BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 47 $45.4K 0.01% 0 13F-HR Timeline Group LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 45 $43.4K 0.02% new 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 43 $41.5K 0.03% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 42 $40.5K 0.01% +9 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 41 $39.6K <0.01% -74 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 41 $39.4K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 40 $39K <0.01% 0 13F-HR Timeline BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 40 $38.6K <0.01% new 13F-HR Timeline Group BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 40 $38.6K 0.01% new 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 40 $38K 0.03% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 38 $36.7K 0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. 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More: the full row for Planning Strategies Inc. 16 $15.4K 0.01% 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 16 $15.2K <0.01% new 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 16 $15K <0.01% new 13F-HR Timeline Group Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 16 $14.5K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 15 $14.5K 0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 15 $14.5K <0.01% +1 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 14 $13.5K 0.03% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 13 $12.7K <0.01% +1 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 13 $12.6K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 13 $12.6K <0.01% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 13 $12.5K <0.01% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 13 $12.5K <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. 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More: the full row for Lloyd Advisory Services, LLC. 10 $9.42K <0.01% -1,154 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 10 $8.6K 0.01% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 8 $7.72K <0.01% -11 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 8 $7.72K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 7 $7.05K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 7 $7K <0.01% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 7 $6.76K 0.01% -8 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7 $6.75K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for TFC Financial Management, Inc. 5 $4.83K <0.01% +4 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 5 $4.83K 0.12% +1 13F-HR Timeline MOTCO More: the full row for MOTCO 4 $3.86K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4 $3.86K <0.01% +1 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4 $3.86K <0.01% +1 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 4 $3.86K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 4 $3.86K <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 4 $3.83K <0.01% -3,268 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 4 $3K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 3 $2.9K <0.01% -70 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3 $2.9K <0.01% +1 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 3 $2.9K <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $2.9K <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 3 $2.9K <0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 3 $2.9K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $2.75K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2 $1.93K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 2 $1.93K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 2 $1.93K <0.01% -1 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1 $1.26K <0.01% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2 $1K <0.01% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1 $1K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1 $965 <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1 $965 <0.01% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 1 $965 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $965 <0.01% 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1 $965 <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1 $965 <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1 $965 <0.01% new 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1 $965 <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $704 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Cordant, Inc. More: the full row for Cordant, Inc. 1 $493 <0.01% new 13F-HR Timeline