DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 7,346 $581K 0.1% 0 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 7,325 $579K 0.23% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,316 $578K <0.01% -13,103 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 7,310 $578K 0.01% -4,244 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 7,308 $578K 0.03% 0 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 7,280 $575K 0.15% +117 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 7,253 $573K 0.02% +214 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 7,201 $569K 0.14% +55 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 7,194 $569K 0.02% +1 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 7,139 $564K <0.01% 0 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 7,134 $563K 0.21% +2,680 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 7,064 $558K 0.01% -535 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 7,057 $558K 0.05% -6,342 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 7,024 $555K 0.05% new 13F-HR/A Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 7,000 $553K 0.38% 0 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 7,000 $553K 0.71% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6,975 $551K 0.07% +177 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 6,966 $551K 0.36% -153 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,962 $550K 0.22% -1,516 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 6,889 $544K 0.38% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6,834 $540K 0.2% +196 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 6,832 $540K 0.4% +225 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 6,827 $540K 0.15% -945 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 6,763 $534K 0.26% -30 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 6,752 $534K 0.35% -690 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 6,708 $532K 0.3% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 6,634 $524K 0.25% -33 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 6,604 $522K 0.39% +1,315 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 6,588 $521K 0.07% +94 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 6,560 $518K 0.17% +88 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 6,465 $511K <0.01% +850 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,462 $511K 0.06% +3,656 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,446 $509K 0.01% -256 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 6,430 $508K 0.09% -451 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 6,420 $507K 0.06% -255 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 6,411 $507K 0.03% +3,112 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,400 $506K 0.01% -1,821 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,383 $504K 0.02% +351 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 6,322 $500K 0.25% +696 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 6,231 $492K 0.16% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 6,197 $490K 0.01% -3,586 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 6,191 $489K 0.1% -589 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,184 $489K 0.04% 0 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 6,132 $485K 0.27% -2 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,121 $484K 0.03% -454 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 6,115 $483K 0.06% +1,069 13F-HR Timeline Group LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 6,092 $481K 0.08% +554 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,090 $481K 0.03% +1,441 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 6,087 $481K <0.01% +1,025 13F-HR Timeline Group CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 6,023 $476K 0.06% +63 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,020 $476K 0.01% +12 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 5,987 $473K 0.23% -74 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,985 $473K 0.01% -48 13F-HR Timeline Group DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 6,120 $473K 0.2% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,979 $473K <0.01% +5,042 13F-HR Timeline Group TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 5,963 $471K 0.16% 0 13F-HR Timeline Group SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 5,913 $467K 0.02% +65 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 5,838 $461K 0.17% new 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 5,837 $461K 0.45% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 5,801 $458K 0.28% -1,816 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 5,779 $457K 0.14% -105 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,749 $454K 0.04% -384 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 5,700 $450K 0.03% new 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,659 $447K 0.19% +600 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,657 $447K 0.02% -59 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 5,621 $444K 0.05% -100 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,614 $444K 0.01% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,590 $442K 0.06% -29 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 5,601 $441K 0.18% -3,498 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,573 $440K 0.05% +1,360 13F-HR/A Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 5,550 $439K 0.17% -20,304 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,524 $437K 0.04% +385 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 5,433 $429K 0.12% +3,028 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 5,422 $429K 0.07% +46 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 5,405 $427K 0.36% +53 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,385 $426K 0.3% +226 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,333 $421K 0.01% 0 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 5,249 $415K 0.16% -1,048 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 5,267 $415K 0.08% 0 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 5,237 $414K 0.21% +534 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 5,197 $411K 0.19% +113 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 5,167 $408K 0.27% -8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,150 $407K 0.03% -981 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,144 $407K 0.05% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,104 $403K <0.01% -3,719 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 5,093 $402K 0.28% -8 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,089 $402K 0.03% -1,561 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 5,071 $401K 0.03% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 5,067 $400K 0.18% -2,454 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5,041 $398K 0.02% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 5,041 $398K <0.01% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 5,003 $395K 0.09% -3,949 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,000 $395K 0.03% +62 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,976 $393K 0.05% +580 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,962 $392K 0.24% new 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 4,954 $392K 0.03% 0 13F-HR Timeline Group Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 4,939 $390K 0.02% +55 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,936 $390K 0.03% -127 13F-HR Timeline 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 