Wealth Architects, LLC More: the full row for Wealth Architects, LLC 726 $209K 0.02% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 720 $207K 0.02% -38 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 723 $207K 0.03% 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 720 $207K <0.01% -76 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 720 $207K 0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 720 $207K 0.02% new 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 703 $207K 0.05% +3 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 720 $207K 0.02% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 716 $206K <0.01% -14,881 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 715 $206K 0.03% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 712 $205K 0.17% 13F-HR/A Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 707 $203K <0.01% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 700 $201K <0.01% new 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 698 $201K 0.1% -116 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 697 $201K 0.08% -13 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 695 $200K 0.13% new 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 674 $194K <0.01% +130 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 656 $189K 0.03% +26 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 629 $181K 0.01% -18 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 602 $173K 0.14% 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 598 $172K 0.09% +2 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 598 $172K 0.06% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 581 $167K 0.01% +505 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 577 $166K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 576 $166K 0.06% +2 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 570 $164K 0.05% 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 572 $164K <0.01% new 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 544 $157K 0.01% 0 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 543 $156K 0.08% +1 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 540 $155K 0.07% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 539 $155K 0.02% -175 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 537 $155K 0.07% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 532 $153K 0.02% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 524 $151K 0.01% -9 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 519 $149K 0.11% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 513 $148K 0.05% +2 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 509 $146K <0.01% -21,925 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 505 $145K 0.05% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 500 $144K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 497 $143K 0.03% -12 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 494 $142K 0.03% -634 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 491 $141K 0.05% +1 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 482 $139K <0.01% -1 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 471 $136K 0.02% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 459 $132K 0.01% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 456 $131K 0.02% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 454 $131K 0.01% -3 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 453 $130K 0.13% 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 450 $129K <0.01% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 427 $123K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 426 $123K <0.01% 0 13F-HR Timeline Group ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 419 $121K 0.07% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 410 $118K 0.08% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 394 $113K 0.02% +170 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 389 $112K 0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 388 $112K <0.01% 0 13F-HR/A Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 387 $111K 0.01% +305 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 387 $111K 0.04% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 385 $111K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 378 $109K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 369 $106K 0.04% +1 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 367 $106K 0.02% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 360 $104K 0.02% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 344 $99K 0.01% +225 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 339 $97.6K 0.04% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 328 $94.6K 0.01% -112 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 324 $93.2K 0.05% +1 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 310 $89.2K 0.01% -1 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 303 $87.2K 0.08% 13F-HR Timeline City State Bank More: the full row for City State Bank 300 $86.3K 0.03% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 287 $82.5K 0.05% +1 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 278 $80K 0.01% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 275 $79.4K 0.04% new 13F-HR/A Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 265 $76.3K 0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 255 $74K 0.02% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 254 $73.1K 0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 251 $72.2K 0.04% -38 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 249 $71.7K 0.01% 0 13F-HR/A Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 249 $71.7K 0.03% -120 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 240 $70.7K 0.03% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 221 $66.9K 0.03% -9 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 225 $65K 0.03% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 220 $63.3K 0.03% -147 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 219 $63K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 216 $62.2K 0.02% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 209 $62.1K 0.05% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 214 $61.6K 0.04% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 200 $57.6K 0.03% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 196 $56.4K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 195 $56.1K 0.01% -11 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 195 $56.1K <0.01% 0 13F-HR Timeline Group Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 193 $55.4K <0.01% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 192 $55.3K 0.01% 0 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 189 $54.4K 0.04% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 183 $52K 0.02% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 182 $52K 0.02% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 174 $51.5K 0.01% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 175 $50.5K 0.01% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 172 $49.5K <0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 170 $48.9K 0.03% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 169 $48.6K 0.01% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 166 $47.8K 0.03% 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 162 $46.6K <0.01% -78 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 156 $44.9K <0.01% +61 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 155 $44.8K <0.01% -95 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 155 $44.7K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 155 $44.6K <0.01% 0 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 154 $44.3K 0.03% new 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 153 $44K 0.03% 13F-HR/A Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 150 $43.2K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 150 $43.2K 0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 150 $43.2K 0.05% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 149 $42.8K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 147 $42.3K 0.04% 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 146 $42K 0.03% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 142 $40.9K <0.01% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 140 $40.3K 0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 140 $40.2K 0.01% 0 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/ 139 $40K <0.01% -51 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 135 $39.8K 0.03% 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 132 $38K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 132 $37.9K <0.01% +1 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 124 $35.7K 0.01% +15 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 123 $35.4K 0.02% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 121 $34.8K 0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 115 $33.1K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 115 $33K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 110 $31.7K 0.03% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 106 $30.6K <0.01% +98 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 100 $28.8K 0.01% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 100 $28.8K 0.03% 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 100 $28.8K 0.01% 0 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 99 $28.5K 0.03% -136 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 98 $28.2K 0.02% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 95 $27.3K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 93 $26.8K 0.01% -17 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 92 $26.5K 0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 91 $26.2K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 90 $25.9K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 90 $25.8K <0.01% +23 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 88 $25.3K 0.01% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 84 $23.9K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 81 $23.3K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 80 $23.1K <0.01% +80 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 80 $23K <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 77 $22.2K <0.01% new 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 76 $21.9K 0.01% 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 75 $21.6K <0.01% 0 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 74 $21.3K <0.01% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 72 $20.7K <0.01% -4 13F-HR/A Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 72 $20.7K 0.01% -72 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 70 $20.1K <0.01% new 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 70 $20.1K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 68 $19.6K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 67 $19.4K <0.01% -16 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 65 $18.7K 0.01% 13F-HR/A Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 65 $18.7K 0.01% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 64 $18.4K 0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 60 $17.7K <0.01% -41 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 58 $16.7K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 58 $16.7K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 56 $16.2K 0.02% 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 54 $16K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 54 $15.6K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 54 $15.5K <0.01% +15 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 51 $15.1K <0.01% -273 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 52 $15K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 50 $14.4K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 49 $14.1K 0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 51 $14K <0.01% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 48 $13.8K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 48 $13.8K <0.01% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 48 $13.8K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 46 $13.2K 0.01% 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 45 $13K <0.01% 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 42 $12.1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 42 $12K <0.01% -33 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 41 $11.8K 0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 41 $11.8K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 39 $11.2K 0.01% 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 40 $11K 0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 40 $11K <0.01% new 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 38 $10.9K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 37 $10.7K <0.01% +7 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 36 $10.7K 0.01% -5 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 36 $10.7K 0.01% -5 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 37 $10.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 36 $10.4K <0.01% +20 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 34 $9.79K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 34 $9.79K 0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 33 $9.5K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 33 $9.5K <0.01% 0 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 33 $9.5K <0.01% 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 33 $9.5K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 32 $9.21K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 31 $8.92K <0.01% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 30 $8.63K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 27 $7.84K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 25 $7.5K <0.01% 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 25 $7.2K <0.01% 13F-HR Timeline