PFS Partners, LLC More: the full row for PFS Partners, LLC 1,024 $138K 0.07% +4 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,003 $135K <0.01% +6 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 1,000 $134K 0.02% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 1,000 $134K 0.1% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,000 $134K 0.07% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,035 $131K <0.01% -1,022 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 969 $130K 0.03% -2,862 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 933 $125K 0.01% new 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 927 $125K 0.01% +17 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 923 $123K <0.01% +65 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 910 $122K 0.05% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 907 $122K <0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 894 $120K 0.09% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 890 $120K 0.02% +4 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 888 $119K <0.01% -117 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 870 $117K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 850 $114K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 841 $113K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 834 $112K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 830 $112K 0.03% +400 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 803 $108K 0.01% +436 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 800 $108K 0.04% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 800 $108K 0.03% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 800 $108K 0.08% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 780 $105K -1,120 Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 764 $103K 0.02% +640 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 746 $100K 0.01% +9 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 721 $96.9K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 714 $96K 0.03% +100 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 704 $94.6K 0.07% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 700 $94.1K 0.04% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 683 $91.8K 0.04% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 683 $91.8K 0.03% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 654 $87.9K <0.01% +217 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 634 $85.3K 0.04% +4 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 635 $85K 0.02% +605 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 617 $82.9K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 616 $82.8K 0.02% 0 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 615 $82.7K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 613 $82.4K 0.01% +10 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 610 $82K 0.03% +5 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 600 $80.6K 0.04% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 594 $79.8K 0.05% -129 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 586 $78.8K 0.01% 0 13F-HR Timeline Group Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 571 $76.8K <0.01% -29,275 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 557 $74.9K <0.01% +21 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 555 $74.5K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 550 $73.9K 0.01% +10 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 508 $68.3K 0.02% +238 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 500 $67.2K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 500 $67.2K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 500 $67.2K 0.04% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 499 $67.1K 0.03% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 489 $65.7K 0.01% +3 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 485 $65.4K 0.03% -60 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 478 $64.3K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 465 $64.2K 0.04% +185 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 456 $61.3K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 451 $60.6K <0.01% +3 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 450 $60.5K 0.05% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 444 $59K 0.02% +110 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 438 $58.8K 0.05% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 437 $58.7K 0.01% -11 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 419 $57.8K 0.01% +75 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 407 $57.8K 0.01% -35 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 422 $56.7K 0.05% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 420 $56.5K 0.05% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 420 $56.5K 0.04% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,839 $56K <0.01% +189 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 409 $55K 0.07% -282 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 407 $54.7K 0.01% +25 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 405 $54.4K <0.01% -2 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 400 $53.8K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 400 $53.8K 0.02% new 13F-HR/A Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 400 $53.8K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 392 $52.7K 0.02% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 391 $52.6K 0.01% 0 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 389 $51.9K 0.02% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 377 $50.7K <0.01% -377 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 364 $48.9K <0.01% +359 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 361 $48.5K 0.03% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 357 $48K <0.01% +129 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 351 $47.2K <0.01% -3 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 347 $46.6K 0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 334 $44.9K 0.03% +275 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 333 $44.8K 0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 333 $44.8K 0.02% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 330 $44.4K <0.01% -25 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 328 $44.1K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 325 $44K 0.03% -516 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 322 $43.3K 0.02% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 322 $43.2K 0.05% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 312 $41.9K 0.01% +76 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 300 $40.3K 0.07% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 301 $40K 0.01% -32 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 292 $39.4K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 291 $39.1K 0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 279 $37.5K 0.02% +11 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 250 $33.6K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 250 $33.6K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 249 $33.5K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 248 $33K <0.01% +230 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 237 $31.9K <0.01% +1 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 234 $31.5K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 219 $30K 0.02% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 210 $28.2K 0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 207 $27.8K 0.01% -2 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 204 $27.4K 0.01% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 200 $27K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 200 $26.9K <0.01% -150 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 200 $26.9K 0.02% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 200 $26.9K 0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 206 $26.8K 0.3% -501 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 199 $26K <0.01% +107 13F-HR Timeline Group HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 191 $25.7K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 182 $24.5K 0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 181 $24.3K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 175 $23.5K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 165 $22.2K <0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 166 $22K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 163 $21.9K <0.01% +35 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 157 $21.1K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 155 $20.8K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 155 $20.8K 0.02% -40 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 152 $20.4K <0.01% +140 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 152 $20.4K 0.01% +83 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 152 $20.4K 0.02% -13 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 145 $19.5K <0.01% +45 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 141 $19K 0.01% +15 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 138 $18.6K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 136 $18.3K <0.01% +21 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 135 $18.1K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 131 $18.1K <0.01% +46 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 130 $17.5K 0.02% 0 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 125 $16.8K <0.01% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 125 $16.8K 0.01% -38 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 124 $16.7K 0.01% +49 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 124 $16.7K <0.01% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 124 $16.7K 0.02% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 117 $15.7K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 113 $15.2K <0.01% -53 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 112 $15.1K <0.01% -32 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 110 $14.8K 0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 109 $14.7K 0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 106 $14.2K <0.01% -127 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 102 $14.1K <0.01% +2 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 101 $13.6K <0.01% 0 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 100 $13.4K 0.01% new 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 100 $13.4K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 100 $13.4K <0.01% 0 13F-HR Timeline Towarzystwo Funduszy Inwestycyjnych All… More: the full row for Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 100 $13.4K 0.06% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 100 $13.4K 0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 100 $13.4K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 95 $13K <0.01% -44 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 100 $13K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 94 $12.6K <0.01% +45 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 93 $12.5K 0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 93 $12.5K 0.01% -80 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 93 $12.5K <0.01% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 91 $12.2K <0.01% 0 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 90 $12.1K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 86 $11.6K <0.01% +11 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 85 $11.5K 0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 84 $11.3K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 84 $11.3K 0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 83 $11.2K <0.01% -38 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 82 $11K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 84 $11K <0.01% -129 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 78 $10.5K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 78 $10.5K <0.01% -79 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 78 $10.5K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 75 $10.1K <0.01% -2 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 77 $10K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 71 $9.54K 0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 68 $9.14K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 66 $8.91K <0.01% -327 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 66 $8.87K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 64 $8.6K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 64 $8.6K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 60 $8.06K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 60 $8.06K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 55 $7.39K <0.01% +10 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 51 $6.83K <0.01% +1 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 50 $6.72K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 47 $6.32K <0.01% +1 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 46 $6.2K <0.01% -66 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 44 $5.92K <0.01% +38 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 44 $5.91K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 42 $5.65K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 40 $5.39K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 40 $5.38K <0.01% -16 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 39 $5.24K <0.01% +6 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 38 $5.16K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 35 $5K <0.01% +19 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 36 $4.84K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 34 $4.59K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 31 $4.13K <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 30 $4.03K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 30 $4.03K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 29 $3.9K <0.01% -105 13F-HR Timeline