Financially in Tune, LLC More: the full row for Financially in Tune, LLC 3,753 $314K 0.29% 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,752 $314K 0.07% +13 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 3,751 $314K 0.12% -203 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,750 $314K 0.05% -344 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 3,737 $313K 0.1% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,735 $313K 0.03% +2,107 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,702 $311K 0.03% -34 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3,705 $310K <0.01% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 3,683 $308K 0.19% -28 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 3,658 $308K 0.16% -200 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,655 $306K 0.01% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 3,637 $305K 0.08% +815 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 3,642 $305K 0.03% -417 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,634 $304K 0.02% -14,243 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,616 $303K 0.02% -500 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 3,604 $302K 0.14% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,596 $301K 0.01% -316 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 3,591 $301K 0.29% +121 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 3,587 $300K 0.02% 0 13F-HR Timeline Group FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 3,584 $300K 0.32% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,582 $300K 0.03% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,579 $300K 0.01% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,575 $299K 0.04% 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,568 $299K 0.07% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 3,560 $298K 0.07% -600 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,556 $298K <0.01% +517 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,551 $297K 0.13% +286 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 3,532 $296K 0.05% new 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 3,518 $295K <0.01% 0 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,518 $295K 0.01% -13 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,471 $291K <0.01% +1,017 13F-HR Timeline Group TI-TRUST, INC More: the full row for TI-TRUST, INC 3,465 $290K 0.18% +239 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 3,459 $290K 0.04% 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,450 $289K 0.02% new 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 3,450 $289K 0.1% -1,775 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 3,441 $288K 0.12% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,436 $288K 0.02% +10 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,431 $287K 0.02% -924 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 3,426 $287K 0.23% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 3,396 $284K 0.11% -255 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,369 $282K 0.13% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,355 $281K 0.02% -752 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,308 $277K 0.03% +499 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,306 $277K 0.07% +619 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,275 $274K 0.02% -197 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,265 $273K 0.11% new 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 3,263 $273K 0.27% 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,253 $272K 0.14% -182 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 3,251 $272K 0.2% +50 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,211 $269K 0.05% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,197 $268K 0.02% +380 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3,181 $266K 0.06% new 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 3,163 $265K 0.07% 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,156 $264K 0.01% +7 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 3,129 $262K 0.1% +48 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 3,119 $261K 0.08% new 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 3,110 $260K <0.01% +500 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 3,105 $260K 0.39% -119 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,084 $258K 0.05% -206 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 3,074 $257K 0.13% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,052 $256K 0.11% -88 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,025 $253K 0.01% -22 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,024 $253K 0.11% +46 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,006 $252K 0.01% new 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 3,003 $252K 0.2% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,000 $251K 0.03% +600 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,000 $251K 0.02% new 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 2,969 $249K 0.4% -21,626 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,968 $249K 0.15% +477 13F-HR/A Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,936 $246K 0.04% +43 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 2,932 $246K 0.03% 0 13F-HR Timeline Group Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 2,926 $245K 0.04% 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 2,920 $245K 0.02% -198 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 2,913 $244K 0.13% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 2,900 $243K 0.22% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 2,875 $241K 0.03% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,865 $240K 0.01% -2,780 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,844 $238K 0.02% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,798 $234K <0.01% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,797 $234K 0.01% 0 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 2,793 $234K 0.02% 0 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 2,768 $232K 0.07% 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 2,746 $230K 0.06% 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 2,737 $229K 0.18% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,726 $228K 0.01% -814 13F-HR Timeline Plus Group Wealth Advisors LLC More: the full row for Plus Group Wealth Advisors LLC 2,700 $226K 0.25% 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 2,697 $226K 0.06% -790 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 2,681 $225K 0.03% 0 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 2,675 $224K 0.25% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,664 $223K 0.02% -631 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 2,651 $222K 0.08% -562 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,641 $221K 0.02% new 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,630 $220K 0.01% -199 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,617 $219K 0.02% +57 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,595 $217K 0.01% -679 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,593 $217K 0.08% -35 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,584 $216K 0.08% +53 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,579 $216K 0.07% +1 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,578 $216K 0.09% new 