Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,481 $280K 0.02% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 5,476 $280K 0.02% -301 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 5,464 $279K 0.11% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 5,450 $278K <0.01% 0 13F-HR Timeline Group Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 5,445 $278K 0.02% +860 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,428 $277K 0.02% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,419 $277K 0.01% -2,024 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 5,075 $275K 0.18% 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,380 $275K 0.02% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,374 $274K 0.01% +379 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 5,361 $274K 0.02% +492 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,361 $273K <0.01% -242 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,350 $273K <0.01% +1,250 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,316 $271K 0.04% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 4,852 $269K 0.09% +517 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,268 $269K <0.01% -2,088 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,236 $267K 0.02% -175 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,208 $266K 0.03% -663 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,205 $266K 0.01% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 5,172 $264K 0.04% -52 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 4,674 $261K 0.03% +401 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,080 $259K <0.01% -22,207 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,074 $259K 0.01% +570 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,057 $258K 0.1% 0 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 5,042 $257K 0.05% +569 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,032 $257K 0.01% -341 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,015 $256K 0.01% +521 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 5,010 $256K 0.01% +230 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 5,009 $256K 0.24% +101 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,002 $255K new Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,002 $255K <0.01% -593 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,990 $255K 0.01% -119 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,987 $255K 0.01% +705 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,978 $254K 0.03% +1,464 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 4,296 $254K 0.04% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,965 $253K <0.01% -1,675 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,961 $253K <0.01% +256 13F-HR Timeline Group BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,956 $253K 0.06% +429 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 4,952 $253K 0.04% +153 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 4,946 $252K 0.11% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,916 $251K 0.01% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,860 $248K 0.02% -77 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,813 $246K 0.01% +234 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 4,750 $242K 0.03% +87 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4,721 $241K 0.12% -68 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 4,262 $241K 0.21% -81 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 4,712 $241K 0.02% 0 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 4,686 $239K 0.18% 0 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 4,669 $238K 0.04% 0 13F-HR/A Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,590 $234K 0.01% new 13F-HR Timeline Group Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 3,952 $233K 0.15% +937 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 4,535 $232K 0.05% -319 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,099 $231K <0.01% +706 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,530 $231K 0.03% +227 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,492 $229K <0.01% -1,764 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,490 $229K 0.02% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,468 $228K 0.02% -300 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,393 $224K 0.03% -335 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 4,374 $223K 0.02% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 4,372 $223K 0.03% -12,136 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,367 $223K 0.02% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,360 $223K 0.06% new 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 4,350 $222K 0.1% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,348 $222K <0.01% -197 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 4,340 $222K 0.03% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,336 $221K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 4,333 $221K 0.01% -4 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,329 $221K 0.01% +29 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,325 $221K 0.02% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,222 $216K 0.01% -3 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 4,201 $214K 0.06% -64 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,079 $214K <0.01% -18,117 13F-HR Timeline Group BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 4,183 $214K 0.11% new 13F-HR Timeline Markin Asset Management, LP in group Markin Asset Management, LP More: the full row for Markin Asset Management, LP 4,166 $213K 0.18% -109 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 4,067 $208K <0.01% -1,499 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,037 $206K 0.01% +12 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 4,034 $206K 0.05% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 4,010 $205K 0.07% +500 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 3,995 $204K 0.06% new 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 3,984 $203K 0.13% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,836 $200K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,786 $193K <0.01% -215 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,637 $186K 0.05% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,619 $185K <0.01% +2,174 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,500 $179K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,293 $168K <0.01% +2,478 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 2,920 $163K 0.02% 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,927 $149K 0.03% 0 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,850 $145K 0.01% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,813 $144K 0.01% new 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2,744 $140K 0.11% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,743 $140K 0.04% -2,743 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 2,595 $132K 0.06% -850 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 2,593 $132K <0.01% -91,107 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 2,494 $130K 0.01% +359 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,515 $128K 0.03% +125 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,390 $122K <0.01% -1,490 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 2,192 $112K 0.13% +1,217 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,050 $105K 0.03% -100 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,028 $104K <0.01% new 13F-HR Timeline Group Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 2,000 $102K 0.06% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 1,999 $102K 0.05% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1,995 $102K 0.05% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,947 $99.4K <0.01% -1,138 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,780 $98.8K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,857 $94.