TFB Advisors LLC More: the full row for TFB Advisors LLC 1,986 $230K 0.07% +1 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,972 $229K 0.12% +39 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,970 $228K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,968 $228K 0.06% -31 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,960 $227K 0.02% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,942 $225K 0.01% +1,257 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,940 $225K <0.01% -185 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,935 $224K 0.02% -6,482 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,931 $224K 0.01% +332 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,925 $223K 0.03% +2 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,920 $223K 0.01% +1 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,893 $220K 0.01% +10 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,889 $219K <0.01% -374 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 1,889 $219K 0.1% new 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,877 $218K 0.02% new 13F-HR Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,867 $216K 0.05% new 13F-HR Timeline Cabot-Wellington, LLC More: the full row for Cabot-Wellington, LLC 1,859 $216K 0.08% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,838 $213K 0.03% +5 13F-HR/A Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,836 $213K 0.02% +88 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,834 $213K 0.03% +129 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,822 $211K 0.01% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,816 $211K <0.01% new 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,815 $210K 0.03% +52 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,812 $210K <0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 1,812 $210K <0.01% new 13F-HR/A Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 1,810 $210K 0.06% 0 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 1,805 $209K 0.07% 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 1,801 $209K 0.05% +3 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 1,793 $208K 0.19% -1 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,791 $208K 0.09% -309 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,788 $207K 0.19% +43 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,780 $207K 0.02% new 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 1,781 $207K 0.07% new 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 1,770 $205K 0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,764 $205K 0.01% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,760 $204K 0.05% 0 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 1,749 $203K 0.11% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,745 $202K 0.04% +872 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,736 $201K 0.07% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,685 $200K 0.01% -140 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,710 $198K 0.04% +300 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,709 $198K 0.14% +1,708 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 1,587 $186K 0.1% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 1,597 $185K 0.05% 0 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 1,590 $184K 0.14% +31 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,514 $176K 0.01% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,510 $175K 0.05% new 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,508 $175K 0.13% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,489 $173K <0.01% +1,302 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,472 $170K <0.01% -12,458 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,465 $170K 0.01% -1,172 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,419 $165K 0.15% -22 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,389 $161K 0.11% +18 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,388 $161K 0.02% +1 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,360 $158K 0.14% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,314 $152K <0.01% +995 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,274 $148K 0.01% +49 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,275 $148K 0.05% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,272 $147K 0.01% +162 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,227 $142K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1,226 $142K 0.06% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,211 $140K 0.02% +340 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,205 $140K 0.03% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,165 $135K 0.01% +244 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,130 $131K 0.03% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,084 $131K 0.08% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,106 $128K 0.01% -211 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,090 $126K 0.05% +5 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,070 $124K 0.03% +3 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 1,040 $121K 0.04% +6 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,037 $120K 0.02% +8 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 1,014 $118K 0.05% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,000 $116K <0.01% 0 13F-HR Timeline Group LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 972 $113K <0.01% -2,910 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 950 $110K 0.05% -100 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 818 $94.9K 0.09% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 818 $94.8K 0.02% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 813 $94.3K 0.01% -332 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 800 $92.8K 0.03% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 737 $85.4K 0.07% +415 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 734 $85.1K 0.09% -227 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 723 $83K 0.03% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 715 $82.9K <0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 700 $81.2K 0.06% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 683 $79.2K <0.01% +329 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 676 $78.4K 0.01% -9 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 662 $76.8K <0.01% -53 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 659 $76.7K 0.03% +235 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 660 $76.5K 0.01% +14 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 632 $73.3K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 630 $73.1K 0.02% +13 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 644 $73K 0.02% -147 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 628 $72.9K <0.01% +164 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 615 $71.3K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 589 $68.3K 0.01% +2 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 548 $63.6K 0.02% +1 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 542 $63.5K 0.06% +1 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 530 $61.5K <0.01% +280 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 522 $60.5K <0.01% +249 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 494 $57.2K 0.02% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 487 $56.5K 0.02% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 460 $54K 0.01% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 464 $53.8K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 425 $49.3K 0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 422 $48.9K <0.01% -252 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 413 $47.8K 0.01% +2 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 378 $43.8K 0.05% -39 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 377 $43.7K 0.02% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 370 $42.9K 0.03% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 359 $41.6K <0.01% 0 13F-HR/A Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 358 $41.5K 0.02% +49 13F-HR Timeline Group Compass Financial Services Inc More: the full row for Compass Financial Services Inc 354 $41K 0.02% +2 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 345 $40K <0.01% -67 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 323 $37.5K 0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 320 $37.1K 0.01% -7 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 316 $36.6K 0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 306 $35.4K 0.01% -91 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 300 $34.8K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 292 $33.9K 0.01% -17,381 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 291 $33.7K <0.01% +39 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 284 $33K 0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1,321 $32.6K 0.02% +80 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 281 $32.6K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 278 $32.2K 0.01% -6 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 276 $32K <0.01% -69 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 260 $30.1K <0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 249 $28.9K <0.01% new 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 248 $28.8K 0.02% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 246 $28.5K 0.01% 0 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 236 $27.4K 0.01% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 231 $26.8K <0.01% -169 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 218 $25.3K 0.03% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 223 $25K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 212 $24.6K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 189 $21.9K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 185 $21.4K 0.01% -31 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 176 $20.4K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 176 $20.4K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 175 $20.3K <0.01% +5 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 173 $20.1K 0.01% +12 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 172 $20K <0.01% +15 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 172 $19.9K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 166 $19.2K 0.02% -100 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 160 $18.6K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 155 $18K <0.01% new 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 151 $17.5K 0.02% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 150 $17.4K <0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 135 $15.7K 0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 133 $15.4K <0.01% -2,999 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 129 $15K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 126 $14.6K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 125 $14.5K <0.01% -125 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 119 $13.8K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 117 $13.8K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 116 $13.4K 0.01% +1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 115 $13.3K <0.01% +2 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 115 $13.3K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 113 $13.1K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $12.9K 0.09% -109 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 111 $12.9K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 110 $12.8K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 110 $12.8K 0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 107 $12.6K 0.01% -121 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 100 $11.6K <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) 93 $10.7K <0.01% new 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 92 $10.7K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 81 $9.39K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 80 $9.28K <0.01% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 79 $9.16K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 79 $9.16K <0.01% +35 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 76 $8.81K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 74 $8.58K <0.01% -47 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 73 $8.52K 0.49% -13 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 66 $7.65K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 54 $6.26K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 52 $6.07K <0.01% +25 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 48 $5.56K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 41 $4.75K <0.01% 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 40 $4.66K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 39 $4.52K <0.01% -4 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 38 $4.44K <0.01% +15 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 38 $4.41K <0.01% new 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 38 $4.41K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 30 $3.48K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 29 $3.36K <0.01% new 13F-HR/A Timeline Group BFSG, LLC More: the full row for BFSG, LLC 28 $3.25K <0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 20 $2.32K <0.01% -106 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 18 $2.09K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 16 $2K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 17 $1.94K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 16 $1.9K <0.01% 0 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 16 $1.85K <0.01% -44 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 15 $1.74K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 14 $1.62K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 10 $1.16K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 11 $1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 7 $1K <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 8 $928 <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 7 $812 <0.01% -15 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $606 <0.01% 0 13F-HR Timeline