Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,750 $306K 0.1% 0 13F-HR Timeline Foresight Global Investors, Inc. More: the full row for Foresight Global Investors, Inc. 1,745 $305K 0.18% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,735 $303K 0.02% -61 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,719 $300K 0.01% -31 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,706 $298K 0.04% +1 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 1,678 $293K 0.24% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 1,675 $292K 0.19% -67 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,669 $291K 0.03% -30 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,667 $291K 0.01% +9 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,690 $291K 0.03% +14 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,663 $290K 0.05% new 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 1,648 $288K 0.11% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,636 $286K 0.04% -69 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 1,634 $285K 0.34% 0 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 1,633 $285K 0.07% new 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 1,631 $285K 0.14% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,627 $284K 0.17% -7 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,623 $283K 0.19% +7 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,624 $283K 0.1% +182 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,606 $280K 0.14% +3 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,618 $280K 0.04% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,590 $278K 0.01% +3 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,592 $278K 0.09% +14 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,567 $274K 0.07% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 1,564 $273K 0.02% 0 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 1,560 $272K 0.19% 0 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 1,556 $272K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,543 $269K 0.03% -250 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,535 $268K 0.01% new 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 1,524 $266K 0.1% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 1,524 $266K 0.1% -68 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,513 $264K 0.12% +59 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,507 $263K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,503 $262K 0.09% +1 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 1,500 $262K 0.06% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,498 $262K 0.02% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,495 $261K 0.01% +35 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,493 $261K 0.04% -5 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 1,490 $260K 0.06% +1 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,487 $260K 0.06% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,482 $259K <0.01% +40 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,482 $259K <0.01% 0 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 1,478 $258K 0.02% +258 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,472 $257K 0.05% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,472 $257K 0.02% -21 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 1,459 $256K 0.07% -181 13F-HR Timeline City State Bank More: the full row for City State Bank 1,467 $256K 0.07% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,467 $256K 0.06% +56 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 1,463 $255K 0.13% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,460 $255K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,442 $252K 0.14% +7 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,726 $251K 0.09% +89 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 1,439 $251K 0.12% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,431 $250K 0.01% -24,115 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,431 $250K 0.06% +78 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,419 $249K 0.02% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,426 $249K <0.01% +2 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,416 $247K 0.08% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,412 $247K 0.02% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,412 $247K 0.02% 0 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,410 $246K 0.06% +57 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,407 $246K 0.22% 0 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 1,406 $244K 0.09% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,389 $243K 0.02% -30 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,387 $242K 0.02% 0 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,386 $242K 0.1% +56 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,384 $242K 0.14% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 1,381 $241K 0.17% -7 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,374 $240K 0.03% -276 13F-HR/A Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,371 $239K 0.01% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 1,367 $239K 0.03% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,364 $238K 0.02% +3 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 1,353 $236K 0.04% +4 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,352 $236K 0.04% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,348 $235K 0.01% +65 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,347 $235K 0.11% 0 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,359 $234K 0.08% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,339 $234K 0.06% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 1,337 $233K 0.08% +42 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,330 $232K 0.02% +4 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,330 $232K 0.1% +3 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,325 $231K 0.02% -41 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,323 $231K 0.01% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,323 $231K 0.03% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,318 $230K 0.12% 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,315 $230K 0.03% 0 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 1,310 $229K 0.13% -11 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 1,288 $226K 0.06% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,292 $225K 0.1% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,290 $225K 0.09% -34 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,289 $225K 0.09% -140 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,289 $225K 0.04% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,266 $222K 0.02% +3 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 1,266 $221K 0.07% 0 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 1,255 $219K 0.39% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,252 $219K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,229 $216K 0.01% +6 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,235 $216K 0.02% new 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 1,230 $215K 0.07% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,229 $215K 0.09% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,225 $214K 0.1% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,225 $214K 0.02% -129 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 1,218 $213K 0.07% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,215 $212K 0.05% +15 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,210 $211K 0.07% new 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,205 $210K 0.02% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,196 $209K 0.01% -106 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,196 $209K 0.05% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,190 $208K 0.05% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 1,185 $207K 0.28% -15 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 1,185 $207K 0.06% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,183 $207K 0.08% new 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 1,182 $206K 0.12% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 1,181 $206K 0.09% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,181 $206K 0.05% -28 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,177 $205K 0.08% 0 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 1,157 $202K 0.08% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,156 $202K 0.02% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,150 $201K <0.01% -128 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,133 $198K 0.08% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,130 $197K 0.01% 0 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,121 $196K -1,511 Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,112 $194K 0.05% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,093 $190K 0.01% -130 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,073 $187K 0.06% -337 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,068 $186K <0.01% -8 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,064 $186K 0.06% +6 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,022 $179K <0.01% -55 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,013 $177K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,002 $175K 0.04% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 999 $174K 0.08% +397 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 981 $171K 0.04% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 929 $162K 0.04% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 919 $160K 0.07% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 913 $160K 0.03% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 912 $159K 0.01% -41 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 889 $155K 0.11% -288 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 869 $152K <0.01% +165 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 860 $150K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,674 $149K 0.02% -184 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1,044 $147K 0.09% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 836 $147K 0.04% -24 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 820 $143K 0.04% 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 771 $135K 0.01% +52 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 769 $134K 0.02% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 749 $131K 0.07% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 738 $129K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 736 $128K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 733 $128K 0.01% -30 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 713 $124K 0.01% +304 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 712 $124K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 697 $122K 0.04% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 697 $122K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 676 $118K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 675 $118K 0.02% +22 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 695 $118K 0.07% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 640 $112K 0.02% -34 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 625 $109K 0.06% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 589 $103K 0.01% +75 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 588 $103K 0.03% -13 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 579 $101K 0.02% +52 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 580 $101K 0.05% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 570 $99.5K 0.06% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 546 $95.3K 0.01% +2 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 544 $95K 0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 535 $93.4K 0.2% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 525 $91.6K 0.02% +195 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 504 $88K 0.09% 0 13F-HR/A Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 502 $87.3K 0.03% new 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 495 $86.4K 0.03% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 485 $84.5K 0.03% +20 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 480 $83.8K 0.01% +25 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 473 $82.6K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 470 $82.1K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 466 $81.4K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 465 $81.2K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 458 $80K <0.01% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 455 $79.4K 0.07% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 436 $76.1K 0.03% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 432 $75.4K 0.04% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 423 $73.9K 0.03% +1 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 423 $73.8K 0.03% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 425 $73.4K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 413 $72K 0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 390 $68.1K 0.03% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 389 $67.9K <0.01% -18 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 380 $66.4K <0.01% -22 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 378 $66K 0.03% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 360 $62.8K 0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 357 $62.4K 0.05% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 357 $62.3K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 348 $60.7K <0.01% +1 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 647 $59.1K 0.02% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 322 $56.3K 0.05% +1 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 316 $55.2K <0.01% +18 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 316 $55K 0.03% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 301 $53K <0.01% +34 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 300 $52.4K 0.02% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 300 $52.4K 0.02% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 296 $51.7K <0.01% new 13F-HR Timeline