Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 167 $331K 0.04% new 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 165 $327K 0.29% new 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 165 $327K 0.07% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 175 $326K 0.02% -5 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 162 $321K 0.15% new 13F-HR/A Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 162 $321K 0.06% new 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 162 $321K <0.01% -22 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 161 $319K 0.11% -2 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 161 $319K 0.05% -12 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 160 $318K 0.01% -94 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 160 $317K 0.02% -154 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 159 $316K 0.01% new 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 159 $315K 0.08% 0 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 157 $311K 0.03% -94 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 157 $311K 0.05% 0 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 157 $311K 0.18% +2 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 156 $309K 0.02% +2 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 156 $309K <0.01% -791 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 155 $307K 0.03% new 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 155 $307K 0.03% new 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 155 $307K <0.01% -1,489 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 155 $307K 0.01% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 155 $307K 0.01% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 182 $306K <0.01% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 152 $301K 0.06% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 152 $301K 0.24% -11 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 153 $298K 0.01% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 150 $297K 0.03% new 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 150 $297K 0.09% -98 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 150 $297K 0.18% -2 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 149 $295K 0.01% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 148 $294K 0.02% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 148 $293K 0.03% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 146 $290K 0.02% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 146 $289K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 146 $289K 0.01% +113 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 146 $289K 0.21% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 145 $287K 0.04% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 144 $285K 0.02% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 142 $281K 0.02% new 13F-HR Timeline Group Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 141 $279K 0.04% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 141 $279K 0.02% new 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 141 $279K 0.14% -29 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 141 $279K 0.03% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 140 $277K 0.02% +76 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 140 $277K 0.11% -10 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 139 $275K 0.08% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 137 $272K 0.14% -228 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 136 $270K new Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 136 $270K 0.01% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 136 $270K 0.05% new 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 136 $270K 0.09% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 135 $268K 0.06% new 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 135 $268K 0.02% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 135 $268K 0.04% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 154 $266K 0.01% -2 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 134 $266K 0.07% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 133 $264K 0.04% -100 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 133 $264K 0.01% new 13F-HR Timeline Group MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 133 $264K 0.02% new 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 135 $263K 0.01% -53 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 132 $262K 0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 130 $258K <0.01% new 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 130 $258K 0.03% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 130 $258K 0.05% new 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 130 $258K 0.18% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 129 $257K 0.1% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 129 $257K 0.1% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 129 $256K 0.01% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 128 $254K 0.07% -25 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 127 $252K 0.06% new 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 127 $252K 0.02% -39 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 127 $252K 0.06% +126 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 126 $250K 0.02% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 126 $250K 0.04% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 124 $246K 0.02% -38 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 145 $244K 0.18% -3 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 123 $244K 0.08% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 123 $244K 0.03% new 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 123 $244K 0.03% -64 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 122 $242K 0.02% new 13F-HR Timeline Kanen Wealth Management LLC More: the full row for Kanen Wealth Management LLC 121 $240K 0.06% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 121 $240K 0.04% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 120 $238K <0.01% +15 13F-HR Timeline Group Income Insurance Ltd More: the full row for Income Insurance Ltd 120 $238K 0.14% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 119 $236K 0.01% new 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 119 $236K 0.11% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 118 $234K <0.01% -30 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 118 $234K 0.03% new 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 117 $232K 0.11% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 117 $231K 0.01% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 116 $231K 0.09% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 116 $230K 0.02% -311 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 116 $230K 0.01% +11 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 116 $230K 0.16% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,156 $229K 0.05% +2,580 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 115 $228K 0.02% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 115 $228K <0.01% new 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 114 $226K 0.02% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 114 $226K 0.01% new 13F-HR Timeline Group SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 114 $226K 0.02% +93 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 113 $224K 0.02% -11 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 113 $224K <0.01% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 112 $222K 0.01% new 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 112 $222K 0.43% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 111 $220K <0.01% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 110 $218K 0.01% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 110 $218K <0.01% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 110 $218K 0.02% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 110 $218K 0.01% -12 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 116 $216K <0.01% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 109 $216K 0.07% new 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 108 $215K 0.12% 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 108 $214K 0.13% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 108 $214K 0.04% +73 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 107 $213K 0.02% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 107 $212K 0.02% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 107 $212K 0.07% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 106 $211K 0.01% -43 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 106 $210K 0.16% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 106 $210K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 106 $210K 0.02% +6 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 106 $210K 0.03% new 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 105 $208K 0.13% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 104 $206K 0.01% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 104 $206K 0.03% new 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 104 $206K 0.13% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 128 $206K 0.01% +2 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 103 $204K <0.01% -47 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 103 $204K 0.05% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 103 $204K 0.01% -72 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 103 $204K 0.04% new 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 103 $204K 0.02% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 115 $204K 0.01% new 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 102 $202K <0.01% new 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 102 $202K 0.02% new 13F-HR Timeline Group SMART Wealth LLC More: the full row for SMART Wealth LLC 101 $200K 0.04% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 101 $200K <0.01% new 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 101 $200K 0.03% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 101 $200K 0.02% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 101 $200K 0.05% new 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 101 $200K 0.08% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 100 $198K 0.05% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 96 $190K 0.03% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 95 $188K 0.11% -1 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 93 $184K 0.1% +4 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 92 $182K 0.04% +48 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 84 $166K 0.06% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 79 $157K 0.01% +15 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 78 $155K <0.01% +66 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 76 $151K 0.09% +64 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 75 $149K 0.04% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 74 $147K 0.07% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 73 $145K 0.56% +2 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 69 $137K 0.01% +21 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 67 $133K 0.03% -8 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 67 $133K 0.05% +2 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 67 $132K 0.01% +7 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 65 $129K 0.07% +3 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 64 $127K 0.07% -5 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 61 $121K 0.03% +4 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 61 $121K 0.03% +11 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 57 $113K 0.03% +1 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 57 $113K 0.04% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 55 $109K 0.01% +9 13F-HR Timeline CX Institutional More: the full row for CX Institutional 53 $105K <0.01% +21 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 50 $99.1K 0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 50 $99.1K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 50 $99.1K 0.01% +40 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 48 $95K <0.01% +5 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 46 $91.2K <0.01% +1 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 45 $89.2K <0.01% -20 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 43 $85.2K 0.02% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 43 $85.2K 0.01% -5 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 42 $84K 0.05% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 42 $83.2K 0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 41 $81.3K 0.01% +19 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 38 $75.3K <0.01% -2 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 37 $73.3K 0.01% +2 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 36 $71.3K 0.01% +30 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 35 $69.5K <0.01% -90 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 35 $69.4K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 35 $69.4K 0.06% new 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 35 $68.2K <0.01% -6 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 35 $67.4K 0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 34 $67.4K 0.01% 0 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 33 $65.4K <0.01% 0 13F-HR Timeline Group SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 29 $57.5K 0.02% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 29 $57.5K 0.01% new 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 29 $54.1K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 27 $53.5K 0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 27 $53.5K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 26 $51.5K <0.01% +12 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 26 $51.5K <0.01% -5 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 25 $49.5K 0.03% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 24 $47.6K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 24 $47.6K 0.02% +5 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 23 $45.6K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 23 $45.6K 0.01% -1 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 23 $45.6K <0.01% 0 13F-HR Timeline