Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,473 $258K 0.11% +6 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,470 $258K 0.01% -4 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,469 $258K 0.03% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,462 $256K <0.01% -304 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 1,515 $256K 0.14% +111 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,458 $256K 0.06% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,457 $256K 0.01% +343 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,455 $255K 0.03% +12 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,455 $255K 0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,441 $253K 0.01% -310 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,438 $252K 0.01% -141 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,436 $252K 0.02% -85 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 1,427 $249K 0.09% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,417 $249K 0.01% +137 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,417 $249K 0.02% 0 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 1,406 $247K 0.07% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,398 $246K 0.03% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,397 $245K 0.04% +77 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,395 $245K 0.02% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 1,395 $245K 0.17% -73 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,390 $244K 0.02% -350 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,384 $243K 0.1% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,384 $243K 0.01% +40 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,377 $242K -1,729 Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,375 $241K 0.05% 0 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,375 $240K 0.03% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,370 $240K <0.01% 0 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,367 $240K 0.01% new 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 1,360 $239K 0.05% +12 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 1,360 $239K 0.02% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,355 $238K <0.01% -1,196 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,350 $237K 0.02% 0 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 1,388 $237K 0.12% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,338 $235K 0.05% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,337 $235K 0.06% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 1,337 $235K 0.05% -25 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,337 $235K 0.03% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,359 $234K <0.01% -201 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,327 $233K <0.01% -1,575 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,325 $232K 0.01% -195 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,325 $232K 0.03% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,325 $232K 0.05% -14 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,319 $232K 0.02% +231 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,320 $232K 0.03% -280 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,319 $231K 0.02% -1,146 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 1,317 $231K 0.09% +191 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,314 $231K 0.03% +172 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,309 $230K 0.04% -4,278 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,308 $229K 0.01% +33 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,301 $228K 0.04% -8 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,300 $228K <0.01% -317 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,300 $228K 0.01% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,300 $228K 0.01% -306 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,293 $227K 0.01% 0 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 1,290 $226K 0.05% 0 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,288 $226K 0.01% new 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 1,287 $226K 0.01% -200 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,208 $225K 0.01% -1 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,281 $225K 0.01% -83 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,081 $225K 0.03% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,266 $222K 0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,260 $219K 0.01% -256 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,244 $218K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,242 $218K 0.05% +647 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,240 $218K 0.14% -27 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 1,235 $217K 0.09% -100 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,215 $213K 0.02% -172 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,206 $212K 0.05% +3 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 1,204 $211K 0.37% 0 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 1,203 $211K 0.04% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,202 $211K 0.01% -194 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,200 $211K <0.01% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,200 $211K 0.04% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,199 $211K <0.01% -1 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 1,202 $210K 0.07% -29,888 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1,193 $209K 0.18% +9 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,192 $209K 0.02% +50 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 1,190 $209K 0.03% +952 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,188 $208K 0.03% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,184 $208K <0.01% -121 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,176 $206K 0.01% +43 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,175 $206K 0.16% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,171 $205K <0.01% +2 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,170 $205K 0.01% -28 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,170 $205K 0.05% new 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,168 $205K 0.02% -4 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,150 $202K 0.04% +71 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 1,148 $201K 0.03% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,141 $200K 0.11% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,141 $200K 0.01% +68 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,141 $200K 0.02% -954 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,078 $189K 0.07% +550 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,028 $180K <0.01% +13 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 993 $174K 0.01% -774 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 977 $171K 0.01% -22 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 967 $170K 0.05% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 950 $167K 0.04% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 947 $166K 0.06% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 916 $161K 0.02% +9 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 900 $158K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 899 $158K <0.01% +30 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 849 $149K 0.01% -215 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 841 $148K -9,932 Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 837 $147K 0.01% -26 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 832 $146K 0.01% -14 13F-HR/A Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 823 $144K 0.02% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 801 $141K 0.01% -68 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 800 $140K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 796 $140K 0.09% 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 777 $136K 0.04% +6 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 762 $134K 0.01% -5 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 746 $131K 0.03% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 732 $128K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 728 $128K 0.01% -225 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 725 $127K 0.02% +18 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 725 $127K 0.04% -40 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 713 $125K 0.01% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 684 $124K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 702 $123K 0.02% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 645 $113K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 634 $111K <0.01% +54 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 605 $106K 0.03% -22 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 605 $106K <0.01% -55 13F-HR Timeline Group BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 600 $105K <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 569 $99.8K 0.04% +267 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 557 $97.7K 0.02% -15 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 519 $91.1K 0.04% +2 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 510 $89.4K 0.04% -6 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 500 $88K 0.02% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 500 $87.7K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 486 $85.3K 0.02% -4 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 484 $84.9K 0.01% -2 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 483 $84.7K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 474 $83.1K 0.01% -39 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 465 $81.6K 0.01% +250 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 449 $78.8K <0.01% -20 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 442 $77.5K 0.03% -72 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 432 $75.8K 0.01% +7 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 432 $75.8K 0.06% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 431 $75.6K <0.01% +166 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 429 $75.3K 0.03% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 428 $75.1K 0.04% +46 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 423 $74.2K <0.01% -47 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 410 $71.9K 0.01% +60 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 405 $71.1K 0.04% -2 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 400 $70.2K 0.06% new 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 400 $70.2K 0.02% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 394 $69.1K 0.16% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 390 $68.4K <0.01% -37 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 381 $66K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 364 $63.8K <0.01% +34 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 358 $62.8K 0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 357 $62.6K 0.02% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 355 $62.3K 0.02% -4 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 350 $61.4K 0.03% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 343 $60.2K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 342 $60K <0.01% -3 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 340 $59.7K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 331 $59.1K <0.01% -71 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 334 $58.5K 0.01% +3 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 330 $57.9K 0.02% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 330 $57.9K 0.02% +3 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 315 $55.3K 0.01% +3 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 314 $55.1K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 316 $55K 0.01% +3 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 313 $54.9K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 310 $54.4K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 307 $53.5K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 303 $53.1K <0.01% +17 13F-HR Timeline Group SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 300 $52.6K 0.02% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 300 $52.6K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 299 $52.5K 0.01% -1 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 246 $51.1K 0.04% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 289 $50.7K 0.02% -36 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 269 $47.2K <0.01% +200 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 262 $46K <0.01% -50 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 259 $45.5K 0.04% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 257 $45.1K 0.02% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 256 $44.9K <0.01% -16 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 255 $44.7K <0.01% +15 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 254 $44.6K <0.01% -8 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 250 $44K <0.01% 0 13F-HR Timeline Group ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 250 $43.9K 0.02% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 246 $43K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 240 $42.1K 0.02% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 237 $41.6K 0.02% +43 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 237 $41.5K 0.02% +1 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 224 $39.3K <0.01% +177 13F-HR/A Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 211 $37K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 210 $36.8K 0.01% -143 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 222 $36.2K <0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 203 $35.6K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 201 $35.3K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 200 $35.1K <0.01% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 200 $35.1K 0.02% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 188 $33K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 188 $33K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 187 $32.8K <0.01% -509 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 187 $32.8K 0.01% 0 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 180 $31.7K 0.01% 0 13F-HR Timeline