Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,209 $207K 0.01% -264 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 1,209 $207K 0.17% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,207 $206K 0.03% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 1,206 $206K 0.07% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,204 $206K 0.03% -131 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 1,204 $206K 0.07% -78 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 1,202 $206K 0.03% -22 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,201 $205K 0.13% -65 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 1,201 $205K 0.14% 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,201 $205K 0.15% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 1,200 $205K 0.08% new 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 1,197 $205K 0.05% new 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 1,197 $205K 0.09% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,197 $205K 0.12% -177 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,197 $205K 0.06% -9,992 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,196 $205K 0.1% new 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,194 $204K 0.11% new 13F-HR Timeline Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 1,193 $204K 0.07% -579 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,192 $204K 0.08% +66 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,237 $204K 0.15% 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,189 $203K 0.05% new 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 1,185 $203K 0.05% 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,185 $203K 0.12% 0 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 1,182 $202K 0.02% -122 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,182 $202K 0.04% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,182 $202K 0.08% new 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,178 $202K 0.09% 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 1,178 $202K 0.12% new 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 1,178 $201K 0.05% new 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 1,173 $201K 0.09% -55 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,175 $201K 0.21% -1,219 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 1,175 $201K 0.19% 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,174 $201K 0.05% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 1,174 $201K 0.06% new 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,172 $200K 0.03% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,170 $200K 0.03% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 1,170 $200K 0.03% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,156 $198K 0.05% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,150 $197K 0.08% -250 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,138 $195K 0.03% +158 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,126 $193K 0.05% -500 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,102 $188K 0.03% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 1,100 $188K 0.09% +2 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,097 $188K 0.18% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,081 $185K 0.13% +11 13F-HR Timeline TOBAM More: the full row for TOBAM 1,075 $184K 0.05% -2,139 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,068 $183K 0.06% +1 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,062 $182K 0.08% -63 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,050 $180K 0.03% -575 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,045 $179K 0.04% +7 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 1,043 $178K 0.06% new 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 1,000 $178K 0.08% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,022 $175K 0.09% +12 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 1,010 $173K 0.07% 13F-HR Timeline Group BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 1,000 $171K 0.04% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,000 $171K 0.17% -50 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 986 $169K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 981 $168K 0.05% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 975 $167K 0.17% -16 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 966 $165K 0.15% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 949 $162K 0.04% -219 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 949 $162K 0.03% +82 13F-HR Timeline Brooklands Fund Management Ltd More: the full row for Brooklands Fund Management Ltd 1,066 $161K 0.09% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 940 $161K 0.02% +7 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 926 $158K 0.1% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 926 $158K 0.06% +601 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 918 $157K 0.04% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 894 $153K 0.05% +4 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 884 $151K 0.08% 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 876 $150K 0.08% 13F-HR/A Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 869 $149K 0.08% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 858 $147K 0.01% +160 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 912 $145K 0.01% -418 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 846 $145K 0.1% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 841 $144K 0.02% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 839 $144K 0.05% -36 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 835 $143K 0.02% +179 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 825 $141K 0.04% +797 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 810 $139K 0.07% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 800 $137K 0.07% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 786 $134K 0.03% +300 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 784 $134K 0.04% -300 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 779 $133K <0.01% 0 13F-HR Timeline Group Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 776 $133K 0.13% +216 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 761 $130K 0.06% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 756 $129K 0.05% +33 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 755 $129K 0.05% 0 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 751 $128K 0.03% -7 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 751 $128K 0.12% -300 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 745 $127K 0.02% +31 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 746 $124K 0.03% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 725 $124K 0.05% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 711 $122K 0.04% -71 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 888 $121K 0.16% -13 13F-HR/A Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 700 $120K 0.07% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 690 $118K 0.02% -3 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 680 $116K 0.07% +67 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 660 $113K 0.03% +66 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 641 $110K 