Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,605 $216K 0.01% +44 13F-HR Timeline Group Clayton Partners LLC More: the full row for Clayton Partners LLC 2,591 $215K 0.14% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,585 $214K <0.01% -637 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 2,572 $213K 0.1% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,668 $213K 0.01% +89 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,535 $210K <0.01% -125 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,532 $210K <0.01% +62 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,481 $206K 0.01% -464 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,480 $206K 0.09% +170 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,468 $204K 0.09% -524 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,431 $201K 0.01% -254 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,427 $201K 0.01% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,420 $201K 0.03% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,197 $182K 0.04% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,162 $179K 0.02% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,140 $177K <0.01% +384 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,128 $176K 0.07% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,087 $173K 0.01% +66 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 2,066 $171K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,000 $166K 0.04% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,968 $163K 0.02% +1,956 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,914 $159K 0.03% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,853 $154K <0.01% +1,159 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,640 $136K <0.01% -83 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,515 $126K 0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,459 $121K 0.01% -13 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,456 $121K 0.01% -1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,435 $119K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,270 $105K 0.08% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,250 $104K 0.02% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,223 $101K 0.03% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,213 $101K 0.01% +10 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,119 $92.7K <0.01% +692 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,114 $92.3K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,104 $91.5K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,081 $89.6K 0.06% -53 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 973 $80.6K <0.01% +53 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 972 $80.5K 0.02% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 964 $79.9K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 958 $79.4K 0.02% +99 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 921 $76.3K <0.01% +16 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 901 $74.7K <0.01% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 871 $72.2K <0.01% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 816 $67.6K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 802 $66.5K <0.01% +189 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 798 $66.1K <0.01% +16 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 781 $64.7K <0.01% +232 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 779 $64.6K 0.05% -1 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 768 $63.6K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 740 $61K 0.04% +11 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 736 $60K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 707 $58.4K 0.02% +3 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 613 $50.8K <0.01% +154 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 585 $48.5K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 582 $48.2K <0.01% +16 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 577 $47K 0.01% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 559 $46.3K 0.04% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 526 $43.6K <0.01% +122 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 480 $39.8K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 472 $39.1K 0.02% -394 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 475 $38.1K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 457 $37.9K <0.01% +48 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 454 $37.6K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 439 $36.4K 0.02% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 435 $36K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 417 $34.6K 0.02% -570 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 408 $34.2K <0.01% +237 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 412 $34.1K 0.02% +286 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 399 $33.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 392 $32.5K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 385 $31.9K <0.01% +30 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 357 $29.6K 0.01% -56 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 334 $27.7K <0.01% 0 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 332 $27.5K 0.01% -19 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 319 $27K <0.01% -40 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 23,519 $26.7K <0.01% +23,480 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 285 $23.6K 0.01% +22 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 281 $23.3K <0.01% -192 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 275 $22.8K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 264 $21.9K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 259 $21.5K <0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 255 $21.1K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 250 $20.7K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 246 $20.4K <0.01% +17 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 240 $19.9K <0.01% +11 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 235 $19K <0.01% +5 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 222 $19K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 228 $18.9K <0.01% -20 13F-HR Timeline 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 227 $18.8K <0.01% 0 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 222 $18.4K <0.01% +168 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 219 $18.1K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 214 $17.7K <0.01% -2 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 212 $17.6K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 211 $17.5K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 200 $16.6K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 186 $15.4K <0.01% -130 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 185 $15.3K 0.01% 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 183 $15.2K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 182 $15.1K <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 174 $14.4K <0.01% +104 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 172 $14.3K <0.01% +14 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 168 $13.9K <0.01% -4 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 166 $13.8K <0.01% -44 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 161 $13.3K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 161 $13.3K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 159 $13.2K <0.01% +15 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 153 $12.7K <0.01% +119 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 147 $12.2K <0.01% -47 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 145 $12K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 144 $11.9K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 138 $11.4K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 130 $10.8K <0.01% +8 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 130 $10.7K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 129 $10.7K 0.01% +68 13F-HR/A Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 128 $10.6K 0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 126 $10.4K <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 122 $10.2K <0.01% -13 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 121 $10K <0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 114 $9.59K <0.01% -103 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 121 $9.54K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 114 $9.45K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 114 $9.45K 0.01% -12 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 111 $9.2K <0.01% -688 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 109 $9.03K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 104 $8.62K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 100 $8.29K <0.01% new 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 100 $8.29K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 100 $8.29K <0.01% 0 13F-HR/A Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 94 $7.79K 0.01% +77 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 92 $7.62K <0.01% +33 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 91 $7.54K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 91 $7.54K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 91 $7.54K 0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 87 $7.21K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 87 $7.21K <0.01% -92 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 85 $7.04K <0.01% +1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 77 $6.38K <0.01% -11 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 76 $6.3K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 75 $6.22K <0.01% -11 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 77 $6.21K <0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 71 $5.88K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 67 $5.55K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 66 $5.47K <0.01% +21 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 61 $5.06K <0.01% -3 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 60 $4.97K 0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 57 $4.72K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 55 $4.56K <0.01% -6 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 54 $4.46K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 50 $4.14K <0.01% +11 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 49 $4.06K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 47 $3.9K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 47 $3.9K <0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 43 $3.56K <0.01% +1 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 41 $3.4K <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 40 $3.31K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 38 $3.05K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 35 $2.9K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 35 $2.9K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 34 $2.85K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 34 $2.82K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 31 $2.57K 0.02% -55 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 30 $2.5K <0.01% 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 28 $2.32K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 27 $2.24K <0.01% +3 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 26 $2.15K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 26 $2.15K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 25 $2.07K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 25 $2.07K <0.01% +13 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 24 $1.99K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 23 $1.96K <0.01% -220 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 22 $1.82K <0.01% -19 13F-HR/A Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 22 $1.82K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 22 $1.82K <0.01% 0 13F-HR Timeline Group Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 21 $1.75K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 19 $1.57K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 19 $1.57K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 18 $1.52K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 18 $1.49K <0.01% -18 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 18 $1.49K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 17 $1.41K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 17 $1.41K <0.01% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 17 $1.41K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 16 $1.33K <0.01% -30 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 15 $1.24K <0.01% new 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 15 $1.24K <0.01% 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 14 $1.16K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 12 $995 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12 $984 <0.01% -12 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 11 $912 <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 10 $829 <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 10 $829 <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 10 $829 <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 9 $746 <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 9 $746 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 8 $663 <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 8 $663 <0.01% -20 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 7 $580 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 6 $497 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 6 $497 <0.01% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 5 $448 <0.01% new 13F-HR Timeline