Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,056 $71K 0.04% +276 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,033 $69.4K 0.04% -750 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,025 $68.9K 0.06% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 4,628 $68.8K 1.32% -64,329 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,009 $67.8K 0.04% +800 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,000 $67.2K <0.01% -320,988 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,000 $67.2K 0.01% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 983 $66.1K 0.06% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 976 $65.6K 0.02% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 963 $64.7K 0.02% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 963 $64.7K 0.02% 0 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 958 $64.4K 0.03% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 955 $64.2K 0.06% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 947 $63.7K 0.03% -1,059 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 942 $63.3K 0.01% new 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 932 $62.6K 0.02% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 879 $59.1K 0.01% +12 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 849 $57.1K 0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 849 $57.1K 0.02% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 841 $56.5K <0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 838 $56.3K 0.05% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 834 $56K 0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 803 $54K 0.02% -452 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 795 $53.4K 0.02% +242 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 791 $53.2K 0.01% -105 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 785 $52.8K 0.02% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 778 $52.3K 0.04% +7 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 752 $51.9K 0.03% +139 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 755 $50.8K 0.03% 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 749 $50.3K 0.02% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 748 $50.3K 0.03% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 746 $50.1K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 750 $50K <0.01% +84 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 750 $50K 0.02% +40 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 740 $49.7K 0.01% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 733 $49.2K 0.02% +13 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 712 $47.9K 0.01% -2 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 697 $46.9K 0.02% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 676 $45.4K 0.03% +83 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 674 $45.3K <0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 660 $44.4K 0.02% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 637 $42.8K 0.04% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 635 $42.7K 0.03% +423 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 632 $42.5K <0.01% +601 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 630 $42.4K 0.01% +10 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 628 $42.2K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 612 $41.1K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 610 $41K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 608 $40.9K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 600 $40.3K <0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 600 $40.3K 0.03% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 600 $40.3K 0.02% 0 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 575 $38.7K 0.01% -125 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 572 $38.5K 0.01% -154 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 571 $38K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 524 $35.2K <0.01% -15 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 522 $35.1K 0.02% 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 515 $34.6K 0.01% +1 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 515 $34.6K 0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 511 $34.4K <0.01% -274 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 508 $34.2K 0.01% +48 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 497 $33.4K 0.01% -75 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 484 $32.5K <0.01% +273 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 483 $32.5K 0.02% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 473 $31.8K 0.02% +7 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 463 $31.1K 0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 454 $30.5K <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 449 $30.3K 0.02% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 448 $30.1K 0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 445 $29.9K 0.02% +200 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 438 $29.5K 0.02% -12,509 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 430 $28.9K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 416 $28K <0.01% -14 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 412 $27.7K 0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 392 $26.4K <0.01% +5 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 384 $25.8K 0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 372 $25K 0.02% 13F-HR/A Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 362 $24.3K <0.01% 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 362 $24.3K <0.01% +34 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 357 $24K 0.02% 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 23,661 $23.7K 0.02% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 348 $23.4K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 314 $23.1K 0.01% +148 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 341 $22.9K 0.01% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 328 $22K <0.01% 0 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 324 $21.8K <0.01% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 300 $20K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 296 $19.9K <0.01% -101 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 289 $19.4K 0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 284 $19.1K <0.01% -192 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 284 $19.1K 0.01% 0 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 275 $18.5K 0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 274 $18.4K 0.01% 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 318 $18.2K <0.01% new 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 269 $18.1K 0.01% -86 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 266 $17.9K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 269 $17.7K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 261 $17.5K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 260 $17.5K <0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 260 $17.5K 0.01% new 13F-HR/A Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 251 $16.9K <0.01% -2,293 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 213 $16K 0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 233 $15.7K <0.01% -80 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 230 $15.5K 0.01% +15 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 230 $15.5K 0.01% -23 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 216 $15K <0.01% +186 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 211 $14.8K <0.01% +3 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 208 $14K <0.01% -60 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 206 $13.8K 0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 205 $13.8K <0.01% 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 205 $13.8K 0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 200 $13.4K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 198 $13.3K <0.01% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 194 $13K 0.03% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 191 $12.8K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 185 $12.4K 0.01% +86 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 173 $12.4K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 185 $12.4K <0.01% -14 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 183 $12.3K <0.01% -11,647 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 181 $12.2K <0.01% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 180 $12.1K 0.01% 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 168 $11.3K 0.01% -1,432 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 200 $11.2K 0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 165 $11.1K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 163 $11K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 160 $10.8K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 157 $10.6K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 152 $10.2K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 150 $10.1K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 148 $9.95K <0.01% -447 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 135 $9.07K 0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 133 $8.94K <0.01% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 132 $8.87K 0.01% 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 116 $7.8K <0.01% 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 113 $7.6K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 106 $7.16K <0.01% +1 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 104 $6.99K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 103 $6.92K <0.01% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 102 $6.86K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 101 $6.79K <0.01% -3,571 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 100 $6.72K <0.01% new 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 99 $6.66K <0.01% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 98 $6.59K <0.01% -55 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 98 $6.59K <0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 96 $6.44K <0.01% +2 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 94 $6.32K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 101 $6K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 88 $5.9K <0.01% +2 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 84 $5.66K <0.01% +2 13F-HR Timeline Security National Bank More: the full row for Security National Bank 84 $5.65K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 82 $5.51K <0.01% -35 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 78 $5.24K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 73 $4.91K 0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 72 $4.84K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 70 $4.72K <0.01% 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 70 $4.71K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 68 $4.55K <0.01% +1 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 67 $4.5K <0.01% -17,064 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 60 $4.47K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 65 $4.37K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 64 $4.31K <0.01% +1 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 63 $4.24K <0.01% -2,535 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 62 $4.17K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 68 $4K <0.01% +1 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 56 $3.76K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 54 $3.63K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 54 $3.63K <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 51 $3.43K <0.01% -59 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 50 $3.36K <0.01% 0 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 49 $3.29K <0.01% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 49 $3.29K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 49 $3.29K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 48 $3.23K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 47 $3.14K 0.06% -82 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 42 $2.82K <0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 41 $2.76K <0.01% new 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 40 $2.69K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 39 $2.62K <0.01% -206 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 32 $2.15K <0.01% 0 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 31 $2.07K <0.01% +1 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 37 $2K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 29 $1.9K <0.01% 0 13F-HR/A Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 25 $1.68K <0.01% -213 13F-HR Timeline Group Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 20 $1.34K <0.01% -685 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 20 $1.31K <0.01% +1 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 19 $1.28K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 18 $1.21K <0.01% -13 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 18 $1.21K <0.01% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 15 $1.01K <0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 14 $941 <0.01% -14 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 12 $807 <0.01% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 10 $672 0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 9 $605 <0.01% -460 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 8 $554 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $202 <0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 2 $134 <0.01% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 0 $11 <0.01% -50 13F-HR Timeline Amount filed as zero, left out of ratios. FIRST CITIZENS INVESTOR SERVICES, INC. More: the full row for FIRST CITIZENS INVESTOR SERVICES, INC. 0 $0 -105,711 13F-HR/A Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.