Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,610 $270K <0.01% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,590 $269K <0.01% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,590 $269K 0.01% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,531 $264K 0.02% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,465 $259K 0.02% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,452 $259K 0.01% -1,841 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 3,435 $257K 0.06% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,333 $250K 0.01% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,337 $249K <0.01% new 13F-HR Timeline Group PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 3,250 $243K 0.11% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,249 $243K <0.01% +172 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,185 $239K 0.02% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,170 $237K 0.06% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,166 $237K <0.01% -796 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,121 $234K 0.01% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,119 $234K 0.02% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,039 $228K 0.03% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,037 $227K 0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 3,032 $227K 0.02% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,031 $227K <0.01% +1,773 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,002 $225K 0.04% new 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 3,001 $225K 0.05% new 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,000 $225K 0.09% new 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 3,000 $225K 0.1% new 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 3,000 $225K 0.14% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,000 $225K 0.02% 0 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 2,994 $224K 0.76% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,978 $223K <0.01% -5,316 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,976 $223K 0.02% new 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 2,950 $221K 0.02% new 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 2,916 $218K 0.04% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 2,910 $218K 0.03% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,905 $218K 0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,901 $217K <0.01% new 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,895 $217K <0.01% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 2,880 $216K 0.17% -25 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,876 $215K <0.01% -3,746 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,858 $214K 0.04% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,840 $213K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,812 $211K <0.01% +984 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,798 $210K 0.01% new 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 2,775 $208K 0.18% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,774 $208K 0.01% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,743 $205K 0.04% new 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 2,740 $205K <0.01% -7,649 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,569 $192K <0.01% +1,433 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 2,500 $187K 0.32% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,340 $175K 0.02% -460 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,000 $150K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,871 $140K 0.01% -14,353 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,790 $134K <0.01% +435 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,681 $126K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,673 $125K 0.01% +108 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,673 $125K 0.02% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,623 $122K 0.01% +17 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,547 $116K <0.01% +294 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,504 $113K 0.01% +1,439 13F-HR Timeline Group NKCFO LLC More: the full row for NKCFO LLC 1,500 $112K 0.03% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,300 $97.4K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,257 $94.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,206 $90.3K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,133 $84.9K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,129 $84.6K <0.01% +1,109 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,096 $82.1K <0.01% +1,000 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,010 $75.6K 0.02% +4 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,000 $74.9K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 997 $74.7K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 982 $73.5K 0.05% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 977 $73.2K 0.04% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 850 $63.7K 0.03% +350 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 775 $58K 0.01% +175 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 770 $57.6K <0.01% -68 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 763 $57.1K <0.01% +561 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 761 $57K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 759 $53.7K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 688 $51.5K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 654 $49K 0.01% +2 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 648 $48.5K <0.01% +528 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 609 $45.6K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 643 $45.5K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 599 $44.9K 0.01% +49 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 594 $44.5K 0.02% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 567 $42.5K 0.02% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 558 $41.8K 0.01% +358 13F-HR Timeline City State Bank More: the full row for City State Bank 535 $40.1K 0.01% +25 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 501 $37.5K 0.02% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 500 $37.4K 0.01% 13F-HR Timeline Group Eukles Asset Management More: the full row for Eukles Asset Management 500 $37.4K 0.02% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 500 $37.4K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 500 $37.4K 0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 500 $37.4K 0.02% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 482 $36.1K <0.01% +27 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 460 $34.4K <0.01% +9 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 459 $34.4K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 421 $31.5K 0.02% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 412 $30.9K 0.02% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 398 $29.8K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 383 $28.7K <0.01% 0 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 361 $27K <0.01% +100 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 345 $25.8K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 333 $24.9K <0.01% +20 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 327 $24.5K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 322 $24.1K <0.01% +4 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 315 $23.6K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 313 $23.4K <0.01% +159 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 313 $23.4K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 303 $22.7K <0.01% -13,296 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 300 $22.5K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 294 $22K <0.01% +30 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 287 $21.5K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 281 $21K 0.01% -1 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 275 $20.6K <0.01% +175 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 256 $19.2K <0.01% +13 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 250 $18.7K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 241 $18K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 234 $17.5K <0.01% -98 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 295 $17.3K <0.01% 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 227 $17K 0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 225 $16.9K 0.01% -53 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 215 $16.1K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 200 $15K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 195 $14.6K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 190 $14.2K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 175 $13.1K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 174 $13K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 170 $12.7K 0.01% new 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 169 $12.7K <0.01% +16 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 168 $12.6K 0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 164 $12.3K <0.01% -187 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 158 $11.8K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 152 $11.4K <0.01% +125 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 148 $11.1K <0.01% +10 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 146 $10.9K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 146 $10.9K 0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 132 $9.88K <0.01% +48 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 129 $9.66K <0.01% -240 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 127 $9.51K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 121 $9.06K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 115 $8.61K <0.01% +20 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 112 $8.39K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 105 $8K <0.01% 0 13F-HR Timeline Group Markowski Investments More: the full row for Markowski Investments 106 $7.97K <0.01% 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 100 $7.51K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 100 $7.49K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 100 $7.49K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 100 $7.49K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 99 $7.42K <0.01% +61 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 95 $7.12K <0.01% -14,025 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 95 $7.12K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 88 $6.59K 0.01% +73 13F-HR/A Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 85 $6.37K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 96 $6.31K <0.01% +49 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 80 $5.99K <0.01% new 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 70 $5.24K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 64 $4.79K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 63 $4.72K +23 Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 62 $4.64K <0.01% +61 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 60 $4.49K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 80 $4.4K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 59 $4.39K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 58 $4.34K <0.01% +3 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 55 $4.12K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 50 $3.75K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 50 $3.75K <0.01% -4 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 48 $3.6K <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 47 $3.52K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 42 $3.15K <0.01% +8 13F-HR/A Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 42 $3.15K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 37 $3K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 40 $3K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 39 $2.92K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 38 $2.85K <0.01% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 37 $2.77K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 36 $2.7K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 35 $2.62K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 34 $2.55K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 34 $2.55K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 32 $2.4K <0.01% 0 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 30 $2.25K <0.01% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 26 $1.95K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 24 $1.8K <0.01% new 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 19 $1.42K <0.01% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 18 $1.35K <0.01% 0 13F-HR/A Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 17 $1.27K <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 16 $1.2K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 16 $1.2K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 16 $1.2K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 15 $1.12K <0.01% new 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 15 $1.12K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15 $1.12K <0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 14 $1.05K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10 $1K <0.01% -81 13F-HR Timeline Group BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $749 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10 $749 <0.01% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 16 $553 <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 7 $524 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 6 $449 <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4 $300 <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3 $225 <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2 $150 <0.01% -188 13F-HR Timeline