Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 7,501 $377K 0.05% +488 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 7,493 $377K 0.17% -256 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 7,484 $376K 0.03% new 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 7,477 $376K 0 Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 7,430 $374K 0.05% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 7,398 $372K 0.07% +12 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 7,397 $372K 0.04% 0 13F-HR Timeline Group Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 7,385 $371K 0.38% 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,335 $369K 0.02% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 7,313 $368K 0.17% +368 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 7,308 $368K 0.1% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 7,307 $367K 0.32% +393 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 7,261 $365K 0.22% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 7,221 $365K 0.09% +2,160 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 7,263 $365K 0.11% -235 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 7,227 $363K 0.15% +207 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 7,232 $363K 0.1% -179 13F-HR Timeline Kirkwood Financial Services More: the full row for Kirkwood Financial Services 7,135 $359K 0.13% new 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 7,134 $359K 0.18% +161 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 7,132 $359K 0.03% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,117 $358K 0.02% +100 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 7,060 $357K 0.22% -1,331 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 7,076 $355K 0.15% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,022 $353K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 7,002 $352K 0.02% -2,462 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 6,996 $352K 0.13% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 6,970 $351K 0.06% +970 13F-HR/A Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 6,965 $350K 0.17% -10 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 6,964 $350K 0.2% +1,264 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 6,926 $348K 0.19% +391 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,910 $348K 0.01% -905 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,767 $340K 0.14% +76 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,722 $338K 0.02% +128 13F-HR/A Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 6,675 $337K 0.15% 0 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 6,676 $336K 0.19% 13F-HR/A Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,667 $335K 0.04% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 6,653 $335K 0.19% 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 6,609 $332K 0.01% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,601 $332K 0.06% -166 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,523 $328K 0.07% +755 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 6,519 $328K 0.08% +703 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 6,480 $326K 0.16% +27 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 6,463 $325K 0.09% -4,241 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,450 $324K 0.01% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 6,432 $323K 0.05% 0 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 6,429 $323K 0.04% 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 6,375 $321K 0.21% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 6,334 $319K 0.08% 0 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 6,323 $318K 0.09% -939 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,317 $318K 0.04% +70 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 6,303 $317K <0.01% -1,021 13F-HR Timeline Group Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 6,261 $315K 0.17% +70 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 6,255 $315K 0.15% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,241 $314K 0.01% -4,153 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 6,090 $306K 0.26% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6,069 $305K 0.06% +4,559 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,043 $304K 0.02% 0 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 5,978 $302K 0.31% -1,733 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 6,003 $302K 0.05% +67 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 5,997 $302K 0.04% -262 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 5,983 $301K 0.1% -10,913 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 5,980 $301K 0.12% -164 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 5,974 $300K 0.11% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,968 $300K 0.11% 0 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 5,958 $300K 0.16% -71 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,931 $298K 0.09% -1,567 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 5,899 $297K 0.16% +128 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 5,889 $296K 0.17% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 5,880 $296K 0.56% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 5,874 $295K 0.11% +66 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5,840 $294K 0.13% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 5,740 $289K 0.01% 0 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 5,732 $288K 0.11% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,730 $288K 0.03% +2 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5,711 $287K 0.03% +1,431 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,647 $284K 0.02% -3,623 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 5,646 $284K 0.32% new 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 5,632 $284K 0.15% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,640 $284K 0.01% +1,180 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,621 $283K 0.1% new 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 5,614 $282K 0.09% +509 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,614 $282K 0.02% 0 13F-HR Timeline Group Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 5,555 $279K 0.09% -1,317 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 5,536 $278K <0.01% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 5,505 $277K 0.02% +20 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 5,499 $277K 0.04% -28,247 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 5,468 $275K 0.09% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 5,465 $275K 0.02% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,437 $274K <0.01% +2,437 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 5,440 $274K 0.11% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,425 $273K 0.08% +235 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 5,406 $272K 0.05% -93 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 5,384 $271K 0.04% -55 13F-HR Timeline Group Northland Capital Management LLC More: the full row for Northland Capital Management LLC 5,360 $270K 0.15% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,352 $269K <0.01% +41 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 5,342 $269K 0.06% +60 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 5,318 $267K 0.12% +403 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 5,308 $267K 0.01% +24 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,307 $267K 