Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 13,922 $836K 0.07% -60 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 13,907 $835K 0.23% -45 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 13,905 $835K 0.08% -183 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 13,872 $833K 0.5% -120 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 13,855 $832K 0.47% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 13,843 $831K 0.66% +71 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 13,792 $828K 0.04% -4,372 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 13,779 $827K 0.06% +1,000 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 13,778 $827K 0.08% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 13,710 $823K 0.07% +1,270 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 13,696 $822K 0.29% +298 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 13,645 $819K 0.19% +4,907 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 13,638 $819K 0.54% -699 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 13,582 $815K 0.04% +8,218 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 13,324 $813K 0.35% +3,690 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 13,633 $810K 0.23% +995 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,475 $809K 0.06% +395 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 13,436 $806K 0.4% +7,113 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 13,381 $803K 0.13% +4,039 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 13,379 $803K 0.27% -1,805 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 13,370 $802K 0.16% -200 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 13,367 $802K 0.05% -364 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 13,356 $802K 0.2% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 13,315 $799K 0.14% +300 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 13,287 $797K 0.5% +779 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 13,281 $797K 0.48% +109 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 13,137 $795K 0.09% +196 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 13,234 $794K 0.3% +49 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 13,206 $793K 0.03% -200 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 13,162 $790K 0.1% +525 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 13,157 $790K 0.22% +157 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 13,140 $789K 0.55% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 13,055 $784K 0.39% +82 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 13,335 $781K 0.27% +5,852 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 13,011 $781K 0.23% -5,062 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 12,986 $779K 0.14% +386 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 12,975 $779K 0.52% -384 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 12,950 $777K 0.05% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 12,921 $775K 0.3% -76 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 12,903 $775K 0.02% +828 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 12,881 $773K 0.06% +976 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 12,866 $772K 0.01% +910 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 12,849 $771K 0.27% +300 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 12,826 $770K 0.22% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 12,818 $769K 0.01% +26 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 12,715 $763K 0.17% -3,722 13F-HR/A Timeline ROGCO, LP More: the full row for ROGCO, LP 12,710 $763K 0.31% +481 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 12,705 $763K 0.58% +237 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 12,682 $761K 0.07% -110 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 12,650 $759K 0.15% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 12,619 $757K 0.42% +2,163 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 12,384 $756K 0.82% -500 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 12,567 $754K 0.43% +1,450 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 12,556 $754K 0.2% +414 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 12,288 $750K 0.22% -476 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 12,462 $748K 0.53% -309 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 12,449 $747K 0.24% -3,277 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 12,434 $746K 0.2% +8,318 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 12,431 $746K 0.08% -370 13F-HR Timeline SPC Financial, Inc. 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More: the full row for HAZLETT, BURT & WATSON, INC. 11,305 $678K 0.3% +163 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 11,285 $677K 0.5% -51 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 11,238 $675K 0.05% -338 13F-HR Timeline M Holdings Securities, Inc. 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Prosperity Capital Advisors 11,408 $671K 0.05% +123 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 11,159 $670K 0.12% +794 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 11,155 $669K 0.26% +1,661 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 11,144 $669K 0.58% +2,389 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 11,138 $669K 0.06% +1,115 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 11,126 $668K 0.06% +2,545 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 11,108 $667K 0.38% +690 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 11,100 $666K 0.44% +98 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 10,973 $664K 0.1% -2,480 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 11,004 $660K 0.07% +609 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 11,000 $660K 0.05% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 10,994 $660K 0.65% +7,059 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 11,545 $659K 0.03% +2,148 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,970 $658K 0.07% +127 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 11,024 $655K 0.34% +50 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,912 $655K 0.04% +369 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 10,886 $653K 0.07% +1,403 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 10,876 $653K 0.14% 0 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 10,850 $651K 0.56% -92,918 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10,846 $651K 0.1% -2 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 10,700 $649K 0.01% new 13F-HR/A Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 10,791 $648K 0.49% -179 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 10,770 $647K 0.02% -14,170 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 10,769 $646K 0.08% +46 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 10,739 $645K 0.07% -5,347 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 10,714 $643K 0.19% +138 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 10,700 $642K 0.09% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 10,660 $640K 0.02% +415 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 10,872 $638K 0.26% +1,378 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,600 $636K 0.05% -610 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 10,600 $636K 0.78% new 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 10,600 $636K 0.22% 0 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 10,553 $633K 0.43% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 10,537 $632K 0.04% 0 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 10,502 $631K 0.38% +212 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 10,493 $630K 0.09% -1,651 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 10,492 $630K 0.07% -194 13F-HR/A Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 10,451 $627K 0.04% -2,176 13F-HR Timeline City State Bank More: the full row for City State Bank 10,442 $627K 0.21% -26 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 10,409 $625K 0.03% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,379 $623K 0.03% +639 13F-HR Timeline Group MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 10,187 $622K 0.17% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 10,348 $621K 0.04% -308 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 10,297 $618K 0.02% +850 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 10,296 $618K 0.13% -518 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 10,250 $615K 0.02% +1,000 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,242 $615K 0.07% -158 13F-HR Timeline Group Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 10,214 $613K 0.44% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 10,458 $612K 0.01% 0 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 10,191 $612K 0.36% +400 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 10,139 $609K 0.12% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 10,134 $608K 0.09% -85 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10,126 $608K -3,722 Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 10,122 $608K 0.15% -438 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 10,113 $607K 0.06% -115 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 10,110 $607K 0.01% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 10,100 $606K 0.21% 0 13F-HR Timeline Rodgers Brothers Inc. 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