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,831 $93.5K 0.02% -33 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,790 $91.4K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,785 $91.1K <0.01% +870 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,784 $91.1K 0.03% +585 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,718 $87.7K 0.04% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,591 $81.2K 0.31% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,566 $79.9K 0.02% +1,507 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 1,500 $76.6K 0.02% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,497 $76.4K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,443 $73.7K <0.01% -143 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,430 $73K <0.01% -53 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,364 $69.7K 0.01% +692 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,318 $67.3K 0.02% -138 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 1,272 $64.9K 0.12% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,215 $62K 0.02% +16 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1,201 $61.3K 0.04% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,190 $60.7K 0.03% 0 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/ 1,090 $55.6K <0.01% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,034 $53K <0.01% 0 13F-HR Timeline Group TEACHERS INSURANCE & ANNUITY ASSOCIATIO… in group TIAA More: the full row for TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 935 $47.7K 0.05% 0 13F-HR Timeline Group Go Invest LLC More: the full row for Go Invest LLC 894 $45.6K 0.01% +97 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 877 $44.8K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 810 $41.4K 0.02% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 785 $40.1K 0.03% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 750 $38.3K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 741 $37.9K <0.01% +55 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 725 $37K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 695 $35.5K <0.01% +10 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 690 $35K 0.01% +17 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 680 $34.7K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 670 $34.2K 0.02% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 647 $33K 0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 639 $32.6K 0.01% -178 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 430 $32K 0.03% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 593 $30.3K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 552 $28.2K 0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 507 $25.9K <0.01% -96 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 505 $25.8K 0.01% +260 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 475 $24.2K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 409 $20.9K <0.01% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 401 $20.5K 0.02% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 390 $19.9K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 328 $16.7K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 322 $16.4K <0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 315 $16.1K 0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 300 $15.3K <0.01% +150 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 300 $15.3K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 294 $15K <0.01% -8,344 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 270 $13.8K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 267 $13.6K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 240 $12.3K <0.01% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 235 $12K <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 220 $11.2K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 213 $10.9K <0.01% +25 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 203 $10.6K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 200 $10.2K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 180 $9.19K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 170 $9K <0.01% -809 13F-HR Timeline Group Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 170 $8.68K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 141 $7.2K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 125 $6.38K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 125 $6.38K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 120 $6K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 116 $5.9K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 115 $5.86K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 103 $5.26K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 103 $5.26K <0.01% new 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 90 $4.59K <0.01% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 83 $4.24K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 83 $4.24K <0.01% +23 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 81 $4.13K <0.01% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 81 $4.13K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 76 $3.88K <0.01% -20 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 74 $3.78K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 68 $3.47K <0.01% 0 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 61 $3.11K <0.01% new 13F-HR Timeline Group Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 50 $2.55K <0.01% 0 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 45 $2.3K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 44 $2.29K <0.01% -15 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 38 $1.94K <0.01% new 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 38 $1.94K <0.01% 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 35 $1.83K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 33 $1.69K <0.01% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 33 $1.69K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 29 $1.48K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 28 $1.43K <0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 24 $1.23K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 24 $1.21K <0.01% 0 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 22 $1.12K <0.01% 0 13F-HR/A Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 20 $1.04K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 20 $1.02K <0.01% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 20 $1.02K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 22 $1K <0.01% 0 13F-HR Timeline Group GS Investments, Inc. More: the full row for GS Investments, Inc. 18 $919 <0.01% 0 13F-HR Timeline