 8,327 $90.3K 0.04% +7,406 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 8,301 $90.1K 0.04% -207,796 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 8,234 $89.3K 0.01% -54 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,915 $85.9K <0.01% +4,193 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,852 $85.2K <0.01% +123 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,843 $85.1K <0.01% -5,862 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,815 $84.8K 0.01% 0 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 7,658 $83.1K 0.06% +12 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,526 $81.7K 0.01% -2,170 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,468 $81K 0.01% +1,349 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7,275 $78.9K 0.02% +88 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,248 $78.6K <0.01% -14,641 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 7,019 $76.2K <0.01% +1,428 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 7,005 $76K 0.04% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 7,000 $76K <0.01% 0 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 6,944 $75.3K 0.02% 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 6,762 $73.4K 0.01% +6,562 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 6,700 $72.7K 0.04% -9 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6,691 $72.6K <0.01% +90 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,422 $69.7K <0.01% +1,026 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 6,104 $66.2K 0.03% +15 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,039 $65.5K 0.01% -6,678 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 6,000 $65.1K 0.01% +200 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,844 $63.4K 0.01% -751 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,833 $63.3K <0.01% 0 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 5,800 $62.9K 0.05% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5,776 $62.7K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,739 $62.3K 0.02% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 5,538 $60.1K 0.02% -5,920 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,319 $57.7K 0.01% -1,592 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 5,313 $57.6K 0.05% -26 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,245 $56.9K <0.01% +1,000 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 5,208 $56.5K 0.03% -26 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 5,169 $56.1K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5,035 $55K 0.01% +617 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,026 $54.5K 0.04% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,025 $54.5K 0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 5,000 $54.2K 0.03% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 5,000 $54.2K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,867 $52.8K 0.01% -674 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 4,881 $52K 0.02% +2,204 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,754 $51.6K 0.02% +1,970 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 4,727 $51.3K 0.01% +17 13F-HR Timeline Group Finley Financial, LLC More: the full row for Finley Financial, LLC 4,725 $51.3K 0.03% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 4,724 $51.3K 0.04% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4,380 $47.5K 0.02% -312 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,250 $46.1K <0.01% -174 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 4,250 $46.1K 0.03% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,194 $45.5K 0.01% +505 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 4,129 $44.8K 0.02% -71 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,100 $44.5K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,000 $43.4K <0.01% -298 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,000 $43.4K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 4,016 $43K 0.01% +947 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,887 $42.2K 0.01% new 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 3,800 $41.2K 0.02% new 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 3,795 $41.2K 0.03% -300 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 3,763 $40.8K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,750 $40.7K 0.01% +561 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 3,713 $40.3K 0.02% +28 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,689 $40K <0.01% -1,550 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,540 $38.4K 0.01% +100 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,512 $38.1K 0.03% +266 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,500 $38K 0.02% +1,500 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,413 $37K 0.01% -525 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 10,914 $36.9K <0.01% +355 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3,398 $36.9K 0.01% 0 13F-HR Timeline Group THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 3,394 $36.8K 0.01% +2,405 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 3,393 $36.8K 0.03% -640 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,356 $36.4K 0.01% +53 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 3,281 $36K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,300 $35.8K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,292 $35.7K 0.01% -6,668 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,182 $34.5K <0.01% +1,790 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 3,175 $34.4K 0.02% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,090 $33.5K <0.01% +1,000 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,087 $33.5K <0.01% +2,811 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 3,050 $33.1K 0.5% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,000 $33K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,000 $32.5K 0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 2,924 $31.7K 0.01% -1,855 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,870 $31.1K 0.01% -2,800 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 2,509 $30.6K 0.34% +2,279 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,817 $30.6K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,816 $30.6K 0.02% +6 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,778 $30.1K 0.01% -3,053 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,719 $29.5K <0.01% new 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,932 $29.4K 0.02% -3,051 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,703 $29.3K <0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,692 $29K <0.01% 0 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,660 $28.9K 0.01% -100 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,630 $28.5K <0.01% -80 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,600 $28.2K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,593 $28.1K 0.02% +2 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,555 $27.7K 0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 2,553 $27.7K 0.02% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 2,530 $27.5K 0.01% -1,264 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2,518 $27.3K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,459 $27K <0.01% +1,054 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,458 $26.7K <0.01% -12 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 2,457 $26.7K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,449 $26K <0.01% +595 13F-HR Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 2,360 $25.6K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,344 $25.4K 0.02% -1,903 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,330 $25.3K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2,328 $25.3K 0.02% -214 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,525 $25K 0.02% -576 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2,337 $25K 0.01% -847 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,267 $24.6K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2,264 $24.6K <0.01% +749 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,244 $24.3K 0.01% +1,299 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,235 $24.2K 0.01% -430 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 2,218 $24.1K 0.02% +32 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,214 $24K <0.01% -687 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,200 $23.9K 0.01% -10,000 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,191 $23.8K 0.01% -1,075 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,187 $23.7K 0.01% +640 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,169 $23.5K 0.02% +472 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 2,161 $23.4K 0.01% +466 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,160 $23.4K 0.01% +25 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,151 $23.3K 0.03% 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 2,139 $23.2K 0.01% +1,000 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,021 $22K <0.01% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 2,016 $21.9K 0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 2,000 $21.7K 0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,000 $21.7K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,953 $21.2K 0.01% +13 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,950 $21.2K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,941 $21.1K 0.01% -1,000 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,940 $21.1K 0.01% +19 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,898 $20.6K <0.01% +620 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,828 $20.6K 0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1,895 $20.6K 0.02% +90 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,879 $20.4K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,877 $20.4K 0.01% -5,016 13F-HR/A Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,876 $20.4K +411 Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,866 $20.2K <0.01% 0 13F-HR/A Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,865 $20.2K 0.01% -26 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,808 $20K <0.01% 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,829 $19.8K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,807 $19.6K <0.01% -1 13F-HR/A Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,799 $19.5K 0.02% +27 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,685 $19.1K 0.01% -82 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,758 $19.1K 0.01% -461 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,731 $18.8K 0.01% +42 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 1,721 $18.7K 0.01% -492 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,721 $18.7K 0.01% +1,306 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,720 $18.7K <0.01% +1,000 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,698 $18.4K 0.01% 0 13F-HR/A Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,681 $18.2K 0.01% +14 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,600 $17.4K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,586 $17.2K 0.01% -1,194 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,570 $17K <0.01% +484 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,547 $16.8K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,531 $16.6K 0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,527 $16.6K <0.01% +141 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,527 $16.6K <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. 1,511 $16.4K <0.01% -1,412 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,500 $16.2K 0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,489 $16.2K 0.01% -100 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,470 $16K 0.01% +22 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 1,466 $15.9K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,457 $15.8K <0.01% +239 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,448 $15.7K <0.01% +122 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,422 $15.4K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,409 $15.3K <0.01% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1,400 $15.2K 0.01% 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 1,357 $14.7K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,250 $14.7K <0.01% -12 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,298 $14.1K 0.01% +113 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,193 $13.4K <0.01% -143 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,200 $13K <0.01% +1,084 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,168 $12.7K <0.01% -1,946 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,147 $12.4K <0.01% +92 13F-HR Timeline