LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,040 $213K 0.03% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,023 $213K 0.01% +8 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,010 $212K 0.01% -430 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 5,000 $211K 0.02% 0 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 4,993 $211K 0.12% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 4,985 $211K 0.07% -215 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 4,956 $209K 0.02% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,928 $208K 0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4,890 $207K 0.05% 0 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 4,882 $206K 0.08% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,881 $206K <0.01% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,860 $205K 0.01% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,860 $205K 0.01% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,861 $205K 0.01% new 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 4,750 $201K 0.04% new 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 4,750 $201K 0.08% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,745 $201K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,735 $200K 0.02% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,640 $196K 0.03% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,606 $195K 0.07% +17 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4,551 $192K 0.05% +2 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 4,526 $191K 0.02% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 4,425 $187K 0.08% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 4,110 $174K 0.01% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 4,000 $169K 0.04% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,701 $156K 0.02% +16 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 3,500 $148K 0.24% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,475 $147K 0.01% +500 13F-HR Timeline Group 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 3,475 $147K 0.01% 0 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,424 $145K 0.02% +15 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,186 $135K 0.01% -54 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,000 $127K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,973 $126K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,894 $122K 0.05% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,833 $121K 0.03% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,821 $119K 0.03% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,660 $112K 0.01% -205 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 2,652 $112K 0.01% +13 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 2,573 $110K 0.02% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,578 $109K 0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 2,570 $109K 0.09% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 2,529 $107K 0.05% +1,186 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,525 $107K 0.03% -26 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,500 $106K <0.01% 0 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,438 $103K <0.01% +538 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,400 $101K <0.01% new 13F-HR Timeline Group Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 2,379 $101K 0.03% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,369 $100K 0.02% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,298 $97.2K 0.01% +9 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,365 $95.4K 0.01% -411 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,223 $94K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,177 $92K 0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 2,100 $88.8K 0.05% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,083 $88K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,053 $86.8K <0.01% -171 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,020 $85.4K 0.01% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,000 $84.5K 0.02% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,961 $82.9K +1,808 Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,935 $81.8K <0.01% 0 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,836 $77.6K 0.02% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,695 $71.6K 0.03% -368 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,550 $65.5K 0.01% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,500 $63.4K <0.01% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 1,500 $63.4K 0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,475 $62K 0.02% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,473 $62K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,465 $61.9K <0.01% +368 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,450 $61.3K 0.03% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,422 $60.1K 0.04% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,375 $58.1K 0.03% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 1,375 $58.1K 0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,310 $55.4K 0.04% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,258 $53K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,205 $51K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,185 $50.1K 0.01% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,125 $47.6K <0.01% +5 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,115 $47K 0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,108 $46.8K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,050 $44.4K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,050 $44.4K 0.04% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,008 $42.6K <0.01% -1,760 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,002 $42.4K <0.01% +257 13F-HR/A Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,000 $42.3K 0.03% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,000 $42.3K 0.04% -55 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 960 $40.6K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 847 $35.8K <0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 841 $35.4K <0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 826 $34.9K 0.01% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 750 $31.7K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 750 $31.7K 0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 699 $29.5K 0.02% +3 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 650 $27.8K 0.03% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 640 $27.1K <0.01% 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 545 $23K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 530 $22.4K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 526 $22.2K 0.01% +2 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 500 $21.1K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 498 $21K <0.01% 0 13F-HR/A Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 490 $20.7K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 465 $19.7K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 450 $19K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 445 $18.8K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 425 $18.2K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 390 $16.5K <0.01% 0 13F-HR Timeline Group AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 376 $15.9K 0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 360 $15.2K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 350 $14.8K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 345 $14.6K <0.01% -238 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 330 $14K <0.01% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 328 $13.9K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 325 $13.7K 0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 300 $12.7K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 255 $10.8K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 250 $10.6K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 213 $9K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 211 $8.92K 0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 205 $8.7K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 190 $8.03K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 155 $7K <0.01% 0 13F-HR/A Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 145 $6.13K <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 125 $5.32K <0.01% +65 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 86 $3.63K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 38 $1.61K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 25 $1.07K <0.01% 0 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 25 $1.06K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 12 $507 <0.01% -28 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 10 $423 <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 0 $4 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.