ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 761 $39.2K <0.01% -33 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 758 $39K <0.01% +697 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 715 $36.8K 0.02% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 693 $35.7K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 660 $34K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 637 $32.8K 0.02% 0 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for Optiver Holding B.V. 87 $4.48K <0.01% new 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 85 $4.38K <0.01% -104 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 83 $4.27K <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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More: the full row for MEEDER ASSET MANAGEMENT INC 46 $2.37K <0.01% new 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 45 $2.32K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 43 $2.21K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 41 $2.11K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 39 $2.01K <0.01% -214 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 37 $1.91K <0.01% +6 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 37 $1.91K <0.01% +36 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 37 $1.91K <0.01% -52 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 33 $1.7K <0.01% -10 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 32 $1.65K <0.01% -24 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 32 $1.65K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 31 $1.6K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 30 $1.54K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 30 $1.54K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 29 $1.49K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for DiNuzzo Private Wealth, Inc. 25 $1.29K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 24 $1.24K <0.01% -63 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 23 $1.19K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 19 $983 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 18 $927 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 18 $927 <0.01% 0 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 15 $772 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 14 $721 <0.01% -10 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 10 $568 <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 11 $565 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 9 $463 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $463 <0.01% +4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 8 $412 <0.01% -41 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 8 $412 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7 $361 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $360 <0.01% +4 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 7 $360 <0.01% +4 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5 $257 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. 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