0.01% +1,252 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,260 $265K 0.03% -260 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 5,242 $264K 0.12% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 5,232 $263K 0.06% -273 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,198 $263K 0.03% new 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 5,201 $262K 0.06% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 5,175 $262K 0.06% 0 13F-HR Timeline Macco Financial Group, Inc. More: the full row for Macco Financial Group, Inc. 5,199 $261K 0.22% 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 5,198 $261K 0.11% new 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 5,194 $261K 0.26% 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 5,190 $261K 0.09% new 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 5,138 $258K 0.05% +671 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 5,133 $258K 0.08% +346 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 5,124 $258K 0.06% +57 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 5,114 $257K 0.06% +200 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 5,090 $256K 0.07% -2,588 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 5,089 $256K 0.12% +496 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,037 $256K 0.1% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,070 $255K <0.01% -265 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 5,017 $252K 0.18% -126 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,998 $251K 0.02% -5,673 13F-HR/A Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,989 $251K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,950 $249K 0.1% 0 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 4,938 $248K 0.27% 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 4,936 $248K 0.27% 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 4,925 $248K 0.18% -470 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,899 $246K 0.02% +465 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,852 $246K 0.04% -3,434 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 4,887 $246K 0.14% +54 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 4,845 $244K 0.08% -3,685 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,808 $242K 0.14% +348 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,787 $241K 0.03% +503 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 4,771 $240K 0.06% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,764 $240K 0.03% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,679 $235K <0.01% -12 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 4,650 $234K 0.02% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 4,628 $233K 0.16% +300 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 4,625 $233K 0.11% +500 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 4,623 $232K <0.01% -4,520 13F-HR Timeline Group Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 4,613 $232K 0.12% 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 4,602 $231K 0.02% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,597 $231K 0.05% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,593 $231K 0.02% +383 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 4,588 $231K 0.06% -930 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 4,567 $230K 0.32% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,597 $229K 0.03% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 4,544 $229K 0.02% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 4,503 $226K 0.06% -43 13F-HR Timeline Group Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 4,500 $226K 0.16% +48 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,468 $226K 0.02% -144 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,466 $225K 0.05% +2 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,437 $223K 0.03% -3,016 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,430 $223K 0.13% +50 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 4,426 $223K 0.13% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,400 $221K 0.03% -600 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 4,400 $221K 0.13% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 4,386 $221K 0.01% 0 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 4,374 $220K 0.21% 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,371 $220K 0.01% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,351 $219K 0.01% -35 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 4,314 $218K 0.13% 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 4,305 $216K 0.09% new 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 4,211 $212K <0.01% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4,197 $211K 0.03% +35 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 4,180 $210K 0.08% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,109 $208K 0.11% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 4,108 $207K 0.04% 0 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 4,100 $206K 0.15% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 4,051 $204K 0.03% new 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,044 $203K <0.01% 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 4,026 $202K 0.01% -5,000 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,015 $202K 0.01% -473 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 4,000 $201K 0.09% new 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 3,997 $201K 0.11% 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 3,977 $200K 0.02% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,911 $197K 0.05% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3,889 $196K 0.02% +897 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,873 $195K <0.01% +1,586 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3,775 $190K 0.01% -437 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,549 $178K 0.12% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 3,542 $178K 0.06% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 3,507 $176K 0.1% +298 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,452 $174K 0.02% +85 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 3,386 $170K 0.13% 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,351 $169K 0.02% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 3,301 $166K 0.03% +3,043 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3,284 $165K 0.06% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,959 $149K 0.01% new 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2,830 $142K 0.13% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,823 $142K <0.01% new 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,818 $142K 0.15% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,812 $141K <0.01% +528 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,771 $139K 0.04% +32 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,710 $136K 0.08% +1,572 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,707 $136K <0.01% new 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,670 $134K 0.03% -1,863 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,555 $128K 0.01% -139 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 2,532 $127K 0.1% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,380 $120K 0.03% +98 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,339 $118K 0.02% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,333 $117K 0.05% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 2,208 $111K 0.02% 0 13F-HR Timeline