PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 4,318 $362K 0.03% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 4,370 $362K 0.17% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,369 $362K 0.08% +561 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 4,354 $360K 0.12% new 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 4,337 $359K 0.15% new 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 4,334 $359K 0.12% -958 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 4,312 $357K 0.23% +32 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 4,290 $355K 0.16% +130 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,280 $354K <0.01% +111 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,266 $353K 0.01% -215 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 4,249 $352K 0.22% 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,177 $346K 0.07% -4,087 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,175 $345K <0.01% -152 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 4,163 $345K 0.27% -103 13F-HR Timeline Macro Advisors, Inc. More: the full row for Macro Advisors, Inc. 4,158 $344K 0.14% 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,146 $343K 0.01% +1,140 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 4,100 $339K 0.03% 0 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 4,090 $338K <0.01% +385 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 4,084 $338K 0.12% new 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 4,083 $338K 0.25% +2 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 4,064 $336K 0.06% +29 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 4,063 $336K 0.16% 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,000 $331K 0.1% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 3,982 $330K 0.22% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,964 $328K 0.02% +134 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,944 $326K 0.05% -549 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,935 $326K 0.26% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,935 $326K 0.02% -178 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,919 $324K 0.03% +1,075 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 3,874 $321K 0.1% +137 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,849 $319K 0.16% +596 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,848 $318K 0.06% +273 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 4,811 $318K 0.17% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,840 $318K 0.01% +815 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,839 $318K 0.07% +87 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 3,837 $318K 0.66% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,835 $317K 0.02% new 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 3,828 $317K 0.21% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,789 $314K 0.04% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,789 $314K 0.07% +483 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,768 $312K 0.33% -251 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 3,751 $310K 0.13% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,707 $307K 0.06% -1,539 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 3,692 $306K 0.03% +50 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 3,683 $305K 0.18% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,675 $304K 0.13% +1,134 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,673 $304K <0.01% +202 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,643 $301K 0.02% +9 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 3,630 $300K 0.06% +1,110 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,620 $300K 0.03% -429 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,607 $298K 0.02% -9 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 3,598 $298K 0.29% +7 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,597 $298K 0.09% -161 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 $297K 0.02% 0 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 3,572 $296K 0.03% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,568 $295K 0.07% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,564 $295K 0.01% +46 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 3,550 $294K 0.08% -87 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 $291K <0.01% 0 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 3,485 $288K 0.01% +855 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 3,484 $288K 0.1% +833 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,479 $288K 0.01% -1,307 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,474 $287K <0.01% new 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 3,465 $287K 0.17% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,436 $285K 0.02% 0 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 3,446 $285K 0.17% +478 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,450 $285K 0.02% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,410 $282K 0.02% -21 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,406 $282K 0.1% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,404 $282K 0.01% -192 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 3,392 $281K 0.07% +2,871 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 3,362 $278K 0.05% +436 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,306 $274K 0.02% -1,817 13F-HR Timeline Group Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,295 $273K 0.03% new 13F-HR Timeline Group IRON Financial LLC More: the full row for IRON Financial LLC 3,285 $272K 0.12% -84 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,279 $271K 0.03% -29 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 3,276 $271K 0.19% +25 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,265 $270K 0.11% -286 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,255 $269K 0.01% -400 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,238 $268K <0.01% new 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 3,232 $267K 0.02% +2,563 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,210 $266K 0.01% +13 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,208 $265K 0.03% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,201 $265K 0.02% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,187 $264K 0.03% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,177 $263K 0.01% new 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 3,177 $263K 0.01% -1,537 13F-HR Timeline Group Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,167 $262K 0.15% new 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 3,163 $262K 0.07% 0 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 3,160 $261K 0.24% 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,159 $261K 0.01% +3 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 3,153 $261K 0.1% +24 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 3,120 $258K 0.1% -321 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 3,107 $257K 0.26% -679 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 3,103 $257K 0.2% +100 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,084 $255K 0.05% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,053 $253K <0.01% -1,026 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,046 $252K 0.1% +22 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 3,001 $248K 0.22% -2,998 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,000 $248K 0.03% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 3,000 $248K 0.23% +100 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,990 $247K 0.02% +349 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,980 $247K 0.01% +115 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,979 $247K 0.01% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,976 $246K 0.09% +392 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,944 $245K 0.01% -5,454 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,952 $244K 0.02% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,937 $243K 0.02% -1,237 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 2,932 $243K 0.03% 0 13F-HR Timeline Group CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,916 $241K 0.02% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,893 $239K 0.04% -43 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,886 $239K 0.04% new 13F-HR Timeline Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 2,880 $238K 0.01% new 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 2,875 $238K 0.03% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,867 $237K 0.11% +394 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,850 $236K 0.03% -900 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 2,843 $235K 0.07% +75 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 Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 2,822 $233K 0.02% -98 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 2,793 $231K 0.02% 0 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 2,785 $230K 0.23% -478 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 2,763 $229K 0.18% +26 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,749 $227K 0.01% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,743 $227K 0.05% +1,118 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,732 $226K 0.03% new 13F-HR Timeline Plus Group Wealth Advisors LLC More: the full row for Plus Group Wealth Advisors LLC 2,700 $223K 0.25% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 2,697 $223K <0.01% +120 13F-HR Timeline Group Split Rock Private Trading & Wealth Man… More: the full row for Split Rock Private Trading & Wealth Management, LLC 2,665 $221K 0.17% +175 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,662 $220K 0.07% new 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 2,657 $220K 0.25% -18 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,652 $219K 0.02% -1,050 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 2,647 $219K 0.11% -749 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,624 $217K 0.01% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,617 $217K 0.02% 0 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 2,602 $215K 0.11% 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,595 $215K 0.02% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,593 $215K 0.08% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,582 $214K 0.07% +3 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 2,575 $213K 0.05% -171 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,571 $213K 0.06% +20 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 2,555 $211K 0.16% 0 13F-HR/A Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 2,550 $211K 0.05% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,549 $211K <0.01% new 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,547 $211K 0.04% +97 13F-HR/A Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,541 $210K 0.01% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,520 $209K 0.04% new 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 2,514 $208K 0.04% -1,018 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,509 $208K 0.01% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,501 $207K <0.01% +86 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,501 $207K 0.2% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,500 $207K 0.02% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,487 $206K 0.03% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,483 $205K 0.01% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,480 $205K 0.01% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 2,477 $205K 0.05% new 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 $202K 0.02% 0 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,439 $202K 0.02% -15 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,436 $202K 0.01% new 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,427 $201K 0.05% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,425 $201K 0.01% new 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,422 $200K 0.14% +12 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,406 $199K 0.06% +77 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,401 $199K 0.01% +1,551 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,338 $193K 0.05% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2,155 $178K 0.07% -113 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,115 $175K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,115 $175K <0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,103 $174K 0.03% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,061 $171K 0.06% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,050 $170K 0.01% -1 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,982 $164K 0.06% +4 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,956 $162K 0.02% +15 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,917 $159K <0.01% -1 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 1,889 $156K 0.06% -120 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,884 $156K 0.05% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,869 $155K <0.01% -559 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1,820 $151K 0.05% 0 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 1,795 $148K 0.1% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,781 $147K 0.05% +720 13F-HR/A Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,773 $147K 0.08% +3 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,756 $145K 0.01% +1,626 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,743 $144K 0.01% +330 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,743 $144K 0.12% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,692 $140K 0.05% -441 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,616 $134K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,597 $132K 0.03% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,574 $130K 0.01% -119 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,573 $130K 0.01% +1,324 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,448 $120K 0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,441 $118K 0.06% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,420 $118K 0.03% +118 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,382 $114K 0.01% -1,073 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,375 $114K 0.01% -24 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,366 $113K 0.05% +1,179 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,341 $111K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,314 $109K <0.01% -1,182 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,310 $108K 0.04% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,298 $107K 0.02% -46 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,274 $105K 0.06% +1,097 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,222 $101K 0.07% 0 13F-HR Timeline