Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 9,281 $467K 0.07% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 9,239 $465K 0.09% +1,080 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,994 $455K 0.02% -62 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 8,933 $450K 0.16% +108 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 8,926 $450K 0.44% -8,952 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 8,919 $449K 0.2% -13,733 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 8,872 $449K 0.06% -1,813 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,867 $447K <0.01% -5,350 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 8,857 $446K 0.05% -5,625 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,847 $446K 0.04% +2,314 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 8,697 $438K 0.25% +439 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 8,583 $432K 0.71% +53 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,569 $432K 0.01% new 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 8,493 $428K 0.03% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 8,322 $419K 0.03% +3,661 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,202 $413K 0.03% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,197 $413K 0.01% -837 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,444 $413K 0.04% +1,097 13F-HR/A Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,183 $412K 0.04% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,173 $412K 0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 8,155 $411K 0.03% -500 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 8,062 $406K 0.08% +1,825 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 8,038 $405K 0.05% +2,091 13F-HR Timeline Group Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 8,035 $405K 0.18% -99,919 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 8,035 $405K 0.18% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 8,026 $404K 0.02% +241 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 7,996 $403K 0.06% -2,752 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 7,902 $398K 0.3% -153 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 7,873 $397K 0.04% +1,230 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 7,860 $396K 0.18% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 7,656 $386K 0.22% +56 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 7,636 $385K <0.01% -4,770 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,601 $383K <0.01% +180 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 7,411 $373K 0.04% -950 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 7,318 $370K 0.05% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 7,343 $370K 0.12% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 7,331 $369K 0.25% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,265 $366K 0.02% +2,618 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 7,254 $365K 0.01% new 13F-HR/A Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 7,129 $359K 0.14% -796 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 7,084 $357K 0.18% -200 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 7,027 $354K 0.17% -1,814 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 7,018 $354K 0.03% +649 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,993 $352K 0.09% +38 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,948 $350K 0.03% +4,433 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 6,940 $350K 0.08% +6,030 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 6,825 $344K 0.29% 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 6,803 $343K 0.15% -1,120 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 6,758 $340K 0.18% +1,245 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 6,609 $335K 0.04% -1,744 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 6,634 $334K 0.15% +1,350 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 6,546 $330K 0.09% -500 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,503 $328K 0.15% +2,001 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 6,476 $326K 0.24% 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,444 $325K 0.01% +16 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 6,441 $324K 0.03% 0 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 6,429 $324K 0.23% -858 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 6,394 $323K 0.01% +260 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,418 $323K 0.02% -274 13F-HR Timeline Group Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 6,363 $320K 0.38% +78 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,311 $318K 0.02% -18,432 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,166 $311K 0.22% +1,066 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 6,154 $310K 1.29% -139 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 6,096 $307K 0.24% +588 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 6,075 $306K 0.12% +222 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 6,050 $305K <0.01% -300 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 6,050 $305K 0.17% 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 6,000 $302K 0.03% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 5,980 $301K 0.1% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,952 $300K 0.04% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5,895 $297K 0.05% +16 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 5,856 $295K 0.04% +62 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 5,810 $293K 0.14% +1,333 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 5,788 $292K 0.19% +590 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 5,640 $284K 0.13% -353 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 5,622 $283K 0.25% 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,591 $282K 0.09% -7,043 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,525 $278K 0.03% new 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 5,510 $278K 0.14% +55 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,500 $277K 0.09% +2,000 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 5,494 $277K 0.1% -452 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 5,489 $277K 0.12% +2,999 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 5,489 $276K 0.03% new 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 5,486 $276K 0.23% 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,484 $276K 0.02% -200 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,434 $274K 0.05% new 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 5,364 $270K 0.16% 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 5,309 $268K 0.22% 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 5,242 $264K 0.14% -15 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 5,239 $264K 0.46% -10,721 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,204 $262K 0.01% -9,182 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 5,201 $262K 0.07% +428 13F-HR Timeline Alpha Omega Group, Inc. More: the full row for Alpha Omega Group, Inc. 5,193 $262K 0.31% -148 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 5,162 $260K 0.04% new 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 5,140 $259K 0.02% -544 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,137 $259K 0.01% -24 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,007 $252K 0.03% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,004 $252K 0.01% -9,954 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,000 $252K 0.01% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,980 $251K 0.13% 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 4,972 $250K 0.31% -3,012 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 4,961 $250K 0.14% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 4,895 $247K 0.11% 0 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 4,866 $245K 0.24% 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 4,842 $244K 0.02% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,802 $243K 0.04% new 13F-HR Timeline HART & PATTERSON FINANCIAL GROUP LLC More: the full row for HART & PATTERSON FINANCIAL GROUP LLC 4,814 $242K 0.12% -11 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 4,800 $242K 0.07% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,731 $238K 0.16% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 4,714 $237K 0.05% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,675 $235K 0.01% -717 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 4,630 $233K 0.08% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,611 $232K 0.01% +125 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,569 $231K 0.06% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,547 $230K 0.03% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 4,548 $229K 0.1% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,533 $228K 0.04% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,530 $228K 0.05% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,509 $228K 0.06% new 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 4,500 $227K 0.04% new 13F-HR Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 4,419 $223K 0.09% -68 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,368 $220K 0.02% new 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,343 $220K 0.05% -2,623 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,343 $219K 0.02% -515 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 4,343 $219K 0.05% -469 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,313 $217K 0.01% -342 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,265 $215K 0.03% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,269 $215K 0.03% -182 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 4,231 $213K 0.1% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 4,218 $212K 0.11% +1 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,195 $211K 0.02% new 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 4,183 $211K 0.05% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,182 $211K 0.02% -1,265 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 4,165 $210K 0.1% +27 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 4,157 $209K 0.03% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,147 $209K 0.02% new 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 4,119 $207K 0.21% +13 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,115 $207K 0.06% -3,610 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 4,052 $204K 0.03% -60 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 4,000 $202K 0.07% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,000 $201K 0.02% 0 13F-HR Timeline Group Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,000 $201K 0.14% 0 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 3,975 $200K 0.17% -455 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 3,971 $200K 0.12% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,873 $195K 0.01% +300 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 3,866 $195K 0.07% +783 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3,675 $185K 0.08% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,354 $170K 0.01% -199 13F-HR/A Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 3,279 $165K 0.12% +106 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 3,135 $158K 0.02% -246 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,992 $151K <0.01% +1,054 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,708 $136K 0.02% -2,750 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,665 $135K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,477 $125K 0.12% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,361 $119K <0.01% +100 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,339 $118K 0.05% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,312 $116K 0.03% -2,234 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,216 $112K 0.01% -2,819 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 2,189 $110K 0.04% -30,196 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,160 $109K <0.01% -522 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,142 $108K 0.02% +450 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,092 $105K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,082 $105K 0.01% -961 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,055 $103K <0.01% +479 13F-HR Timeline Group SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 2,035 $103K 0.02% -95,108 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,013 $101K 0.01% -95 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,008 $101K 0.02% -63 13F-HR/A Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 1,959 $99K 0.01% 0 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,891 $95.2K 0.01% -1,967 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,830 $92.2K 0.01% +1,264 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,822 $91.8K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,802 $90.8K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,679 $85K 0.04% 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,658 $83.5K 0.04% +791 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,637 $82.5K 0.06% 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 1,563 $78.7K 0.2% 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,410 $71K 0.02% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,386 $70.1K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,300 $65.5K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,271 $64K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,264 $63.7K <0.01% new 13F-HR/A Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,213 $61.1K 0.04% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,197 $60.3K 0.02% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,161 $58.7K 0.01% +286 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,149 $57.9K <0.01% -1,134 13F-HR Timeline Group 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 1,137 $57.3K <0.01% 0 13F-HR Timeline Group Cohalo Advisory LLC More: the full row for Cohalo Advisory LLC 1,084 $54.6K 4.67% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,080 $54.4K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,039 $52.3K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,000 $50.4K 0.02% 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 1,000 $50.4K 0.04% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,000 $50.4K <0.01% -295 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 993 $50K 0.04% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 979 $49.3K <0.01% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 979 $49.3K 0.01% -714 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 966 $48.7K 0.04% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 939 $47.3K 0.03% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 902 $45.6K <0.01% -91 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 900 $45.3K 0.01% -701 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 878 $44K 0.04% -715 13F-HR Timeline