FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,048 $280K 0.01% -73 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,044 $279K 0.07% +1 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 2,042 $279K 0.21% -72 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,042 $279K 0.01% -122 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 2,040 $279K <0.01% +3 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 2,030 $278K 0.19% -692 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 2,020 $276K 0.1% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,008 $275K <0.01% +220 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,009 $275K <0.01% +4 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 2,002 $274K 0.19% +4 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,000 $273K <0.01% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,000 $273K 0.08% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 1,991 $272K 0.18% -68 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,987 $272K <0.01% -19 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,979 $270K 0.04% -186 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,978 $270K <0.01% new 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 1,965 $269K 0.2% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,950 $267K 0.01% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,944 $266K <0.01% +114 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 1,940 $265K 0.08% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,935 $265K 0.07% -15,619 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,931 $264K 0.04% +11 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,916 $262K 0.04% +6 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 1,923 $262K 0.08% -80 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 1,911 $261K 0.08% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,896 $259K 0.08% +8 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,893 $259K 0.06% +289 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,883 $257K <0.01% -683 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,875 $256K <0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,865 $255K 0.01% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,854 $253K 0.12% -270,266 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 1,853 $253K 0.04% 0 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,842 $252K 0.1% +8 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,840 $251K 0.01% +129 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 1,836 $251K <0.01% 0 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 1,827 $250K 0.08% 0 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 1,826 $250K 0.11% +1 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 1,804 $247K 0.07% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,795 $245K 0.03% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,794 $245K <0.01% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,777 $243K 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 1,762 $241K <0.01% -666 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,750 $239K 0.02% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 1,737 $237K 0.08% new 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 1,722 $235K 0.1% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,727 $235K 0.03% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,716 $235K <0.01% -183 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,716 $235K <0.01% +462 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,716 $234K <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,715 $234K 0.01% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,704 $233K 0.02% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,699 $232K 0.04% -8 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,688 $231K 0.02% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,686 $230K 0.02% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,684 $230K 0.02% 0 13F-HR/A Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,673 $229K 0.03% -134 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 1,670 $228K 0.12% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,660 $227K 0.02% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,650 $226K 0.07% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,638 $224K 0.02% new 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 1,633 $223K 0.05% -58 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 1,627 $222K 0.14% -799 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 1,621 $222K 0.11% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,612 $220K 0.09% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,606 $220K 0.01% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,603 $219K 0.01% -188 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 1,600 $219K <0.01% new 13F-HR Timeline Group Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 1,600 $219K 0.12% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,580 $216K 0.02% new 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,576 $215K 0.1% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,573 $215K 0.02% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,570 $215K 0.01% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,562 $214K 0.02% -217 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,554 $212K 0.03% new 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,547 $211K 0.09% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,542 $211K <0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,539 $210K 0.06% +2 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 1,538 $210K 0.09% 0 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 1,538 $210K 0.15% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,537 $210K <0.01% new 13F-HR Timeline Group Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 1,537 $210K 0.05% new 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 1,524 $208K 0.02% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,523 $208K 0.03% new 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,522 $208K 0.03% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,512 $207K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,512 $207K 0.07% +6 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,511 $207K <0.01% new 13F-HR/A Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 1,511 $207K 0.13% new 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 1,506 $206K 0.06% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,504 $206K 0.01% 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/ 1,500 $205K <0.01% 0 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,498 $205K <0.01% new 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,498 $205K <0.01% new 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,496 $204K 0.01% new 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 1,482 $203K 0.29% new 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 1,526 $202K 0.13% -202 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,481 $202K 0.13% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,476 $202K 0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,476 $202K -5,000 Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 1,474 $201K 0.08% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,470 $201K 0.04% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,467 $201K 0.02% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,467 $201K <0.01% new 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,463 $200K 0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,456 $199K 0.08% +1 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,456 $199K 0.05% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,418 $194K 0.01% +622 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,402 $192K 0.02% -15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,367 $187K 0.01% -50 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,354 $185K 0.02% +5 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,345 $184K 0.04% +62 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,314 $180K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,271 $174K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,255 $172K 0.1% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,254 $171K 0.11% +5 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,248 $171K <0.01% 0 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 1,238 $169K 0.08% -299 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,221 $167K 0.01% -518 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,209 $165K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,200 $164K 0.12% +5 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,173 $160K 0.08% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,159 $158K <0.01% +44 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,136 $155K 0.06% -51 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,125 $154K <0.01% -25,992 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,118 $153K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,090 $149K <0.01% +925 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,088 $149K 0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,057 $144K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,056 $144K <0.01% -1,056 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 984 $134K 0.05% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 975 $133K 0.11% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 923 $126K 0.02% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 915 $125K 0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 905 $124K <0.01% -235 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 892 $122K -3 Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 893 $122K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 829 $113K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 824 $113K 0.02% -5 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 820 $112K 0.03% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 820 $112K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 819 $112K 0.06% +1 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 804 $110K 0.03% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 780 $107K 0.02% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 768 $105K 0.01% -32 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 694 $94.9K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 668 $91K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 659 $90.1K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 656 $89.7K <0.01% -628 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 651 $89K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 644 $88K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 643 $87.9K 0.01% new 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 608 $83.1K 0.02% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 571 $78K 0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 565 $77.2K 0.02% -494 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 562 $76.8K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 550 $75.2K <0.01% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 533 $72.8K 0.02% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 532 $72.7K 0.01% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 526 $72K 0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 501 $68.5K 0.01% +1 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 500 $68.3K 0.06% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 493 $67.4K <0.01% -81 13F-HR Timeline Group Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 481 $65.7K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 465 $63.6K <0.01% -94 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 459 $62.7K 0.04% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 450 $62.4K 0.02% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 452 $61.7K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 450 $61.5K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 433 $59.2K 0.02% +2 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 431 $58.9K <0.01% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 426 $58.4K 0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 424 $58K 0.03% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 405 $55.3K 0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 400 $54.7K 0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 385 $53.3K 0.04% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 388 $53K 0.03% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 377 $51.5K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 376 $51.4K <0.01% +71 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 374 $51.1K 0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 370 $51K 0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 367 $50.2K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 350 $47.8K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 332 $45.4K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 320 $43.7K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 318 $43.5K 0.01% -62 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 318 $43.5K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 317 $43.3K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 303 $41.4K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 300 $41K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 293 $40K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 290 $39.6K <0.01% -682 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 279 $38.2K 0.03% +1 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 276 $37.7K 0.03% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 268 $36.6K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 267 $36.5K 0.03% +15 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 250 $34.2K <0.01% 0 13F-HR Timeline Group Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 250 $34K 0.03% 0 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 244 $33.4K 0.02% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 240 $32.8K <0.01% +6 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 236 $32.2K 0.01% +1 13F-HR Timeline