SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 1,357 $231K 0.1% new 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,351 $230K 0.19% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,345 $229K 0.01% +174 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,345 $229K 0.1% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,341 $228K 0.06% new 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,337 $228K 0.04% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,336 $227K 0.04% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,333 $227K 0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,333 $227K 0.01% -13 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,320 $225K 0.12% -188 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,316 $224K 0.05% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,315 $224K 0.01% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,299 $223K 0.01% new 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,302 $222K 0.02% -254 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,300 $221K 0.03% -100 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,300 $221K 0.13% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,290 $220K 0.06% -499 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,287 $219K 0.09% new 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,274 $217K 0.1% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,273 $217K 0.17% -217 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 1,273 $217K 0.04% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,271 $216K 0.02% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,269 $216K 0.06% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,268 $216K 0.05% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,265 $215K 0.03% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,259 $214K 0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,255 $214K 0.12% -4 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,250 $213K <0.01% new 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,250 $213K 0.04% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,242 $212K 0.02% new 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 1,245 $212K 0.22% 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 1,242 $211K 0.08% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,240 $211K 0.05% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,239 $211K 0.01% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,234 $210K 0.01% -301 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,232 $210K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,228 $209K 0.1% +204 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 1,228 $209K 0.16% new 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 1,228 $209K 0.14% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,226 $209K <0.01% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,225 $209K 0.2% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,221 $208K 0.02% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,216 $207K 0.02% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,206 $205K 0.03% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,204 $205K 0.02% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,200 $204K 0.16% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,200 $204K 0.12% new 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,200 $204K 0.1% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 2,693 $204K 0.06% +1,558 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,192 $203K 0.05% new 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 1,192 $203K 0.07% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,190 $203K 0.02% new 13F-HR Timeline Group TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,179 $201K 0.02% new 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,178 $201K 0.06% new 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,176 $200K 0.02% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,164 $198K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,159 $197K 0.11% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,158 $196K 0.02% +4 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,133 $193K 0.02% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,129 $192K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,107 $189K 0.04% -144 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,101 $187K <0.01% +98 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,089 $185K 0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,073 $183K 0.04% -46 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,050 $181K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,052 $179K 0.02% -6 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,023 $174K 0.13% 0 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 1,000 $170K 0.02% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 1,000 $170K 0.11% 0 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 10,010 $170K 0.03% +10 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 931 $158K 0.01% +4 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 924 $157K 0.01% +54 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 924 $157K 0.1% +30 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 922 $157K 0.02% -603 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 910 $155K 0.06% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 900 $153K <0.01% -24,938 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 894 $152K 0.02% +4 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 850 $145K 0.02% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 849 $145K 0.01% +15 13F-HR Timeline CNB Bank More: the full row for CNB Bank 846 $144K 0.06% +163 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 841 $144K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 830 $141K 0.03% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 803 $137K 0.02% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 802 $136K 0.01% +56 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 801 $136K 0.04% +1 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 800 $136K 0.04% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 800 $136K 0.11% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 764 $130K 0.02% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 799 $130K 0.09% -168 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 762 $130K 0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 751 $128K 0.03% -218 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 747 $127K 0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 741 $126K 0.03% +106 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 735 $125K <0.01% -4,832 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 732 $125K <0.01% +78 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 721 $123K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 714 $122K 0.04% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 704 $120K 0.08% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 688 $117K 0.03% +5 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 643 $109K 0.01% +187 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 639 $109K 0.04% +5 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 638 $109K <0.01% +187 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 617 $105K 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 $105K 0.02% 0 13F-HR Timeline Group BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 614 $105K 0.04% +4 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 607 $103K 0.01% +50 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 600 $102K 0.04% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 600 $102K 0.04% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 594 $101K 0.05% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 470 $99.8K 0.01% -116 13F-HR Timeline Group Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 571 $97.2K <0.01% 0 13F-HR/A Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 555 $94.4K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 544 $92.6K 0.02% +44 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 534 $90.9K 0.03% +324 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 516 $87.9K 0.01% +438 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 500 $85.1K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 500 $85.1K <0.01% +149 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 500 $85.1K 0.04% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 499 $85K 0.03% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 495 $84.3K 0.02% -13 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 493 $83.9K 0.01% -120 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 489 $83.3K 0.02% 0 13F-HR/A Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 484 $82K 0.02% +40 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 479 $81.6K 0.05% +14 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 478 $81.4K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 469 $79.9K 0.03% -16 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 452 $77K 0.01% +15 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 450 $76.6K 0.05% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 450 $76.6K 0.03% +231 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 476 $76.3K 0.01% +69 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 445 $75.8K <0.01% +40 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 434 $73.9K <0.01% -473 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 434 $73.9K 0.06% -4 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 433 $73.7K -347 Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 422 $71.8K 0.05% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 420 $71.5K 0.04% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 419 $71.3K 0.02% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 410 $69.8K 0.01% +3 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 409 $69.6K 0.08% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 400 $68.1K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 400 $68.1K <0.01% new 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 400 $68.1K 0.06% -20 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 400 $68.1K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 400 $68.1K 0.01% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 400 $68.1K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 397 $68K <0.01% +149 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 392 $66.7K 0.02% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 391 $66.6K 0.01% 0 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 377 $64.2K 0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 364 $62K 0.02% +31 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 361 $61.5K 0.04% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 357 $60.8K 0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 352 $60K <0.01% -5 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 341 $58.1K <0.01% -23 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 335 $57.3K 0.04% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 342 $57.3K 0.01% -5 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 328 $55.8K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 324 $55K 0.01% +23 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 322 $54.8K 0.02% 0 13F-HR/A Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 314 $53.5K <0.01% -16 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 296 $50.4K 0.01% -16 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 293 $49.9K 0.01% +1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 291 $49.6K 0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 285 $48.1K 0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 279 $47.5K 0.02% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 269 $45.8K <0.01% +19 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 261 $44.5K 0.08% -39 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 250 $42.6K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 249 $42.4K 0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 240 $40.9K 0.01% +58 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 234 $39.8K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 211 $36K 0.01% +4 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 211 $35.9K 0.01% +125 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 200 $34.6K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 200 $34.1K 0.03% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 200 $34.1K 0.03% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 200 $34.1K 0.01% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 200 $34K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 194 $33K 0.02% -131 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 192 $32.7K <0.01% -45 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 191 $32.5K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 183 $31.2K <0.01% -705 13F-HR/A Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 181 $30.8K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 176 $30K 0.02% +24 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 175 $29.7K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 165 $28.1K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 163 $27.8K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 160 $27.3K 0.01% +66 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 158 $26.9K 0.01% +6 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 156 $26.6K 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 155 $26.4K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 155 $26.4K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 63 $26K <0.01% -32 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 145 $24.7K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 144 $24.5K <0.01% +8 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 141 $24K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 145 $24K 0.01% +61 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 140 $23.7K <0.01% +2 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 137 $23.4K <0.01% +6 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 135 $23K <0.01% 0 13F-HR Timeline