LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,485 $235K 0.04% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,482 $234K 0.05% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,480 $234K 0.01% +1,757 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,479 $234K <0.01% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,476 $234K 0.03% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,474 $234K 0.08% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,469 $233K 0.08% 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 2,463 $233K 0.07% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,447 $231K 0.01% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,447 $231K 0.05% -5,833 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,053 $229K 0.03% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,426 $229K 0.11% -395 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,362 $229K 0.06% 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,260 $228K 0.11% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,406 $227K 0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,391 $226K <0.01% 0 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 2,385 $225K 0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,365 $225K 0.01% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,374 $224K 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,359 $223K 0.02% +5 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 2,350 $222K 0.14% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,348 $222K 0.01% -52 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,348 $222K 0.05% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,344 $221K 0.01% new 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,340 $221K 0.07% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,340 $221K 0.03% +185 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 2,340 $221K 0.23% 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 2,326 $220K 0.01% new 13F-HR/A Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 2,328 $220K 0.09% +1,960 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 2,297 $217K 0.04% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,295 $217K 0.1% -1,345 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,276 $215K 0.04% -99 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,275 $215K 0.04% new 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 2,275 $215K 0.14% new 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 2,270 $214K 0.05% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,268 $214K 0.01% new 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,266 $214K 0.02% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,261 $214K 0.05% -384 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,251 $213K 0.02% +159 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,241 $212K <0.01% new 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 2,221 $210K 0.04% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,220 $210K 0.07% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 2,218 $210K 0.05% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,206 $208K 0.01% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,193 $207K 0.02% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,179 $206K 0.03% -1,705 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,179 $206K 0.1% new 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 2,171 $205K 0.04% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,168 $205K 0.04% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,167 $205K 0.08% new 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 2,167 $205K 0.2% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,150 $203K 0.01% new 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 2,140 $202K 0.17% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,138 $202K 0.01% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,137 $202K 0.08% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,127 $201K 0.02% +4 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,018 $191K 0.12% 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,960 $185K 0.03% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,846 $174K 0.01% -497 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,828 $173K 0.1% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,813 $171K <0.01% +1,593 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,778 $168K 0.13% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,772 $167K 0.06% +198 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,136 $166K 0.05% -4,724 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,727 $163K 0.12% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,719 $162K +689 Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,695 $160K 0.02% -263 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,570 $148K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,554 $147K 0.06% +604 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 1,530 $145K 0.12% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,465 $138K <0.01% +219 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,400 $132K 0.06% -100 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,370 $129K 0.02% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,351 $128K <0.01% -319 13F-HR/A Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,304 $123K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,300 $123K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,297 $123K 0.02% +1,249 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,230 $118K 0.06% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,249 $118K 0.1% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,206 $114K 0.03% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,189 $112K 0.01% +41 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,155 $109K <0.01% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,144 $108K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,133 $107K 0.07% -793 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,125 $106K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,106 $104K 0.02% +128 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,095 $103K 0.02% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,067 $101K 0.02% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,029 $97.2K 0.04% 0 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 1,025 $96.8K <0.01% +883 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,020 $96.4K 0.03% 0 13F-HR/A Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,009 $95.3K <0.01% +999 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 995 $94.7K 0.08% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,000 $94.5K 0.02% new 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 994 $93.9K 0.06% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 985 $93.1K 0.01% -130 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 935 $88.3K 0.01% 0 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 925 $87.4K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 920 $86.9K 0.01% +176 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 920 $86.9K 0.04% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 879 $83K 0.01% -301 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 845 $79.8K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 843 $79.7K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 843 $79.6K 0.01% +100 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 836 $79K 0.03% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 812 $76.7K 0.06% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 805 $76.1K 0.01% 0 13F-HR/A Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 763 $72.1K 0.03% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 762 $72K <0.01% -12 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 760 $71.8K 0.04% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 729 $68.9K 0.02% +18 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 703 $66.4K <0.01% +57 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 700 $66.1K <0.01% -350 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 696 $65.8K <0.01% +163 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 690 $65.2K 0.06% 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 645 $62.9K 0.05% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 645 $60K 0.02% +69 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 630 $59.5K 0.01% +307 13F-HR Timeline Quarry LP More: the full row for Quarry LP 628 $59.3K 0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 600 $56.7K <0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 600 $56.7K 0.04% +490 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 598 $56.5K 0.05% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 595 $56.2K 0.04% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 570 $53.9K 0.04% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 568 $53.7K 0.01% +90 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 543 $51.3K 0.05% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 535 $51K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 501 $47.3K 0.02% +1 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 500 $47.2K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 489 $46.2K 0.01% 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 483 $45.6K 0.01% -50 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 460 $43.5K <0.01% 0 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 460 $43.2K <0.01% 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 452 $42.7K 0.03% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 450 $42.5K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 437 $41.3K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 420 $39.7K 0.02% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 420 $39.7K <0.01% -250 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 419 $39.6K <0.01% +70 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 416 $39.3K 0.01% +272 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 416 $39.3K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 409 $38.6K 0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 400 $37.8K <0.01% -1 13F-HR Timeline Group FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 390 $36.8K 0.09% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 384 $36.3K 0.02% +7 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 390 $36K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 351 $33K <0.01% +25 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 325 $30.7K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 325 $30.7K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 308 $29.1K <0.01% +39 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 300 $28.3K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 297 $28.1K 0.01% -7 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 295 $27.9K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 289 $27.3K 0.02% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 286 $27K <0.01% new 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 285 $26.9K 0.01% 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 261 $24.7K 0.02% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 255 $24.1K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 250 $24K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 250 $23.7K 0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 250 $23.6K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 245 $23.1K 0.05% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 236 $22.3K <0.01% -2 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 227 $21.4K 0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 225 $21.3K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 225 $21.3K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 225 $21.3K 0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 221 $20.9K 0.01% +7 13F-HR Timeline CNB Bank More: the full row for CNB Bank 204 $19.3K 0.01% 0 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 199 $18.8K <0.01% new 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 187 $17.7K <0.01% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 185 $17.5K 0.01% new 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 182 $17.2K 0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 180 $17K <0.01% +24 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 176 $16.6K <0.01% 0 13F-HR/A Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 175 $16.5K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 172 $16.3K 0.01% -18 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 157 $14.8K <0.01% -354 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 130 $12.3K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 130 $12.3K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 129 $12.2K 0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 127 $12K <0.01% -53 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 126 $11.9K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 125 $11.8K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 115 $10.9K <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. 100 $9.45K <0.01% 0 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 100 $9.45K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 100 $9.45K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 100 $9.45K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 99 $9.35K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 91 $8.6K 0.02% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 88 $8.31K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 95 $8K <0.01% +8 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 80 $7.56K <0.01% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 80 $7.56K <0.01% new 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 78 $7.37K 0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 75 $7.09K <0.01% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 75 $7.09K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 75 $7.09K <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 75 $7.09K <0.01% 13F-HR Timeline