Verum Partners LLC More: the full row for Verum Partners LLC 728 $239K 0.07% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 728 $239K 0.13% new 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 725 $238K 0.12% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 725 $238K 0.23% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 725 $238K 0.1% new 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 724 $238K 0.11% new 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 725 $238K 0.12% new 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 724 $238K 0.1% 0 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 723 $238K 0.21% 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 721 $237K 0.01% new 13F-HR/A Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 720 $237K 0.02% new 13F-HR Timeline Group BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 719 $237K 0.05% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 723 $236K <0.01% +699 13F-HR Timeline Group Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 717 $236K 0.07% new 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 717 $236K <0.01% -142 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 716 $236K 0.03% new 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 714 $235K 0.13% new 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 714 $235K 0.14% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 707 $233K 0.02% new 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 705 $232K 0.03% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 701 $231K 0.02% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 699 $230K 0.11% new 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 699 $230K 0.09% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 698 $230K 0.03% 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 697 $229K 0.03% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 697 $229K 0.16% new 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 696 $229K 0.07% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 692 $228K 0.08% new 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 564 $226K 0.14% 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 686 $226K 0.05% new 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 686 $226K 0.09% new 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 685 $225K 0.02% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 684 $225K 0.04% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 683 $225K 0.04% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 681 $224K 0.07% new 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 681 $224K 0.07% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 675 $222K 0.01% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 675 $222K 0.02% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 672 $221K 0.03% -128 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 668 $220K 0.09% new 13F-HR/A Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 666 $219K 0.06% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 666 $219K 0.07% -392 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 666 $219K 0.03% -75 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 665 $219K 0.01% new 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 663 $218K 0.03% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 660 $217K 0.05% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 660 $217K 0.04% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 658 $216K 0.04% new 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 656 $216K 0.1% 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 655 $215K 0.13% new 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 652 $214K 0.02% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 649 $213K 0.05% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 646 $212K 0.02% new 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 646 $212K 0.22% 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 645 $212K 0.08% new 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 644 $212K 0.15% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 644 $212K 0.12% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 643 $212K 0.02% -189 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 643 $212K 0.11% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 643 $212K 0.02% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 640 $211K 0.1% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 639 $210K 0.11% new 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 638 $210K 0.06% new 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 637 $210K 0.09% 0 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 637 $210K 0.11% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 635 $209K 0.03% -385 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 633 $208K 0.04% -186 13F-HR/A Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 632 $208K 0.03% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 631 $208K 0.16% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 517 $208K 0.02% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 630 $207K 0.02% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 630 $207K 0.03% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 627 $206K 0.02% new 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 627 $206K 0.1% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 624 $205K 0.07% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 622 $205K 0.05% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 621 $204K 0.01% new 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 620 $204K 0.07% new 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 619 $204K 0.01% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 619 $204K 0.22% 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 618 $203K 0.03% +98 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 618 $203K 0.02% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 617 $203K 0.02% new 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 615 $202K 0.21% 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 613 $202K 0.01% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 612 $201K 0.04% +56 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 600 $197K 0.19% 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 600 $197K 0.08% new 13F-HR/A Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 596 $196K 0.05% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 597 $196K 0.01% -31 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 594 $195K 0.11% -15 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 590 $194K 0.1% +580 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 580 $191K 0.01% -70 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 560 $184K 0.01% +271 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 557 $183K 0.02% +25 13F-HR Timeline CNB Bank More: the full row for CNB Bank 556 $183K 0.08% -25 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 556 $183K 0.11% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 550 $181K 0.01% -5 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 532 $175K 0.04% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 528 $174K 0.03% +50 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 528 $174K 0.1% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 527 $173K 0.02% +10 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 522 $172K 0.08% +63 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 518 $170K 0.03% +25 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 515 $169K 0.07% +12 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 500 $164K 0.02% -2,700 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 500 $164K <0.01% +45 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 484 $159K 0.01% +57 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 458 $151K 0.02% -1 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 456 $150K 0.04% +75 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 447 $147K 0.04% +16 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 441 $145K 0.02% +1 13F-HR Timeline City State Bank More: the full row for City State Bank 441 $145K 0.05% +165 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 424 $139K 0.05% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 420 $138K 0.03% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 415 $137K 0.07% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 406 $134K 0.06% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 405 $133K 0.02% 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 522 $133K 0.12% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 403 $133K 0.01% -39 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 401 $132K 0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 397 $131K 0.02% +9 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 390 $128K 0.05% +312 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 386 $127K 0.04% -15 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 382 $126K 0.04% +60 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 375 $123K 0.08% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 373 $123K 0.03% -31 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 370 $122K 0.07% 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 368 $121K 0.06% -12 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 366 $120K 0.08% -35 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 323 $120K 0.06% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 362 $119K 0.03% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 347 $114K 0.02% +134 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 447 $114K 0.01% new 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 344 $113K 0.01% -128 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 343 $113K 0.1% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 343 $113K 0.02% -15 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 330 $108K 0.02% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 324 $107K 0.05% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 316 $104K 0.01% 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 314 $103K 0.04% -130 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 314 $103K 0.02% +28 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 313 $103K 0.06% +7 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 309 $102K 0.07% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 305 $100K 0.02% -55 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 309 $100K 0.05% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 301 $99K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 295 $97K 0.04% +12 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 293 $96.4K 0.01% -1 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 293 $96.4K 0.04% -430 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 282 $92.8K 0.01% -24 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 282 $92.7K 0.01% new 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 281 $92.4K 0.06% -22 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 277 $91.1K 0.03% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 276 $91K 0.01% +102 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 276 $90.8K 0.08% 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 268 $88.2K 0.1% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 260 $85.5K 0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 260 $85.5K 0.03% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 251 $82.6K 0.05% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 250 $82K 0.03% -9 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 245 $81K 0.01% -248 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 245 $80.6K 0.06% -50 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 244 $80.3K 0.07% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 244 $80.3K 0.04% 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 243 $79.9K 0.04% +25 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 241 $79.3K 0.01% -148 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 241 $79.3K 0.03% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 240 $79K 0.03% -7 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 238 $78.4K 0.04% +13 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 236 $77.6K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 236 $77.6K 0.01% -5 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 226 $74.3K 0.01% -10 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 225 $74K 0.03% -53 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 225 $74K 0.06% -67 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 221 $72.7K 0.01% -2,129 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 219 $72K 0.04% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 218 $71.8K 0.01% +167 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 215 $70.7K 0.05% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 214 $70.4K 0.01% new 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 210 $69.1K 0.06% 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 211 $69K 0.06% -197 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 206 $67.8K 0.02% -51 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 204 $67.1K 0.02% +17 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 203 $66.8K 0.01% 0 13F-HR/A Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 202 $66.5K 0.01% +81 13F-HR/A Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 200 $65.8K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 200 $65.8K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 200 $65.8K 0.02% 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 198 $65K 0.02% 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 196 $64.5K 0.04% -38 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 194 $63.8K 0.04% +92 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 193 $63.5K <0.01% 0 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 192 $63.2K 0.03% -2 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 191 $62.8K 0.04% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 185 $60.8K 0.03% -38 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 183 $60.2K 0.02% +7 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 176 $58K <0.01% +4 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 174 $57.2K 0.03% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 172 $56.6K 0.02% +20 13F-HR Timeline