Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 9,043 $1.08M 0.12% +8,697 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 9,008 $1.08M 0.23% +7,882 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 8,992 $1.07M 0.74% +7,868 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 8,984 $1.07M 0.81% +7,861 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 8,940 $1.07M 0.04% +8,273 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 8,913 $1.07M 0.81% +7,799 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,898 $1.06M 0.07% +7,786 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 8,886 $1.06M 0.24% +7,776 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 8,867 $1.06M 0.56% +7,982 13F-HR Timeline BAYBAN More: the full row for BAYBAN 8,840 $1.06M 0.81% +7,735 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 8,776 $1.05M 0.03% +7,679 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 8,768 $1.05M 0.18% +7,672 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 8,719 $1.04M 0.28% +7,643 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 8,715 $1.04M 0.04% new 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 8,702 $1.04M 0.42% +7,615 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 8,704 $1.04M 0.11% +7,616 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 8,675 $1.04M 0.1% +7,585 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,624 $1.03M 0.01% +7,546 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 8,608 $1.03M 0.43% +7,532 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 8,592 $1.03M 0.2% +7,518 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 8,556 $1.02M 0.21% +8,097 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 8,543 $1.02M 0.01% +7,773 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 8,512 $1.02M 0.05% +7,448 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 8,467 $1.01M 0.44% +7,484 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 8,452 $1.01M 0.19% +7,526 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 8,449 $1.01M 0.26% +7,336 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,448 $1.01M 0.08% +7,224 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 8,429 $1.01M 0.75% +7,376 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 8,383 $1M 0.24% +6,979 13F-HR/A Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 8,359 $999K 0.2% +7,314 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 8,336 $996K 0.11% +7,294 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 8,305 $993K 0.06% new 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 8,304 $992K 0.11% +7,503 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 8,292 $991K 0.37% +7,214 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 8,276 $989K 0.07% +6,860 13F-HR Timeline Group Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 8,272 $989K 0.26% +7,151 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 8,264 $988K 0.01% +7,415 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 8,258 $987K 0.06% +7,195 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 8,252 $986K 0.73% +7,186 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 8,240 $985K 0.36% +7,210 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8,216 $982K 0.36% +7,189 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 8,192 $979K 0.32% +7,168 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 8,168 $976K 0.15% +7,167 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 8,168 $976K 0.14% +7,148 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 8,172 $976K 0.05% +7,044 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 8,162 $976K 0.46% +7,115 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 8,161 $975K 0.82% +7,141 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 8,152 $974K 0.07% -1,528 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 8,138 $973K 0.6% +7,121 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 8,128 $971K 0.22% +7,112 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,123 $971K 0.02% +7,098 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 8,096 $968K 0.23% +7,084 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 8,080 $966K 0.31% +7,080 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,281 $966K 0.3% +1 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 8,040 $961K 0.03% +7,035 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. 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More: the full row for Quintet Private Bank (Europe) S.A. 8,000 $956K 0.06% +7,000 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 7,993 $955K 0.13% +7,034 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 7,983 $954K 0.53% +6,889 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 7,954 $951K 0.89% +6,931 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 7,948 $950K 0.25% +6,955 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 7,943 $949K 0.06% +6,949 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 7,941 $949K 0.65% +6,949 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 7,928 $948K 0.05% +6,937 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,904 $945K 0.04% +6,916 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 7,881 $942K 2.12% +7,394 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 7,872 $941K 0.05% +6,888 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 7,854 $939K 0.15% +6,863 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 7,841 $937K 0.22% +6,836 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 7,838 $937K 0.09% +6,858 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,774 $929K 0.02% +7,099 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 7,710 $922K 0.12% +6,747 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,697 $920K 0.02% +6,876 13F-HR Timeline Group FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 7,697 $920K 0.26% +6,812 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 7,685 $918K 0.22% +6,724 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 7,668 $916K 0.24% +6,455 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 7,632 $912K 0.17% +6,678 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 7,768 $911K 0.31% +6,668 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 7,600 $908K 0.55% +6,650 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 7,593 $908K 0.3% +6,644 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 7,584 $906K 0.34% +6,646 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 7,563 $904K 0.22% +6,963 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,527 $900K 0.08% +6,621 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 7,512 $898K 0.12% +6,553 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 7,488 $895K 0.33% +6,332 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 7,479 $894K 0.25% +6,717 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 7,472 $893K 0.15% new 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 7,429 $888K 0.02% +6,473 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 7,423 $887K 0.35% +6,482 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 7,421 $887K 0.05% +6,467 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 7,410 $886K 0.23% +6,480 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 7,400 $884K 0.09% +6,475 