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 2,577 $216K <0.01% -1,483 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,567 $215K 0.03% -156 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,561 $214K 0.05% 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 2,555 $214K 0.17% 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,551 $214K 0.06% +39 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 2,550 $214K 0.06% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,541 $213K 0.07% 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 2,525 $212K 0.03% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,523 $211K <0.01% -507 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,522 $211K 0.03% -1,071 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,520 $211K 0.05% -180 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,509 $210K 0.01% +1 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,501 $209K 0.21% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,500 $209K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,496 $209K 0.01% -1,075 13F-HR Timeline Split Rock Private Trading & Wealth Man… More: the full row for Split Rock Private Trading & Wealth Management, LLC 2,490 $209K 0.17% 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,480 $208K 0.01% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,473 $207K 0.09% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,455 $206K 0.01% +17 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,454 $206K 0.02% -78 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,450 $205K 0.04% +9 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,444 $205K 0.02% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,428 $203K <0.01% -3,218 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,415 $202K <0.01% -210 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,410 $202K 0.15% 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,400 $201K 0.03% 0 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,394 $200K 0.08% -4,260 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,391 $200K 0.03% new 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 2,390 $200K 0.02% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,329 $195K 0.06% +70 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2,268 $190K 0.07% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,133 $179K 0.06% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,115 $177K 0.01% -5 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,115 $177K <0.01% -300 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,061 $173K 0.06% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,051 $172K 0.01% 0 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 2,009 $168K 0.07% +32 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,978 $166K 0.06% +6 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,941 $163K 0.01% +30 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,934 $162K 0.01% +276 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,918 $161K <0.01% +62 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,914 $160K <0.01% -1,100 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,867 $156K 0.08% -386 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1,820 $152K 0.05% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,770 $148K 0.09% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,743 $146K 0.12% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,693 $142K 0.01% -129 13F-HR Timeline Group Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,625 $136K 0.03% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,616 $135K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,597 $134K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,554 $130K 0.02% -3,246 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,448 $121K 0.01% +158 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,441 $121K 0.06% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,413 $118K 0.01% -642 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,400 $117K 0.07% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,399 $117K 0.01% -19 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,344 $113K 0.02% -5,104 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 1,330 $111K 0.21% -4,440 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,310 $110K 0.04% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,302 $109K 0.02% +900 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 1,253 $105K 0.07% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,222 $102K 0.08% +224 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,212 $102K <0.01% -181 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 1,189 $99.6K 0.04% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,184 $99.2K 0.07% -305 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,179 $98.7K 0.03% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,127 $94.4K <0.01% -2,271 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,126 $94.4K 0.01% -923 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,132 $94K 0.03% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 1,103 $92.4K 0.04% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 1,093 $91.5K 0.08% 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,061 $88.9K 0.03% +12 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,017 $85.2K <0.01% +3 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,011 $84.7K 0.01% 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,007 $84.3K 0.03% 0 13F-HR Timeline Group Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,004 $84.1K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 990 $82.9K <0.01% +180 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 947 $79.3K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 924 $77.4K +515 Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 857 $71.8K 0.03% -423 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 850 $71.2K <0.01% +2 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 832 $69.7K 0.2% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 822 $68.8K 0.04% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 798 $66.8K <0.01% +618 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 754 $63.1K <0.01% +124 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 732 $61.3K <0.01% +590 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 711 $59.6K 0.02% +31 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 707 $59.2K 0.01% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 706 $59.1K 0.04% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 687 $57.5K <0.01% 0 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 686 $57.5K 0.04% 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 677 $56.7K 0.02% -160 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 669 $56K <0.01% 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 664 $55.6K 0.01% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 652 $54.6K 0.01% -108 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 650 $54.4K 0.05% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 649 $54.4K <0.01% -252 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 627 $52.5K <0.01% -799 13F-HR Timeline Trust Co More: the full row for Trust Co 622 $52.1K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 620 $51.9K 0.01% +196 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 574 $48.1K 0.01% 13F-HR Timeline