Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,730 $329K 0.21% 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,718 $326K 0.01% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,703 $324K 0.05% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,700 $323K 0.09% 0 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 1,692 $321K 0.4% 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,690 $321K 0.11% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 1,680 $319K 0.15% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,674 $318K 0.06% 0 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 1,666 $317K 0.19% -10 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,655 $314K 0.05% -70 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,654 $314K 0.04% -125 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,645 $313K 0.04% +142 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,642 $312K 0.14% +123 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,639 $311K 0.09% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,638 $311K 0.18% -239 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,636 $311K 0.2% +174 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,633 $310K 0.01% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,625 $309K 0.05% 0 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 1,620 $308K 0.21% 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,617 $307K 0.03% 0 13F-HR/A Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,606 $305K 0.06% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,604 $305K 0.01% +39 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,603 $305K 0.16% new 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,599 $304K 0.01% -151 13F-HR Timeline Group Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,599 $304K 0.15% -25 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 1,591 $302K 0.31% 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,584 $301K 0.03% +5 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,583 $301K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,582 $299K 0.07% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,571 $298K <0.01% +11 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,568 $298K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,568 $298K 0.01% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,566 $298K 0.02% 0 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 1,558 $296K 0.14% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,550 $294K 0.02% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 1,547 $294K 0.16% -15 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,537 $292K 0.13% +50 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,533 $291K <0.01% +83 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,532 $291K 0.09% -29 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 1,515 $288K 0.15% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,513 $287K 0.01% -77 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,512 $287K 0.02% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,508 $286K 0.06% 0 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,504 $286K 0.13% -894 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,504 $286K 0.03% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,507 $285K 0.05% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,585 $285K 0.02% -47 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,492 $283K 0.05% 0 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 1,486 $282K 0.12% -49 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 1,485 $282K 0.12% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,480 $281K 0.13% +69 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,477 $281K 0.08% +5 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,476 $280K 0.09% -73 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 1,434 $272K <0.01% new 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,429 $271K 0.19% 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 1,413 $268K 0.06% -100 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,408 $267K 0.07% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,396 $265K 0.01% -100 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,392 $264K 0.17% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,391 $264K 0.03% -622 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 1,331 $263K 0.17% 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,383 $263K 0.02% 0 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 1,383 $263K 0.23% 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 1,370 $260K 0.11% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,334 $253K 0.08% -2,521 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,333 $252K 0.11% +1 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 1,256 $250K 0.09% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,317 $250K <0.01% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,306 $248K 0.23% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,306 $248K 0.05% 0 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,295 $246K 0.09% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,294 $246K 0.03% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,294 $246K 0.06% +3 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,292 $245K <0.01% 0 13F-HR Timeline Group MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 1,284 $244K 0.07% +4 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 1,282 $244K 0.17% -12 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 1,276 $242K 0.08% +7 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,266 $241K 0.01% 0 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 1,261 $240K 0.06% +6 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,256 $239K <0.01% new 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,251 $238K 0.15% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,249 $237K 0.03% new 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 1,234 $234K 0.21% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,226 $233K 0.02% 0 13F-HR Timeline Group SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,217 $231K 0.04% +1 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,213 $230K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,202 $228K 0.01% +923 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 1,198 $228K 0.2% 0 13F-HR Timeline EPIQ Capital Group, LLC More: the full row for EPIQ Capital Group, LLC 1,197 $227K 0.06% +6 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,194 $227K 0.03% -56 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,192 $226K 0.05% 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,189 $226K 0.09% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 1,189 $225K 0.07% 0 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 1,183 $225K <0.01% -26 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,181 $224K 0.03% -447 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,177 $224K <0.01% -64 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,168 $222K 0.02% +3 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 1,167 $222K 0.06% 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,167 $222K 0.01% +1 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,157 $220K 0.01% new 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 1,147 $218K 0.02% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,146 $218K 0.03% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,142 $217K 0.04% new 13F-HR/A Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,140 $216K 0.08% -4 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,133 $215K <0.01% -114 13F-HR Timeline Group BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 1,131 $215K 0.07% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,127 $214K 0.01% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,117 $212K 0.04% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,109 $211K <0.01% -1,660 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,106 $210K <0.01% new 13F-HR/A Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,104 $210K 0.11% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,098 $209K 0.01% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,094 $208K 0.05% -88 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 1,090 $207K 0.02% new 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 1,068 $207K 0.02% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,089 $207K 0.01% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,083 $206K 0.04% 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,074 $204K <0.01% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,069 $203K 0.01% -50 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,069 $203K 0.01% new 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,068 $203K 0.03% new 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1,066 $203K 0.02% 0 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,065 $202K 0.1% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 1,062 $202K 0.04% +2 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 1,061 $202K 0.11% new 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 1,060 $201K 0.03% new 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 1,060 $201K 0.08% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,058 $201K 0.02% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,033 $200K 0.08% -29 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,053 $200K 0.08% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,039 $197K 0.1% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,020 $194K 0.03% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 1,000 $190K 0.11% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 968 $184K 0.01% -15 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 943 $179K 0.04% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 912 $174K 0.09% -1,801 13F-HR/A Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 900 $171K 0.01% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 900 $171K 0.09% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 885 $168K 0.02% 0 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 840 $160K <0.01% -901 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 822 $156K 0.08% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 813 $154K 0.03% +170 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 798 $152K <0.01% 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 790 $150K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 774 $147K <0.01% +62 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 770 $146K 0.02% +1 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 756 $144K 0.01% +148 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 703 $134K 0.11% +4 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 704 $133K <0.01% 0 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 675 $128K 0.02% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 657 $125K 0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 634 $121K 0.04% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 633 $120K <0.01% +136 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 606 $115K 0.04% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 563 $107K <0.01% -32 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 556 $106K 0.06% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 550 $104K 0.03% -25 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 534 $102K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 533 $101K 0.01% +435 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 500 $95K 0.03% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 497 $94.4K 0.01% +17 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 498 $94K 0.05% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 467 $88.8K 0.01% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 465 $88.3K 0.01% -39 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 449 $85.3K 0.01% -28 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 445 $85K 0.02% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 441 $83.8K 0.08% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 437 $83K 0.01% 0 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 439 $83K 0.07% -462 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 433 $82.3K 0.02% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 425 $80.7K 0.05% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 413 $78.5K 0.03% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 400 $76K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 394 $74.9K 0.04% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 378 $74.7K 0.02% -63 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 390 $74.1K 0.07% -15 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 389 $73.9K 0.01% +385 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 375 $71.3K 0.01% -89 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 374 $71K 0.01% +14 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 354 $67.3K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 352 $67K <0.01% +336 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 352 $66.9K 0.01% -131 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 336 $63.9K 0.01% +1 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 320 $60.8K 0.03% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 309 $58.7K 0.04% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 302 $57.4K 0.05% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 300 $57K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 300 $57K <0.01% 0 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 300 $57K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 292 $55.5K 0.03% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 276 $52.4K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 274 $52.1K <0.01% -12 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 270 $51K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 265 $50.3K 0.04% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 268 $50K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 263 $50K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 262 $49.8K 0.01% 0 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 252 $47.9K 0.01% +67 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 251 $47.7K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 250 $47.5K <0.01% 0 13F-HR Timeline