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 7,390 $883K 0.19% +6,432 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,385 $883K 0.07% +6,435 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 7,384 $883K 0.03% +6,462 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 7,468 $882K 0.6% +6,527 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 7,378 $882K 0.02% +6,434 13F-HR Timeline Group PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 7,372 $881K 0.45% +6,450 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 7,360 $880K 0.25% 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 7,350 $879K 0.06% +6,778 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 7,350 $878K 0.01% +6,431 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 7,342 $878K 0.03% +6,483 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 7,322 $875K 0.01% +5,835 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 7,320 $875K 0.32% +6,405 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 7,309 $873K 0.48% +6,469 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 7,288 $871K 0.1% +6,373 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 7,282 $870K 0.18% +6,372 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 7,272 $869K 0.14% +6,363 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 7,266 $868K 0.59% new 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 7,248 $866K 0.21% +6,795 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,224 $863K 0.03% +6,321 13F-HR Timeline Group KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 7,217 $863K 0.37% +6,260 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 7,213 $862K 0.59% +6,314 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 7,211 $862K 0.07% +6,310 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 7,208 $862K 0.4% +6,893 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 7,201 $861K 0.72% +6,287 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 7,176 $858K 0.18% +6,249 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 7,140 $853K <0.01% +6,080 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 7,127 $852K 0.43% +6,137 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7,122 $851K 0.01% +6,263 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 7,097 $848K 0.24% +6,211 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 7,088 $847K 0.01% +6,202 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,083 $847K 0.04% +6,312 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 7,064 $844K 0.13% +6,181 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 6,968 $833K 0.06% +6,097 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 6,968 $833K 0.07% +6,462 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 6,960 $832K 0.08% +6,090 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 6,912 $826K 0.1% +6,048 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,890 $824K 0.05% +6,255 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 6,890 $823K 0.01% new 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 6,869 $821K 0.39% +6,002 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,866 $821K 0.06% +5,792 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,864 $820K 0.05% +6,006 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 6,856 $819K 0.07% +5,999 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 6,855 $819K 0.08% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 6,829 $816K 0.31% +6,061 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 6,808 $814K 0.1% +5,957 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 6,792 $812K 0.17% +5,943 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,772 $809K 0.07% +5,884 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 6,759 $808K 0.21% +5,914 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 6,757 $808K 0.05% +5,660 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 6,729 $804K 0.02% +5,902 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 6,719 $803K 0.02% +6,404 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,698 $801K 0.04% +5,725 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 6,693 $800K 0.12% +5,952 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 6,688 $799K 0.16% +5,852 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 6,683 $799K 0.01% new 13F-HR Timeline Group J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 6,664 $797K 0.06% +5,825 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 6,646 $794K 0.13% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,644 $794K 0.09% +5,841 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 6,632 $793K 0.01% +5,803 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 6,625 $792K 0.04% +5,698 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 6,613 $790K 0.19% +5,919 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,605 $789K 0.03% +5,839 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 6,602 $789K 0.15% +5,938 13F-HR/A Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 6,587 $787K <0.01% +5,407 13F-HR/A Timeline Group Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 6,565 $785K 0.28% +5,746 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 6,560 $784K 0.1% +5,774 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 6,525 $780K 0.45% +5,865 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 6,524 $780K 0.02% +5,524 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6,520 $779K 0.04% +5,667 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 6,517 $779K 0.06% +5,736 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,474 $774K 0.04% +5,766 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 6,472 $774K 0.23% +5,663 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 6,472 $774K 0.18% +5,663 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 6,472 $774K 0.45% new 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 6,451 $771K <0.01% +6,116 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 6,440 $770K 0.15% +5,635 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 6,428 $768K 0.2% +5,625 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 6,420 $767K 0.04% +5,618 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 6,415 $767K 0.18% +5,630 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 6,400 $765K 0.23% +5,600 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 6,377 $762K 0.15% +5,903 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 6,368 $761K 0.02% new 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 6,360 $760K 0.29% +5,450 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,346 $759K 0.05% +5,529 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 6,344 $758K 0.05% +5,551 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 6,309 $754K 0.14% +5,486 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 6,299 $753K 0.23% +5,512 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 6,298 $753K 0.15% +5,512 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 6,296 $753K 0.09% +5,510 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 6,286 $751K 0.14% +5,502 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,267 $749K 0.03% +5,449 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 6,254 $747K 0.15% +5,380 13F-HR Timeline FWG Investments, LLC. 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