Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,658 $266K 0.01% +11 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,652 $265K 0.08% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,647 $264K 0.01% +351 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 1,640 $263K 0.08% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,639 $263K 0.04% 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,633 $262K 0.08% +86 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 1,631 $262K 0.17% new 13F-HR/A Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,624 $261K 0.12% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,615 $259K 0.25% +8 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,615 $259K 0.02% -6,615 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,613 $259K 0.2% -821 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 1,607 $258K 0.17% +116 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,603 $257K 0.15% +4 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 1,592 $256K 0.12% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,587 $255K 0.2% +8 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,587 $255K 0.02% +2 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,572 $252K <0.01% -36 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,570 $252K 0.02% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,568 $252K 0.11% +12 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,567 $252K 0.08% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 1,564 $251K 0.02% +63 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 1,556 $250K 0.01% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,552 $249K 0.04% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,548 $249K 0.02% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,547 $248K 0.08% +38 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 1,541 $248K 0.11% +160 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,533 $246K 0.04% +10 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,509 $242K 0.01% -118 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,503 $241K <0.01% new 13F-HR/A Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 1,503 $241K 0.03% -95 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 1,500 $241K 0.07% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,498 $240K 0.02% 0 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 1,498 $240K 0.08% +1 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,495 $240K 0.04% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,487 $239K 0.07% 0 13F-HR/A Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,479 $237K <0.01% -1,906 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,472 $236K 0.06% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,470 $236K <0.01% -159 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,468 $236K <0.01% +39 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,467 $236K 0.02% -1,466 13F-HR Timeline City State Bank More: the full row for City State Bank 1,467 $236K 0.08% -69 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,460 $234K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,460 $234K 0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,449 $233K 0.12% -6 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 1,439 $231K 0.15% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,435 $230K 0.16% +9 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,430 $230K 0.09% +79 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,420 $228K <0.01% -68 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,419 $228K 0.02% +7 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,419 $228K 0.02% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,410 $226K 0.08% +3 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,407 $226K <0.01% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,407 $226K 0.25% -149 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 1,406 $226K 0.1% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,400 $225K 0.01% 0 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,387 $223K 0.03% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,384 $222K 0.02% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,384 $222K 0.14% -142 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 1,381 $222K 0.19% +36 13F-HR/A Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 1,376 $221K 0.15% +27 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,375 $221K 0.09% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,372 $220K 0.02% -296 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,367 $219K 0.11% +87 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 1,367 $219K 0.03% +46 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,353 $217K 0.06% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,353 $217K 0.07% +6 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 1,349 $217K 0.04% +7 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,347 $216K 0.14% 0 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,345 $216K 0.03% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,341 $215K 0.06% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,339 $215K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,333 $214K 0.15% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,361 $214K 0.02% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,327 $213K 0.11% +3 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,323 $212K 0.03% 0 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,412 $211K 0.04% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,315 $211K 0.04% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,306 $210K <0.01% new 13F-HR Timeline Group PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,295 $208K 0.04% -21 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,284 $206K 0.02% +3 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,263 $203K 0.02% +4 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 1,255 $201K 0.42% -10 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 1,248 $200K 0.09% -362 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,225 $197K 0.12% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,210 $194K 0.08% -35 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,209 $194K 0.05% +2 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,207 $194K 0.08% -137 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 1,200 $193K 0.27% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,185 $190K 0.06% +1,155 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,177 $189K 0.08% -264 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,176 $189K 0.06% -144 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,163 $187K 0.02% new 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,133 $182K 0.08% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,130 $181K 0.01% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,107 $178K <0.01% -1,757 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,081 $174K 0.08% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,069 $172K 0.07% +7 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,048 $168K 0.02% +367 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,046 $168K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,013 $163K <0.01% -1,717 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,012 $163K 0.01% +5 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 981 $157K 0.04% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 951 $153K 0.05% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 929 $149K 0.14% +293 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 919 $148K 0.08% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 913 $147K 0.06% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 820 $132K 0.05% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 796 $129K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 799 $128K 0.04% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 783 $126K 0.01% -40 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 769 $123K 0.02% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 751 $121K 0.37% -179 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 738 $118K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 736 $118K 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 715 $115K 0.01% 0 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 712 $114K 0.01% -14 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 698 $112K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 695 $112K 0.07% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 693 $111K 0.06% -281 13F-HR/A Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 689 $111K 0.07% -57 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 676 $109K 0.01% 0 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 674 $108K 0.03% +127 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 670 $108K 0.01% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 668 $107K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 657 $105K 0.05% -92 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 653 $105K 0.02% -2 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 625 $100K 0.06% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 601 $96.5K 0.04% +6 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 586 $94.1K <0.01% -17 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 578 $92K 0.07% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 570 $91.5K 0.07% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 548 $88.6K 0.01% +58 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 534 $85.8K 0.01% +2 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 534 $85.8K 0.01% +26 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 527 $84.7K 0.03% 0 13F-HR Timeline Group Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 519 $83.3K 0.05% -105 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 498 $79.9K 0.02% -63 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 495 $79.5K 0.03% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 472 $75.8K 0.06% +3 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 470 $75.5K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 466 $74.8K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 465 $74.7K 0.01% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 455 $73K 0.07% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 455 $73K 0.01% -207 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 468 $72.3K 0.03% -1,637 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 436 $70K 0.03% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 430 $69K 0.04% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 425 $68.2K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 424 $68.1K 0.03% -17 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 422 $68K <0.01% +120 13F-HR Timeline Group Cordant, Inc. More: the full row for Cordant, Inc. 423 $67.9K 0.04% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 422 $67.7K 0.03% +180 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 413 $66K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 402 $64.6K <0.01% -358 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 402 $64.5K 0.01% +11 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 378 $62.7K 0.04% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 390 $62.6K 0.03% +355 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 390 $62.6K 0.02% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 385 $61.8K 0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 646 $58.5K 0.02% -1,855 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 360 $57.8K 0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 358 $57.5K <0.01% +133 13F-HR Timeline Group FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 357 $57.4K 0.06% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 331 $53.2K 0.02% +5 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 300 $48.2K 0.02% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 300 $48.2K 0.03% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 295 $47.4K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 298 $47K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 290 $46.6K 0.01% +2 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 285 $46K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brooklyn Investment Group More: the full row for Brooklyn Investment Group 285 $45.8K 0.01% new 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 284 $45.6K 0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 281 $45.1K 0.03% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 279 $44.8K <0.01% +121 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 281 $44.1K 0.04% +8 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 268 $43K 0.03% -48 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 266 $42.7K <0.01% -1 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 256 $41.1K 0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 249 $40K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 247 $39.7K <0.01% -464 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 246 $39.5K 0.03% 0 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 237 $38K <0.01% -605 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 237 $38K 0.02% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 231 $37.1K 0.02% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 231 $37.1K 0.02% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 230 $36.9K <0.01% -1 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 228 $36.6K 0.01% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 224 $36K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 219 $35.2K 0.03% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 219 $35.2K 0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 218 $35K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 212 $34K <0.01% -5 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 209 $33.7K 0.02% +1 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 201 $32.3K 0.01% +166 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 201 $32.3K <0.01% 0 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 200 $32.1K <0.01% 0 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 200 $32.1K 0.01% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 203 $32K 0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 194 $31.1K 0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 191 $30.7K 0.01% 13F-HR Timeline Group