Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 2,490 $225K 0.01% new 13F-HR Timeline Group Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,480 $225K 0.04% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,478 $224K 0.05% -390 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 2,482 $224K 0.15% -13 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 2,471 $224K 0.12% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,450 $222K 0.06% -40 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 2,449 $222K 0.21% -1,864 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 2,570 $220K 0.09% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,425 $220K 0.12% -54 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 2,424 $219K 0.15% -100 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,421 $219K 0.13% +166 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,423 $219K 0.04% 0 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 2,514 $219K 0.2% -913 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,407 $218K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2,405 $218K 0.09% 0 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 2,400 $217K 0.11% 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,399 $217K 0.04% -131 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,391 $216K 0.03% +6 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 2,500 $214K 0.15% -1,690 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 2,364 $214K 0.02% -550 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,357 $213K 0.06% new 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 2,345 $212K 0.01% -105 13F-HR Timeline Group VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 2,345 $212K 0.17% +22 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 2,334 $211K 0.03% -43 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 2,329 $211K 0.16% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,324 $210K 0.06% new 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 2,311 $209K 0.08% -1,365 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 2,459 $209K 0.1% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,304 $209K 0.03% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 2,308 $209K 0.08% +5 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,307 $209K 0.11% -154 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,295 $208K 0.05% -2,888 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 2,291 $207K 0.03% -170 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 2,290 $207K 0.15% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,280 $206K 0.02% +5 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,312 $206K 0.02% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,271 $206K 0.06% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,262 $205K 0.03% -150 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 2,261 $205K 0.17% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,206 $204K 0.19% -1,089 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,257 $204K <0.01% -1,527 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,256 $204K 0.02% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,255 $204K 0.01% -200 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 2,247 $203K 0.1% -134 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 2,244 $203K 0.23% new 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 2,329 $203K 0.13% +9 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 2,238 $203K 0.03% +919 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,234 $202K 0.04% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,233 $202K 0.04% -912 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 2,226 $202K 0.06% new 13F-HR Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,225 $201K 0.07% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,216 $201K <0.01% -28,487 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 2,200 $199K 0.05% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,170 $197K 0.08% +6 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 809 $196K 0.03% -1,357 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,203 $195K 0.16% 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 2,003 $181K 0.17% 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 2,000 $181K 0.09% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,000 $181K 0.06% +68 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 2,000 $179K <0.01% +1,000 13F-HR Timeline Group ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 2,010 $179K 0.13% -75 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,908 $173K 0.04% +1 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,906 $173K 0.06% +56 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,869 $169K 0.05% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,795 $163K 0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,939 $160K 0.07% +1,271 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1,755 $159K 0.1% +106 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,706 $155K 0.01% +30 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,638 $148K 0.02% +73 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,605 $145K <0.01% 0 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,594 $144K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,588 $144K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,520 $138K <0.01% -322 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 1,530 $137K <0.01% -296 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,500 $136K 0.1% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,500 $136K 0.11% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,434 $135K 0.09% -274 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 1,512 $134K 0.09% -136 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,462 $132K 0.01% +124 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,434 $130K 0.05% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,392 $126K 0.03% -9 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,366 $124K 0.01% +414 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,333 $121K 0.05% +733 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,316 $119K 0.03% +343 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,300 $118K 0.02% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,300 $118K 0.09% +386 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,287 $117K 0.02% -3 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 1,266 $115K 0.06% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,260 $114K 0.02% 0 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 1,223 $111K 0.04% 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 1,219 $110K 0.01% +1,188 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 1,175 $106K 0.1% -568 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,163 $105K 0.02% -4 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,162 $105K 0.04% -20 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,159 $105K 0.06% -1,765 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,127 $102K 0.08% -79 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,124 $102K 0.03% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,121 $101K 0.07% -104 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,114 $101K 0.01% -100 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,112 $101K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,094 $99K 0.06% +5 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 1,092 $98.9K 0.04% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 1,079 $97.7K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,066 $96.6K 0.05% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,065 $96.4K 0.01% 0 13F-HR Timeline GARLAND CAPITAL MANAGEMENT INC More: the full row for GARLAND CAPITAL MANAGEMENT INC 1,049 $95K 0.09% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,030 $93.3K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 985 $89.2K 0.03% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 975 $88.3K <0.01% +19 13F-HR/A Timeline Group Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 960 $86.9K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 940 $85.1K 0.03% -39 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 919 $83.2K 0.01% +16 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 943 $83K 0.04% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 887 $80.3K 0.05% +10 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 882 $79.9K 0.02% -3 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 855 $77.4K 0.04% -529 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 850 $77K <0.01% -25,933 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 848 $76.8K 0.01% +103 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 829 $75.1K 0.06% +8 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 810 $73.3K 0.01% -1,031 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 786 $71.2K 0.03% -100 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 784 $71K <0.01% -14,977 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 746 $67.5K 0.02% -598 13F-HR Timeline CNB Bank More: the full row for CNB Bank 733 $66.4K 0.03% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 731 $66.2K 0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 723 $65.5K 0.01% -23 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 704 $63.7K 0.08% -528 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 700 $63.4K 0.01% -297 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 692 $62.7K 0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 676 $61.2K 0.02% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 674 $61.1K 0.03% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 672 $60.8K 0.03% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 666 $60.3K 0.02% +4 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 653 $59.2K <0.01% -21 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 649 $58.8K 0.02% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 640 $57.9K 0.02% -88 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 634 $57.4K 0.02% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 630 $57K 0.04% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 627 $56.8K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 624 $56.5K 0.01% +73 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 613 $55.5K 0.04% +605 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 600 $54.3K 0.02% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 600 $54.3K 0.03% -500 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 599 $54.2K 0.04% +15 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 573 $51.9K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 569 $51.5K 0.01% +3 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 551 $49.9K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 547 $49.5K <0.01% +119 13F-HR/A Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 544 $49.3K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 538 $48.7K 0.04% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 514 $46.5K 0.05% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 506 $45.8K 0.01% -382 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 501 $45.4K 0.01% +1 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 487 $44.1K 0.03% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 480 $43.5K 0.02% -73 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 471 $42.7K 0.01% +5 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 465 $42.1K 0.13% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 454 $41.1K <0.01% +35 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 450 $40.7K 0.03% 0 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 448 $40.6K 0.02% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 439 $39.7K <0.01% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 438 $39.7K 0.03% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 405 $36.7K 0.02% +108 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 400 $36.2K 0.02% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 400 $36.2K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 401 $36K <0.01% +31 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 383 $36K 0.04% +2 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 386 $34.9K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 364 $33K 0.02% +2 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 362 $32.8K 0.02% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 359 $32.5K 0.01% -30 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 348 $32K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 338 $30.6K <0.01% -126 13F-HR/A Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 333 $30.1K 0.01% +55 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 327 $29.6K 0.03% +23 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 310 $28.1K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 309 $27.9K <0.01% +4 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 302 $27.3K 0.01% -314 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 300 $27.2K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 300 $27K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 300 $27K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 291 $26.3K <0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 291 $26.3K 0.01% -296 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 288 $26.1K <0.01% -694 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 299 $26K 0.01% +2 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 286 $25.9K 0.01% +82 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 282 $25.5K 0.01% +5 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 278 $25.2K 0.03% +51 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 275 $24.9K 0.01% -165 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 274 $24.8K 0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 272 $24.6K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 263 $23.8K <0.01% -59 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 256 $23.2K 0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 254 $23K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 253 $22.9K <0.01% -212 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 249 $22.6K <0.01% +6 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 247 $22.3K 0.01% +18 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 227 $20.6K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 225 $20.4K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 225 $20.4K 0.02% +50 13F-HR Timeline