QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,049 $227K 0.14% +104 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 2,047 $227K 0.08% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,045 $227K 0.04% +7 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 2,042 $226K 0.1% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,036 $226K 0.01% -5 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,034 $226K 0.07% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,034 $226K 0.05% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 2,033 $225K 0.09% -22,724 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,029 $225K 0.19% -172 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,028 $225K 0.11% -70 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,027 $225K <0.01% -25 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,027 $225K 0.1% +79 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,018 $224K 0.08% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,017 $224K 0.05% -230 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 2,016 $224K 0.05% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,010 $223K 0.02% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 2,000 $222K 0.04% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,000 $222K 0.03% -5,028 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 2,000 $222K 0.07% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 2,000 $222K 0.04% 0 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 2,000 $222K <0.01% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,981 $221K 0.04% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,997 $221K 0.03% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,987 $220K 0.03% +115 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,987 $220K 0.07% -65 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,972 $220K 0.05% +640 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,985 $220K 0.02% new 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 1,980 $220K 0.18% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,979 $219K 0.01% new 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,977 $219K 0.05% +11 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,972 $219K 0.03% -318 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 1,971 $219K 0.05% -60 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,962 $218K 0.11% 0 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 1,960 $217K 0.09% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,952 $216K 0.04% new 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 1,950 $216K 0.19% -1,263 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,944 $216K 0.01% -1,965 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,940 $215K 0.02% +100 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,935 $215K 0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,935 $215K 0.15% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,934 $214K <0.01% -307,957 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 1,931 $214K 0.06% -14 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,927 $214K <0.01% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,926 $214K 0.08% new 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,925 $213K 0.06% -2,256 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,921 $213K 0.15% -466 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,920 $213K 0.19% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,918 $213K 0.14% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,910 $212K 0.17% new 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,905 $211K 0.14% +1 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,898 $210K <0.01% -581 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 1,898 $210K 0.06% +4 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,882 $210K 0.04% -326 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,893 $210K 0.02% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,892 $210K 0.11% +18 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,892 $210K 0.12% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,891 $210K 0.04% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,891 $210K 0.1% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,886 $209K 0.05% 0 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,885 $209K 0.02% +43 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,884 $209K 0.05% +5 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,883 $209K 0.21% +4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,875 $208K 0.05% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,874 $208K 0.02% -161 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,872 $208K 0.02% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,871 $207K 0.02% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,866 $207K 0.01% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,866 $207K 0.01% -25 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,866 $207K 0.01% -25,709 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 1,861 $206K 0.1% -6,703 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,859 $206K 0.03% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,856 $206K 0.16% -250 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 1,853 $205K 0.07% +10 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,853 $205K 0.03% new 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,851 $205K 0.03% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,847 $205K 0.02% -34 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,847 $205K 0.04% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,831 $205K 0.12% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,831 $203K 0.07% new 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,822 $202K 0.04% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,822 $202K 0.1% -123 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,822 $202K 0.07% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,819 $202K 0.04% new 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,813 $201K 0.07% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,813 $201K 0.18% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,808 $200K 0.02% 0 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 1,806 $200K 0.13% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,770 $196K 0.1% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,674 $186K 0.01% -1,035 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,489 $179K 0.06% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,610 $179K 0.11% -20 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,606 $178K 0.01% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,551 $172K 0.04% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,528 $169K 0.08% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,525 $169K 0.06% -58 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,510 $169K 0.11% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,510 $168K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,499 $166K 0.04% -125 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,489 $165K 0.07% 0 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,478 $164K 0.01% +138 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1,478 $164K 0.03% 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,422 $158K 0.01% +86 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,419 $157K 0.12% -169 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,411 $156K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,400 $155K 0.04% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,372 $152K 0.04% +8 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,368 $151K <0.01% +1,266 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,348 $149K 0.02% +72 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,310 $145K 0.07% +10 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,309 $145K 0.02% -127 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,300 $144K 0.08% 0 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 1,298 $144K 0.03% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 1,295 $144K 0.02% +107 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,288 $139K 0.07% -1,640 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 1,246 $138K 0.06% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,234 $137K 0.02% +371 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,200 $133K 0.02% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 1,200 $133K 0.07% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,200 $133K <0.01% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,195 $133K 0.06% +51 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,140 $126K 0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,121 $124K 0.03% 0 13F-HR/A Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,105 $122K 0.04% +1 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,093 $121K 0.01% -51 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,066 $119K 0.05% +4 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,051 $117K 0.04% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,041 $115K 0.08% -16 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,036 $115K 0.06% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,032 $114K 0.03% +15 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,031 $114K 0.05% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,019 $113K 0.04% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,009 $112K +1 Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,001 $111K 0.01% new 13F-HR/A Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 997 $111K 0.03% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 979 $109K 0.05% +839 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 974 $108K 0.11% +17 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 963 $107K 0.06% -480 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 961 $107K <0.01% +183 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 950 $105K 0.05% +19 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 941 $104K 0.01% -25 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 928 $103K 0.02% -330 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 923 $102K 0.09% -45 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 911 $101K 0.03% -119 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 913 $101K 0.01% +85 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 900 $99.8K 0.02% -9,700 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 900 $99.8K 0.06% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 840 $94K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 838 $92.9K 0.05% +100 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 835 $92.6K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 829 $91.9K 0.03% -16 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 825 $91.5K <0.01% -250 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 824 $91.4K 0.07% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 818 $90.7K 0.03% +146 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 813 $90.1K 0.02% +437 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 812 $90K 0.05% -200 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 802 $88.9K 0.03% +441 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 800 $88.7K 0.03% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 791 $87.7K 0.02% +291 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 786 $87.1K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 785 $87K 0.03% +2 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 781 $86.6K 0.01% +6 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 778 $86.3K 0.02% 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 718 $85.8K 0.01% -45 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 766 $84.9K <0.01% 0 13F-HR/A Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 764 $84.7K <0.01% -196 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 752 $83.3K 0.03% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 750 $83.2K 0.09% -4 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 744 $82.5K 0.02% -19 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 726 $80.5K 0.01% +142 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 721 $79.9K <0.01% -610 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 715 $79.3K 0.03% +40 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 695 $78.2K 0.02% -48 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 702 $77.8K 0.05% +88 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 676 $75K 0.04% +3 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 660 $73.2K 0.03% +4 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 650 $72.1K 0.02% +500 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 648 $71.9K 0.01% +288 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 629 $69.7K 0.05% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 622 $69K <0.01% +174 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 618 $68.5K 0.02% -312 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 614 $68.1K 0.01% 0 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 610 $67.6K 0.02% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 607 $67K 0.03% +83 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 603 $66.8K 0.03% +32 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 601 $66.7K 0.02% +2 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 600 $66.5K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 594 $65.8K 0.02% +288 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 585 $64.9K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 584 $64.7K 0.01% +66 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 584 $64.7K 0.06% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 582 $64.5K 0.03% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 580 $64.3K 0.03% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 577 $64K <0.01% -103 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 575 $63.8K 0.01% -591 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 554 $61.4K 0.01% +71 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 550 $61K 0.02% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 549 $60.9K 0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 542 $60.1K 0.01% +23 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 541 $60K 0.02% -6 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 525 $58.2K 0.03% 0 13F-HR Timeline