CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 6,372 $373K <0.01% 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,339 $370K 0.01% +1,800 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 6,305 $369K 0.04% +6,216 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 6,279 $368K 0.07% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,254 $366K 0.02% 0 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,236 $365K 0.05% -3,237 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 6,155 $360K 0.17% +443 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,099 $357K 0.02% +30 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,058 $355K <0.01% -1,552 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,048 $354K <0.01% -1,648 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 6,018 $352K 0.52% -338 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 5,993 $351K 0.23% -32,655 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,987 $350K 0.02% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 5,977 $350K 0.08% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,899 $345K 0.02% +2,011 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 5,883 $344K 0.21% -1,367 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 5,879 $344K 0.11% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 5,805 $340K 0.07% -1,045 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 5,761 $337K 0.27% 0 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 5,774 $336K 0.07% +1,917 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,677 $332K 0.05% +471 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,677 $332K 0.01% -7,941 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 5,671 $332K 0.2% -151 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,644 $330K 0.14% +72 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,614 $329K 0.04% -3 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 5,605 $328K 0.04% new 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 5,604 $328K 0.09% -358 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 5,599 $328K 0.29% +202 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 5,541 $324K 0.26% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 5,520 $323K 0.11% -181 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 5,512 $323K 0.04% +922 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 5,509 $322K 0.09% -2,212 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 5,482 $321K 0.02% -90,087 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 5,467 $320K 0.05% -1,323 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 5,394 $316K 0.24% +1 13F-HR/A Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,313 $311K 0.01% -275 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 5,297 $310K 0.18% +5,180 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 5,240 $307K 0.2% -5,335 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,208 $305K 0.08% -400 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 5,185 $304K 0.05% new 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 5,168 $303K 0.27% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 5,076 $297K 0.26% -13,825 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 5,068 $297K 0.14% 0 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 5,029 $294K 0.15% -986 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 5,000 $293K <0.01% new 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,981 $292K 0.02% +1,707 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,920 $288K 0.02% +648 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 4,911 $287K 0.2% -199 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 4,856 $284K 0.08% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,863 $284K 0.01% +723 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 4,810 $281K 0.23% +174 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 4,770 $279K 0.05% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,760 $279K 0.05% +302 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 4,760 $279K 0.13% +197 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 4,746 $278K 0.13% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 4,689 $274K 0.06% -1,645 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 4,685 $274K 0.23% +1,057 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 4,674 $273K 0.17% -804 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 4,663 $273K 0.26% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,636 $271K 0.02% -438 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,635 $271K <0.01% +350 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 4,613 $270K 0.18% +230 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 4,604 $270K 0.02% -35 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 4,596 $269K 0.22% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 4,563 $267K 0.08% +244 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,557 $267K 0.01% -51 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 4,500 $263K <0.01% -42,624 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,493 $263K <0.01% +54 13F-HR Timeline Group Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 4,488 $263K 0.1% -41 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,503 $263K 0.02% -4,990 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,467 $261K 0.02% 0 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,449 $260K 0.01% 0 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 4,433 $260K 0.12% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,425 $259K 0.06% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4,350 $255K 0.05% 0 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 4,269 $250K 0.08% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 4,200 $246K 0.04% new 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 4,192 $245K 0.07% -2,552 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,179 $245K <0.01% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 4,170 $244K 0.03% +385 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 4,136 $242K 0.07% -23,345 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,134 $242K 0.01% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,135 $242K 0.01% +65 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 4,129 $242K 0.1% +125 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 4,113 $241K 0.04% +183 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,106 $240K 0.03% 0 13F-HR Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 4,081 $239K 0.13% new 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 4,008 $235K 0.04% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,005 $234K <0.01% new 13F-HR Timeline Group Freestate Advisors LLC More: the full row for Freestate Advisors LLC 3,975 $233K 0.19% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,974 $233K 0.14% +1,000 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,961 $232K 0.06% 0 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 3,935 $230K new Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,882 $227K 0.05% +31 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,868 $226K <0.01% -63 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,856 $226K 0.07% +1,680 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 3,841 $225K 0.02% -199 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,836 $225K 0.02% +151 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,804 $222K 0.1% +268 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,695 $216K 0.01% new 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,692 $216K <0.01% 0 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,669 $215K 0.01% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,654 $214K <0.01% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,644 $213K 0.07% -17,437 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,644 $213K 0.01% 0 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 3,640 $213K 0.16% new 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 3,611 $211K 0.11% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,606 $211K <0.01% -2,202 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,604 $211K 0.02% 0 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 3,590 $210K 0.1% -12,625 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 3,520 $206K 0.08% 0 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 3,504 $205K 0.02% -307 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,500 $205K 0.02% 0 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 3,500 $205K 0.12% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,500 $205K 0.08% +387 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 3,481 $204K 0.01% new 13F-HR/A Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,472 $203K 0.02% +221 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,462 $203K 0.06% new 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 3,457 $202K 0.16% -2,585 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 3,431 $201K 0.02% new 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 3,418 $200K 0.11% -5,414 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 3,417 $200K 0.16% new 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 3,410 $200K 0.06% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 3,327 $195K 0.17% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,000 $176K 0.04% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 2,900 $170K 0.02% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,731 $160K 0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,700 $158K 0.1% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,600 $152K 0.04% +1,691 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,557 $150K 0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,522 $148K 0.03% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,500 $146K 0.02% 0 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 2,295 $134K 0.03% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,264 $133K 0.03% -51 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,126 $124K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,033 $119K 0.08% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,015 $118K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,990 $117K 0.01% -254 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1,965 $115K 0.14% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,869 $109K 0.04% +60 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,808 $106K <0.01% -10,163 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,759 $103K 0.03% -3,830 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,759 $103K 0.03% -35,215 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,755 $103K <0.01% +1,502 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,735 $102K 0.03% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,635 $95.7K 0.02% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,640 $95.7K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,600 $93.7K 0.01% +1 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,600 $93.7K <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,591 $93.2K 0.01% -168 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 1,565 $91.6K 0.05% -90,347 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,547 $90.6K <0.01% +1,285 13F-HR Timeline Group Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 1,444 $84.5K 0.02% 0 13F-HR Timeline Group STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 1,419 $83.1K 0.07% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,410 $82.5K 0.04% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,358 $79.5K 0.04% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,269 $74.3K 0.03% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,238 $72.5K 0.06% -19 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,229 $71.9K 0.03% -1,275 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,194 $69.9K 0.02% 0 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,194 $69.9K 0.01% +2 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,189 $69.6K 0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,168 $68.4K 0.02% -129 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,117 $65.4K <0.01% -372 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,083 $63.4K 0.05% +8 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 985 $57.7K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 980 $57.4K <0.01% +453 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 969 $56.7K 0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 949 $55.5K 0.05% +865 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 947 $55.4K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 945 $55.3K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 895 $52.4K <0.01% -102 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 865 $50.6K 0.22% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 850 $49.8K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 835 $48.9K 0.01% +2 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 823 $48K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 819 $48K 0.01% +4 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 814 $47.7K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 786 $46K 0.02% +2 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 778 $45.5K 0.01% new 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 743 $43.5K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 741 $43.4K 0.03% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 732 $42.8K 0.01% -1,767 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 714 $41.8K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 687 $40.2K 0.03% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 671 $39.3K 0.02% +346 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 592 $34.7K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 575 $33.7K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 570 $33.4K <0.01% +192 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 554 $32.4K <0.01% +60 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 550 $32.2K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 541 $31.7K <0.01% -121 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 537 $31.4K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 500 $29.3K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 492 $28.8K <0.01% +466 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 483 $28.3K <0.01% +2 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 476 $27.9K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 451 $26.4K 0.03% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 414 $24.3K 0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 400 $23.3K 0.01% 0 13F-HR Timeline