MFA Wealth Services More: the full row for MFA Wealth Services 9,787 $809K 0.48% +149 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 9,759 $807K 0.03% -812 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,784 $804K 0.05% -770 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 9,763 $804K 0.34% +1,047 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 11,941 $798K 0.29% +7,130 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 9,548 $789K 0.19% +125 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,505 $786K 0.01% -151 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 9,500 $785K 0.13% 0 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 9,490 $784K 0.41% +1,138 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 9,486 $784K 0.11% -2,185 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 9,451 $781K 0.04% +35 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 9,447 $781K 0.08% 0 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 9,442 $780K 0.2% +409 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 9,339 $772K 0.04% +1,868 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 9,326 $771K 0.01% +6,088 13F-HR Timeline Group BDFS Capital LLC More: the full row for BDFS Capital LLC 9,314 $770K 0.33% +427 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 9,283 $767K 0.01% -639 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 9,278 $767K 0.2% +208 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 9,264 $766K 0.08% +1,123 13F-HR/A Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 9,248 $764K 0.3% +390 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 9,196 $760K 0.43% +2,341 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 9,181 $759K 0.13% -419 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 9,163 $757K 0.03% -136 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,137 $755K 0.02% +1,435 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 9,122 $754K 0.33% -2,394 13F-HR/A Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 9,105 $751K 0.46% +466 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,055 $748K 0.05% +1,656 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 9,052 $748K 0.7% +5,284 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 9,045 $748K 0.04% -859 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 9,125 $743K 0.2% -260 13F-HR Timeline Stash Investments, LLC More: the full row for Stash Investments, LLC 8,969 $741K 0.24% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,907 $736K 0.02% -231 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 8,881 $734K 0.34% +108 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8,864 $733K 0.02% +929 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 8,856 $732K 0.03% -250 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,796 $727K 0.02% +1,143 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 8,743 $723K 0.01% +2,223 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 8,575 $709K 0.05% +805 13F-HR Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 8,572 $708K 0.31% +2,264 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,563 $708K 0.02% +3,322 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 8,560 $707K 0.06% -54 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 8,554 $707K 0.2% +653 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,495 $702K 0.01% +402 13F-HR Timeline Group CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 8,483 $701K 0.15% new 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 8,480 $701K 0.4% -185 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,452 $699K 0.01% -5,779 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 8,524 $695K 0.17% +6,640 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 8,325 $688K 0.07% new 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 8,315 $687K 0.25% +711 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 8,261 $683K 0.64% +92 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,220 $679K 0.01% -33,421 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 8,161 $674K 0.37% +2,626 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 8,137 $673K 0.15% 0 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 8,132 $672K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8,100 $669K 0.01% +435 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,084 $668K 0.01% +5,583 13F-HR/A Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 8,044 $665K 0.4% +6,603 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 8,027 $663K 0.47% -1,347 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 8,000 $661K 0.05% 0 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 7,965 $658K 1.39% new 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 7,958 $658K 0.16% +72 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,903 $653K 0.05% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 7,890 $652K 0.17% +578 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 7,859 $650K 0.42% -341 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 7,814 $646K 0.03% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 7,796 $644K 0.01% -707,955 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 7,789 $644K 0.07% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,762 $642K 0.02% -119 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 7,740 $640K -17,130 Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 7,739 $640K 0.3% -26 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,734 $639K <0.01% +1,586 13F-HR Timeline Group PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 7,731 $639K 0.2% -201 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 7,728 $639K 0.01% +1,160 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 7,718 $638K 0.04% -1,018 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 7,704 $637K 0.05% -11 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 7,673 $634K 0.06% -13 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 7,644 $632K 0.23% +48 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,582 $627K 0.01% +2,366 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,541 $623K 0.04% +419 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,501 $620K 0.02% -311 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 7,383 $610K 0.04% +5,935 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,355 $608K 0.01% -335 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 7,354 $608K 0.31% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 7,351 $608K 0.16% -767 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 7,345 $607K 0.15% -58 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 7,243 $599K 0.09% +170 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 7,231 $598K 0.13% -143 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 7,146 $591K 0.46% -177 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 7,140 $590K 0.24% +495 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,082 $585K 0.2% +1,195 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 7,075 $585K 0.01% +1,075 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 7,062 $584K 0.27% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7,062 $584K 0.06% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 7,023 $583K 0.05% +137 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 7,010 $579K 0.03% -8,128 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,961 $575K 0.09% -29 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 6,956 $575K 0.22% +2,430 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,955 $575K 0.05% +256 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 6,940 $574K 0.07% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 