BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 578 $230K 0.03% -20 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 565 $229K 0.1% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 575 $229K 0.01% -1,885 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 574 $228K 0.03% +15 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 574 $228K 0.04% +31 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 574 $228K 0.16% +83 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 574 $228K 0.04% new 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 573 $228K 0.03% -21 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 568 $226K 0.02% -1 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 568 $226K 0.06% new 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 566 $225K 0.5% -184 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 564 $224K 0.11% -20 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 564 $224K 0.03% -10 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 563 $224K 0.15% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 563 $224K 0.05% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 562 $223K 0.01% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 562 $223K 0.04% +100 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 560 $223K 0.08% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 559 $222K 0.08% -28 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 556 $221K new Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 550 $221K 0.11% -575 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 554 $220K 0.02% -223 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 553 $220K 0.01% +52 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 540 $220K 0.15% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 841 $220K 0.05% +147 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 550 $219K 0.09% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 549 $218K 0.03% new 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 547 $218K 0.01% 13F-HR Timeline CADEN CAPITAL PARTNERS, LP More: the full row for CADEN CAPITAL PARTNERS, LP 545 $217K 2.61% +75 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 544 $216K 0.03% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 544 $216K 0.02% -84 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 543 $216K 0.02% -210 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 543 $216K 0.04% +50 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 542 $216K 0.02% +52 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 542 $216K 0.13% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 541 $215K 0.05% -113 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 540 $215K 0.04% +36 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 539 $214K 0.06% -39 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 539 $214K 0.03% +18 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 539 $214K 0.04% 0 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 538 $214K 0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 538 $214K 0.02% -50 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 536 $213K 0.11% +1 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 532 $212K 0.06% -64 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 532 $212K 0.11% -785 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 532 $212K 0.03% -1 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 531 $211K 0.06% -27 13F-HR Timeline DSM CAPITAL PARTNERS LLC More: the full row for DSM CAPITAL PARTNERS LLC 531 $211K <0.01% new 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 530 $211K 0.05% -5 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 530 $211K 0.18% -58 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 528 $210K 0.01% -3 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 528 $210K 0.05% -17 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 527 $210K 0.02% +47 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 526 $209K 0.04% -69 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 526 $209K 0.02% +42 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 523 $208K 0.01% -57 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 523 $208K 0.04% 0 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 523 $208K 0.09% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 522 $208K 0.06% +87 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 521 $207K 0.02% +38 13F-HR Timeline LORD, ABBETT & CO. LLC More: the full row for LORD, ABBETT & CO. LLC 521 $207K <0.01% -75,601 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 504 $207K 0.1% -21 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 520 $207K 0.01% -20 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 519 $206K 0.05% -8 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 519 $206K 0.03% -535 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 518 $206K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 518 $206K 0.02% -132 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 518 $206K 0.04% +25 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 515 $205K 0.01% -103 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 514 $204K 0.01% +10 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 514 $204K <0.01% -2,500 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 512 $204K 0.03% +7 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 512 $204K 0.04% -363 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 509 $202K 0.06% +20 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 508 $202K 0.07% +13 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 508 $202K 0.07% +20 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 506 $201K 0.01% -317 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 441 $188K 0.22% -42 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 458 $182K 0.02% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 452 $180K 0.06% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 450 $179K 0.03% +167 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 442 $176K 0.06% +2 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 439 $175K 0.05% +18 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 434 $173K 0.04% +57 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 418 $166K 0.02% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 414 $165K 0.05% -12 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 412 $164K 0.04% +9 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 414 $163K 0.09% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 404 $161K <0.01% +109 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 403 $160K 0.02% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 401 $159K 0.04% +365 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 400 $159K 0.05% -45 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 400 $159K <0.01% 0 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 400 $157K 0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 392 $156K 0.02% new 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 391 $155K 0.03% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 390 $155K 0.02% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 384 $153K 0.02% +354 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 384 $153K 0.03% -41 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 383 $152K 0.01% -38 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 379 $151K 0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 375 $149K 0.02% 0 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 375 $149K 0.07% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 374 $149K 0.11% +9 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 373 $148K 0.01% -70 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 372 $148K <0.01% +197 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 368 $146K 0.01% 0 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 365 $145K <0.01% +241 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 365 $145K 0.01% +8 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 363 $144K 0.05% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 350 $139K 0.54% -24 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 341 $136K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 341 $136K 0.03% -3 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 334 $133K 0.08% +63 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 328 $130K 0.01% +16 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 327 $130K 0.05% -7 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 325 $129K 0.01% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 324 $129K <0.01% +152 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 320 $127K <0.01% -39 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 313 $124K <0.01% -126 13F-HR Timeline Group CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 309 $123K 0.1% -18 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 304 $121K 0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 302 $120K 0.06% +116 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 301 $120K 0.01% +25 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 300 $119K 0.09% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 300 $118K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 289 $115K 0.01% +14 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 288 $115K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 284 $113K 0.01% -10 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 283 $113K 0.03% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 281 $112K 0.01% +31 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 276 $110K 0.06% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 272 $108K 0.06% -117 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 271 $108K 0.01% -4 13F-HR/A Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 270 $107K 0.03% -12 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 262 $104K 0.08% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 260 $103K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 255 $101K 0.01% -20 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 11,536 $101K 0.01% +453 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 246 $97.8K 0.02% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 246 $97.8K -3,198 Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 244 $97.2K 0.02% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 242 $96.2K <0.01% +69 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 240 $95.4K 0.02% -106 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 240 $95.4K 0.08% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 239 $95K 0.04% 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 236 $93.9K 0.03% -91 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 229 $91.1K 0.05% +40 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 225 $89.5K 0.01% +21 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 225 $89.5K 0.01% -120 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 219 $88.9K <0.01% -961 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 223 $88.7K 0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 211 $83.9K 0.03% -1,028 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 208 $83K <0.01% -76 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 208 $82.7K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 200 $79.5K <0.01% +20 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 200 $79.5K 0.01% +52 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 191 $76K 0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 191 $76K 0.05% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 190 $75.6K 0.04% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 188 $74.8K 0.05% -9 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 187 $74.4K 0.02% +2 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 181 $72K 0.01% +17 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 178 $70.8K 0.03% +36 13F-HR Timeline City State Bank More: the full row for City State Bank 177 $70.4K 0.02% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 173 $68.8K 0.02% -25 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 172 $68.4K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 172 $68.4K 0.01% -6 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 171 $68K 0.02% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 168 $66.8K 0.02% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 164 $65.2K 0.01% +5 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 160 $63.6K 0.06% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 160 $63.6K 0.03% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 185 $63K 0.01% -23 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 156 $62K <0.01% -55 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 155 $61.6K 0.05% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 153 $60.8K <0.01% -41 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 151 $60.8K 0.01% -102 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 151 $60K 0.02% -215 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 147 $58.5K <0.01% -441 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 147 $58.5K <0.01% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 146 $58.1K 0.02% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 146 $58.1K 0.03% +35 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 144 $57.3K 0.05% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 135 $53.7K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 135 $53.7K 0.01% +12 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 131 $52.1K <0.01% +14 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 130 $51.7K 0.03% +28 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 129 $51.3K 0.03% -20 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 129 $51.3K 0.01% -233 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 128 $50.9K 0.03% +100 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 123 $48.9K 0.01% +12 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 123 $48.9K 0.04% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 122 $48K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 119 $47.3K 0.01% -50 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 117 $46.5K 0.02% +17 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 116 $46.1K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 113 $44.9K 0.01% -70 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 112 $44.6K 0.03% +2 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 112 $44.5K 0.02% 0 13F-HR Timeline