Encompass More Asset Management More: the full row for Encompass More Asset Management 811 $265K 0.05% +2 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 810 $264K <0.01% -138 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 808 $264K 0.08% -143 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 808 $264K 0.03% -63 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 786 $262K 0.07% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 803 $262K 0.01% -253 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 801 $262K <0.01% 0 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 801 $262K 0.15% +15 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 800 $261K 0.03% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 799 $261K 0.1% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 796 $260K 0.11% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 792 $259K 0.05% 0 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 791 $258K 0.11% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 785 $256K 0.03% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 784 $256K 0.05% -60 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 780 $255K 0.11% 0 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 777 $254K 0.02% +23 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 772 $252K 0.1% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 771 $252K 0.07% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 770 $251K <0.01% +250 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 768 $251K 0.11% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 768 $251K 0.01% +17 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 754 $246K 0.02% +180 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 754 $246K 0.01% 0 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 753 $246K 0.05% +21 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 750 $245K 0.02% 0 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 750 $245K 0.04% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 739 $241K 0.02% -248 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 733 $239K 0.07% -733 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 732 $239K 0.03% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 726 $237K <0.01% -4 13F-HR/A Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 724 $236K 0.03% new 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 722 $236K 0.14% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 721 $235K <0.01% -23 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 719 $235K 0.01% new 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 716 $234K 0.07% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 703 $229K 0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 700 $228K 0.16% -533 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 700 $228K 0.18% new 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 700 $228K 0.08% -100 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 696 $227K 0.01% +506 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 693 $226K 0.02% -99 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 692 $226K 0.02% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 690 $225K <0.01% new 13F-HR Timeline Group CV Advisors LLC More: the full row for CV Advisors LLC 684 $223K 0.06% new 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 682 $223K 0.12% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 680 $222K 0.01% new 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 679 $222K 0.07% new 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 675 $220K 0.03% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 675 $220K 0.02% new 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 674 $220K 0.1% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 672 $219K 0.01% new 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 660 $215K 0.06% new 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 660 $215K 0.07% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 660 $215K 0.01% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 650 $212K 0.07% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 645 $211K 0.07% new 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 645 $210K 0.02% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 643 $210K <0.01% +408 13F-HR Timeline Group Carr Financial Group Corp More: the full row for Carr Financial Group Corp 643 $210K 0.06% -250 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 641 $209K 0.03% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 640 $209K 0.11% -656 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 640 $209K 0.31% new 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 717 $208K 0.02% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 630 $206K 0.03% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 628 $205K 0.02% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 627 $205K 0.05% new 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 625 $204K 0.09% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 625 $204K 0.06% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 619 $202K 0.03% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 625 $202K <0.01% new 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 617 $202K 0.1% new 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 614 $200K 0.06% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 600 $195K 0.04% new 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 582 $190K <0.01% -100 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 580 $189K 0.07% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 572 $187K 0.05% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 561 $183K 0.05% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 560 $183K 0.01% +83 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 544 $177K 0.06% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 540 $176K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 531 $173K 0.06% 0 13F-HR/A Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 498 $163K <0.01% +98 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 492 $161K <0.01% new 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 478 $156K 0.03% -176 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 470 $153K 0.06% -14 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 456 $149K 0.01% +94 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 450 $147K 0.02% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 440 $144K 0.04% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 426 $143K <0.01% +100 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 434 $142K 0.01% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 428 $140K 0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 400 $131K 0.08% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 394 $129K 0.01% +67 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 390 $127K <0.01% +35 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 387 $126K <0.01% +97 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 375 $122K 0.03% -39 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 362 $118K 0.12% 0 13F-HR/A Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 355 $116K 0.05% -50 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 350 $114K 0.03% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 343 $112K 0.01% 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 338 $110K 0.04% 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 330 $108K <0.01% 0 13F-HR Timeline Group AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 329 $107K 0.06% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 315 $106K 0.01% +74 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 322 $105K <0.01% -67 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 315 $103K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 309 $101K 0.07% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 305 $99.4K 0.03% +1 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 302 $98.4K <0.01% -110 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 296 $96.7K 0.03% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 282 $92K 0.04% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 280 $91.4K 0.01% new 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 273 $89.1K 0.04% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 273 $89.1K 0.03% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 268 $87.5K 0.04% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 267 $87.1K <0.01% +38 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 255 $83.2K 0.04% +5 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 228 $81.8K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 239 $78K 0.02% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 237 $77.3K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 232 $75.7K 0.02% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 231 $75.4K 0.07% -8 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 230 $75.1K 0.01% -353 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 217 $70K <0.01% -36 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 207 $67.6K 0.05% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 200 $67.3K 0.01% -300 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 200 $65.3K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 200 $65.3K 0.02% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 200 $65.3K 0.03% 0 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 200 $65.3K 0.03% 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 200 $65.2K 0.03% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 200 $65K 0.02% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 198 $64.6K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 194 $63.3K 0.06% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 192 $62.7K <0.01% +142 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 189 $61.6K <0.01% -3,992 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 186 $60.7K <0.01% -1,497 13F-HR/A Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 185 $60.4K 0.02% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 180 $58.7K <0.01% -72 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 180 $58.7K 0.02% +63 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 175 $57.1K 0.01% 0 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 167 $55.7K 0.03% +1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 161 $52.5K <0.01% -48 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 159 $52K 0.02% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 157 $51.4K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 150 $49K <0.01% +50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 150 $49K 0.03% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 144 $46K 0.02% +28 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 137 $44.7K 0.01% +35 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 136 $44.4K <0.01% -19 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 135 $44.1K 0.03% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 135 $44.1K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 130 $42.4K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 131 $42K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 125 $40.8K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 121 $39.5K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 113 $36.9K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 113 $36.9K 0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 112 $36.7K <0.01% -195 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 112 $36.6K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 101 $36.5K 0.02% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 111 $36.2K 0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 110 $35.9K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 108 $35.2K <0.01% +19 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 104 $33.9K 0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 102 $33.3K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 101 $33K <0.01% +75 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 100 $32.6K <0.01% +11 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 100 $32.6K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 100 $32.6K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $32.6K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 91 $31.5K <0.01% +58 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 95 $31K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 94 $30.7K <0.01% +10 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 94 $30.7K 0.01% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 89 $29.5K 0.03% -46 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 90 $29.4K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 90 $29.4K <0.01% +5 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 87 $28.4K 0.01% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 83 $27.2K 0.01% +38 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 82 $26.8K 0.01% -104 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 81 $26.4K <0.01% +2 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 80 $26.1K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 79 $25.8K 0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 77 $25.1K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 77 $25.1K 0.02% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 73 $23.9K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 72 $23.5K <0.01% -19 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 70 $22.8K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 65 $21.2K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 64 $21K <0.01% -194 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 62 $20.2K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 62 $20.2K <0.01% -37 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 60 $19.6K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 60 $19.6K 0.02% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 56 $18.3K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 54 $17.7K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 52 $17K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 51 $16.6K <0.01% 0 13F-HR Timeline