Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 13,069 $1.04M 0.25% +3,267 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 12,983 $1.04M 0.18% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 12,932 $1.03M 0.25% +4 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 12,889 $1.03M 0.07% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 12,856 $1.03M 0.09% +949 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 12,829 $1.02M 0.18% +1,802 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 12,828 $1.02M 0.28% -350 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 12,789 $1.02M 0.36% +38 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 12,786 $1.02M 0.05% +3,349 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,783 $1.02M 0.02% -381 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 12,753 $1.02M 0.74% 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,732 $1.02M 0.01% -1,323 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 12,692 $1.01M 0.53% +375 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 12,675 $1.01M 0.35% -2,607 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 12,634 $1.01M 0.24% +593 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 12,625 $1.01M 1.07% 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 12,564 $1M <0.01% -3,718 13F-HR Timeline Group Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 12,541 $1000K 0.4% -881 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 12,532 $999K 0.06% -2,616 13F-HR Timeline Group Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 12,505 $997K 0.71% +951 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 12,503 $997K 0.76% -213 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 12,413 $990K 0.03% +12,254 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 12,394 $988K <0.01% -107,787 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 12,294 $980K 0.02% +1,381 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 12,268 $978K 0.29% +5 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 12,236 $976K 0.28% +6,275 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 12,129 $967K 1% 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 12,099 $965K 0.21% +1,771 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 12,085 $964K 0.29% -115 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 12,059 $961K 0.17% -605 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,048 $961K 0.06% +474 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 12,038 $960K 0.29% +84 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 11,962 $954K 0.18% +4,234 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 11,936 $952K 0.11% +327 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 11,908 $949K 0.27% -12 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 11,900 $949K 0.1% -267 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 11,825 $943K 0.04% -13 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 11,806 $941K 0.95% 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 11,785 $940K 0.28% +243 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 11,762 $938K 0.21% 0 13F-HR Timeline Group First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 11,680 $931K 0.15% -51 13F-HR Timeline Group 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. 11,625 $927K 0.12% +1,425 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 11,571 $925K 0.38% +459 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 11,494 $916K 0.69% -2,148 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 11,417 $910K 0.28% +8,457 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 11,395 $909K 0.81% 13F-HR Timeline City State Bank More: the full row for City State Bank 11,320 $903K 0.25% -95 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 11,224 $895K 0.11% +4 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 11,102 $885K 0.1% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,041 $880K 0.04% +1,586 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,936 $873K 0.02% 0 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 10,898 $869K 0.86% 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 10,893 $868K 0.14% +90 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,804 $861K 0.02% +2,041 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 10,752 $857K 0.43% +126 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 10,665 $850K 0.03% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 10,468 $835K 0.35% -600 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,451 $833K 0.04% -189 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,434 $832K 0.02% -484 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 10,401 $829K 0.33% -935 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 10,400 $829K 0.15% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 10,393 $829K 0.26% +1,817 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 10,362 $826K 0.28% 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 10,361 $826K <0.01% +212 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 10,350 $825K 0.03% -5,566 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 10,290 $820K 0.6% -8,767 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 10,270 $819K 0.08% +3,790 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,259 $818K 0.04% +998 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 10,259 $818K 0.09% -896 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 10,226 $815K 0.48% +15 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 10,190 $812K 0.3% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 10,186 $812K 0.15% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 10,146 $809K 0.02% -14 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 10,120 $807K 0.25% +2 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 10,050 $801K 0.07% +178 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 10,020 $799K 0.15% new 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 10,005 $798K 0.03% +155 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9,890 $789K 0.22% +317 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 9,871 $787K 0.45% -36,917 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 9,839 $784K 0.46% 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 9,807 $782K 0.39% +100 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 9,756 $778K 0.19% -4,777 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,666 $771K 0.01% +3,641 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,643 $769K 0.02% -249,079 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,532 $760K 0.09% +2,282 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 9,525 $759K 0.68% +1,812 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,505 $758K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Summa Corp. More: the full row for Summa Corp. 9,500 $757K 0.32% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 9,458 $754K 0.05% -694 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 9,359 $746K 0.07% +8,679 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 9,340 $745K 0.08% -1,441 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 9,339 $745K 0.05% -280 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 9,306 $742K 0.02% -2,456 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 9,285 $740K 0.17% +1,435 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,277 $740K 0.02% +194 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 9,268 $739K 0.22% +2,320 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 9,255 $738K 0.26% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 9,207 $734K 0.02% +1,419 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 