Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,154 $250K 0.09% +135 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,154 $250K 0.06% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,138 $247K 0.02% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,131 $245K 0.04% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,130 $245K 0.01% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,128 $244K 0.09% new 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1,125 $244K 0.07% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,122 $243K 0.02% new 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,115 $242K 0.11% 0 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 1,113 $241K 0.08% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,112 $241K 0.01% -44 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,108 $240K 0.01% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,101 $239K 0.04% new 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 1,100 $238K 0.05% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,106 $238K 0.03% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,088 $236K 0.01% new 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,210 $235K 0.03% +999 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,079 $234K 0.03% -159 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,078 $234K 0.13% +8 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,075 $233K 0.01% -316 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,068 $231K 0.04% -53 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,063 $230K <0.01% new 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 1,061 $230K 0.1% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,058 $229K 0.06% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,056 $229K 0.05% +60 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 1,050 $227K 0.07% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,046 $227K 0.06% new 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 1,044 $226K 0.08% new 13F-HR Timeline Group ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 1,042 $226K 0.08% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,041 $225K 0.08% new 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,040 $225K 0.03% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,038 $225K 0.06% 0 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,038 $225K 0.24% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,037 $225K 0.03% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,020 $221K 0.1% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,019 $221K 0.01% +196 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,013 $220K 0.02% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,000 $217K 0.01% new 13F-HR Timeline Group Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,000 $217K 0.04% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,000 $217K 0.1% new 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,000 $217K 0.03% -812 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 999 $216K 0.01% -1,245 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 996 $216K 0.21% -707 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 992 $215K 0.07% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 988 $214K <0.01% new 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 988 $214K 0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 980 $212K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 975 $211K <0.01% +120 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 975 $211K 0.11% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 975 $211K 0.03% 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 973 $211K 0.05% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 948 $210K 0.01% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 967 $210K 0.05% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,000 $209K 0.12% new 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 962 $208K 0.08% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 960 $208K 0.05% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 957 $207K 0.07% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 957 $207K 0.14% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 956 $207K 0.02% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 953 $206K 0.03% new 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 950 $206K 0.07% new 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 948 $205K 0.17% 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 948 $205K 0.01% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 945 $205K 0.17% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 938 $203K 0.07% +11 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 938 $203K 0.02% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 926 $201K 0.02% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 917 $199K <0.01% +22 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 893 $196K 0.13% -61 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 900 $195K 0.06% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 888 $192K 0.02% -48 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 882 $191K 0.03% -777 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 851 $188K <0.01% +395 13F-HR Timeline CNB Bank More: the full row for CNB Bank 800 $173K 0.07% 0 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 786 $170K 0.06% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 785 $170K 0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 750 $162K <0.01% +208 13F-HR Timeline Group GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 711 $154K 0.02% 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. 700 $152K <0.01% new 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 691 $150K <0.01% +19 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 663 $144K 0.01% new 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 650 $141K <0.01% -110 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 635 $140K 0.03% +52 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 632 $137K <0.01% -39 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 612 $133K 0.05% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 593 $128K 0.03% +4 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 585 $127K 0.02% -5 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 504 $109K 0.08% +13 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 494 $107K 0.04% new 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 495 $107K 0.08% +3 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 492 $107K 0.06% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 482 $104K 0.01% -308 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 482 $104K 0.05% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 469 $102K 0.01% +1 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 465 $101K 0.03% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 449 $97.3K 0.03% +193 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 448 $97K 0.04% -225 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 445 $96.4K 0.05% +439 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 441 $95.5K 0.01% -19 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 440 $95.3K 0.03% +142 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 440 $95.3K 0.02% +28 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 440 $95.3K 0.01% +426 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 433 $94K 0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 427 $92.5K 0.03% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 403 $87.3K 0.01% -40 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 402 $87.1K 0.05% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 388 $84.1K 0.01% +226 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 379 $83.2K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 380 $82.3K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 371 $80.4K 0.05% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 346 $75K <0.01% -50 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 342 $74.1K 0.02% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 336 $72.8K 0.03% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 328 $71.1K <0.01% new 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 335 $69.9K <0.01% 0 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 322 $69.8K 0.02% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 320 $69.3K 0.05% -2 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 307 $66.5K <0.01% -485 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 300 $65K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 274 $62.2K 0.01% +26 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 285 $61.8K 0.04% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 284 $61.5K 0.3% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 280 $61K 0.04% -117 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 280 $60.7K 0.01% +17 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 276 $59.8K <0.01% +4 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 269 $58.3K 0.02% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 260 $56K <0.01% +65 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 248 $53.7K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 223 $49.1K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 219 $47.4K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 218 $47.2K <0.01% +7 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 213 $46.1K 0.01% +103 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 203 $45.9K <0.01% +5 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 210 $45.5K <0.01% -225 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 207 $44K 0.01% 0 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 201 $43.5K 0.01% +16 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 200 $43.3K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 200 $43.3K 0.03% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 200 $43.3K <0.01% new 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 199 $43.1K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 199 $43.1K 0.01% -135 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 198 $42.9K 0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 193 $41.8K 0.02% -77 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 193 $41.8K <0.01% +7 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 190 $41.2K <0.01% +71 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 184 $40K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 180 $39K <0.01% -641 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 178 $38.6K <0.01% -25 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 177 $38.3K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 167 $36.2K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 161 $34.8K <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 160 $34.7K 0.01% +26 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 150 $32.5K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 148 $32.1K <0.01% -2 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 144 $31.2K 0.02% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 142 $30.8K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 133 $28.8K <0.01% -46 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 132 $28.6K <0.01% +5 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 130 $28.2K 0.01% +97 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 128 $27.7K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 127 $27.5K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 126 $27.3K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 125 $27.1K 0.01% new 13F-HR/A Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 121 $26.2K 0.02% new 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 120 $26K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 120 $26K <0.01% +104 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 113 $24.5K 0.01% +17 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 110 $23.8K 0.01% -2 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 108 $23.4K 0.01% -19,347 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 107 $23.2K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 106 $23.1K <0.01% +80 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 106 $23K <0.01% +23 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 106 $23K 0.01% -44 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 105 $22.8K 0.01% +26 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 103 $22.3K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 102 $22.2K 0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 102 $22.1K <0.01% new 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 100 $21.7K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 100 $21.7K 0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 99 $21.4K 0.02% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 97 $21K 0.01% +33 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 99 $21K <0.01% +11 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 96 $20.8K 0.01% -262 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 94 $20.4K 0.01% +89 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 91 $19.7K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 89 $19.3K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 89 $19.3K 0.02% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 88 $19.1K <0.01% -98 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 87 $18.8K <0.01% +57 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 86 $18.6K <0.01% -72 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 85 $18.4K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 84 $18.2K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 84 $18.2K 0.01% -1 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 81 $18K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 80 $17.3K <0.01% +19 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 70 $15.2K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 68 $14.7K 0.01% +9 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 67 $14.5K <0.01% -43 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 67 $14.5K <0.01% +9 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 67 $14.5K <0.01% 0 13F-HR Timeline