Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 12,146 $638K 0.04% new 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 12,080 $635K 0.44% -400 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 12,048 $633K 0.37% +90 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 11,912 $626K 0.07% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,872 $624K 0.02% -43,613 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 11,743 $617K 0.04% -76 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 11,710 $615K 0.06% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 11,698 $615K 0.06% -77,990 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 11,676 $614K 0.15% +5,491 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 11,614 $610K 0.12% -2,955 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 11,580 $609K 0.01% +4,266 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 11,570 $608K <0.01% +2,348 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 11,557 $607K 0.64% +2,418 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 11,491 $604K 0.04% -14,084 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,417 $600K 0.01% -713 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 11,392 $599K 0.29% -1,895 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 11,388 $599K 0.38% +72 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 11,347 $596K 0.06% 0 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 11,343 $596K 0.02% 0 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 11,311 $595K 0.02% -44 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 11,071 $582K 0.24% +60 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 11,059 $581K 0.06% -1,166 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 11,029 $580K 0.31% +81 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 11,052 $579K 0.04% +6,407 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 10,879 $572K 0.45% +556 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 10,862 $571K 0.47% -620 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,844 $570K 0.01% +2,183 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,813 $568K 0.01% new 13F-HR/A Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 10,688 $562K 0.16% -2,274 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,672 $561K 0.02% +1,561 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 10,602 $557K 0.14% +3 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 10,593 $557K 0.31% -4,899 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 10,461 $550K 0.03% +2,688 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 10,360 $545K 0.12% -304 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,257 $539K 0.02% 0 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 10,152 $534K 0.03% 0 13F-HR Timeline Group STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 10,130 $532K 0.42% -3,081 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 10,073 $529K <0.01% +2 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 10,050 $528K <0.01% +753 13F-HR Timeline Group 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 10,047 $528K 0.2% +899 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,945 $523K 0.04% +349 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 9,945 $523K 0.5% +1,575 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,916 $521K 0.01% 0 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 9,891 $520K 0.16% -3,519 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,876 $519K 0.03% +4,796 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 9,857 $518K 0.12% -60 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 9,781 $514K 0.17% +2,182 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 9,570 $503K <0.01% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 9,524 $501K 0.25% +1,186 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 9,520 $500K 0.08% -965 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 9,484 $498K 0.01% +5,300 13F-HR Timeline Group Clarendon Private LLC More: the full row for Clarendon Private LLC 9,450 $497K 0.38% +431 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 9,376 $493K 0.15% -1,019 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,299 $489K 0.04% +4,428 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 9,243 $486K 0.08% -757 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 9,240 $486K 0.03% +5 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 9,200 $484K 0.4% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 9,170 $482K 0.02% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 9,169 $482K <0.01% -43,957 13F-HR Timeline Group Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 9,139 $480K 0.18% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 9,117 $479K 0.03% -3,016 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 9,100 $478K 0.04% +1,693 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 9,090 $478K 0.06% -801 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 9,079 $477K 0.32% -30 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,055 $476K 0.01% -2,180 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 9,048 $476K 0.1% +47 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 9,000 $473K 0.01% +7,769 13F-HR Timeline Group Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 8,874 $466K 0.25% +853 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 8,807 $463K 0.05% -1,929 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,692 $457K 0.01% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 8,600 $452K 0.21% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 8,583 $451K 0.05% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 8,559 $450K 0.01% -963 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,478 $446K 0.25% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 8,475 $445K 0.07% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8,441 $444K 0.01% -1,667 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 8,404 $442K <0.01% 0 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 8,402 $442K 0.1% -484 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 8,382 $441K 0.17% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 8,329 $438K 0.03% 0 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 8,285 $435K 0.07% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 8,271 $435K 0.09% +1,250 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 8,247 $433K 0.06% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8,182 $430K 0.01% +555 13F-HR Timeline Group Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 8,144 $428K 0.31% -512 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,122 $427K <0.01% -966 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 8,086 $425K 0.08% -20,450 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,069 $424K 0.01% +2,386 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 8,026 $422K 0.08% +4,042 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 8,000 $420K 0.31% +7,824 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 8,000 $420K 0.13% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 7,929 $417K 0.06% +25 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 7,914 $416K 0.13% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,906 $415K 0.01% -246 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 7,844 $412K 0.01% -17,785 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 7,729 $406K 0.22% -604 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 7,718 $406K 0.36% +1,065 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,716 $406K 0.01% +3 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 7,672 $403K 0.09% +562 13F-HR Timeline Walleye Partners, LLC More: the full row for Walleye Partners, LLC 7,640 $402K 0.49% -121 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 7,515 $395K 0.03% -114 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,508 $395K 0.02% -21 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,504 $394K 0.01% -15,616 13F-HR Timeline American Trust More: the full row for American Trust 7,331 $385K 0.03% +76 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 7,317 $385K 0.04% -199 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,302 $384K 0.02% new 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. 