Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,358 $226K 0.02% -261 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 2,354 $225K 0.09% -5,874 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,353 $225K 0.01% -26 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,349 $225K 0.07% +107 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,335 $224K 0.07% -34,841 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,335 $224K 0.03% -74 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,311 $221K 0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,281 $218K <0.01% -1,704 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,274 $218K 0.04% -53 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,272 $218K 0.02% -889 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,270 $217K 0.04% -60 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 2,262 $217K 0.02% +12 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,258 $216K 0.02% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,227 $213K 0.01% new 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,212 $212K 0.01% +1,835 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,198 $211K 0.1% +163 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,197 $210K 0.01% +31 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,183 $209K 0.07% -218 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,179 $209K 0.09% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,174 $208K 0.17% +7 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,157 $207K 0.04% new 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 2,133 $204K 0.29% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,117 $203K 0.05% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 2,115 $203K 0.02% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,108 $202K 0.18% -661 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,096 $201K 0.02% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,053 $196K 0.04% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,987 $190K 0.16% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,772 $170K 0.01% +17 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,755 $168K 0.09% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,727 $165K <0.01% 0 13F-HR/A Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,720 $165K 0.07% new 13F-HR/A Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,710 $164K 0.07% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,630 $156K 0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1,577 $151K 0.05% -2,940 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,517 $145K 0.12% -812 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,494 $143K 0.05% -924 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,490 $143K 0.02% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,480 $142K 0.01% 0 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,480 $142K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,474 $141K <0.01% +181 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,437 $138K 0.03% -454 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,424 $136K 0.04% +664 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,401 $134K 0.01% +55 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,380 $132K 0.11% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,358 $130K 0.02% +12 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,321 $127K 0.01% -1,726 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,296 $124K 0.07% +125 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,293 $124K 0.01% -9,245 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,286 $123K <0.01% -1,400 13F-HR Timeline Group Finley Financial, LLC More: the full row for Finley Financial, LLC 1,050 $101K 0.05% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,050 $100K 0.05% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,013 $97K 0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,000 $95.8K 0.07% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 993 $95.1K 0.02% +950 13F-HR/A Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,000 $95K 0.04% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 990 $94.8K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 946 $90.6K 0.01% +38 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 915 $87.6K 0.05% -278 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 885 $84.8K 0.01% -7,527 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 876 $83.9K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 875 $83.8K <0.01% -921 13F-HR Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 854 $81.8K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 808 $77.4K 0.01% -6 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,000 $76.3K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 792 $75.8K 0.05% -959 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 801 $75.5K 0.04% -9,790 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 770 $73.7K 0.01% -1 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 761 $72.9K 0.04% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 758 $72.6K 0.01% -194,594 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 750 $72K <0.01% +42 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 747 $71.5K 0.01% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 700 $67K <0.01% +410 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 677 $64.8K 0.02% -27 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 660 $63.2K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 629 $59.7K 0.04% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 600 $57.5K 0.04% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 592 $56.7K 0.02% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 589 $56.4K 0.01% -8 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 570 $54.6K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 570 $54.6K 0.02% -7 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 560 $53.6K 0.05% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 559 $53.5K 0.01% +5 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 543 $52K 0.06% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 548 $52K <0.01% -36,116 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 540 $51.7K 0.02% -15 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 528 $50.6K <0.01% -2 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 524 $50.2K 0.01% -308 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 501 $48K 0.02% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 499 $47.8K 0.02% new 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 474 $45.4K <0.01% -6,387 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 474 $45.4K <0.01% +25 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 473 $45.3K <0.01% +18 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 468 $44.8K 0.02% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 460 $44.1K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 442 $42.3K <0.01% +4 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 440 $42.1K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 440 $42K <0.01% -16,321 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 435 $41.7K 0.02% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 429 $41.1K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 416 $39.8K 0.03% 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 408 $39K 0.1% -12 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 408 $39K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 400 $38.3K <0.01% -58 13F-HR Timeline Group Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 397 $38.1K 0.01% +3 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 391 $37.3K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 383 $36.5K 0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 371 $35.5K 0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 337 $32.3K <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 335 $32.1K 0.01% 0 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 318 $30.5K 0.01% +169 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 317 $30.3K <0.01% +308 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 301 $28.8K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 301 $27.8K <0.01% -1 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 271 $26K <0.01% +1 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 266 $25.5K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 259 $25K 0.01% +111 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 256 $24.5K <0.01% +2 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 255 $24.4K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 245 $23.5K <0.01% -1,840 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 237 $22.7K <0.01% +127 13F-HR Timeline Group Luminist Capital LLC More: the full row for Luminist Capital LLC 234 $22.3K 0.02% -30 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 228 $21.8K 0.01% +2 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 223 $21.4K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 207 $19.8K <0.01% -119 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 204 $19.5K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 201 $19.2K <0.01% -400 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 198 $19K 0.01% +44 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 197 $18.9K <0.01% -475 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 190 $18.2K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 180 $17.2K <0.01% 0 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 172 $16.5K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 170 $16.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 169 $16.2K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 160 $15.3K <0.01% -40 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 159 $15.2K 0.01% -154 13F-HR/A Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 158 $15.1K 0.01% +1 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 158 $15.1K <0.01% new 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 155 $14.8K <0.01% new 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 150 $14.4K <0.01% new 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 150 $14.4K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 142 $13.6K <0.01% new 13F-HR/A Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 142 $13.6K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 131 $12.5K 0.01% -1 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 125 $12K <0.01% 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 122 $11.7K <0.01% +16 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 117 $11.2K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 123 $11K <0.01% +99 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 110 $10.5K <0.01% +98 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 109 $10.4K <0.01% +8 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 106 $10.2K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 100 $9.58K <0.01% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 100 $9.58K <0.01% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 96 $9.19K <0.01% -96 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 94 $9K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 99 $9K <0.01% 0 13F-HR/A Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 92 $8.78K <0.01% +4 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 89 $8.52K <0.01% -769 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 87 $8.33K <0.01% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 85 $8.14K <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 79 $7.57K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 76 $7.28K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 75 $7.18K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 75 $7.18K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 71 $7K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 71 $6.8K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 66 $6.32K 0.01% -108 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 61 $5.84K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 60 $5.75K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 59 $5.65K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 56 $5.36K <0.01% -42 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 54 $5.17K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 53 $5.1K <0.01% 0 13F-HR/A Timeline MOTCO More: the full row for MOTCO 44 $4.18K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 42 $4.02K <0.01% -817 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 41 $3.93K <0.01% 0 13F-HR/A Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 40 $3.83K <0.01% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 39 $3.73K <0.01% -29 13F-HR/A Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 36 $3.45K <0.01% -47,924 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 35 $3.4K <0.01% +1 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 34 $3.26K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 32 $3K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 28 $2.68K <0.01% 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 26 $2.49K <0.01% -1 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 25 $2.39K <0.01% -88 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 24 $2.3K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 23 $2.27K <0.01% -22 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 20 $1.92K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 20 $1.92K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 17 $1.63K <0.01% 0 13F-HR/A Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 15 $1.45K <0.01% -5 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 15 $1.44K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 14 $1.34K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 13 $1.25K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 12 $1K <0.01% -15 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 9 $862 <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 5 $496 <0.01% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5 $479 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2 $199 <0.01% -21,235 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1 $96 <0.01% 0 13F-HR Timeline Group