Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7,975 $381K <0.01% 0 13F-HR Timeline Group OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 7,939 $379K 0.35% 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 7,784 $372K 0.14% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,768 $371K 0.03% +2,993 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 7,758 $371K 0.1% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 7,724 $369K 0.17% +32 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 7,704 $368K 0.25% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 7,677 $367K 0.02% -18,545 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 7,676 $367K 0.07% +2,181 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 7,650 $366K 0.15% 0 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 7,519 $359K 0.07% -221 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,500 $358K 0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7,500 $358K 0.13% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 7,487 $358K 0.03% +675 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,458 $356K 0.09% -652 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 7,436 $355K 0.05% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 7,385 $353K 0.04% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 7,330 $350K 0.19% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 7,285 $350K 0.02% +1,804 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,135 $349K 0.04% -1,566 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 7,215 $345K 0.04% +2,235 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 7,027 $336K 0.17% -984 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,921 $334K 0.02% -273 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 6,994 $334K 0.08% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 6,500 $331K 0.03% 0 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 6,882 $329K 0.34% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,844 $327K <0.01% +1,027 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 6,832 $327K 0.28% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,382 $319K 0.01% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 6,651 $318K 0.22% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,572 $316K 0.01% +36 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 6,528 $314K 0.21% -47 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 6,568 $314K 0.16% +260 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,549 $313K 0.01% -101 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 6,545 $313K 0.03% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 6,502 $311K 0.03% +106 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 6,490 $310K 0.05% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 6,465 $309K <0.01% 0 13F-HR Timeline Group Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 6,453 $308K 0.2% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,318 $302K 0.01% +102 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 6,290 $301K 0.24% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,215 $297K 0.01% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,189 $296K 0.03% +145 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 6,181 $295K 0.16% +157 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 6,150 $294K 0.09% 0 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 6,126 $293K 0.04% 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,115 $292K 0.02% +1,141 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 6,062 $292K 0.26% 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 6,096 $291K 0.2% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 6,041 $289K 0.1% +942 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 5,992 $286K 0.04% -206 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,979 $286K <0.01% +469 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 5,117 $283K 0.17% +449 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,915 $283K 0.08% -210 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 5,874 $281K 0.02% +183 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,861 $280K 0.02% 0 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 5,829 $279K 0.29% 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 5,825 $278K 0.1% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,763 $275K <0.01% -275 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 5,744 $275K 0.12% +4,127 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 5,562 $266K 0.01% 0 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 5,540 $265K 0.24% 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 5,514 $264K 0.19% new 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 5,510 $263K 0.15% 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 5,480 $262K 0.19% 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,767 $262K 0.06% -4,713 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,466 $261K 0.1% +3 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,460 $261K <0.01% -16,501 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,415 $259K <0.01% -37 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,401 $258K 0.02% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 5,400 $258K 0.03% 0 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 5,366 $256K 0.16% 0 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 5,289 $253K 0.23% +813 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 5,272 $252K 0.12% +254 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,226 $250K 0.01% +108 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 5,200 $249K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 5,170 $247K 0.11% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,169 $247K 0.03% +183 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,077 $244K 0.01% +76 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 5,084 $243K 0.16% +300 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,068 $242K 0.03% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,052 $241K 0.01% +256 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,037 $241K 0.01% -186 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,028 $240K 0.06% -332 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 5,015 $240K 0.1% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 5,006 $239K 0.09% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 4,976 $238K 0.16% -2,608 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,973 $238K 0.13% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,885 $233K <0.01% +2,100 13F-HR Timeline Group Helium Advisors LLC More: the full row for Helium Advisors LLC 4,845 $232K 0.23% +280 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 4,804 $230K 0.11% +82 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 4,800 $229K 0.05% 0 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 4,781 $229K 0.1% +90 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,745 $227K 0.06% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 4,454 $226K 0.05% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,727 $226K 0.05% -16 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 4,652 $222K 0.02% -18 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,576 $219K 0.02% +156 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 4,570 $218K 0.08% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,534 $217K 0.02% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,500 $217K <0.01% 0 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,521 $216K <0.01% new 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,486 $214K 0.01% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,485 $214K 0.02% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,480 $214K 0.16% -120 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 4,471 $214K <0.01% new 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,470 $214K 0.01% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,460 $213K 0.02% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 4,445 $212K 0.12% new 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 4,432 $212K 0.04% new 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 4,429 $212K 0.13% 0 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 4,419 $211K 0.01% -62 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,390 $210K 0.04% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,351 $208K 0.03% -6,061 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,330 $207K 0.03% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,262 $204K 0.01% +510 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,231 $202K 0.02% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 4,224 $202K 0.04% new 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 4,224 $202K 0.13% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,211 $201K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,121 $197K 0.01% -3,277 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 4,000 $192K 0.15% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,000 $191K 0.06% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,817 $182K 0.03% +117 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 3,749 $179K 0.06% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,682 $176K <0.01% +1,587 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,623 $173K <0.01% +2,854 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,410 $163K 0.04% +414 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,400 $162K 0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,377 $161K <0.01% +685 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3,195 $153K 0.04% -270 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,125 $149K 0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,110 $149K 0.01% -127 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,074 $147K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,995 $143K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 2,684 $128K 0.06% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,570 $123K 0.03% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,562 $122K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,545 $122K 0.04% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 2,500 $119K 0.04% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,483 $119K 0.01% -845 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,443 $117K 0.02% 0 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,443 $117K 0.1% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,290 $109K 0.02% -30 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,205 $105K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,042 $97.6K 0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,992 $95.2K 0.04% +151 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,943 $92.9K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,880 $89.8K 0.02% 0 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 1,815 $87K 0.01% -10 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,671 $79.9K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,632 $78K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,617 $77.3K <0.01% -75 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 1,607 $76.8K 0.06% 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,565 $74.8K 0.02% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,392 $66.5K 0.02% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,221 $58.4K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,197 $57.2K 0.02% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,182 $56.5K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,094 $56.4K <0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,157 $55K <0.01% 0 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,140 $54.9K <0.01% new 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,107 $52.9K 0.03% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 959 $45.8K 0.01% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 940 $44.9K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 931 $44.5K 0.02% new 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 918 $43.9K 0.02% 13F-HR/A Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 813 $43K 0.06% +402 13F-HR/A Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 891 $42.6K 0.02% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 865 $41.3K 0.03% new 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 858 $41K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 825 $39.4K <0.01% -8 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 810 $38.7K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 800 $38.2K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 800 $38.2K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 800 $38.2K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 787 $37.6K 0.03% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 781 $37.3K 0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 770 $36.8K 0.02% +530 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 767 $36.8K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 768 $36.7K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 762 $36.4K 0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 759 $36.3K 0.03% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 718 $34.3K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 712 $34K <0.01% +205 13F-HR Timeline MOTCO More: the full row for MOTCO 696 $33.3K <0.01% -20 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 688 $32.9K 0.02% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 686 $32.8K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 675 $32.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 670 $32K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 637 $30.4K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 605 $28.9K 0.02% -5 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 572 $27.4K <0.01% 0 13F-HR Timeline Group eCIO, Inc. More: the full row for eCIO, Inc. 571 $27.3K 0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 564 $27K <0.01% +26 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 545 $26.2K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 545 $26K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 537 $26K <0.01% -290 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 516 $24.7K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 515 $24.6K 0.01% 0 13F-HR Timeline