WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,936 $869K 0.02% -226 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 10,914 $868K 0.05% -13,095 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 10,848 $862K 0.15% -1,285 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 10,818 $860K 0.06% +537 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 10,803 $859K 0.15% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 10,801 $859K 0.19% +8 13F-HR Timeline City State Bank More: the full row for City State Bank 10,785 $857K 0.27% +1,900 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 10,775 $857K 0.53% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 10,734 $853K 0.06% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,706 $851K 0.08% +3,403 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 10,665 $848K 0.03% -1,419 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 10,589 $842K 0.26% -188 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,584 $841K 0.02% +2,540 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 10,578 $841K 0.07% +2 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 10,492 $834K 0.58% -787 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 10,412 $828K 0.31% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 10,426 $827K 0.05% +2,145 13F-HR/A Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 10,404 $827K 0.17% -9 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 10,400 $827K 0.16% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,369 $824K 0.03% -1,437 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 10,287 $818K 0.01% +1,822 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,241 $814K <0.01% -6,215 13F-HR/A Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 10,232 $813K 0.2% +112 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 10,201 $811K 0.51% +77 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 10,200 $811K 0.14% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 10,118 $804K 0.3% -174 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9,974 $793K 0.02% +796 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,944 $791K 0.03% -1,713 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,916 $788K 0.05% -1,769 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 9,902 $787K 0.57% new 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 9,792 $778K 0.46% -28 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 9,726 $773K 0.47% -749 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 9,712 $772K 0.47% -1,127 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,679 $769K 0.05% -372 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 9,616 $764K 0.07% +815 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 9,545 $759K 0.07% -4,872 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 9,517 $757K 0.79% new 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 9,500 $755K 0.39% +3,000 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 9,490 $754K 0.01% 0 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 9,430 $750K 0.1% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9,429 $750K 0.25% -1,568 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 9,419 $749K 0.55% 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 9,381 $746K 0.08% +2,697 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 9,375 $745K 0.31% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,329 $742K 0.05% +161 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 9,263 $736K 0.67% 0 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 9,239 $734K 0.64% -65 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 9,078 $722K 0.14% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 9,056 $720K <0.01% +645 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 9,014 $717K 0.12% +6,360 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 8,845 $703K 0.03% +700 13F-HR Timeline ANB BANK More: the full row for ANB BANK 8,795 $699K 0.31% +480 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 8,717 $693K 0.21% +64 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 8,709 $692K 0.2% -2,094 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 2,418 $690K 0.39% -35,166 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 8,671 $689K 0.03% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 8,694 $689K 0.56% -344 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 8,584 $682K 0.02% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,517 $677K 0.08% +819 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 8,500 $676K 0.04% -205,837 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,460 $673K 0.07% +4,802 13F-HR Timeline Group HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 8,450 $672K 0.56% +88 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 8,413 $669K 0.08% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 8,412 $669K 0.08% +1,451 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 8,377 $666K 0.41% +699 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,364 $665K 0.01% +1,352 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 8,337 $663K 0.57% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 8,328 $662K 0.17% -42 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,295 $659K 0.12% -2,542 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 8,286 $659K 0.26% +2,707 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 8,247 $655K 0.1% -445 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 8,175 $650K 0.24% -72 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 8,164 $649K 0.17% +1,947 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 8,141 $647K 0.12% -627 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 8,092 $643K 0.26% -5,107 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 8,002 $636K 0.04% -992 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 7,984 $635K 0.04% -1,691 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 7,924 $630K 0.19% -356 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 7,909 $629K 0.32% +3,809 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 7,880 $626K 0.15% 0 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 7,820 $622K 0.23% -449 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,750 $616K 0.02% -1,530 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 7,732 $615K 0.32% +23 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 7,731 $615K 0.01% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 7,686 $612K 0.29% -3,900 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 7,700 $612K 0.18% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,663 $609K <0.01% -4,768 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 7,655 $609K 0.1% -366 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,644 $608K 0.02% -583 13F-HR Timeline Group LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 7,617 $606K 0.08% +82 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 7,613 $605K 0.32% -115 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 7,551 $600K 0.17% +6 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 7,511 $597K 0.3% +322 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 7,437 $591K 0.09% 0 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 7,378 $587K 0.47% +72 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,360 $585K 0.04% 0 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 7,333 $583K 0.11% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,319 $582K 0.01% +3,030 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 7,291 $577K 0.2% +214 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 7,250 $576K 0.08% +130 