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More: the full row for Patten Group, Inc. 6,932 $364K 0.06% -78 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 6,881 $362K 0.09% +220 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 6,856 $360K 0.07% -1,839 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 6,833 $359K 0.03% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 6,791 $357K 0.18% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,784 $357K 0.04% -365 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 6,751 $355K 0.22% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 6,727 $354K 0.13% -23 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,691 $352K 0.02% +1,436 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 6,664 $350K 0.02% -1,825 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,654 $350K 0.04% -30,762 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 6,604 $347K 0.01% -150 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 6,581 $346K 0.09% -364 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 6,560 $345K 0.1% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 6,502 $342K 0.03% +626 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 6,428 $338K 0.02% +158 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 6,413 $337K new Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 6,407 $337K 0.03% 0 13F-HR Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 6,401 $336K 0.15% +1,315 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,383 $335K 0.01% -2,038 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,366 $335K 0.03% +150 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 6,331 $333K 0.17% +47 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 6,327 $333K 0.02% -1,600 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,299 $331K 0.02% -557 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,285 $330K 0.03% +1,379 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 6,228 $327K 0.3% 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 6,223 $327K 0.03% +283 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 6,117 $322K 0.01% +191 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 6,078 $319K 0.03% +475 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 6,064 $319K 0.02% +1,983 13F-HR Timeline Group Rede Wealth, LLC More: the full row for Rede Wealth, LLC 6,021 $316K 0.11% +597 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 6,000 $315K 0.05% new 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 5,992 $315K 0.14% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 5,932 $312K 0.04% +298 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 5,907 $310K 0.05% new 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 5,889 $310K 0.16% -239 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 5,815 $306K 0.09% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,735 $301K 0.01% -199 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 5,733 $301K 0.06% -2,478 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 5,729 $301K 0.01% 0 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 5,727 $301K 0.09% +106 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,706 $300K 0.02% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,665 $298K 0.01% +257 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 5,586 $294K 0.2% +29 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,576 $293K +976 Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,575 $293K 0.03% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 5,560 $292K 0.2% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,542 $291K 0.01% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,510 $290K 0.13% -542 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 5,522 $290K 0.25% +398 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 5,521 $290K 0.03% new 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 5,512 $290K <0.01% new 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 5,485 $288K 0.15% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,483 $288K <0.01% -3,496 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,476 $288K 0.02% +41 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 5,465 $287K 0.08% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 5,450 $286K 0.03% 0 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 5,444 $286K 0.2% new 13F-HR Timeline Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 5,361 $282K 0.12% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,354 $281K 0.05% +684 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,327 $280K 0.2% -1,224 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 5,294 $278K 0.06% -170 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 5,273 $277K 0.15% -171 13F-HR/A Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,251 $276K 0.04% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,247 $276K 0.02% +3,707 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,240 $275K 0.01% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,218 $274K 0.03% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 5,217 $274K 0.1% new 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 5,202 $273K 0.23% 0 13F-HR Timeline GTS FINANCIAL, LLC More: the full row for GTS FINANCIAL, LLC 5,209 $273K 0.22% 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 5,170 $272K 0.02% -288 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 5,166 $272K 0.04% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 5,158 $271K 0.05% -581 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 5,148 $271K 0.06% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,137 $270K 0.03% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 5,127 $269K 0.06% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 5,107 $268K 0.03% -716 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 5,086 $267K 0.1% 0 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 5,059 $266K 0.11% +43 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,012 $263K 0.04% -2,645 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 5,000 $263K 0.2% 0 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 4,999 $263K 0.15% +290 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 4,964 $261K 0.01% 0 13F-HR Timeline Group