0.01% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 641 $110K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 635 $109K 0.01% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 622 $106K 0.02% -71 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 619 $106K 0.04% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 618 $106K 0.04% +3 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 612 $105K 0.04% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 608 $104K 0.09% 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 607 $104K 0.06% -10 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 603 $103K 0.09% 0 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 600 $103K 0.09% -400 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 600 $103K 0.02% +400 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 600 $103K 0.07% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 577 $98.6K 0.02% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 571 $97.7K 0.07% +144 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 561 $96K 0.01% -259 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 533 $91.2K 0.09% 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 533 $91.2K 0.05% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 523 $89.5K 0.42% -535 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 521 $89.1K 0.06% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 516 $88.3K 0.01% +3 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 506 $86.6K <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 500 $85.5K 0.01% -7,134 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 610 $83.8K 0.03% -73 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 489 $83.7K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 487 $83.3K 0.02% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 483 $82.6K 0.08% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 482 $82.4K 0.02% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 471 $80.5K 0.02% +3 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 458 $78.4K 0.03% +8 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 450 $78.1K 0.07% 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 568 $78K 0.05% +1 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 430 $73.6K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 428 $73.2K 0.02% +19 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 427 $73K 0.01% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 424 $72.5K <0.01% -126 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 418 $71.5K 0.04% -4,885 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 414 $70.7K 0.1% +249 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 400 $69.9K 0.02% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 408 $69.8K 0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 400 $68.4K 0.07% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 400 $68.4K 0.01% -828 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 400 $68.4K 0.05% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 400 $68K 0.02% -600 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 394 $67.4K 0.02% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 392 $67K <0.01% +12 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 390 $66.7K 0.07% 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 388 $66.4K 0.04% +63 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 382 $65.3K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 381 $65.2K 0.04% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 361 $61.8K 0.03% +7 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 351 $60K 0.01% +40 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 351 $60K 0.02% -54 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 344 $58.8K 0.02% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 342 $58.4K 0.02% +2 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 340 $58.2K 0.04% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 339 $58K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 336 $57.5K 0.05% 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 333 $57K 0.01% +1 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 319 $54.6K 0.05% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 317 $54.2K 0.05% -38 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 312 $53.4K 0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 311 $53.2K 0.03% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 311 $53.2K 0.04% 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 306 $52.3K 0.01% 0 13F-HR Timeline Group Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 306 $52.3K 0.82% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 300 $51.3K 0.03% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 300 $51.3K 0.03% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 299 $51.1K 0.02% -35 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 295 $50.5K 0.02% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 50,118 $50.1K 0.04% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 289 $49.4K 0.01% -96 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 289 $49.4K 0.01% +2 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 287 $49K 0.01% +2 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 281 $48K 0.03% +1 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 276 $47.2K <0.01% 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 275 $47K <0.01% +120 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 272 $46.5K 0.02% -33 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 302 $46.2K 0.01% +167 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 265 $45.3K 0.03% -161 13F-HR/A Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 261 $45.1K 0.02% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 259 $44.2K <0.01% +1 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 258 $44.1K 0.03% -36 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 256 $43.8K 0.02% new 13F-HR/A Timeline Kilter Group LLC More: the full row for Kilter Group LLC 250 $42.8K 0.02% +63 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 246 $42.1K 0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 246 $42.1K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 248 $42K 0.01% +1 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 245 $41.9K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 240 $41.1K 0.01% +125 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 232 $39.7K 0.02% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 227 $38.9K 0.02% +7 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 222 $38K 0.04% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 221 $37.8K 0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 220 $37.6K 0.02% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 211 $36.1K 0.07% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 210 $35.9K 0.03% 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 209 $35.7K <0.01% -238 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 208 $35.6K 0.01% 13F-HR/A Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 205 $35K 0.02% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 201 $34.4K <0.01% -295 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 201 $34.4K 0.01% +51 13F-HR Timeline