McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 31,352 $1.59M 0.76% +3,587 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 31,033 $1.57M 1.22% -33,580 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 30,849 $1.57M 1.02% +23,789 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 30,799 $1.56M 0.28% +6,957 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 30,362 $1.54M 0.15% -64,507 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 30,309 $1.54M 0.57% +6,488 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 30,146 $1.53M 0.41% +15,937 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 29,986 $1.52M 0.1% +1,036 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 29,639 $1.5M 0.05% -6,274 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 29,227 $1.48M 0.51% +16,470 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 29,020 $1.47M 0.53% -11,889 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 29,001 $1.47M 0.13% -7,138 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 28,984 $1.47M 0.02% -1,126 13F-HR Timeline Group Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 28,523 $1.45M 0.81% +2,398 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 28,493 $1.45M 0.22% -17,048 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 28,488 $1.45M 0.02% +12 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 28,463 $1.44M 0.38% +1,057 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 28,176 $1.43M 0.88% +7,125 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 28,127 $1.43M 0.06% -12,634 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 27,882 $1.41M 0.2% 0 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 27,735 $1.41M 0.15% -340 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 27,666 $1.4M 0.11% +2,947 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 27,633 $1.4M 0.31% -495 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 27,622 $1.4M 0.1% -4,192 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 27,606 $1.4M 0.66% -1,772 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 27,551 $1.4M 0.1% +18,860 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 27,465 $1.39M 0.07% +1,146 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 27,138 $1.38M 0.48% +1,405 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 27,082 $1.37M 0.05% -26,986 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 26,758 $1.36M 0.17% +3,782 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 26,717 $1.36M 0.42% -803 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 26,658 $1.35M 0.61% -4,483 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 26,634 $1.35M 0.08% +3,936 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 26,548 $1.35M 0.14% +7,211 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 26,289 $1.33M 0.12% +993 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 26,112 $1.32M 0.61% -765 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 26,058 $1.32M 0.59% -2,836 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 25,835 $1.31M 0.1% -2,241 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 25,629 $1.3M 0.07% -17,511 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 25,509 $1.29M 0.28% +3,021 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 25,000 $1.27M 0.33% +12,380 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 24,569 $1.25M 0.48% -1,137 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 24,553 $1.25M 0.07% -2,012 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 24,349 $1.24M 0.84% +1,469 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 24,317 $1.23M -18,802 Timeline World Investment Advisors More: the full row for World Investment Advisors 24,162 $1.23M 0.03% +7,626 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 24,131 $1.22M 0.18% -1,127 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 24,123 $1.22M 0.02% -4,168 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 24,051 $1.22M 0.4% -58 13F-HR/A Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 24,028 $1.22M 1% +705 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 23,823 $1.21M 0.11% -125 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 23,682 $1.2M 0.4% +3,497 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 23,548 $1.19M 1.15% +3,495 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 23,455 $1.19M 0.02% +5,978 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 23,110 $1.17M 0.07% -1,537 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 23,051 $1.17M 0.07% +663 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 22,628 $1.15M 0.06% -4,962 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 22,247 $1.13M 0.87% -49,084 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 22,197 $1.13M 0.42% +3,265 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 22,112 $1.12M 0.13% +171 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 21,885 $1.11M 0.72% +236 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 21,790 $1.11M 0.35% new 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 21,734 $1.1M 0.63% +3,721 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 21,593 $1.1M 0.25% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 21,281 $1.08M 0.31% -46,520 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 21,047 $1.07M 0.36% +3,315 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 21,041 $1.07M 0.23% +3,038 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 21,007 $1.07M 0.44% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 20,926 $1.06M 0.13% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 20,955 $1.06M <0.01% +17,336 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 20,799 $1.06M 0.21% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 20,775 $1.05M 0.01% -9,776 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 20,695 $1.05M 0.29% +3,213 13F-HR/A Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 20,610 $1.04M 0.23% +182 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 20,455 $1.04M 0.57% +3,326 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 20,413 $1.04M 0.53% +639 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 20,347 $1.03M 0.03% -4,994 13F-HR Timeline Group Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 19,963 $1.01M 0.16% +9,925 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 19,922 $1.01M 0.1% -1,995 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 19,895 $1.01M 0.27% +4,075 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 19,865 $1.01M 0.09% +2,459 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 19,678 $998K 0.37% +4,926 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 19,594 $994K 0.04% +7,975 13F-HR Timeline Group HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 19,491 $988K 1.62% -1,288 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 19,455 $987K 0.18% -400 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 19,404 $984K 