4,932 $390K 0.12% +331 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 4,930 $390K 0.19% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,950 $388K 0.24% -250 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,907 $388K 0.05% +279 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,873 $385K 0.04% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 4,860 $384K 0.06% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 4,844 $383K 0.01% -1,138 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 4,833 $382K 0.07% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,805 $380K 0.06% -16 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 4,778 $378K 0.13% +95 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,775 $377K 0.14% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,774 $377K 0.26% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,771 $377K 0.06% +46 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 4,768 $377K 0.07% +232 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 4,753 $376K 0.06% +20 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 4,745 $375K 0.21% +4 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,739 $375K 0.01% 0 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 4,734 $374K 0.26% 0 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,726 $373K 0.08% -59 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,710 $372K 0.01% +1,663 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 4,693 $371K 0.1% -153 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 4,677 $370K 0.17% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 4,657 $368K 0.01% -1,407 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,656 $368K 0.02% -160 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 4,650 $367K 0.03% -175 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 4,631 $366K 0.1% 0 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 4,630 $366K 0.18% +52 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 4,624 $365K 0.5% +62 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 4,621 $365K 0.27% +14 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 4,608 $364K 0.06% -67 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,586 $362K 0.01% -605 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 4,555 $359K 0.21% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,487 $355K 0.04% -308 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,480 $354K 0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 4,465 $353K 0.15% +4,202 13F-HR/A Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,464 $353K 0.02% +606 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,452 $352K 0.04% 0 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 4,434 $350K 0.3% +1,278 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 4,431 $350K 0.12% 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 4,400 $348K 0.2% 0 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 4,393 $347K 0.02% 0 13F-HR Timeline Group SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,356 $342K 0.09% +48 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 4,319 $341K 0.05% -13 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,285 $339K 0.13% +116 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,259 $337K 0.01% +317 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 4,250 $336K 0.15% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,249 $336K 0.02% -45 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,242 $335K <0.01% -1,480 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,242 $335K 0.01% -500 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,215 $333K 0.01% 0 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,198 $332K 0.04% -953 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 4,198 $332K 0.03% +57 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 4,195 $332K 0.6% +975 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 4,188 $331K 0.24% -2,234 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,175 $330K 0.01% +119 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,159 $329K 0.04% +389 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 4,131 $326K 0.16% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,127 $326K 0.1% +1 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 4,131 $325K 0.08% new 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 4,075 $322K 0.13% +4 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,032 $319K 0.02% -2,856 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 4,029 $318K 0.12% -74 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,024 $318K 0.02% -305 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 4,014 $317K 0.21% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 4,008 $317K 0.1% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,002 $316K <0.01% +1,670 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 4,000 $316K 0.13% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,979 $314K 0.04% +184 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,971 $314K 0.06% -425 13F-HR/A Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,934 $311K 0.03% +75 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,929 $310K 0.01% +44 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 3,925 $310K 0.22% +885 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,900 $308K 0.03% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,877 $306K 0.05% +111 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 3,872 $306K 0.06% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,868 $306K 0.05% -436 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 3,850 $304K 0.12% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,845 $304K 0.09% +184 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,798 $300K <0.01% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 3,733 $295K 0.18% -16 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 3,732 $295K 0.03% -420 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 3,719 $294K 0.05% 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,660 $289K 0.03% +459 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 3,632 $287K 0.1% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,644 $287K 0.11% +557 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 3,631 $287K 0.14% +34 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,629 $287K 0.03% +332 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,619 $286K 0.01% +38 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,614 $286K 0.07% +4 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,592 $284K 0.02% -1,166 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 3,577 $283K 0.02% -250 13F-HR Timeline Group Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 3,575 $283K 0.12% +319 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,565 $282K 0.02% -650 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,542 $280K 0.02% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,526 $279K 0.01% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,519 $278K 0.01% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,519 $278K 0.06% -192 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 3,507 $277K 0.22% 0 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 3,506 $277K 0.19% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,465 $274K 0.04% -668 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,454 $273K 0.02% -138 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,441 $272K 0.02% -3,135 13F-HR Timeline