RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 10,950 $3.14M 0.33% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,941 $3.14M 0.73% -113 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 10,939 $3.14M 0.8% +170 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10,917 $3.14M 0.44% +6,273 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 10,911 $3.13M 0.22% +520 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 10,880 $3.12M 0.42% -6 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 10,861 $3.12M 0.42% +1,631 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 10,859 $3.12M 0.03% +4,435 13F-HR Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 39,805 $3.11M 0.36% +33,142 13F-HR Timeline Financial Planning Fort Collins, LLC More: the full row for Financial Planning Fort Collins, LLC 40,416 $3.1M 2.42% +30,970 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 10,786 $3.1M 0.24% +705 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 10,697 $3.07M 0.23% -541 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,667 $3.06M 0.09% +427 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 10,662 $3.06M 0.79% +337 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 10,629 $3.05M 0.71% +845 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 10,554 $3.03M 0.32% +806 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 10,496 $3.01M 0.04% +22 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 10,486 $3.01M 1.32% -1,092 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 10,405 $2.99M 0.88% +343 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 10,364 $2.98M 0.56% -81 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 10,350 $2.97M 1.48% +20 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 10,341 $2.97M 0.1% +357 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 10,268 $2.95M 0.19% -4,121 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 10,254 $2.94M 1.16% -214 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 10,225 $2.94M 0.12% -84 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 10,222 $2.94M 0.36% +192 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 10,186 $2.93M 0.17% -3,874 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,140 $2.91M 0.14% +248 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 10,139 $2.91M 2.29% +2,244 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 10,106 $2.9M 1.48% +8 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 10,100 $2.9M 2.31% -178 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 10,088 $2.9M 2.2% +286 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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More: the full row for Graves Light Lenhart Wealth, Inc. 9,326 $2.68M 0.28% +282 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 9,279 $2.66M 0.95% -117 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 9,264 $2.66M 0.39% +394 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,256 $2.66M 0.13% +141 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 9,222 $2.65M 0.34% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,210 $2.65M 0.19% -222 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 9,202 $2.64M 2.45% +6 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 9,192 $2.64M 1.12% -50 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,187 $2.64M <0.01% +4,827 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 9,179 $2.64M 0.78% -84 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 9,170 $2.63M 2.55% -112 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 9,156 $2.63M 0.66% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 9,147 $2.63M 0.13% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 9,135 $2.62M 1.4% +543 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 9,133 $2.62M 0.3% new 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 9,119 $2.62M 0.94% -4,851 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 9,100 $2.61M 0.56% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,085 $2.61M 0.05% -61 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 9,007 $2.59M 0.26% +336 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,978 $2.58M 0.18% +296 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 8,950 $2.57M 0.09% +453 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 8,945 $2.57M 1.91% -132 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 8,913 $2.56M 0.44% -39 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,909 $2.56M 0.18% +1,015 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 8,864 $2.55M 0.73% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 8,857 $2.54M 0.08% -1,678 13F-HR Timeline Group New Perspectives, Inc More: the full row for New Perspectives, Inc 8,847 $2.54M 0.88% -96 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 8,846 $2.54M 1.1% -74 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 8,819 $2.53M 1.04% -144 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 32,659 $2.52M 1.62% +24,785 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 8,751 $2.51M 0.51% +17 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 8,740 $2.51M 0.37% +967 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,729 $2.51M 0.03% +381 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 8,606 $2.5M 0.23% -7,353 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 8,685 $2.49M 0.35% +686 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,682 $2.49M 0.22% -258 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 8,623 $2.48M 1.28% +113 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 8,571 $2.46M 1.17% -13 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,542 $2.45M 0.06% +475 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 8,542 $2.45M 0.79% -535 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 8,525 $2.45M 0.11% -226 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 8,518 $2.45M 1.59% +131 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 8,514 $2.45M 0.23% +132 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 23,313 $2.43M 0.16% 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 8,437 $2.42M 0.05% -872 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 8,402 $2.41M 0.44% -51 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,390 $2.41M 0.19% +17 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 8,348 $2.4M 1.59% -40 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 8,340 $2.39M 0.11% +26 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 8,338 $2.39M 0.14% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 8,318 $2.39M 0.51% +2,034 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 8,317 $2.39M 1.11% +13 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 8,263 $2.37M 1.39% +47 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 8,194 $2.35M 0.09% -70 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 8,147 $2.34M 0.12% -63 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 8,123 $2.33M 0.27% +3,170 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 8,121 $2.33M 0.29% +341 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 8,116 $2.33M 0.46% +154 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 8,101 $2.33M 0.07% +697 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 8,073 $2.32M 0.57% -73 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 8,044 $2.31M 2.2% +100 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,040 $2.31M 0.26% +1,135 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 8,030 $2.31M 0.42% -457 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 8,021 $2.3M 0.17% +167 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 8,013 $2.3M 1.14% +2,628 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 7,999 $2.3M 0.92% +5 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 7,988 $2.29M 4.77% -50 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 7,917 $2.29M <0.01% +1,221 13F-HR Timeline Group PFW Advisors LLC More: the full row for PFW Advisors LLC 7,964 $2.29M 0.72% -1,365 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 7,913 $2.27M 2.48% +1 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 7,909 $2.27M 0.65% -140 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 7,878 $2.26M 0.26% +603 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,865 $2.26M 0.17% -7,500 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 7,834 $2.26M 0.22% +263 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,854 $2.26M 0.68% +511 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 7,769 $2.23M 1.3% +137 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,748 $2.23M 0.43% +669 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 7,727 $2.22M 0.39% +258 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 7,687 $2.21M 0.04% -420 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 7,684 $2.21M 0.2% +2,622 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 7,681 $2.21M 1.28% +375 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 7,657 $2.2M 0.09% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 7,624 $2.19M 0.8% +444 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 7,614 $2.19M 0.07% -1,233 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,561 $2.17M +5,483 Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 7,558 $2.17M 0.49% -7 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 7,555 $2.17M 0.41% -2,477 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 28,143 $2.17M 0.13% +20,056 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 7,530 $2.16M 2.13% +259 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 7,528 $2.16M 0.52% +1,229 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,506 $2.16M 0.12% +70 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 7,468 $2.14M 0.4% -574 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 7,299 $2.13M 1.3% +26 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 7,402 $2.13M 0.12% +345 13F-HR/A Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 7,373 $2.12M 0.38% +5,683 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 29,370 $2.11M 0.03% +19,074 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,336 $2.11M 0.26% +1,525 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 7,318 $2.1M 1.37% +291 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,076 $2.1M 0.06% -3 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 7,270 $2.09M 0.06% +1,430 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 7,243 $2.08M 0.29% -26 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 7,213 $2.07M 0.39% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 7,211 $2.07M 0.02% +89 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 7,187 $2.06M 0.29% +12 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 7,148 $2.05M 1.83% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,137 $2.05M 0.09% +271 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,110 $2.04M 0.17% -11 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 7,102 $2.04M 0.33% +104 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,088 $2.04M 0.03% +870 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 6,953 $2M 0.56% +62 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 6,948 $2M 0.47% +80 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,942 $1.99M 0.11% -5 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. 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