0.45% -2,984 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 19,381 $983K 0.08% +10,825 13F-HR/A Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 19,365 $982K 0.14% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 19,259 $977K 0.04% -9,990 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 19,024 $965K 0.41% -732 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 18,976 $963K 1.7% +365 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 18,900 $959K 0.3% +5,976 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 18,675 $947K 0.62% -311 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 18,456 $936K 0.67% -1,102 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 18,403 $934K 0.06% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 18,283 $927K 0.11% +5,321 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 18,275 $927K 0.08% -1,363 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 18,178 $922K 0.29% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 18,119 $919K 0.02% -75,066 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 18,086 $918K 0.52% +2,340 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 18,074 $917K 0.03% -1,697 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 17,863 $906K 0.68% new 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 17,749 $900K 0.3% +58 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 17,468 $886K 0.05% +51 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 17,471 $886K 0.3% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 17,400 $883K 0.57% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 17,385 $882K 0.11% -7,399 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 17,232 $874K 0.6% new 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 17,209 $873K 0.1% +111 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 17,128 $869K 0.09% +127 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 17,122 $869K 0.19% +3,780 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 16,880 $856K 0.02% -3,415 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 16,746 $850K 0.56% 0 13F-HR/A Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 16,718 $848K 0.38% +3,182 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 16,613 $843K 0.05% -389 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 16,517 $838K 0.02% +288 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 16,476 $836K 0.19% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 16,467 $835K 0.03% +2,483 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 16,406 $832K 0.88% +1,180 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 16,330 $828K 0.02% -508 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 16,149 $819K 0.31% 0 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 16,139 $819K 0.21% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 15,983 $811K 0.12% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 15,923 $808K 0.05% -215 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 15,915 $807K 0.15% -287 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 15,911 $807K 0.11% +3,289 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 15,883 $806K 0.06% +6,509 13F-HR/A Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 15,837 $803K 0.18% -853 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 15,821 $803K 0.03% -1,063 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 15,770 $800K 0.3% +5,868 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 15,728 $798K 0.05% -8,673 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 15,649 $794K 0.03% -6,194 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 15,565 $790K 0.01% -6,586 13F-HR Timeline Group Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 15,293 $776K 0.26% +1,626 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 15,272 $775K 0.11% -22,710 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 15,226 $772K 0.02% +7,769 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 15,031 $763K 0.13% +153 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 14,962 $760K 0.11% +6,923 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 14,851 $753K 0.11% -5,999 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 14,720 $747K 0.31% -459 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 14,697 $746K <0.01% +8,584 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 14,626 $742K 0.12% +6,481 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 14,607 $741K 0.06% +231 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 14,602 $741K 0.09% +5,143 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 14,596 $740K 0.08% -435 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 14,574 $739K 0.05% -1,650 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 14,529 $737K 0.13% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 14,514 $736K 0.03% -1,984 13F-HR Timeline Nepsis Inc. More: the full row for Nepsis Inc. 14,508 $736K 0.23% -6,549 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 14,383 $728K 0.08% new 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 14,135 $717K 0.71% -6,337 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 14,087 $715K 0.31% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 14,036 $712K 0.02% +1,525 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 14,002 $710K 0.26% -4,080 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 13,821 $701K 0.01% +7,211 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 13,706 $695K 0.04% -4,397 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 13,692 $695K 0.11% -1,709 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 13,508 $685K 0.13% -5,687 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 13,442 $682K 0.18% -1,197 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,440 $682K 0.01% +6,152 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 13,308 $675K 0.05% -2,076 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,258 $673K <0.01% -22,742 13F-HR Timeline Group Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 13,250 $672K 0.51% +3,622 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 13,122 $666K 0.28% +249 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 12,936 $656K 0.22% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 12,919 $655K 0.24% +143 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 12,863 $653K 0.37% -2,610 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 12,754 $647K 0.18% +3,654 13F-HR/A Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 12,690 $644K 0.42% -801 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 12,571 $638K 0.16% -30,980 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 12,382 $628K 0.03% +3,884 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 12,306 $624K 0.02% -1,970 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 12,303 $624K 0.02% -1,980 13F-HR Timeline CHAPIN DAVIS, INC. 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