Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,893 $314K 0.03% +3,046 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 3,888 $313K 0.1% +2,916 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,880 $313K 0.04% +3,050 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 3,876 $312K 0.11% +2,956 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 3,876 $312K 0.65% +2,906 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,870 $312K <0.01% +2,904 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 3,870 $312K 0.24% +2,905 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,867 $312K 0.04% +2,905 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 3,866 $311K 0.08% +2,912 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,858 $311K 0.02% +2,893 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 3,851 $310K 0.1% +2,840 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,846 $310K 0.07% +2,887 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 3,840 $309K 0.02% +2,750 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 3,838 $309K 0.09% +2,954 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,831 $309K 0.02% +2,826 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,816 $307K 0.02% +2,929 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 3,815 $307K 0.03% +2,833 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,814 $307K 0.06% +2,592 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 3,804 $306K 0.05% +2,783 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,816 $306K 0.04% new 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 3,795 $306K 0.18% +2,858 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 3,771 $304K 0.17% +2,831 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,753 $302K 0.04% +2,815 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 3,752 $302K 0.07% +2,814 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,747 $302K 0.01% +2,810 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 3,732 $301K 0.23% +2,799 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 3,706 $299K 0.05% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,704 $298K 0.04% +2,545 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 3,700 $298K 0.01% +2,785 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 3,682 $298K 0.07% +2,732 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 3,696 $298K 0.15% +2,772 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 3,687 $297K 0.1% +2,766 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 3,657 $295K 0.5% +2,832 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 3,620 $292K 0.02% +2,845 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 3,620 $292K 0.02% +2,715 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 3,620 $292K 0.24% +2,715 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 3,612 $291K <0.01% new 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 3,605 $290K 0.05% +2,665 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 3,602 $290K 0.2% +2,619 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 3,772 $290K 0.22% +2,829 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,576 $288K 0.02% +2,682 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 3,576 $288K 0.25% +2,682 13F-HR Timeline MEANS INVESTMENT CO., INC. 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More: the full row for Corundum Group, Inc. 3,320 $267K 0.08% +2,490 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,313 $267K 0.13% +2,485 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,312 $267K 0.01% +2,484 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 3,308 $267K 0.03% +2,481 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,302 $266K 0.04% +2,373 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 843 $265K 0.13% -13 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 3,294 $265K 0.1% +2,483 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 3,288 $265K 0.04% +2,466 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,283 $264K 0.02% +2,496 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 3,280 $264K 0.08% +2,425 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,280 $264K 0.02% +2,572 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 3,274 $264K 0.18% +2,593 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,268 $263K 0.04% +2,467 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 3,267 $263K 0.29% +2,450 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 3,266 $263K 0.12% +2,448 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,264 $263K 0.08% +908 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 3,252 $262K 0.02% +2,205 13F-HR/A Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,247 $262K 0.05% +2,440 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,245 $261K 0.15% +2,434 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 3,244 $261K 0.11% +2,433 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,244 $261K 0.05% +2,426 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 3,238 $261K 0.07% +2,429 13F-HR Timeline Kachkovsky & Fisher, Inc. More: the full row for Kachkovsky & Fisher, Inc. 3,229 $260K 0.25% 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 3,228 $260K 0.18% new 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 3,218 $259K 0.09% new 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 3,212 $259K 0.11% +2,409 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 3,200 $258K 0.18% +2,400 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,184 $257K <0.01% +2,388 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 3,184 $257K 0.04% +2,388 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 3,168 $255K 0.1% +2,379 13F-HR Timeline Hudock, Inc. 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More: the full row for Vermillion Wealth Management, Inc. 3,126 $252K 0.06% +2,280 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 3,122 $252K 0.27% new 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,120 $251K 0.05% +2,340 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 3,111 $251K 0.02% new 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 3,104 $250K 0.11% +2,333 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,100 $250K 0.01% +2,325 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 3,100 $250K <0.01% +2,325 13F-HR Timeline Group Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 3,099 $250K 0.05% +2,324 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 3,088 $249K 0.19% +2,316 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 3,080 $248K 0.03% +2,310 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 3,078 $248K 0.14% +2,311 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 3,073 $248K 0.01% +2,305 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,051 $247K 0.11% new 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 3,064 $247K 0.03% new 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 3,052 $246K 0.25% +2,289 13F-HR Timeline Clarity Retirement & Wealth, LLC More: the full row for Clarity Retirement & Wealth, LLC 3,049 $246K 0.17% new 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 3,060 $245K 0.03% +2,295 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 3,036 $245K <0.01% +2,277 13F-HR Timeline Group Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 3,024 $244K 0.04% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,015 $243K 0.02% new 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 3,012 $243K 0.13% +2,259 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,008 $242K 0.05% +2,251 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,004 $242K 0.05% +2,253 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,000 $242K 0.03% +2,250 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 3,000 $242K 0.1% +2,250 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 2,995 $241K 0.07% +2,217 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,993 $241K 0.02% +2,104 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 2,988 $241K 0.04% +2,241 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 829 $241K 0.08% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,984 $240K 0.02% +2,238 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,977 $240K 0.05% +2,251 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,954 $238K 0.04% +2,217 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,948 $238K 0.05% new 13F-HR Timeline SUCCESSION FINANCIAL, INC. More: the full row for SUCCESSION FINANCIAL, INC. 2,944 $237K 0.23% 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 2,934 $236K 0.02% +2,183 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 2,932 $236K 0.08% +2,199 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 2,928 $236K 0.04% +2,152 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 2,925 $236K <0.01% new 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 2,923 $236K 0.01% new 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 2,920 $235K 0.03% +2,190 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,917 $235K 0.05% +2,171 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 2,901 $234K 0.06% +2,174 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 2,901 $234K 0.07% +2,302 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,900 $234K 0.01% +2,200 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 2,880 $232K 0.05% +2,160 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 2,879 $232K 0.04% +2,160 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,876 $232K 0.03% +2,157 13F-HR Timeline Group Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,864 $231K 0.03% new 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 2,860 $230K 0.03% +2,095 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,856 $230K 0.11% +2,142 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 2,856 $230K 0.14% +2,142 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 2,854 $230K 0.1% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,851 $230K 0.04% +2,139 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,848 $229K 0.05% +2,136 13F-HR/A Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,845 $229K 0.02% new 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 2,843 $229K 0.13% +2,132 13F-HR Timeline CLG LLC More: the full row for CLG LLC 2,840 $229K 0.05% +2,132 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,834 $228K 0.05% +2,119 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 2,832 $228K 0.14% +2,124 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 2,826 $228K 0.02% +2,117 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 2,812 $227K 0.1% +2,109 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,808 $226K 0.02% +2,106 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 2,804 $226K 0.01% +2,103 13F-HR Timeline Group Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,800 $226K 0.1% +2,093 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,796 $225K 0.05% +1,421 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 2,792 $225K 0.03% +2,073 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,787 $225K 0.02% +2,089 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 2,775 $224K 0.03% new 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 2,778 $224K 0.05% new 13F-HR Timeline McNamara Financial Services, Inc. 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More: the full row for HAZLETT, BURT & WATSON, INC. 2,739 $222K 0.06% +2,266 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,717 $219K <0.01% +2,005 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 2,712 $219K 0.03% new 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,712 $219K 0.11% new 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 2,712 $219K 0.08% new 13F-HR Timeline