ASL Financial, LLC More: the full row for ASL Financial, LLC 11,121 $1.38M 0.97% +8,216 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 11,107 $1.38M 0.64% +8,308 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 11,106 $1.38M 0.59% +8,991 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 11,074 $1.38M 0.47% +7,952 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 11,059 $1.37M 0.21% +8,927 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 11,035 $1.37M 0.48% +8,278 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 10,980 $1.36M 0.11% +8,299 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 11,144 $1.36M 0.03% +5,307 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 10,908 $1.35M 0.11% +8,157 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 10,907 $1.35M 0.28% +8,180 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 10,887 $1.35M 0.35% +8,165 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 10,844 $1.35M 0.09% +8,186 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 10,841 $1.35M 0.09% +8,138 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 10,832 $1.35M 0.61% +8,119 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 10,816 $1.34M 0.27% +8,112 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 10,816 $1.34M 0.65% +8,112 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 10,806 $1.34M 0.01% +6,679 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 10,800 $1.34M 0.12% +8,182 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 10,792 $1.34M 0.21% +8,094 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 10,768 $1.34M 0.14% +8,076 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 10,727 $1.33M 0.03% +8,026 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 10,722 $1.33M 0.06% +7,501 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 10,700 $1.33M 0.24% +8,025 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 10,648 $1.32M 0.16% +7,986 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 10,592 $1.32M 0.99% +7,944 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 10,565 $1.31M 0.23% +7,923 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 10,549 $1.31M 0.12% +7,887 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 10,548 $1.31M 0.4% +7,867 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 10,544 $1.31M 0.06% +7,908 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,539 $1.31M 0.11% +9,973 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 10,524 $1.31M 0.41% +7,957 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,513 $1.31M 0.06% +7,790 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 10,506 $1.3M 0.24% +7,837 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 10,494 $1.3M 0.12% +7,877 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 10,487 $1.3M 0.98% +7,777 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 10,474 $1.3M 0.24% +7,828 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 10,472 $1.3M 0.85% +7,854 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 10,459 $1.3M 0.18% +8,137 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 10,440 $1.3M 0.06% +7,216 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 10,408 $1.29M 0.35% +7,598 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 10,392 $1.29M 0.12% +7,774 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 10,376 $1.29M 0.19% +7,782 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 10,376 $1.29M 0.05% +7,782 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 10,372 $1.29M 0.51% +7,836 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 10,360 $1.29M 0.12% +7,770 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 10,336 $1.28M 0.04% +7,706 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 10,328 $1.28M 0.2% +7,746 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 10,312 $1.28M 0.07% +7,734 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 10,303 $1.28M 0.05% +7,718 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 10,301 $1.28M 0.22% +7,728 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,298 $1.28M 0.04% +7,705 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 10,292 $1.28M 0.02% +7,719 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 10,285 $1.28M 0.03% +7,774 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 10,282 $1.28M 0.14% +7,649 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 10,509 $1.27M 0.08% +7,882 13F-HR Timeline Yanni & Associates Investment Advisors,… More: the full row for Yanni & Associates Investment Advisors, LLC 10,253 $1.27M 1.17% +7,305 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 10,239 $1.27M 0.5% +7,516 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 10,191 $1.27M <0.01% +8,425 13F-HR Timeline Group Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 10,180 $1.26M 0.18% +7,635 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 10,180 $1.26M 0.05% +7,462 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 10,176 $1.26M 0.25% +7,736 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 10,137 $1.26M 0.57% +7,873 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 10,119 $1.26M 0.07% +7,255 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 10,100 $1.25M 0.08% +7,425 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 10,086 $1.25M 0.37% +7,565 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 10,080 $1.25M 0.19% +7,560 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 10,077 $1.25M 0.13% +7,591 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 10,057 $1.25M 0.15% +9,273 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 10,054 $1.25M 0.03% +7,485 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 10,052 $1.25M 0.14% +7,533 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 10,012 $1.24M 0.15% +7,509 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 9,953 $1.24M 0.07% +7,869 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 9,944 $1.23M 0.16% +7,458 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 9,940 $1.23M 0.18% +7,455 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 9,904 $1.23M 0.09% +7,178 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 9,874 $1.23M 0.18% +7,473 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 9,866 $1.23M 0.26% +7,337 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 9,850 $1.22M 0.38% +7,352 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 9,832 $1.22M 0.06% +7,341 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 9,832 $1.22M 0.03% +7,474 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 9,819 $1.22M 0.33% +7,521 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 9,813 $1.22M 0.08% +9,029 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 9,764 $1.21M 0.02% +7,529 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 9,760 $1.21M 0.01% +7,320 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 9,703 $1.2M 0.04% +7,554 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 9,681 $1.2M 0.09% +7,424 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 9,680 $1.2M 0.09% +5,204 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 9,595 $1.19M 0.07% +7,788 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 9,510 $1.18M 0.57% +7,133 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 9,492 $1.18M 0.65% +7,119 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 9,475 $1.18M 0.08% +6,906 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 9,471 $1.18M 0.18% +8,296 13F-HR Timeline Vericrest Private Wealth More: the full