Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 2,811 $342K 0.22% +96 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 2,765 $337K 0.29% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,748 $335K 0.01% +384 13F-HR Timeline Group First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,744 $334K 0.18% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,725 $332K <0.01% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,724 $332K <0.01% +305 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,711 $330K 0.01% -225 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,691 $328K 0.07% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,655 $323K 0.15% +50 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,622 $319K <0.01% +1 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,621 $319K 0.1% +2,460 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 2,599 $316K 0.19% -23 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,582 $314K 0.01% +3 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 2,576 $314K 0.06% +244 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,541 $309K 0.02% new 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,503 $305K 0.19% -22 13F-HR/A Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,498 $304K <0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,483 $302K 0.02% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,462 $300K 0.02% 0 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 2,457 $299K 0.57% -383 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 2,450 $298K 0.24% -50 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,444 $298K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,436 $297K 0.16% 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,435 $296K 0.08% -527 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,419 $295K 0.05% -503 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,407 $294K <0.01% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,409 $293K 0.09% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,388 $291K 0.02% +3 13F-HR Timeline Group MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 2,368 $288K 0.12% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,365 $288K 0.01% -1 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 2,356 $287K 0.28% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,340 $285K 0.08% 0 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 2,313 $282K 0.07% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,310 $281K 0.07% +324 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 2,300 $280K 0.1% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,293 $279K 0.05% new 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 2,293 $279K 0.18% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,277 $276K 0.01% +12 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,240 $273K 0.16% +431 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,236 $272K 0.01% 0 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,235 $272K 0.02% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,234 $272K 0.04% -99 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 2,226 $271K 0.06% new 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,209 $269K <0.01% new 13F-HR/A Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $268K 0.16% 13F-HR Timeline Amount filed as zero, left out of ratios. Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 2,198 $268K 0.04% 0 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 2,195 $267K 0.05% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,187 $267K 0.01% +194 13F-HR/A Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,177 $265K 0.02% +2 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,136 $260K 0.04% -149 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,101 $256K 0.04% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,101 $256K <0.01% 0 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 2,100 $255K 0.02% 0 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 2,091 $255K 0.15% 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 2,081 $253K 0.05% -187 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 2,063 $251K 0.07% -27 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,056 $250K <0.01% -1,710 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,042 $249K 0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,034 $248K 0.01% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,024 $246K 0.03% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,020 $246K 0.03% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,008 $244K <0.01% -183 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,000 $244K 0.02% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,001 $244K 0.01% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,000 $244K 0.07% -156 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,991 $242K 0.04% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,986 $242K 0.19% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,982 $241K <0.01% -307 13F-HR Timeline Group MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 1,981 $241K 0.21% new 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,978 $241K 0.22% 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,972 $240K <0.01% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,962 $239K 0.03% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,940 $236K 0.03% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,936 $236K 0.2% +3 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,926 $234K 0.07% 0 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 1,894 $231K 0.03% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,892 $230K 0.11% +2 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,889 $230K 0.1% +1 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,878 $229K 0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,865 $227K <0.01% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 1,826 $222K 0.09% -29 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,816 $221K 0.05% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,810 $220K 0.03% -4 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,804 $220K 0.2% +2 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,803 $220K 0.04% -9 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,801 $219K <0.01% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,776 $216K 0.01% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,773 $216K 0.05% +2 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 1,771 $216K 0.08% +2 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,756 $214K <0.01% -182 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 1,729 $211K 0.25% 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,721 $210K 0.02% new 13F-HR Timeline Group Directional Asset Management More: the full row for Directional Asset Management 1,708 $208K 0.18% 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 1,701 $207K 0.05% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,694 $206K 0.03% 0 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 1,691 $206K 0.07% new 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,690 $206K 0.06% +30 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,684 $205K 0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,680 $205K 0.15% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,676 $204K 0.01% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 1,664 $203K 0.05% -9 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 1,660 $202K 0.1% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,656 $202K 0.03% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 1,643 $200K 0.05% -2,080 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,628 $198K 0.13% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,604 $195K 0.07% 13F-HR/A Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,600 $195K 0.06% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,600 $195K 0.05% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,600 $195K 0.1% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,578 $192K 0.06% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,558 $190K 0.12% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,481 $180K <0.01% +15 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,423 $173K 0.01% +23 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,412 $172K 0.05% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,379 $168K <0.01% -110 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,314 $160K 0.01% 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 1,314 $160K 0.12% 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,302 $159K <0.01% -1,929 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,300 $158K 0.01% -7 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,271 $154K 0.03% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,197 $146K 0.04% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,054 $128K 0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1,014 $123K 0.08% 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 996 $121K 0.07% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 978 $119K 0.03% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 970 $118K 0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 898 $109K 0.04% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 884 $108K 0.04% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 879 $107K 0.09% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 844 $103K 0.01% +44 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 844 $103K 0.01% +166 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 792 $96.4K 0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 760 $92.5K 0.08% 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 743 $90.5K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 728 $88.6K 0.01% 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 714 $86.9K 0.03% +140 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 687 $83.7K 0.02% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 677 $82.4K 0.02% +1 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 666 $81.1K 0.07% 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 653 $79.5K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 644 $78.4K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 640 $77.9K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 636 $77.4K <0.01% -127 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 635 $77.4K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 635 $77.3K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 634 $77.1K 0.03% +1 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 631 $76.8K 0.02% -24 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 612 $74.6K 0.04% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 590 $71.8K <0.01% -5 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 561 $68.3K 0.01% +102 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 560 $68.2K 0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 542 $66K 0.01% 0 13F-HR Timeline Group GGM Financial LLC More: the full row for GGM Financial LLC 541 $65.8K 0.03% +1 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 526 $64.7K <0.01% +84 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 507 $61.7K <0.01% -2,701 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 506 $61.6K 0.01% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 500 $60.9K 0.13% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 500 $60.9K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 500 $60.9K 0.02% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 499 $60.8K <0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 497 $60.5K 0.01% -50 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 475 $57.8K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 475 $57.8K <0.01% 0 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 468 $57K 0.04% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 436 $53.1K 0.01% +78 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 404 $49.2K 0.02% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 400 $48.7K <0.01% -300 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 380 $46.3K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 375 $45.7K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 372 $45.3K 0.02% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 363 $44.2K 0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 345 $42K 0.01% new 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 328 $39.9K 0.03% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 314 $38.2K <0.01% -159 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 300 $36.5K 0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 283 $34.5K <0.01% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 264 $32.4K 0.02% 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 260 $31.7K <0.01% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 259 $31.5K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 257 $31.3K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 245 $29.8K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 244 $29.7K <0.01% -50 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 238 $29K <0.01% -4 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 216 $26.3K 0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 209 $25.4K 0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 207 $25.2K 0.01% +27 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 205 $25K 0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 202 $24.6K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 194 $23.6K 0.02% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 189 $23K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 187 $22.8K <0.01% 0 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 173 $21.1K 0.02% 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 162 $19.7K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 160 $19.5K 0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 156 $19K 0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 150 $18.3K 0.01% -1,800 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 140 $17K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 130 $15.8K 0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 129 $15.7K 0.01% 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 128 $15.6K <0.01% 0 13F-HR Timeline