DOHJ, LLC More: the full row for DOHJ, LLC 4,423 $355K 0.08% +628 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,330 $348K 0.01% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,321 $347K <0.01% +33 13F-HR Timeline Group Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,250 $342K 0.07% +153 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,250 $342K 0.18% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,249 $341K 0.05% -1,563 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4,187 $337K 0.02% +320 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,185 $336K 0.15% +536 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 4,146 $333K 0.1% +2 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,124 $331K 0.01% -1,625 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 4,109 $330K <0.01% -111 13F-HR Timeline Group Chris Bulman Inc More: the full row for Chris Bulman Inc 4,109 $330K 0.21% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,094 $329K 0.14% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,092 $329K 0.1% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,070 $327K 0.01% -228 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 4,061 $326K 0.14% +6 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 4,000 $321K 0.19% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,962 $318K 0.12% +258 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,950 $317K 0.04% 0 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 3,946 $317K 0.11% 0 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 3,928 $316K 0.25% -26 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 3,922 $315K <0.01% +5 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 3,902 $314K 0.03% -628 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 3,862 $310K 0.12% +209 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,869 $310K 0.33% 0 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 3,820 $307K 0.08% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,809 $306K 0.05% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,802 $306K 0.06% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 3,794 $305K 0.33% 0 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 3,750 $301K 0.04% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,748 $301K 0.02% -1,493 13F-HR Timeline Group AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 3,696 $297K 0.27% +1 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 3,667 $295K 0.09% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,659 $294K 0.05% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,649 $293K 0.14% +268 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 3,347 $292K 0.26% +196 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,625 $291K 0.01% -25 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 3,587 $288K 0.04% +6 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 3,538 $284K 0.13% -86 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,513 $282K <0.01% -325 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,456 $278K 0.06% +5 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,445 $277K 0.02% +22 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,445 $277K 0.17% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,445 $277K 0.01% +182 13F-HR Timeline Group Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,443 $277K 0.16% +24 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,438 $276K 0.03% +94 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,386 $272K 0.01% -102 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 3,384 $272K 0.02% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,384 $272K 0.03% +233 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,375 $271K 0.09% -234 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,371 $271K 0.03% -834 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,370 $271K 0.01% +215 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 3,354 $270K 0.21% 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 3,331 $268K 0.11% -1,784 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 3,308 $266K 0.1% -1,796 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 3,303 $265K 0.19% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,240 $260K 0.1% -465 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 3,235 $260K 0.32% -106 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,224 $259K 0.01% +2 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,210 $258K 0.02% -1,361 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,199 $257K 0.1% -15 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,186 $256K 0.03% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,158 $254K 0.02% -371 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 3,156 $254K 0.24% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 3,155 $254K 0.07% -12 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,138 $252K 0.03% -273 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 3,119 $251K 0.06% +5 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,970 $250K 0.17% -21,910 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,087 $248K 0.02% -1,490 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 3,080 $248K 0.15% 0 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 3,065 $246K 0.02% -22 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 3,062 $246K 0.15% -111 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,058 $246K 0.18% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 3,052 $245K 0.12% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,042 $244K 0.08% +69 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,031 $244K 0.11% +4 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,030 $244K 0.03% -1,685 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,018 $243K 0.03% -3,115 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 3,005 $242K 0.23% -135 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 3,004 $241K 0.32% 0 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 3,000 $241K 0.26% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,999 $241K <0.01% +270 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 2,985 $240K 0.19% new 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 2,980 $240K 0.1% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,978 $239K 0.03% +1,864 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,971 $239K 0.07% -50,804 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,966 $238K 0.08% -424 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,955 $237K 0.12% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,919 $235K 0.16% -5,416 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 2,912 $234K 0.01% -1,304 13F-HR Timeline Group Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,897 $233K 0.18% +201 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,887 $232K 0.01% +570 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,869 $231K 0.29% new 13F-HR/A Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,861 $230K 0.01% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,861 $230K 0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,852 $229K 0.08% +75 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,851 $229K 0.08% new 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,833 $228K 0.04% new 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 2,827 $227K 0.05% -170 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 2,823 $227K 0.11% +184 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,810 $226K 0.03% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 2,788 $224K 0.18% +129 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,771 $223K 0.05% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,761 $222K 0.01% new 13F-HR Timeline Group CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,757 $222K 0.03% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,753 $221K <0.01% -984 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 2,740 $220K 0.04% +1 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,718 $220K +291 Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,732 $220K <0.01% +66 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,722 $219K 0.06% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,705 $217K 0.05% -67 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,694 $217K 0.06% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,660 $214K 0.08% +93 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,654 $213K 0.04% +1 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,651 $213K 0.03% +193 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 2,655 $213K 0.06% -71 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,647 $213K 0.06% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,647 $213K 0.02% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,641 $212K 0.01% +19 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,632 $212K <0.01% +1 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 2,609 $210K 0.02% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,604 $209K 0.01% -148 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,560 $206K 0.02% -4,053 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,547 $205K 0.06% -1 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 2,523 $203K 0.06% -6,625 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 2,516 $202K 0.14% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,500 $201K 0.08% 0 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 2,496 $201K 0.07% -38 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,473 $200K <0.01% +53 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,450 $197K 0.02% +4 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 2,289 $184K 0.02% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,253 $181K 0.03% -9,401 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,192 $176K <0.01% +1,800 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,867 $164K 0.04% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,024 $163K 0.04% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,969 $158K <0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,950 $157K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,859 $149K 0.01% -52 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,815 $146K 0.02% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,781 $143K 0.05% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,780 $143K 0.04% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,703 $137K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,688 $136K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,655 $133K <0.01% new 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,600 $129K 0.03% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,563 $126K 0.02% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,548 $124K 0.02% -70 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,520 $122K 0.02% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,250 $110K 0.1% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,345 $108K 0.04% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,332 $107K 0.08% -6 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 1,330 $107K 0.14% +2 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,315 $106K 0.02% -22 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,299 $104K 0.1% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,259 $101K 0.09% -24 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,244 $100K <0.01% +2 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,244 $99.9K <0.01% 0 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,227 $98.6K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,226 $98.5K 0.01% +472 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,198 $96.3K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,183 $95K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,163 $93.5K 0.07% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,162 $93.4K 0.03% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,153 $92.7K 0.02% 0 13F-HR/A Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,041 $91.5K 0.01% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,103 $88.6K 0.03% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,102 $88.6K 0.01% +528 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,094 $88K 0.05% -253 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 1,078 $86.6K 0.04% -46 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,070 $86K 0.07% -812 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,043 $84K <0.01% +165 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,033 $83.1K 0.01% +1 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,000 $80.4K 0.04% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 958 $77K 0.03% -147 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 956 $76.8K 0.05% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 956 $76.8K 0.03% +656 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 944 $75.9K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 942 $75.7K 0.02% +1 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 935 $75K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 863 $69.4K 0.02% +6 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 835 $67.1K 0.03% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 816 $65.6K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 750 $60.3K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 735 $59K <0.01% -2,071 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 720 $57.9K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 709 $57K <0.01% -31 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 704 $56.6K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 700 $56.3K 0.02% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 677 $54.4K 0.01% +1 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 663 $53.7K 0.06% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 663 $53.3K 0.02% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 651 $52.7K 0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 651 $52.3K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 648 $52.1K 0.02% +1 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 625 $50.2K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 620 $49.8K 0.02% +30 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 610 $49K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 600 $48.2K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 589 $47.3K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 581 $46.7K 0.02% -1,519 13F-HR Timeline