row for Vericrest Private Wealth 9,456 $1.17M 1.04% +7,092 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 9,440 $1.17M 0.15% +7,080 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,452 $1.17M 0.03% +7,014 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 9,364 $1.16M 0.12% +7,266 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 9,326 $1.16M 0.46% +7,098 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 9,784 $1.16M 0.24% +8,363 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 9,387 $1.15M 0.23% +7,040 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 9,295 $1.15M 0.48% +6,752 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 9,295 $1.15M 0.12% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 9,247 $1.15M 0.28% +7,101 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 9,239 $1.15M 0.05% +6,908 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 9,214 $1.14M 0.29% +6,559 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 9,205 $1.14M 0.06% +6,904 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 9,191 $1.14M 0.5% +6,808 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 9,173 $1.14M 0.05% +6,864 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 9,159 $1.14M 0.27% +6,884 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,120 $1.13M 0.05% +6,868 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 9,092 $1.13M 0.04% 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 9,080 $1.13M 0.22% +6,657 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 9,079 $1.13M 0.09% +6,809 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 9,068 $1.13M 0.71% +6,792 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 9,028 $1.12M 0.27% +6,773 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 8,988 $1.12M 0.1% +6,731 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 8,980 $1.12M 0.09% +6,735 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 8,955 $1.11M 0.19% +6,571 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8,926 $1.11M 0.2% +7,063 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 8,911 $1.11M 0.66% +6,784 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 8,908 $1.11M 0.14% +6,681 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 8,896 $1.1M 0.53% +6,672 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 8,834 $1.1M 0.16% +8,135 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 8,800 $1.09M 0.71% +6,600 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 8,796 $1.09M 0.28% +6,597 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 8,780 $1.09M 0.16% +6,585 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,780 $1.09M 0.03% +6,572 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 8,765 $1.09M 0.03% +6,532 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 8,751 $1.09M 0.17% +6,563 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 8,747 $1.09M 0.25% +6,560 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 8,746 $1.09M 0.1% +6,136 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,705 $1.08M 0.07% +3,872 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 8,700 $1.08M 0.11% +6,627 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 8,684 $1.08M 0.97% +6,476 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 8,676 $1.08M 0.06% +6,390 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 8,632 $1.07M 0.06% +7,105 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 8,621 $1.07M 0.03% +6,279 13F-HR/A Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 8,590 $1.07M 0.32% +6,388 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 8,588 $1.07M 0.29% +6,441 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 8,556 $1.06M 0.02% +6,453 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 8,513 $1.06M 0.6% +6,385 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 8,486 $1.05M 0.22% +6,179 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 8,470 $1.05M 0.89% +5,776 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 8,463 $1.05M 0.07% +6,340 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 8,461 $1.05M 0.16% +6,346 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 8,458 $1.05M 0.5% +5,436 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 8,436 $1.05M 0.07% +6,350 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 8,434 $1.05M 0.38% +6,302 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 8,433 $1.05M 0.5% +6,224 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 8,426 $1.05M 0.24% +6,172 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 8,379 $1.04M 0.47% +6,286 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 8,373 $1.04M 0.06% +6,335 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 8,368 $1.04M 0.06% +6,276 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 8,352 $1.04M 0.07% +6,264 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 8,344 $1.04M 0.21% +6,258 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 8,328 $1.03M 0.25% +6,393 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 8,309 $1.03M 0.17% +7,610 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 8,304 $1.03M 0.05% +6,228 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 8,283 $1.03M 0.26% +5,780 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 8,271 $1.03M 0.35% 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 8,255 $1.03M 0.37% +6,071 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 2,403 $1.02M 0.58% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 8,248 $1.02M 0.31% +6,185 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,239 $1.02M 0.03% +6,190 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 8,236 $1.02M 0.28% +6,177 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 8,213 $1.02M 0.01% +6,470 13F-HR Timeline Group FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,209 $1.02M 0.06% +7,458 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 8,204 $1.02M 0.09% +6,036 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 8,184 $1.02M 0.86% +6,088 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 8,175 $1.02M 0.38% +6,125 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 8,168 $1.01M 0.16% +6,126 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 8,163 $1.01M 0.37% +6,123 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 8,155 $1.01M 0.17% +6,092 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 8,144 $1.01M 0.2% +6,164 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 8,144 $1.01M 0.55% +6,108 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 8,136 $1.01M 0.17% +6,136 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 8,124 $1.01M 0.19% +5,840 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 8,118 $1.01M 0.07% +6,208 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 8,102 $1.01M 0.78% +6,078 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 8,100 $1.01M 0.62% +5,941 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 8,064 $1M 0.08% +6,048 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 8,060 $1M 0.09% +6,045 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 8,000 $993K 0.38% +6,000 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,974 $990K 0.1% +5,928 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 7,969 $989K 0.07% +6,032 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 7,897 $981K 0.2% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 7,893 $980K 0.03% +5,963 13F-HR Timeline North Star Investment Management Corp. 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