VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 2,801 $324K <0.01% -244 13F-HR Timeline Group Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 2,797 $323K 0.03% -182 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,792 $323K 0.2% +950 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,770 $320K <0.01% -215 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,755 $318K <0.01% +65 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,713 $314K 0.15% +667 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,700 $312K 0.04% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,676 $312K 0.03% +563 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 2,656 $307K 0.29% +284 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 2,644 $306K <0.01% 0 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,637 $305K 0.05% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,630 $304K 0.13% +70 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,615 $302K 0.02% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,608 $301K 0.01% -105 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,571 $297K 0.12% +426 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,527 $292K 0.09% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,502 $289K 0.11% 0 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 2,500 $289K 0.12% -200 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 2,500 $289K 0.18% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,351 $289K 0.01% -355 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,491 $288K 0.02% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,483 $287K 0.04% 0 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 2,458 $284K 0.07% -4 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,441 $282K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,409 $278K 0.09% -8,928 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,361 $273K <0.01% +35 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 2,350 $272K 0.01% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,337 $270K 0.14% 0 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 2,337 $270K 0.07% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,297 $266K <0.01% new 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,267 $263K 0.01% -33 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,245 $260K 0.02% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,239 $259K <0.01% +10 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 2,207 $255K <0.01% -4,656 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,178 $252K 0.04% +319 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,128 $246K 0.05% -1,704 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 2,126 $246K 0.11% -7,012 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,111 $244K <0.01% +10 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 2,100 $243K 0.06% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,097 $242K <0.01% +445 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,943 $239K 0.03% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,056 $238K <0.01% -527 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,044 $236K 0.01% +271 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 2,009 $232K 0.03% +46 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,980 $229K 0.04% -290 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,970 $228K 0.02% -1 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,957 $226K 0.03% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,946 $225K 0.06% +78 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,938 $224K <0.01% -2,763 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,932 $224K <0.01% -4,046 13F-HR/A Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 2,110 $220K 0.03% -88 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,897 $219K 0.08% new 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 1,902 $219K 0.12% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,847 $214K 0.01% -534 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,842 $213K 0.03% -103 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,839 $213K 0.01% -49 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,838 $212K 0.04% +448 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,827 $211K <0.01% +197 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 1,822 $211K 0.15% -120 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 1,810 $209K 0.19% -130 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,801 $208K 0.03% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,800 $208K 0.13% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 1,785 $206K <0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,777 $205K <0.01% -311,952 13F-HR Timeline Group McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 1,776 $205K 0.37% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,765 $204K <0.01% new 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 1,763 $204K <0.01% -393 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,758 $203K 0.06% -50 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 1,758 $203K 0.18% new 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,755 $203K 0.01% -3,514 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,753 $203K 0.02% -65 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,672 $193K <0.01% +45 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 1,620 $187K 0.1% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,577 $182K 0.01% +133 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,560 $180K <0.01% -212 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,493 $173K 0.04% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,491 $172K <0.01% +24 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,443 $167K 0.02% -2,311 13F-HR Timeline City State Bank More: the full row for City State Bank 1,381 $160K 0.05% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,378 $159K 0.15% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,361 $157K 0.02% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,336 $155K 0.06% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,331 $154K <0.01% 0 13F-HR Timeline Group Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,209 $140K 0.1% -100 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,206 $140K <0.01% +191 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,193 $138K 0.01% -25 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,145 $132K <0.01% 0 13F-HR/A Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,042 $120K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 949 $109K 0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 925 $107K 0.02% -220 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 907 $105K 0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 850 $98.3K 0.04% +58 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 689 $79.7K 0.01% +567 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 676 $78.1K <0.01% -129 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 669 $77.3K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 600 $69.4K 0.06% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 569 $66K 0.03% +5 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 558 $64.5K 0.02% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 515 $59.5K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 514 $59.4K <0.01% -2,547 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 493 $57K 0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 480 $55.5K 0.02% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 478 $55.3K 0.01% 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 453 $52.4K 0.01% 0 13F-HR/A Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 438 $50.6K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 433 $50K 0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 400 $46.2K 0.02% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 391 $45.2K 0.03% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 381 $44K 0.02% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 370 $42.8K <0.01% -60 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 369 $42.6K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 368 $42.5K 0.01% -203 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 346 $40K 0.02% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 341 $39.4K <0.01% 0 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 337 $39K <0.01% -57 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 314 $36.3K 0.02% -54 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 313 $35.8K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 295 $35.1K 0.02% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 299 $34.6K 0.03% -2 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 299 $34.6K 0.02% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 289 $33.4K <0.01% 0 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 270 $31.2K 0.02% +12 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 265 $30.6K <0.01% 0 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 250 $28.9K <0.01% -14 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 250 $28.9K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 247 $28.6K 0.01% -248 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 247 $28.6K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 238 $27.6K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 231 $26.7K <0.01% +186 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 228 $26.4K 0.02% 0 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 221 $25.5K 0.02% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 220 $25.4K <0.01% 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 214 $24.7K 0.02% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 211 $24.4K 0.02% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 209 $24.2K <0.01% +77 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 205 $23.7K <0.01% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 204 $23.6K 0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 200 $23.1K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 200 $22.9K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 193 $22.3K <0.01% 0 13F-HR/A Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 191 $22.1K <0.01% -22 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 175 $20.2K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 172 $19.9K 0.02% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 170 $19.6K 0.01% +2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 168 $19.4K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 162 $18.7K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 158 $18.3K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 154 $17.9K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 152 $17.6K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 150 $17.4K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 150 $17.3K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 144 $16.6K 0.01% -96 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 140 $16.2K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 131 $15.1K <0.01% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 125 $14K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 122 $13.9K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 113 $13.1K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 113 $13.1K 0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 111 $12.8K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 110 $12.7K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 106 $12.3K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 100 $11.6K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $11.4K 0.08% -99 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 99 $11K <0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 98 $11K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 89 $10.3K <0.01% +32 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 81 $9.36K 0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 81 $9.36K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 78 $8.99K 0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 72 $8.32K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 71 $8.23K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 71 $8K <0.01% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 63 $7.28K 0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 62 $7.12K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 58 $6.74K <0.01% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 54 $6.24K -1,995 Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 50 $5.78K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 50 $5.78K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 46 $5.32K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 44 $5.09K <0.01% new 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 44 $5K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 40 $4.62K <0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 35 $4.05K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 35 $4.05K <0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 34 $3.93K <0.01% -98 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 33 $3.81K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 32 $3.7K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 29 $3.35K <0.01% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 28 $3.24K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 27 $3.18K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 27 $3.12K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 27 $3.12K <0.01% +4 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 26 $3.01K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 26 $3K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 22 $2.54K <0.01% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 19 $2.2K <0.01% -1 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 19 $2.2K <0.01% 0 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 18 $2.08K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 25 $2K <0.01% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 17 $1.96K <0.01% 0 13F-HR Timeline