Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,365 $118K 0.05% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,326 $114K 0.01% +1,227 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,277 $110K <0.01% -93 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,276 $110K 0.01% -4 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,266 $109K <0.01% +404 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,253 $108K 0.01% +500 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,249 $108K <0.01% +445 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,225 $106K <0.01% -867 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,187 $102K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,106 $95.5K <0.01% +160 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,098 $94.8K 0.01% +67 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,064 $91.8K <0.01% +2 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,059 $91.4K 0.01% -49 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,031 $89.2K 0.01% +570 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,030 $88.9K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,020 $88K 0.01% -7 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,000 $86.3K 0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,000 $86.3K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,000 $86.3K 0.02% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,000 $86.3K 0.08% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 987 $85.2K 0.01% -38 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 962 $83K <0.01% -951 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 948 $81.8K <0.01% +498 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 933 $80.5K <0.01% 0 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 922 $80.2K 0.05% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 926 $79.9K <0.01% -2,144 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 903 $78.4K <0.01% 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 852 $73.5K <0.01% +233 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 838 $72.3K 0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 799 $69K 0.03% -5 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 781 $67.4K 0.01% +393 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 778 $67.2K 0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 750 $64.7K 0.02% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 718 $62K 0.03% -117 13F-HR Timeline City State Bank More: the full row for City State Bank 705 $60.8K 0.02% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 700 $60.4K 0.01% -800 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 691 $60K <0.01% +2 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 680 $58.8K 0.04% +50 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 679 $58.6K <0.01% +276 13F-HR/A Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 606 $58.4K <0.01% +112 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 659 $56.9K 0.01% +52 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 652 $56.3K <0.01% +22 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 646 $55.9K 0.01% -87 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 640 $55.2K 0.03% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 619 $53.4K 0.02% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 612 $52.8K 0.05% 13F-HR/A Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 610 $52.6K -318 Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 600 $51.8K 0.01% -40 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 586 $50.6K 0.03% +7 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 580 $50.1K 0.03% new 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 560 $48.3K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 552 $47.6K <0.01% +57 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 532 $45.9K <0.01% +113 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 513 $44.3K <0.01% -14 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 501 $43.2K 0.03% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 496 $42.8K 0.01% -14 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 457 $39.4K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 406 $35K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 400 $34.5K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 400 $34.5K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 389 $33.6K <0.01% -21 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 381 $32.9K 0.02% +2 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 374 $32.5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 378 $32K 0.01% +50 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 361 $31K <0.01% +17 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 348 $30.1K <0.01% 0 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 344 $29.7K <0.01% +8 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 333 $28.7K <0.01% -1 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 298 $28.7K 0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 328 $28.3K 0.02% +16 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 318 $27.4K 0.01% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 317 $27.4K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 317 $27.4K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 313 $27K <0.01% -4,728 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 301 $26K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 298 $25.7K <0.01% 0 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 293 $25.3K <0.01% -2,700 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 292 $25.2K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 290 $25K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 290 $25K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 280 $24.2K 0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 279 $24.1K <0.01% +244 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 275 $23.9K 0.01% -25 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 270 $23.3K <0.01% +213 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 240 $20.7K 0.01% -369 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 231 $19.9K 0.01% +2 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 222 $19.2K 0.01% 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 211 $18.2K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 210 $18.1K <0.01% +3 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 200 $17.3K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 200 $17.3K <0.01% -26 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 200 $17.3K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 200 $17.3K 0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 200 $17.3K 0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 196 $16.9K <0.01% +52 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 183 $15.8K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 174 $15K <0.01% +8 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 166 $14.3K <0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 155 $13.4K <0.01% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 153 $13.2K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 145 $12.5K <0.01% +18 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 143 $12.3K <0.01% -403 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 142 $12.3K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 131 $11.3K <0.01% +16 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 128 $11K 0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 127 $11K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 125 $10.8K 0.01% 0 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 101 $10.4K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 119 $10.3K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 119 $10.3K <0.01% +37 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 114 $9.84K <0.01% -1 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 107 $9.23K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 95 $9K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 104 $8.98K <0.01% -23 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 100 $8.63K <0.01% new 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 100 $8.63K <0.01% -1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 100 $8.63K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 98 $8.46K <0.01% +41 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 93 $8.03K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 100 $8K <0.01% +15 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 93 $8K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $7.98K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 89 $7.68K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 89 $7.68K <0.01% 0 13F-HR Timeline Group Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 74 $7.51K <0.01% -5 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 86 $7.38K <0.01% +12 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 85 $7.34K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 75 $7.21K <0.01% -47 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 75 $7.21K <0.01% -47 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 80 $6.91K <0.01% -23 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 79 $6.82K <0.01% -70 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 71 $6.13K <0.01% -4 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 69 $5.96K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 67 $5.75K <0.01% +28 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 66 $5.7K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 64 $5.52K <0.01% new 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 60 $5.18K <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 60 $5.18K 0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 58 $5.01K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 56 $4.83K <0.01% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 53 $4.57K <0.01% +45 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 50 $4.32K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 50 $4.32K <0.01% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 51 $4K <0.01% -13 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 46 $4K <0.01% +1 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 45 $3.88K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 45 $3.88K <0.01% 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 44 $3.8K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 40 $3.45K <0.01% -6 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 38 $3.28K <0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 37 $3.19K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 40 $3K <0.01% -6 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 34 $2.94K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 31 $2.68K <0.01% -5 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 30 $2.59K <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 29 $2.5K <0.01% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 25 $2.16K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 24 $2.07K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 31 $2K <0.01% +6 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 22 $1.9K <0.01% -35 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 21 $1.81K <0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 20 $1.73K <0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 18 $1.55K <0.01% 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 17 $1.47K <0.01% -3 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 15 $1.29K <0.01% -107 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 13 $1.12K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 12 $1.04K <0.01% -29 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 12 $1.04K <0.01% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 10 $871 <0.01% -5 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 10 $871 <0.01% -7 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 8 $693 <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 7 $604 <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6 $518 <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 5 $436 <0.01% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 5 $432 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5 $432 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $432 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $432 <0.01% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4 $345 <0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2 $173 <0.01% 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 2 $150 <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1 $87 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1 $86 <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 1 $86 <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1 $43 <0.01% new 13F-HR Timeline