Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,962 $96.2K 0.02% -265 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,950 $95.6K 0.04% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,904 $93.4K 0.01% +1,757 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,872 $91.8K <0.01% -392 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,788 $87.7K <0.01% 0 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,771 $86.8K <0.01% -889 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,725 $84.6K 0.02% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,644 $81K <0.01% -2,146 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,600 $78.5K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,566 $76.8K 0.02% +766 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,561 $76.6K 0.01% 0 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 1,500 $74K 0.04% +1,000 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,497 $73.4K <0.01% -1,376 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,509 $73K <0.01% +1,374 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,445 $70.9K <0.01% -118 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,435 $70.4K 0.01% -1,064 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,421 $69.7K <0.01% -809 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,380 $67.7K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,312 $64.3K <0.01% +124 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,308 $64.1K <0.01% -2,806 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,264 $62K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,230 $60.3K 0.01% -15 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,200 $58.8K 0.02% +300 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,196 $58.6K 0.02% -158 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,147 $56.2K <0.01% -1,401 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,117 $54.8K 0.01% +74 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,075 $52.7K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,070 $52.5K <0.01% -8,028 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,059 $51.9K <0.01% -10,373 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,005 $49.3K 0.01% -3 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 899 $44.1K 0.02% +584 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 869 $42.6K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 830 $40.7K 0.01% +225 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 816 $40K <0.01% -102 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 805 $39K 0.01% +527 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 762 $37.4K 0.04% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 750 $36.8K <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 706 $34.6K 0.02% -51,607 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 705 $34.6K <0.01% +110 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 696 $34.1K 0.02% +28 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 696 $34K 0.02% -35 13F-HR Timeline Quarry LP More: the full row for Quarry LP 635 $31.1K 0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 623 $30.6K 0.01% +283 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 600 $29.4K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 600 $29.4K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 599 $29.4K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 595 $29.2K <0.01% -398 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 594 $29.1K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 565 $27.7K <0.01% -2,000 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 552 $27.1K <0.01% -676 13F-HR Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 551 $27K 0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 543 $26.6K 0.01% -730 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 500 $25K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 506 $24.8K <0.01% +102 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 500 $24.5K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 475 $23.3K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 450 $22.1K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 450 $22.1K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 445 $21.8K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 440 $21.6K <0.01% -364 13F-HR Timeline City State Bank More: the full row for City State Bank 430 $21.1K 0.01% -275 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 420 $20.6K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 406 $19.9K +166 Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 400 $19.6K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 400 $19.6K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 400 $19.6K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 400 $19.6K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 368 $17.9K <0.01% +115 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 350 $17.2K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 334 $16.4K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 312 $15.3K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 307 $15.1K <0.01% -7 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 306 $15K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 316 $15K <0.01% +81 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 300 $14.7K 0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 300 $14.6K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 278 $13.6K <0.01% -750 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 258 $12.7K <0.01% -588 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 252 $12.4K <0.01% -186 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 247 $12.1K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 246 $12.1K <0.01% -41 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 243 $11.9K 0.01% +169 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 241 $11.8K <0.01% +149 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 233 $11.4K 0.01% +59 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 226 $11.1K <0.01% +39 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 222 $10.9K 0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 221 $10.8K <0.01% +100 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 215 $10.5K <0.01% -35 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 205 $10.1K 0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 200 $9.81K 0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 200 $9.81K 0.01% -250 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 200 $9.81K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 192 $9.41K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 192 $9.41K <0.01% -278 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 178 $8.73K <0.01% -2,426 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 170 $8.34K <0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 165 $8K <0.01% -3,149 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 158 $7.75K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 151 $7.4K <0.01% 0 13F-HR Timeline Towarzystwo Funduszy Inwestycyjnych All… More: the full row for Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 150 $7.36K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 146 $7.16K <0.01% +12 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 144 $7.06K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 144 $7K <0.01% -247 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 141 $7K <0.01% +4 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 132 $6.47K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 120 $5.88K <0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 117 $5.74K <0.01% -27 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 112 $5.49K <0.01% -265 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 110 $5.39K <0.01% -295 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 107 $5.25K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 106 $5.2K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 104 $5.1K <0.01% +1 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 103 $5.05K <0.01% -107 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 100 $4.9K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 100 $4.9K <0.01% new 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 100 $4.9K <0.01% -285 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 97 $4.76K <0.01% +42 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 96 $4.71K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 95 $4.66K <0.01% -59 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 93 $4.56K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 79 $3.87K <0.01% -98 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 78 $3.83K <0.01% +40 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 72 $3.53K <0.01% -112 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 72 $3.53K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 66 $3.27K <0.01% -56 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 65 $3.22K <0.01% -40 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 65 $3.19K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 63 $3.09K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 60 $2.94K <0.01% -44 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 57 $2.8K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 56 $2.75K <0.01% +25 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 56 $2.75K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 56 $2.75K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 55 $2.7K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 54 $2.65K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 47 $2.31K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 47 $2.3K <0.01% -10,352 13F-HR Timeline MOTCO More: the full row for MOTCO 46 $2.26K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 46 $2.23K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 44 $2.16K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 42 $2.06K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 45 $2K <0.01% -28 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 40 $1.96K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 38 $1.86K <0.01% -6 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 38 $1.86K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 39 $1.77K <0.01% +2 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 35 $1.7K <0.01% -12 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 32 $1.57K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 30 $1.47K <0.01% -53,334 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 30 $1.47K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 27 $1.32K <0.01% -9 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 27 $1.32K <0.01% -579 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 26 $1.28K <0.01% -122 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 26 $1.27K <0.01% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 25 $1.23K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 23 $1.15K <0.01% -2,653 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 23 $1.13K <0.01% +14 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 21 $1.03K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 21 $1.03K <0.01% -19 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 27 $1K <0.01% 0 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 17 $1K <0.01% new 13F-HR Timeline Symetra Investment Management Co in group Symetra Investment Management… More: the full row for Symetra Investment Management Co 15 $1K <0.01% 0 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 12 $1K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 20 $962 <0.01% +16 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 16 $785 <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 15 $736 <0.01% -14 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 13 $638 <0.01% -12 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 11 $540 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11 $540 <0.01% +5 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 11 $539 <0.01% +2 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $491 <0.01% +6 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 11 $470 <0.01% -42 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 9 $463 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 9 $442 <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 9 $441 <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 9 $441 <0.01% -30 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 9 $435 <0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 9 $426 <0.01% +1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8 $393 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6 $295 <0.01% -7 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6 $294 <0.01% -3 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $282 <0.01% -3 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 5 $245 <0.01% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 5 $245 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5 $245 <0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 5 $237 <0.01% -1 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4 $196 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $196 <0.01% -1 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3 $154 <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3 $147 <0.01% new 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 3 $147 <0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 2 $98 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $98 <0.01% -29 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7 $0 0% -141 13F-HR Timeline Value filed as zero, left out of ratios. Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 7 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.