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 7,178 $571K 0.13% -2,957 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 7,155 $569K 0.39% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,095 $564K 0.03% +1,519 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 7,058 $561K 0.24% -1,932 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 6,955 $553K 0.34% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 6,919 $550K 0.03% -598 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 6,882 $547K 0.04% 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 6,847 $544K <0.01% +606 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,810 $541K <0.01% +226 13F-HR Timeline Group Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 6,810 $541K 0.05% new 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 6,781 $539K 0.25% -380 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 6,706 $533K 0.4% -3,381 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,699 $533K 0.12% +2,287 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 6,708 $532K 0.3% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,656 $529K 0.01% -44,432 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 6,652 $529K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6,638 $528K 0.3% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 6,620 $526K 0.05% +2,289 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,615 $526K 0.03% +190 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 6,558 $521K 0.06% +1,154 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 6,578 $521K 0.09% +908 13F-HR/A Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 6,538 $520K 0.21% new 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 6,516 $518K 0.16% 0 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 6,484 $516K 0.15% +71 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 6,448 $513K 0.58% +18 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 6,412 $510K 0.19% 0 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 6,345 $504K 0.13% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 6,321 $503K 0.12% +20 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,231 $495K 0.1% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 6,191 $492K 0.15% +2,840 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,190 $492K 0.12% +1,666 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,184 $492K 0.05% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 6,141 $488K 0.02% +350 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 6,059 $482K 0.02% -577 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 6,039 $480K 0.22% +145 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,973 $475K 0.05% -1,265 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,995 $474K 0.02% +13 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,963 $474K 0.02% -12 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 5,961 $474K 0.14% 0 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 5,915 $470K <0.01% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 5,912 $470K 0.2% +1,514 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,908 $470K 0.04% +1,083 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 5,897 $469K 0.4% -168 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 5,867 $466K 0.22% -8,375 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,840 $464K 0.06% +206 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 5,813 $462K 0.21% -920 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 5,809 $462K 0.27% 13F-HR Timeline Group Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 5,802 $461K 0.29% -3,912 13F-HR/A Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 5,786 $460K 0.03% +195 13F-HR Timeline Group Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 5,767 $458K 0.3% 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 5,737 $456K 0.14% -3,642 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,723 $455K 0.04% +2,246 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,694 $453K 0.4% +836 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 5,683 $452K 0.03% +2,072 13F-HR Timeline Group SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 5,658 $450K 0.02% +62 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 5,632 $448K 0.09% +210 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 5,631 $448K 0.04% +88 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,614 $446K 0.01% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 5,596 $445K 0.1% -174 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,565 $442K 0.05% +60 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,528 $439K 0.03% +155 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 5,520 $439K 0.02% -130 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 5,507 $438K 0.16% +221 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,506 $438K 0.24% -45 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,502 $437K 0.05% +2,281 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 5,491 $437K 0.28% -1,181 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,440 $432K 0.06% -200 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 5,424 $431K <0.01% +2,570 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,405 $430K <0.01% 0 13F-HR Timeline Group Darrow Company, Inc. More: the full row for Darrow Company, Inc. 5,386 $428K 0.22% -1 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,379 $428K 0.03% +256 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 5,377 $427K 0.04% -199 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 5,369 $427K 0.06% new 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 5,350 $425K 0.23% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,311 $422K 0.03% +1,076 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 5,292 $421K 0.33% -100 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,284 $420K 0.01% -3,303 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,269 $419K 0.07% +125 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 5,267 $417K 0.13% -1,900 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,245 $417K 0.28% -3 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,233 $416K 0.03% +1,054 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 5,226 $415K 0.17% -240 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 5,218 $415K 0.08% +55 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,208 $414K 0.03% new 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 5,171 $411K 0.09% -97 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 5,170 $411K <0.01% -85 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,181 $411K 0.03% +962 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 5,154 $410K 0.12% -334 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 5,080 $404K 0.07% -317 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 5,071 $403K 0.02% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,052 $402K 0.02% -887 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 5,050 $401K 0.19% -462 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 5,017 $399K 0.32% +52 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 5,016 $399K 0.01% new 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 4,954 $394K 0.03% 0 13F-HR Timeline Group Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 4,930 $392K 0.27% +1,306 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 4,913 $391K 0.14% +5 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,907 $390K 0.03% +485 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,879 $388K 0.26% +2 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,874 $387K 0.03% +555 13F-HR Timeline