SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,154 $256K 0.01% 0 13F-HR Timeline Group Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 1,158 $255K 0.14% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,205 $254K <0.01% 0 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1,143 $254K 0.09% +232 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 1,235 $253K 0.1% +52 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 1,141 $253K 0.14% 0 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 1,139 $253K 0.13% +51 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,136 $252K 0.06% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,135 $252K 0.05% +560 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,133 $251K 0.1% -30 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,131 $251K 0.02% new 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 1,130 $251K 0.06% -72 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 1,125 $249K 0.1% +208 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,127 $249K 0.01% +263 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 1,122 $249K 0.08% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,121 $249K 0.13% -205 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 1,115 $247K 0.25% 0 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,112 $247K 0.05% -27 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,110 $246K 0.19% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,110 $246K 0.03% +107 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 1,104 $245K 0.09% +267 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 1,103 $245K 0.03% -2,308 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,101 $244K 0.04% -10 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,100 $244K 0.02% 0 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 1,100 $244K 0.04% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,093 $242K 0.01% -31 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,090 $242K 0.18% +94 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 1,169 $241K 0.1% -91 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,084 $240K 0.08% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,083 $240K 0.12% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,080 $239K 0.05% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,077 $239K 0.01% -355 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,067 $237K 0.17% -28 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,067 $237K 0.02% -6 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,067 $237K 0.14% -75 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,067 $237K 0.22% 0 13F-HR/A Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,064 $236K 0.16% +8 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,063 $236K 0.01% -390 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,063 $236K 0.1% 0 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 1,061 $235K 0.31% 0 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,059 $235K 0.1% -49 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 1,052 $233K 0.12% 0 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 1,047 $232K 0.03% new 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,077 $232K 0.05% -23 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 1,046 $232K 0.1% 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 1,045 $232K 0.21% -39 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,042 $231K 0.04% -110 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 1,039 $230K 0.04% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,035 $230K 0.12% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,024 $227K 0.09% -123 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,022 $227K 0.05% -48 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 1,015 $225K 0.17% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,020 $224K 0.03% -233 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,008 $224K 0.16% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,008 $223K 0.02% -570 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 1,007 $223K 0.03% -1,522 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,004 $223K 0.12% +109 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,003 $222K 0.02% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,000 $222K 0.12% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 999 $221K 0.12% +5 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 996 $221K 0.12% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 994 $220K 0.03% -18 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 994 $220K 0.14% -51 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 993 $220K 0.07% +98 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 990 $220K 0.05% +2 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 990 $219K 0.06% -86 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 989 $219K 0.02% +28 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 988 $219K <0.01% 0 13F-HR/A Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 988 $219K 0.03% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 948 $219K 0.13% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 986 $219K 0.02% -171 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 984 $218K 0.03% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 983 $218K 0.15% -99 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 980 $217K 0.12% new 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 976 $216K 0.06% -500 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 974 $216K 0.05% -97 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 974 $216K 0.06% -389 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 974 $216K 0.06% new 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 971 $215K 0.11% -328 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 970 $215K 0.06% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 961 $213K 0.04% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 960 $213K 0.03% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 960 $213K 0.04% -52 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 954 $212K 0.06% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 952 $211K 0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 951 $211K 0.09% 0 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 948 $210K 0.19% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 948 $210K 0.03% +758 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 947 $210K 0.09% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 873 $210K 0.04% new 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 945 $209K 0.13% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 940 $208K 0.15% -49 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 937 $208K 0.02% 0 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 936 $208K 0.04% 0 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 930 $206K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 928 $206K 0.01% -2 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 927 $206K 0.26% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 926 $205K 0.05% +2 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 925 $205K 0.02% 0 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 923 $205K 0.18% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 922 $205K 0.08% +17 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 916 $203K 0.1% +1 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 904 $203K 0.09% -208 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 915 $203K 0.14% 0 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 913 $202K 0.04% 0 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 911 $202K 0.06% +3 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 909 $201K 0.11% -44 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 907 $201K 0.08% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 907 $201K 0.02% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 907 $201K 0.06% -15 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 906 $201K 0.01% -21 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 903 $200K 0.1% -39 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 903 $200K 0.02% +1 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 902 $200K 0.16% -775 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 902 $200K 0.03% -23 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 857 $190K 0.08% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 857 $190K 0.04% +154 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 854 $189K 0.07% -37 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 838 $186K 0.02% -1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 837 $186K 0.02% +162 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 837 $186K 0.16% +23 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 834 $185K 0.08% -47 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 816 $181K 0.12% +218 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 800 $177K 0.07% 0 13F-HR/A Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 737 $163K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 725 $161K 0.02% 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 722 $158K 0.07% +451 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 707 $157K 0.03% +3 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 683 $151K 0.07% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 665 $147K 0.03% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 649 $144K 0.01% +20 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 642 $142K <0.01% -74 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 637 $141K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVA Family Office, LLC More: the full row for CVA Family Office, LLC 634 $141K 0.02% -799 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 620 $138K 0.04% +147 13F-HR Timeline Group Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 600 $133K 0.08% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 600 $133K 0.05% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 591 $131K 0.04% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 590 $131K 0.01% -174 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 572 $127K 0.05% +14 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 560 $124K 0.09% +507 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 558 $124K 0.03% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 546 $121K 0.08% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 539 $119K 0.05% +1 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 517 $115K 0.08% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 517 $115K 0.03% +2 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 516 $114K 0.01% 0 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 509 $113K 0.02% +23 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 503 $112K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 497 $110K 0.02% 0 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 488 $108K 0.1% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 480 $106K 0.04% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 456 $101K 0.04% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 456 $101K 0.06% +56 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 455 $101K 0.08% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 446 $99K 0.1% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 446 $98.9K 0.06% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 445 $98.7K 0.08% 0 13F-HR/A Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 445 $98.7K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 432 $95.8K 0.05% +12 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 431 $95.6K 0.06% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 424 $94K 0.05% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 423 $93.9K 0.08% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 416 $92.2K 0.02% +277 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 406 $90K 0.04% -850 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 400 $88.7K 0.02% -100 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 400 $88.7K <0.01% -2,300 13F-HR Timeline Group MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 400 $88.7K 0.01% -375 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 394 $87.4K 0.04% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 392 $86.9K 0.03% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 391 $86.7K 0.01% +31 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 389 $86.2K 0.01% -3 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 384 $85.1K 0.04% +2 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 373 $82.7K <0.01% -415 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 357 $79.2K 0.04% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 355 $78.8K 0.03% -60 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 355 $78.7K 0.04% 0 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 9,430 $78.5K 0.01% +9,365 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 328 $72.7K 0.04% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 323 $71.6K 0.04% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 321 $71.2K 0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 324 $71K 0.05% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 307 $68.1K 0.04% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 304 $67.4K 0.01% +153 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 300 $66.5K 0.04% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 298 $66.1K 0.03% +8 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 295 $65.3K 0.05% 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 294 $65.2K 0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 289 $64.1K 0.05% -158 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 288 $63.8K 0.02% +10 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 287 $63.6K 0.01% -240 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 281 $62.3K 0.05% -74 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 278 $61.6K 0.06% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 274 $60.8K 0.03% -732 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 274 $60.8K 0.06% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 274 $60K 0.02% +259 13F-HR Timeline Trust Co More: the full row for Trust Co 265 $58.8K 0.01% -28 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 263 $58.3K 0.03% +23 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 262 $58.1K 0.04% 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 261 $58K 0.02% +1 13F-HR Timeline