6,903 $571K 0.19% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,888 $569K 0.02% -998 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 6,875 $568K 0.03% +276 13F-HR Timeline Group Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 6,851 $566K 0.19% +1,373 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,837 $565K 0.03% -1,464 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 6,941 $564K 0.06% -2,534 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 6,816 $563K 0.02% +2,299 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,755 $558K 0.09% +151 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 6,747 $558K 0.28% +386 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 6,734 $557K 0.52% +3,949 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,728 $556K 0.12% -153 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,638 $549K 0.06% +498 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 6,625 $548K 0.21% -388 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 6,603 $546K 0.3% +311 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 6,560 $542K 0.04% +160 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,487 $536K 0.26% -96 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 6,488 $536K 0.06% +124 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 6,474 $535K 0.02% 0 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 6,463 $534K 0.19% +97 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 6,439 $532K 0.26% +37 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 6,404 $529K 0.06% +62 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,372 $527K <0.01% -2,616 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 6,359 $526K 0.05% +112 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,319 $522K 0.07% -11 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 6,331 $522K 0.17% +377 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 6,262 $518K 0.52% +342 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 6,252 $517K 0.32% -797 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,240 $516K 0.03% -958 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 6,200 $512K 0.06% -966,971 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 6,179 $511K 0.52% +864 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,169 $508K 0.02% +241 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,105 $505K <0.01% -1,205 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 6,064 $501K 0.04% new 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 6,057 $501K 0.21% +9 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 6,054 $500K 0.15% -112 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 6,022 $498K 0.13% +301 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 6,000 $496K 0.18% +428 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 5,999 $496K 0.18% +4,810 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 5,990 $495K <0.01% +1,188 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 5,974 $494K 0.01% +1,242 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,956 $492K 0.02% 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 5,939 $491K 0.28% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,938 $491K 0.1% +9 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,895 $487K 0.05% new 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 5,848 $483K 0.03% -8 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,823 $481K 0.03% -1,681 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 5,821 $481K 0.04% -233 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 5,794 $479K 0.01% 0 13F-HR Timeline Group Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 5,783 $478K 0.15% +83 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 5,707 $472K 0.32% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 5,689 $468K 0.14% -720 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 5,650 $467K 0.14% +1,200 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 5,586 $462K 0.06% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 5,535 $457K 0.35% +129 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 5,516 $456K 0.18% +22 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 5,506 $455K 0.31% +1,343 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 5,500 $455K 0.07% +100 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 5,500 $455K 0.03% -2,936 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,491 $454K 0.2% +356 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 5,430 $449K 0.05% +200 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 5,397 $446K 0.17% -1,044 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,352 $442K 0.02% +1,873 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,326 $440K 0.01% +63 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,323 $440K 0.11% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,313 $439K 0.02% -1,533 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,251 $434K 0.02% -962 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 5,215 $431K 0.14% +617 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,209 $431K 0.07% -332 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 5,192 $429K 0.14% +63 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 5,206 $428K 0.06% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 5,151 $426K 0.13% -34 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 5,137 $425K 0.14% 0 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 5,064 $419K 0.04% +217 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. American Trust More: the full row for American Trust 5,036 $416K 0.03% -260 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,033 $416K 0.1% -8 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 5,012 $414K 0.03% +1,093 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,006 $414K 0.02% -3,019 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 4,999 $413K 0.26% +61 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 4,966 $410K 0.45% -66 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,959 $410K 0.01% -2,428 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,935 $408K 0.02% -31 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 4,932 $408K 0.2% +14 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,906 $406K 0.08% +252 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,880 $403K 0.12% -648 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,870 $403K 0.01% 0 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 4,855 $401K 0.15% -195 13F-HR/A Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 4,933 $401K 0.13% -1,838 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,779 $395K 0.15% +1,912 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,769 $394K 0.05% +3,596 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 4,769 $394K 0.28% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,762 $394K <0.01% +482 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,732 $391K 0.02% -290 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,713 $390K 0.01% -14 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,709 $389K 0.01% +1,532 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,692 $388K 0.18% +843 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 4,676 $386K 0.07% +197 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 4,658 $385K 0.21% +409 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 4,635 $383K 0.01% +1,458 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,602 $380K 0.04% -376 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 4,598 $380K 0.05% +131 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 4,586 $379K 0.14% -50 13F-HR Timeline