Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 3,182 $231K 0.05% +310 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,180 $231K 0.22% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,178 $231K 0.03% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 3,177 $231K 0.17% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 3,175 $231K 0.19% +100 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,171 $231K 0.04% new 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 3,140 $228K 0.06% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,139 $228K 0.1% +2,238 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 3,134 $228K 0.03% -196 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,129 $227K 0.02% -103 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,116 $227K 0.04% -4 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,114 $226K 0.02% +15 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,111 $226K 0.09% new 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 3,106 $226K 0.14% +112 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,095 $225K 0.07% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,094 $225K <0.01% +976 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,086 $224K 0.05% -4,229 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 3,071 $223K 0.01% -930 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,071 $223K 0.05% -35 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,064 $223K 0.01% -229 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 3,060 $222K 0.05% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,059 $222K 0.02% -127 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,040 $221K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,038 $221K 0.01% +182 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 3,031 $220K 0.09% new 13F-HR Timeline Group Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,010 $219K 0.04% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,007 $219K 0.04% +118 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 3,002 $218K 0.3% -1,806 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 3,000 $218K 0.06% 0 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 3,000 $218K 0.02% new 13F-HR Timeline Group Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 3,000 $218K 0 Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 2,995 $218K 0.06% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,987 $217K 0.01% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,990 $217K 0.02% -60 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 2,970 $216K 0.23% -1,370 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,950 $214K 0.02% new 13F-HR Timeline Group Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,943 $214K 0.16% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,939 $214K 0.01% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,920 $213K 0.05% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,928 $213K 0.06% +220 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,923 $213K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,910 $212K 0.01% -1,732 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,906 $211K 0.13% -54 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,913 $211K 0.06% +9 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,900 $211K 0.08% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,890 $211K 0.05% new 13F-HR Timeline Milestone Resources Group Ltd More: the full row for Milestone Resources Group Ltd 2,890 $210K 0.01% 0 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 2,880 $209K 0.1% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,876 $209K 0.06% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,870 $209K 0.14% -957 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,866 $208K 0.03% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,760 $208K 0.14% new 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 2,850 $208K 0.11% 0 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 2,825 $205K 0.03% new 13F-HR/A Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,673 $205K 0.04% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,811 $204K 0.01% -50 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,810 $204K 0.11% -217 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,804 $204K 0.02% +14 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 2,800 $204K 0.04% 0 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 2,781 $202K 0.14% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,761 $201K 0.01% -27 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,759 $201K <0.01% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,754 $200K 0.04% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,739 $199K +293 Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2,738 $199K 0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,684 $195K 0.02% +11 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,597 $189K 0.14% +714 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,595 $189K 0.07% +215 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,578 $187K 0.13% +105 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,566 $187K 0.02% -530 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,450 $178K 0.06% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,421 $176K 0.02% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,390 $174K 0.04% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,375 $173K <0.01% -38 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 2,371 $172K 0.01% -112 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,340 $170K 0.02% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,329 $169K 0.09% +212 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,293 $167K 0.01% +529 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,249 $164K 0.02% +351 13F-HR/A Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,240 $163K 0.09% +150 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2,230 $162K 0.03% -1,900 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,155 $157K 0.02% -305 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,110 $152K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,061 $150K <0.01% +7 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,040 $148K 0.07% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,000 $145K 0.03% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,957 $142K 0.07% -12 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,858 $135K 0.05% -47 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,789 $130K 0.05% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,776 $129K 0.03% +685 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,740 $126K <0.01% new 13F-HR Timeline General Partner, Inc. 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More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,521 $111K 0.03% +71 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,510 $110K 0.02% -10 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,508 $110K 0.01% -1,046 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,500 $109K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,445 $105K <0.01% -630 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,410 $103K 0.03% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,340 $97.4K 0.03% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,335 $97.1K 0.02% -665 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,250 $90.9K 0.04% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,215 $88.3K 0.01% -255 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,189 $86.4K 0.07% +766 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,178 $85.6K <0.01% +160 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,173 $85.4K 0.05% +4 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,165 $84.7K 0.03% +3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,117 $81.3K 0.03% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,110 $80.9K <0.01% -185 13F-HR/A Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,100 $80K 0.03% +60 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,093 $79.5K 0.02% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,090 $79.2K 0.08% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,051 $76.4K 0.01% +146 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,021 $74.2K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,010 $73.4K <0.01% -20 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,000 $73K 0.03% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,000 $72.7K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 973 $70.7K 0.01% +3 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 935 $68K 0.05% +70 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 930 $67.6K 0.05% -730 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 915 $66.7K 0.04% +215 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 917 $66.7K 0.02% +363 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 977 $65.8K <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 900 $65.4K 0.03% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 900 $65.4K 0.03% +100 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 924 $62.7K 0.02% +6 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 860 $62.5K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 847 $61.6K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 842 $61.2K 0.02% -80 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 840 $61.1K 0.06% 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 830 $60.3K 0.03% +60 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 814 $59.1K 0.01% +3 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 810 $58.9K 0.04% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 800 $58.2K 0.02% +200 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 800 $58.1K 0.03% +55 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 793 $57.7K 0.01% +3 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 770 $56K 0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 764 $55.5K 0.03% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 750 $54.5K 0.02% -110 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 749 $54.5K 0.01% +129 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 712 $51.8K 0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 700 $50.9K 0.03% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 684 $49.7K 0.02% +8 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 680 $49.4K 0.03% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 680 $49.4K 0.02% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 675 $49.1K 0.02% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 668 $48.6K 0.02% +2 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 644 $46.8K 0.01% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 635 $46.2K 0.03% +2 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 637 $46K <0.01% -342 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 625 $45.5K 0.04% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 621 $45K 0.04% +517 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 614 $44.6K 0.01% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 603 $43.8K 0.01% +153 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 602 $43.8K 0.01% +472 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 598 $43.5K 0.02% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 598 $43K 0.03% 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 620 $41.4K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 560 $40.7K 0.03% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 558 $40.6K 0.04% -2 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 550 $40K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 520 $39.9K 0.04% +2 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 530 $39K 0.01% +70 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 510 $37.1K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 520 $37K 0.02% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 506 $36.8K 0.19% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 514 $36.7K 0.02% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 500 $36.4K 0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 500 $36.4K 0.02% new 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 500 $36.4K 0.04% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 498 $36.2K 0.02% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 522 $34.8K 0.01% +102 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 470 $34.2K 0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 460 $33.4K 0.03% 0 13F-HR/A Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 448 $32.6K 0.01% +118 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 430 $31.3K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 410 $29.8K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 410 $29.8K 0.01% +70 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 400 $29.8K <0.01% -33 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 408 $29.7K 0.01% +24 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 407 $29.6K 0.01% -38 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 400 $29.1K <0.01% 0 13F-HR/A Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 400 $28.4K 0.02% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 388 $28.2K <0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 380 $27.6K 0.02% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 371 $27K 0.01% +152 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 370 $26.9K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 370 $26.9K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 370 $26.9K 0.02% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 360 $26.2K 0.02% new 13F-HR Timeline