Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 738 $325K 0.11% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 746 $325K 0.25% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 745 $325K 0.01% +163 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 811 $322K 0.36% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 735 $320K 0.09% -78 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 734 $320K 0.01% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 728 $317K 0.02% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 726 $316K <0.01% -71 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 698 $316K 0.01% +1 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 725 $316K 0.22% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 724 $315K 0.02% +84 13F-HR/A Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 720 $314K 0.07% 0 13F-HR Timeline Group FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 708 $308K 0.09% 0 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 708 $308K 0.08% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 707 $308K <0.01% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 707 $308K 0.02% +1 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 704 $307K 0.04% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 770 $305K 0.02% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 698 $304K 0.23% +5 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 690 $300K 0.02% 0 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 687 $299K 0.25% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 686 $299K 0.01% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 685 $298K 0.03% +50 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 680 $296K 0.01% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 676 $294K 0.02% +50 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 674 $294K <0.01% +165 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 672 $293K 0.04% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 671 $292K 0.02% 0 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 666 $290K 0.2% 0 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 666 $290K 0.06% -56 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 665 $290K 0.07% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 663 $289K 0.01% new 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 661 $288K 0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 653 $285K 0.01% -81 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 653 $285K 0.11% +11 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 653 $284K 0.05% -12 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 629 $281K 0.05% 0 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 615 $277K 0.1% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 633 $276K 0.01% +4 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 627 $273K <0.01% +123 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 620 $270K 0.05% +60 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 620 $270K 0.16% 0 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 616 $268K 0.11% -34 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 612 $266K 0.08% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 611 $266K 0.01% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 611 $266K 0.02% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 608 $265K 0.07% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 595 $259K 0.07% -4 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 593 $258K <0.01% +11 13F-HR Timeline Group Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 590 $257K 0.16% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 585 $256K 0.01% +1 13F-HR/A Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 588 $256K 0.05% 0 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 587 $255K 0.06% +1 13F-HR/A Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 585 $255K 0.02% +445 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 584 $254K 0.01% +5 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 580 $253K <0.01% -20 13F-HR Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 578 $252K 0.06% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 578 $252K 0.01% +18 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 575 $249K 0.02% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 571 $249K 0.02% +56 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 569 $248K 0.07% +40 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 552 $246K <0.01% new 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 557 $243K 0.11% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 551 $240K 0.01% -40 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 548 $239K 0.01% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 548 $239K 0.08% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 545 $237K 0.11% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 540 $235K <0.01% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 532 $232K 0.07% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 529 $230K 0.07% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 512 $223K 0.01% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 509 $222K 0.05% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 508 $221K 0.01% new 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 505 $220K -539 Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 505 $220K 0.01% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 500 $220K 0.02% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 503 $219K 0.06% -372 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 501 $218K 0.03% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 500 $218K 0.01% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 500 $218K 0.03% new 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 500 $218K 0.08% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 498 $217K 0.07% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 496 $216K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 495 $216K <0.01% +435 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 494 $215K 0.01% -20 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 493 $215K 0.05% +383 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,672 $213K 0.03% +2,411 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 483 $212K 0.02% new 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 485 $211K 0.04% 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 482 $210K 0.02% +337 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 480 $209K 0.02% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 478 $208K 0.05% new 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 477 $208K 0.06% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 476 $207K <0.01% new 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 475 $207K 0.1% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 466 $203K 0.02% new 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 466 $203K 0.08% new 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 465 $202K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 465 $202K 0.01% 0 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 464 $202K 0.02% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 463 $202K 0.01% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 460 $200K 0.03% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 460 $200K 0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 454 $197K 0.03% +1 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 433 $189K 0.01% -23 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 430 $187K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 402 $175K 0.01% +50 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 385 $168K <0.01% +362 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 376 $164K <0.01% +181 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 367 $160K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 358 $156K <0.01% -613 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 342 $149K 0.04% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 340 $149K 0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 340 $148K 0.01% -73 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 333 $145K <0.01% +40 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 327 $142K 0.04% +171 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 10 $132K 0.1% -293 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 294 $128K <0.01% 0 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 290 $127K 0.15% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 275 $120K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 263 $115K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 239 $104K 0.01% -5 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 225 $98.1K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 214 $93.2K 0.01% +66 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 214 $93.2K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 214 $93.2K 0.03% +15 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 207 $90.1K 0.03% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 206 $89.7K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 202 $88K 0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 191 $83.2K 0.02% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 188 $82K 0.03% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 181 $78.8K <0.01% +1 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 181 $78.7K <0.01% +45 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 180 $78.6K 0.04% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 173 $75.3K 0.01% +155 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 169 $73.6K 0.03% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 149 $65K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 143 $62.3K 0.01% 0 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 141 $61.4K 0.06% -711 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 140 $61K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 140 $61K 0.04% +90 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 140 $61K 0.03% -6 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 137 $59.7K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 133 $57.9K 0.02% +126 13F-HR/A Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 131 $57K 0.02% +73 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 119 $51.9K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 115 $50K <0.01% new 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 111 $48.3K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 109 $47.5K <0.01% 0 13F-HR Timeline Group HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 145 $44.6K 0.02% -389 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 100 $43.7K 0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 100 $43.5K 0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 95 $41.4K 0.02% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 91 $39.6K 0.03% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 87 $37.9K <0.01% +73 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 85 $37K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 95 $37K <0.01% -67 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 84 $36.5K 0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 84 $36.4K 0.03% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 80 $34.8K 0.02% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 77 $33.6K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 74 $32.6K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 74 $32.2K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 73 $31.8K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 73 $31.8K 0.01% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 66 $28.7K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 64 $28K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 64 $27.9K 0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 62 $27.5K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 60 $26.1K <0.01% 0 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 60 $26K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 55 $23.9K 0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 52 $22.6K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 51 $22.5K <0.01% +22 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 50 $21.8K <0.01% +25 13F-HR/A Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 50 $21.6K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 47 $20K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 45 $19.6K <0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 45 $19.5K 0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 43 $18.7K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 41 $18K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 41 $17.9K <0.01% -35 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 41 $17.8K 0.01% -1 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 40 $17.4K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 40 $17.3K 0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 40 $17K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 38 $16.6K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 38 $16.6K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 37 $16.1K <0.01% +17 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 36 $15.7K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 35 $15.3K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 33 $14.4K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 32 $14K <0.01% +2 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 30 $13.1K <0.01% +28 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 30 $13.1K <0.01% new 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 30 $13.1K 0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 27 $11.8K <0.01% +4 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 25 $10.9K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 25 $10.9K <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 25 $10.9K <0.01% 0 13F-HR Timeline Group