Foster Group, Inc. More: the full row for Foster Group, Inc. 1,226 $298K 0.01% -253 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,224 $297K <0.01% +30 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,223 $297K 0.03% +185 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,220 $296K 0.02% -2 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,219 $296K 0.05% -212 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,206 $293K 0.07% -11 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,205 $293K 0.17% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,205 $293K 0.09% -1 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,203 $292K 0.07% +80 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 1,181 $289K 0.27% 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,178 $286K 0.03% -90 13F-HR Timeline American Trust More: the full row for American Trust 1,174 $285K 0.02% +210 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,167 $283K 0.02% +6 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,150 $279K -10 Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,148 $279K 0.01% +104 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,140 $277K 0.02% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,138 $276K 0.01% +119 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,132 $275K 0.02% +5 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,262 $271K 0.01% -16 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,112 $270K 0.01% +324 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,110 $270K 0.02% -97 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,103 $268K 0.03% -241 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,095 $266K 0.06% -199 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,087 $264K 0.02% -347 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,087 $264K <0.01% -70 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,087 $264K 0.02% new 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 1,085 $264K 0.07% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,084 $263K 0.01% -56 13F-HR/A Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,079 $262K <0.01% +135 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,067 $259K 0.06% -130 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,063 $258K 0.01% -1,073 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,063 $258K 0.01% +110 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,060 $257K 0.16% +8 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,059 $257K 0.05% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,052 $256K 0.05% new 13F-HR/A Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,050 $255K <0.01% +35 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,050 $255K 0.1% 0 13F-HR Timeline Group CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,050 $255K 0.1% -17 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,045 $254K 0.06% +496 13F-HR/A Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,040 $253K 0.01% +185 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,036 $252K 0.01% +33 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,028 $250K 0.07% -167 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,026 $249K 0.01% -93 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,025 $249K 0.08% -300 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 1,023 $248K 0.26% 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,015 $247K 0.02% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,011 $246K <0.01% +215 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,009 $245K 0.01% -94 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,004 $244K 0.05% +24 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,002 $243K <0.01% -200 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,000 $243K 0.02% +193 13F-HR/A Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 999 $243K 0.08% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 999 $243K 0.07% +4 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 996 $242K 0.04% -71 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 995 $242K 0.02% -5 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 994 $241K 0.01% -248 13F-HR Timeline Busey Bank More: the full row for Busey Bank 988 $240K 0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 963 $234K 0.01% -4 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 959 $233K 0.02% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 950 $231K <0.01% +49 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 935 $227K 0.05% -1,517 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 935 $227K <0.01% -2,168 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 929 $226K 0.01% -111 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 925 $225K 0.04% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 925 $225K 0.17% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 922 $224K <0.01% -33 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 919 $223K <0.01% 0 13F-HR/A Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 919 $223K 0.01% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 917 $223K <0.01% 0 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 910 $221K 0.02% -45 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 907 $220K 0.03% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 880 $219K 0.01% +15 13F-HR Timeline Group American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 900 $219K 0.14% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 895 $217K 0.04% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 894 $217K 0.01% +61 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 888 $216K <0.01% +59 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 886 $215K 0.03% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 885 $215K 0.04% +116 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 880 $214K 0.01% new 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 870 $213K 0.02% +47 13F-HR/A Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 865 $210K 0.05% +35 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 863 $210K 0.06% -468 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 856 $208K 0.03% 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 851 $207K <0.01% new 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 845 $205K 0.01% -560 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 844 $205K 0.25% 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 840 $204K 0.01% +9 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 779 $189K <0.01% -1,224 13F-HR Timeline Group Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 755 $183K 0.08% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 750 $182K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 740 $180K 0.01% +43 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 726 $176K 0.01% -1,235 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 673 $163K <0.01% -115 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 621 $151K +311 Timeline 180 GPS Investments IC Ltd More: the full row for 180 GPS Investments IC Ltd 621 $151K 0.12% -9,785 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 613 $149K 0.02% +21 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 585 $142K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 582 $141K 0.01% +70 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 580 $141K <0.01% -184 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 567 $138K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 547 $133K <0.01% -12,757 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 541 $131K 0.01% +113 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 511 $124K <0.01% -337 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 502 $119K 0.02% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 489 $119K 0.01% +39 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 488 $119K 0.01% +23 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 477 $116K 0.03% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 476 $116K 0.03% +9 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 466 $113K <0.01% -9 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 463 $112K 0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 457 $111K 0.01% +37 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 450 $109K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 445 $108K 0.05% -1 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 431 $105K 0.03% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 419 $102K <0.01% -66 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 418 $102K 0.01% -174 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 415 $101K 0.03% -128 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 415 $101K <0.01% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 390 $94.7K <0.01% +7 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 393 $94.5K 0.01% -13 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 387 $94K 0.01% -67 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 370 $89.9K 0.06% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 372 $88K <0.01% -191 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 339 $82.3K 0.03% +269 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 333 $81.1K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 330 $80.2K 0.06% -5 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 329 $79.9K <0.01% +21 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 326 $79.2K 0.01% -30 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 319 $77.5K 0.06% -117 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 308 $74.8K <0.01% -946 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 274 $66.6K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 271 $65.8K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 276 $65.2K 0.01% +252 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 264 $64.1K <0.01% +20 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 259 $62.9K <0.01% -1,746 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 253 $62K 0.01% +167 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 250 $60.8K 0.01% +126 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 241 $58.5K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 240 $58.4K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 231 $56.1K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 229 $55.6K <0.01% +206 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 229 $55.6K 0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 228 $55.4K 0.02% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 216 $52.5K 0.03% +14 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 208 $50.5K 0.02% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 208 $50.5K 0.05% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 207 $50.3K 0.01% +7 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 205 $49.8K <0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 187 $49.7K 0.02% +150 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 200 $48.6K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 200 $48.6K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 194 $47.2K <0.01% +13 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 194 $47.1K 0.01% 0 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 194 $47K <0.01% 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 188 $45.7K <0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 185 $44.9K 0.01% +21 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 182 $44.2K <0.01% -17 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 180 $43.7K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 179 $43.5K <0.01% +11 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 178 $43.2K <0.01% +154 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 175 $42.5K <0.01% +5 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 170 $41.3K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 168 $40.8K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 152 $36.9K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 152 $36.9K 0.02% -6 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 149 $36.2K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 148 $36K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 148 $36K 0.01% -82 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 146 $35.5K 0.01% +129 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 143 $34.7K 0.05% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 143 $34.7K 0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 140 $34.6K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 142 $34.5K 0.01% +98 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 140 $34K 0.01% 13F-HR/A Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 135 $32.8K 0.02% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 135 $32.8K 0.02% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 135 $32.8K 0.01% -16 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 131 $31.8K 0.02% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 131 $31.8K 0.01% -21 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 127 $30.9K <0.01% +4 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 127 $30.9K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 125 $30.4K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 125 $30.4K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 125 $30.4K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 121 $29.4K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 121 $29.4K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 118 $28.7K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 118 $28.7K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 116 $28.2K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 116 $28.2K 0.02% 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 116 $28.2K 0.01% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 114 $27.7K 0 Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 110 $26.7K 0.02% 0 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 107 $26K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 111 $25.9K <0.01% +58 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 106 $25.7K 0.02% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 100 $24.3K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 99 $24K 0.01% +17 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 100 $24K 0.02% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 98 $23.8K <0.01% 0 13F-HR Timeline