Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,820 $222K 0.01% -996 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,733 $221K 0.01% -2,364 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,724 $220K 0.01% +5 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,708 $219K 0.03% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 2,693 $218K <0.01% +164 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,683 $217K 0.09% -165 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 2,680 $216K 0.03% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,677 $216K <0.01% new 13F-HR Timeline Group MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,646 $214K 0.01% +31 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,642 $213K 0.07% -12 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 2,640 $213K 0.07% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,595 $210K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,654 $208K <0.01% +425 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,566 $207K 0.03% +17 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,553 $206K <0.01% -461,246 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,541 $205K <0.01% new 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 2,525 $204K 0.09% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,522 $204K 0.02% +964 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,519 $203K 0.01% -150 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,500 $202K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,425 $196K 0.03% +50 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,357 $190K 0.02% -40 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 2,312 $187K 0.11% -21 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,278 $184K 0.09% -371 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,269 $183K <0.01% +439 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,236 $181K 0.01% -67 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,235 $180K 0.02% +326 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,222 $179K 0.11% 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 2,037 $165K 0.09% -417 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,000 $162K 0.02% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,959 $158K 0.02% new 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 1,946 $157K 0.01% +1,850 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,905 $154K 0.02% +175 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,861 $150K 0.09% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,860 $150K <0.01% +108 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,829 $148K 0.06% +15 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,800 $145K 0.02% -300 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,793 $145K <0.01% +83 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,756 $142K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,752 $142K 0.04% -198 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,737 $140K 0.03% 0 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 1,732 $140K 0.11% 0 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,584 $128K 0.08% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,550 $125K 0.02% +1,540 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,511 $122K 0.01% -53 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,500 $121K 0.03% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,410 $114K <0.01% -7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,389 $112K 0.05% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,348 $109K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,286 $104K <0.01% -2,657 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,279 $103K 0.01% +881 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,277 $103K <0.01% -70 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,262 $102K 0.01% -45 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,196 $96.6K 0.02% +46 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,083 $96.5K <0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,180 $95.3K 0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,177 $95.1K <0.01% +279 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 1,170 $95K 0.04% -300 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,169 $94.4K <0.01% +120 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,166 $94.2K 0.01% -115 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,160 $93.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,157 $93.5K <0.01% 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,126 $91K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,070 $86.5K 0.02% -10 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,046 $85K <0.01% -9,208 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,048 $84.6K 0.01% -1,714 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,021 $82.5K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,000 $80.8K 0.01% 0 13F-HR Timeline Group Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,000 $80.8K 0.05% 0 13F-HR Timeline Group TOBAM More: the full row for TOBAM 994 $80K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 983 $79.4K <0.01% +8 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 968 $78.2K 0.02% +237 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 943 $76.2K 0.06% +31 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 941 $76K 0.02% 0 13F-HR/A Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 900 $72.7K 0.03% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 878 $70.9K 0.09% +1 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 850 $68.6K 0.01% +80 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 834 $67.4K 0.03% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 801 $64.7K 0.03% -198 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 800 $64.6K <0.01% -6 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 763 $61.6K <0.01% -379 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 804 $60.6K 0.04% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 739 $59.7K 0.03% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 729 $58.9K 0.03% +1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 729 $58.9K 0.01% +4 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 728 $58.8K 0.05% -634 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 717 $57.9K 0.02% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 679 $54.8K 0.02% -67 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 677 $54.7K 0.01% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 666 $53.8K 0.01% 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 637 $51.5K <0.01% +371 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 615 $49.7K <0.01% -20 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 609 $49K 0.01% +508 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 606 $49K <0.01% +250 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 600 $48.5K <0.01% -163 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 600 $48.5K 0.03% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 600 $48.5K <0.01% -21 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 600 $48.5K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 567 $45.8K <0.01% +509 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 525 $42.4K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 516 $41.7K 0.01% +399 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 510 $41.2K 0.01% -42 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 509 $41.1K 0.01% +247 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 500 $40.4K 0.01% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 509 $39.7K <0.01% 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 480 $38K <0.01% -693 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 445 $35.9K 0.04% 13F-HR/A Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 438 $35.4K 0.01% +1 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 405 $32.7K <0.01% +17 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 400 $32.3K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 398 $32.1K 0.07% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 396 $32K <0.01% -12 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 391 $31.6K 0.02% +2 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 370 $29.9K 0.03% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 367 $29.6K <0.01% -31 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 362 $29.3K 0.02% -1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 331 $26.7K <0.01% -9 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 331 $26.7K 0.01% +12 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 328 $26.5K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 318 $25.7K 0.01% +8 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 312 $25.2K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 300 $24.2K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 306 $24K <0.01% -3 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 297 $24K <0.01% -31 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 289 $23.3K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 287 $23.2K <0.01% 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 287 $23.2K 0.02% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 280 $22K 0.01% +66 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 260 $21K 0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 256 $21K <0.01% +15 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 261 $20.5K 0.02% -73 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 251 $20.3K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 247 $19.9K 0.02% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 241 $19.5K 0.01% 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 232 $19K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 224 $18.1K 0.01% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 220 $17.7K 0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 213 $17.2K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 211 $17K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 209 $16.9K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 206 $16.6K 0.01% +1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 201 $16.2K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 200 $16.2K 0.01% 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 195 $15.8K 0.01% 0 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 181 $14.6K 0.03% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 180 $14.5K <0.01% +116 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 180 $14.5K 0.01% -29 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 166 $13.4K 0.01% -538 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 160 $12.9K 0.01% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 159 $12.8K <0.01% +41 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 156 $12.6K 0.01% +1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 155 $12.5K <0.01% +58 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 151 $12.2K <0.01% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 149 $12K 0.03% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 148 $12K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 146 $11.8K 0.01% +30 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 14,600 $11.8K 0.42% 0 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 144 $11.6K <0.01% -113 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 137 $11.1K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 139 $11K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 135 $10.9K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 124 $10.1K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 113 $9.13K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 113 $9.13K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 111 $8.97K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 109 $8.79K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 106 $8.56K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 106 $8.56K 0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 107 $8.4K <0.01% -233 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 98 $8.36K 0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 102 $8.24K <0.01% +20 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 99 $8.01K <0.01% +2 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 102 $8K <0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 99 $8K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 99 $7.98K <0.01% +1 13F-HR Timeline Trust Co More: the full row for Trust Co 89 $7.19K <0.01% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 89 $7.19K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 88 $7.11K <0.01% +35 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 88 $7.11K <0.01% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 87 $7.06K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 85 $7K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 92 $6.87K <0.01% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 85 $6.87K <0.01% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 82 $6.62K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 80 $6.46K <0.01% 0 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 77 $6.37K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 77 $6.22K <0.01% -38 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 77 $6.22K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 75 $6.06K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 75 $6.06K <0.01% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 70 $5.68K <0.01% 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 68 $5.49K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 65 $5.25K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 63 $5.09K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 63 $5.08K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 60 $4.85K <0.01% -3 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 57 $4.6K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 55 $4.44K <0.01% 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 54 $4.36K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 51 $4.14K <0.01% +5 13F-HR Timeline