Welch Group, LLC More: the full row for Welch Group, LLC 1,525 $270K 0.01% -17 13F-HR Timeline KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 1,524 $269K 0.25% 0 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 1,523 $269K 0.21% -500 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,517 $268K 0.03% +44 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 1,507 $266K 0.16% -117 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,500 $265K 0.02% 0 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 1,500 $265K 0.16% 0 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 1,497 $265K 0.1% -1,768 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 1,498 $265K 0.17% +3 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 1,498 $265K 0.16% -87 13F-HR/A Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,491 $264K 0.01% -1,908 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,488 $263K 0.05% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,484 $262K 0.09% 0 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 1,479 $261K 0.08% -516 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,474 $261K 0.06% +224 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,468 $260K 0.05% 0 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 1,466 $259K <0.01% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,463 $259K 0.04% -228 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,458 $258K 0.03% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 1,455 $257K 0.3% +11 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,454 $257K <0.01% -1,210 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 1,439 $256K 0.08% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,434 $256K 0.05% 0 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 1,450 $256K 0.03% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,448 $256K 0.06% 0 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 1,446 $256K 0.15% +60 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,441 $255K 0.05% -200 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,440 $255K 0.02% 0 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,439 $254K 0.03% +275 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,439 $254K 0.05% -52 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,434 $253K 0.08% -85 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,434 $253K 0.02% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,432 $253K 0.05% +3 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 1,430 $253K 0.21% -70 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,427 $252K 0.12% +52 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,418 $252K 0.09% -122 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 1,423 $252K 0.23% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,421 $251K 0.03% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 1,420 $251K 0.07% new 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 1,420 $251K 0.09% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 1,417 $250K 0.05% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,412 $250K 0.06% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,411 $249K 0.01% new 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 1,409 $249K 0.06% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,407 $249K 0.13% +220 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 1,404 $248K 0.09% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,403 $248K 0.03% -531 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 1,402 $248K 0.1% -653 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 1,398 $247K 0.05% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,396 $247K 0.01% +588 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,386 $245K 0.06% -11 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,386 $245K 0.04% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,386 $245K 0.3% 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 1,384 $245K 0.07% -2 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,381 $244K 0.04% -118 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 1,381 $244K 0.37% -1,037 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 1,378 $244K 0.35% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,374 $243K 0.01% 0 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 1,371 $242K 0.18% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,370 $242K 0.04% -40 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,364 $241K 0.02% 0 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 1,360 $240K 0.12% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,357 $240K 0.05% -781 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,357 $240K 0.07% -25 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,353 $239K 0.14% 0 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,352 $239K 0.06% +125 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,352 $239K 0.09% 0 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 1,350 $239K 0.13% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,347 $238K 0.09% +248 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,343 $237K 0.1% new 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 1,339 $237K 0.16% 0 13F-HR/A Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,339 $237K 0.09% 0 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,338 $236K 0.05% new 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,337 $236K 0.05% 0 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 1,336 $236K 0.13% +134 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,333 $236K 0.04% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,329 $235K 0.08% -5 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,328 $235K 0.11% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,327 $235K 0.02% -20 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 1,324 $234K 0.01% -81,537 13F-HR Timeline Group Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,324 $234K 0.02% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,317 $233K 0.03% -81 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 1,316 $233K 0.06% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 1,312 $232K 0.04% +37 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 1,312 $232K 0.12% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,310 $232K 0.08% 0 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 1,307 $231K 0.11% -744 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,302 $230K 0.06% +105 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,301 $230K 0.01% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 1,300 $230K 0.05% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,297 $229K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,293 $229K 0.09% +356 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,288 $228K 0.09% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,288 $228K <0.01% -520 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 1,288 $228K 0.09% 0 13F-HR Timeline EQ LLC More: the full row for EQ LLC 1,288 $228K 0.09% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,286 $227K 0.32% -28 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 1,286 $227K 0.22% +114 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 1,285 $227K 0.14% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,285 $227K 0.02% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,284 $227K 0.09% -237 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 1,281 $226K 0.04% +53 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,280 $226K 0.02% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,278 $226K 0.03% 0 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 1,276 $226K 0.13% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,274 $225K 0.07% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,262 $223K 0.05% -195 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,262 $223K 0.04% -74 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,260 $223K 0.18% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,258 $222K 0.01% -76 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,257 $222K 0.04% -66 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,255 $222K 0.02% -70 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 1,255 $222K 0.09% -59 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,254 $222K 0.05% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,254 $222K 0.09% -290 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,253 $221K 0.02% new 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 1,243 $221K 0.05% 0 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 1,247 $220K 0.04% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,241 $219K 0.14% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,223 $218K 0.09% -569 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 1,235 $218K 0.02% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,235 $218K 0.08% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,229 $217K 0.02% new 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 1,226 $217K 0.13% -187 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,225 $216K 0.06% -3,654 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 1,224 $216K 0.03% new 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,220 $216K 0.03% +16 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1,217 $215K 0.02% new 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,217 $215K <0.01% -6,719 13F-HR Timeline Group Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 1,216 $215K 0.04% -56 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 1,209 $215K 0.12% 0 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 1,215 $215K 0.07% 0 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 1,210 $214K 0.12% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,210 $214K 0.06% -132 13F-HR/A Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 1,209 $214K 0.09% 0 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 1,208 $214K 0.07% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,208 $213K 0.14% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,207 $213K 0.09% +1,200 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,203 $213K 0.09% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,200 $212K 0.02% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,200 $212K 0.09% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 1,196 $211K 0.18% new 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 1,194 $211K 0.15% 0 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 1,194 $211K 0.1% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,193 $211K 0.07% 0 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 1,186 $211K 0.12% -5 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,189 $210K 0.13% -23 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,176 $210K 0.01% -1,295 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,187 $210K 0.12% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,187 $210K 0.01% 0 13F-HR Timeline Group TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 1,184 $209K 0.04% new 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 1,180 $209K 0.11% +20 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 1,176 $208K 0.13% -119 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 1,175 $208K 0.02% -225 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,202 $208K 0.03% 0 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 1,168 $206K 0.06% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,167 $206K 0.06% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,164 $206K 0.14% 0 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1,160 $205K 0.12% 0 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 1,158 $205K 0.14% -60 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 1,147 $203K 0.07% new 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 1,146 $202K 0.21% new 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 1,145 $202K 0.12% new 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 1,145 $202K 0.09% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,126 $202K 0.14% new 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 1,144 $202K 0.05% new 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 1,141 $202K 0.05% new 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 1,140 $201K 0.11% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,139 $201K 0.04% new 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 1,137 $201K 0.04% new 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 1,135 $201K 0.08% -197 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,128 $200K 0.01% new 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 1,121 $200K 0.05% 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,133 $200K 0.11% new 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 1,132 $200K 0.04% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,122 $199K 0.04% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,114 $199K 0.11% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,101 $195K 0.1% -1 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,087 $192K 0.05% -291 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,065 $188K 0.12% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,057 $188K 0.03% +17 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,044 $185K 0.06% +390 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,040 $184K 0.07% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 1,026 $181K 0.07% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,014 $179K 0.12% 0 13F-HR/A Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,008 $178K 0.05% 0 13F-HR Timeline Group BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 991 $175K 0.05% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 973 $173K 0.06% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 950 $168K 0.02% +24 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 944 $167K 0.02% -11 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 939 $166K 0.12% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 936 $165K <0.01% -2 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 928 $164K 0.11% +2 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 921 $163K 0.15% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 916 $162K 0.08% +50 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 900 $159K 0.05% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 897 $159K 0.19% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 879 $155K 0.05% -165 13F-HR Timeline Security National Bank More: the full row for Security National Bank 865 $153K 0.03% -293 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 863 $153K 0.08% 0 13F-HR/A Timeline