9,196 $733K 0.15% -990 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,092 $725K 0.03% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 9,085 $724K 0.47% -178 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 9,070 $723K 0.53% +110 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 9,056 $722K 0.02% -498,592 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 9,040 $721K 0.37% 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 9,012 $719K 0.04% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,978 $716K 0.06% +142 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 8,974 $716K 0.15% -207 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 8,935 $712K 0.16% +362 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,916 $712K 0.04% -1,097 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,915 $711K 0.02% -278 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 8,885 $708K 0.16% +305 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 8,877 $708K 0.38% -416 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,865 $707K <0.01% -1,211 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 8,858 $706K 0.16% +477 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 8,835 $704K 0.12% +814 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 8,808 $702K 0.33% +1,035 13F-HR Timeline ANB BANK More: the full row for ANB BANK 8,735 $696K 0.28% 0 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 8,708 $694K 0.26% -1,491 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 8,688 $693K 0.04% +713 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 8,671 $691K 0.03% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 8,670 $691K 0.12% +2,321 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 8,655 $690K 0.31% 0 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 8,629 $688K 0.45% -3,162 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 8,606 $686K 0.3% +716 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 8,584 $684K 0.02% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 8,500 $678K 0.04% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,496 $677K 0.03% +1,409 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 8,431 $672K 0.22% +414 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,416 $671K 0.01% -2,495 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 8,413 $671K 0.07% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,366 $667K 0.19% -2,577 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 8,324 $664K 0.5% -13 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 8,322 $664K 0.04% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 8,312 $663K 0.04% +231 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 8,299 $662K 0.19% -473 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,243 $657K 0.02% -7,654 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 8,208 $654K 0.16% +652 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 8,204 $654K 0.22% +16 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 8,086 $645K 0.09% +1 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 8,021 $640K 0.63% 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 7,753 $638K 0.82% +3,210 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 8,000 $638K 0.24% new 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 7,895 $629K 0.08% +640 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 7,880 $628K 0.15% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 7,867 $627K 0.06% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,848 $626K 0.04% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 7,821 $624K 0.01% -9,214 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,784 $621K 0.05% -116 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 7,778 $620K 0.03% +3,367 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 7,772 $620K 0.21% -320 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 7,734 $617K 0.54% 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 7,700 $614K 0.15% 0 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 7,700 $614K 0.46% +98 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 7,635 $609K 0.16% +953 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 7,617 $607K 0.44% -977 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 7,595 $606K 0.44% 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 7,590 $605K <0.01% -1,108 13F-HR Timeline Group Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 7,540 $601K 0.36% -2,573 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 7,519 $599K 0.11% -701 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,492 $597K <0.01% +1,345 13F-HR Timeline Group ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 7,475 $596K 0.43% 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 7,437 $593K 0.1% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 7,437 $593K 0.12% -1,641 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,360 $587K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,358 $587K 0.03% +227 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 7,325 $584K 0.2% -2,050 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 7,232 $577K 0.41% -1,090 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 7,112 $567K 0.16% new 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 7,085 $565K 0.32% -135 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 7,080 $564K 0.02% +1,157 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 7,052 $562K 0.16% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 7,008 $559K 0.16% -421 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 7,000 $558K 0.47% 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 7,000 $558K 0.71% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,998 $558K 0.03% +127 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 6,997 $558K 0.02% +1,070 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 6,854 $546K 0.36% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6,851 $546K 0.22% +213 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 6,802 $542K 0.41% -2,330 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 6,793 $542K 0.29% -162 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 6,779 $540K 0.01% -573 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 6,706 $535K 0.2% -15 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 6,682 $533K 0.3% +1,707 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 6,675 $532K 0.06% 0 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 6,654 $531K 0.14% +98 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 6,588 $527K 0.08% +492 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 6,576 $524K 0.54% new 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. 6,574 $524K 0.25% -24 13F-HR Timeline Group Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 6,549 $522K 0.13% +4 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,521 $520K 0.04% +502 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 6,451 $514K 0.44% +91 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 6,434 $513K 0.04% +195 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 6,376 $508K 0.01% -2,395 13F-HR/A Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 6,367 $508K 0.18% -253 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 6,244 $498K 0.27% -778 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,231 $497K 0.09% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 6,200 $494K 0.04% +1,701 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 6,191 $494K 0.02% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 6,190 $494K 0.02% -94 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,184 $493K 0.05% 0 13F-HR Timeline