Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,402 $190K 0.06% new 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,086 $179K 0.13% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,208 $175K 0.02% new 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,565 $173K <0.01% +990 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 2,151 $170K <0.01% -115,254 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 1,917 $152K 0.03% 0 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 1,845 $146K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,814 $144K 0.01% +103 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,791 $142K <0.01% +33 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,774 $140K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,727 $137K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,700 $135K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,674 $133K <0.01% +804 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,656 $131K <0.01% -306 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,568 $131K <0.01% -100 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 1,645 $130K 0.1% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,462 $129K 0.01% +45 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 1,587 $126K <0.01% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,511 $120K <0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,472 $117K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,450 $115K 0.01% +185 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,439 $114K 0.03% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,416 $112K 0.01% -11 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,258 $99.7K <0.01% +800 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,243 $98.5K 0.01% +27 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,178 $93.3K <0.01% +26 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,164 $92.2K 0.06% +56 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,156 $91.6K 0.03% -76 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,144 $90.6K 0.04% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,116 $88.4K 0.05% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,106 $87.6K 0.02% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,100 $87.1K 0.01% +3 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,045 $82.8K <0.01% +349 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,035 $82K 0.06% -70 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,030 $81.6K <0.01% -3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,010 $80K 0.01% -82 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 956 $75.7K <0.01% -2,009 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 902 $71.5K 0.02% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 882 $70.3K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 872 $69.1K <0.01% -801 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 837 $66.3K <0.01% 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 830 $66K <0.01% +246 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 810 $64K 0.04% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 804 $63.7K 0.01% 0 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 776 $61.5K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 748 $59.3K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 708 $56.1K 0.01% -37 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 705 $55.9K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 661 $52.4K <0.01% +167 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 660 $52.3K 0.01% -138 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 657 $52K <0.01% +20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 655 $51K 0.01% -41 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 641 $50.8K <0.01% +532 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 635 $50.3K <0.01% -68 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 631 $50K <0.01% 0 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 630 $49.9K 0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 626 $49.6K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 605 $47.9K 0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 600 $47.5K <0.01% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 600 $47.5K 0.04% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 599 $47.5K <0.01% +55 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 556 $44K 0.03% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 535 $42.4K 0.01% -88 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 519 $41.1K 0.01% +63 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 519 $41K <0.01% +71 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 506 $40.1K 0.01% 13F-HR Timeline ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 502 $39.8K <0.01% +16 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 501 $39.7K <0.01% 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 500 $39.6K 0.03% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 483 $38.3K <0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 464 $37K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 454 $36K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 448 $35.5K <0.01% +6 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 427 $35.1K <0.01% +267 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 443 $35.1K <0.01% -313 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 439 $34.8K 0.01% +125 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 437 $34.7K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 432 $34K <0.01% -45 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 409 $32.4K 0.02% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 401 $31.8K 0.02% +7 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 401 $31.8K 0.02% 13F-HR Timeline City State Bank More: the full row for City State Bank 397 $31.4K 0.01% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 390 $30.9K 0.02% 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 374 $29.6K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 367 $29.1K 0.02% 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 351 $27.8K 0.01% +112 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 348 $27.6K <0.01% +68 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 343 $27.2K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 333 $26.4K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 328 $26K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 310 $24.6K <0.01% +2 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 309 $24.5K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 306 $24.2K 0.01% -11 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 300 $23.8K 0.02% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 298 $23.6K 0.01% +119 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 286 $22.7K <0.01% 0 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 270 $21.4K 0.01% -5 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 268 $21.2K <0.01% +228 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 264 $20.9K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 262 $20.8K <0.01% +222 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 261 $20.7K 0.01% -26 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 258 $20.4K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 251 $19.9K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 242 $19.2K <0.01% +132 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 237 $19K <0.01% 0 13F-HR/A Timeline Group Davis Capital Management More: the full row for Davis Capital Management 223 $17.7K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 220 $17.4K <0.01% +101 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 215 $17K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 218 $17K 0.01% -800 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 214 $17K <0.01% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 212 $16.8K <0.01% +50 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 207 $16.4K <0.01% +45 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 16,002 $16K 0.01% 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 202 $16K 0.01% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 201 $15.9K 0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 200 $15.8K 0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 200 $15.8K 0.02% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 198 $15.7K <0.01% +88 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 188 $14.9K 0.01% new 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 181 $14.3K 0.01% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 176 $13.9K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 176 $13.9K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 176 $13.9K <0.01% -47 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 176 $13.9K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 156 $13.3K <0.01% +15 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 164 $13K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 164 $13K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 163 $12.9K <0.01% -3 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 156 $12.4K <0.01% +117 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 155 $12.3K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 142 $11.2K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 141 $11.2K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 140 $11.1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 144 $11K <0.01% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 132 $10.5K <0.01% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 132 $10.5K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 128 $10.1K <0.01% -58 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 123 $9.75K <0.01% -3 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 123 $9.74K <0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 118 $9.35K <0.01% 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 114 $9.03K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 122 $9K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 113 $8.95K 0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 111 $8.79K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 108 $8.56K <0.01% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 104 $8.24K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 102 $8.08K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 100 $7.92K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 100 $7.92K <0.01% -1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 99 $7.84K <0.01% +58 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 98 $7.76K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 98 $7.76K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 97 $7.68K <0.01% -20 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 93 $7.37K <0.01% +9 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 93 $7.37K 0.01% +38 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 92 $7.29K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 88 $7K <0.01% -714 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 88 $6.97K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 88 $6.97K <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 88 $6.94K <0.01% +37 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 68 $6.55K 0.01% 0 13F-HR/A Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 82 $6.5K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 81 $6.42K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 79 $6.26K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $6.26K <0.01% -79 13F-HR Timeline Amount filed as zero, left out of ratios. Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 78 $6.18K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 77 $6.1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 85 $6K <0.01% -8 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 66 $5.23K <0.01% -30 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 65 $5.15K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 64 $5.07K <0.01% -33 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 63 $4.99K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 62 $4.91K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 61 $4.83K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 60 $4.75K <0.01% -20 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 60 $4.75K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 57 $4.52K <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 55 $4.36K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 53 $4.2K <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 53 $4.2K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 52 $4.12K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 52 $4.12K <0.01% +22 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 51 $4.04K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 57 $4K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 53 $4K <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 50 $3.96K <0.01% 0 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 46 $3.93K <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. 48 $3.8K <0.01% 0 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 48 $3.8K <0.01% -14 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 47 $3.72K <0.01% +2 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 47 $3.72K <0.01% 13F-HR/A Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 46 $3.65K <0.01% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 43 $3.41K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 40 $3.17K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 39 $3.09K <0.01% 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 38 $3.01K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 36 $2.85K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 35 $2.76K <0.01% +4 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 34 $2.69K <0.01% +16 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 33 $2.61K <0.01% +12 13F-HR Timeline