CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,196 $145K <0.01% +1,531 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,164 $143K 0.01% +1,582 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,128 $142K 0.01% +1,488 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,088 $140K <0.01% +1,539 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 3,044 $138K 0.06% +1,522 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,000 $136K <0.01% +1,500 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,954 $134K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,884 $131K <0.01% -1,030 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,834 $129K 0.02% +1,417 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,808 $127K 0.04% +1,404 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,690 $122K 0.01% +1,053 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,693 $122K <0.01% +2,522 13F-HR/A Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,600 $118K <0.01% +1,300 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 2,500 $113K 0.03% +1,250 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,440 $111K 0.01% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,336 $106K 0.03% +942 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,304 $104K <0.01% +1,150 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,264 $103K <0.01% +1,031 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 2,253 $102K <0.01% +1,132 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,239 $102K 0.06% +838 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,216 $100K 0.02% +1,113 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,150 $97.5K 0.03% +1,075 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,000 $90.7K 0.04% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,864 $88.5K <0.01% +932 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,950 $88.4K 0.02% +710 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,904 $86.4K 0.01% +952 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,870 $85K 0.04% +1,161 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,820 $82.5K <0.01% +910 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,800 $81.6K 0.01% +900 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,797 $81.5K 0.03% +895 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,754 $79.5K <0.01% +614 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,700 $77.1K <0.01% +850 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,682 $76.3K 0.02% +1,641 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,642 $74.5K 0.04% +1,121 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 1,614 $73K 0.07% 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,473 $66.8K 0.01% 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,470 $66.7K 0.03% +735 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,460 $66K 0.02% +730 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,386 $62.8K <0.01% +693 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,351 $61.3K 0.02% -33 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,297 $58.8K 0.03% +673 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,293 $58.7K 0.02% +602 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,280 $58K 0.01% +640 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,230 $55.8K 0.03% +615 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,206 $54.7K <0.01% +1,168 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 1,186 $53.8K <0.01% +593 13F-HR Timeline Group Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,154 $52.4K 0.01% new 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 1,150 $52.2K 0.02% +575 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,148 $52.1K 0.01% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 1,147 $52K 0.01% -1,792 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,138 $51.6K <0.01% new 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,092 $49.5K 0.02% +546 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,058 $48K <0.01% +510 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,050 $47.6K <0.01% +155 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,008 $45.7K 0.01% +504 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,007 $45.7K <0.01% +475 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 936 $42.4K 0.01% +468 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 928 $42.1K 0.01% +920 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 922 $41.8K 0.01% -893 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 896 $40.6K <0.01% +484 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 874 $40K 0.01% +438 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 780 $38K <0.01% +538 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 808 $36.6K 0.02% +404 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 802 $36.4K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 792 $35.9K 0.02% +396 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 779 $35.3K <0.01% +246 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 774 $35.1K <0.01% +517 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 768 $34.8K 0.01% +384 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 751 $34.1K <0.01% +377 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 740 $33.6K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 738 $33.5K 0.01% +535 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 736 $33.4K 0.01% +370 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 730 $33.1K 0.01% +310 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 732 $33K <0.01% +366 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 700 $31.7K 0.03% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 684 $31K <0.01% +342 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 668 $30.3K <0.01% +334 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 656 $29.8K <0.01% +456 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 652 $29.6K <0.01% +508 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 640 $29K <0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 640 $29K <0.01% +321 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 630 $28.6K <0.01% +315 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 627 $28.4K 0.04% 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 624 $28.3K 0.01% +312 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 614 $27.8K 0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 608 $27.6K 0.02% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 600 $27.4K <0.01% +300 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 600 $27.2K <0.01% +300 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 600 $27.2K <0.01% +300 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 600 $27.2K 0.01% +300 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 588 $26.7K 0.01% +218 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 578 $26.2K <0.01% +289 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 570 $25.8K <0.01% +285 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 554 $25.1K 0.01% new 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 530 $24K 0.02% +265 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 510 $23.1K 0.01% +255 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 504 $22.9K <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 488 $22.1K 0.01% new 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 488 $22.1K 0.02% 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 480 $22K <0.01% +235 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 484 $21.9K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 452 $21.1K <0.01% +226 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 464 $21K <0.01% +209 13F-HR Timeline Group Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 454 $20.6K 0.01% +227 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 442 $20K <0.01% -6,425 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 442 $20K 0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 427 $19.3K 0.01% +215 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 409 $18.5K <0.01% +187 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 404 $18.3K 0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 391 $17.8K 0.01% +195 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 392 $17K <0.01% +196 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 365 $17K <0.01% +128 13F-HR Timeline Group Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 371 $16.8K <0.01% +318 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 360 $16.3K <0.01% +181 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 354 $16.1K <0.01% +177 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 354 $16.1K <0.01% +177 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 338 $15.3K <0.01% +169 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 317 $14.4K <0.01% -51 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 314 $14.2K <0.01% -393 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 312 $14.1K <0.01% +156 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 308 $14K 0.01% +154 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 300 $13.6K <0.01% +150 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 300 $13.6K 0.01% +150 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 296 $13.4K 0.01% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 292 $13.3K <0.01% +147 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 284 $12.9K <0.01% +92 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 276 $12.5K <0.01% +138 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 250 $12.3K 0.01% 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 270 $12.2K 0.06% -336 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 270 $12.2K <0.01% +135 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 386 $11.8K 0.01% 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 250 $11.3K <0.01% +125 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 250 $11.3K <0.01% +125 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 222 $11K 0.01% +111 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 240 $10.9K 0.01% 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 236 $10.7K <0.01% +118 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 235 $10.7K <0.01% +124 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 227 $10.3K <0.01% +114 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 222 $10.1K <0.01% +111 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 212 $9.62K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 200 $9.07K <0.01% +100 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 200 $9.07K <0.01% +100 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 215 $9K <0.01% +108 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 188 $9K <0.01% +149 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 188 $8.53K <0.01% +94 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 186 $8.44K <0.01% -6 13F-HR Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 180 $8.16K 0.01% +90 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 178 $8.07K <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 171 $7.75K 0.01% 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 154 $7.01K 0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 164 $7K <0.01% +82 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 154 $6.98K <0.01% +77 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 152 $6.89K 0.01% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 150 $6.8K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 140 $6.35K <0.01% +95 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 138 $6.26K <0.01% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 128 $5.8K <0.01% +64 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 126 $5.71K <0.01% 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 120 $5.44K <0.01% +60 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 118 $5.35K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 110 $4.99K <0.01% +55 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 110 $4.99K <0.01% +55 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 107 $4.83K <0.01% +54 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 94 $4.26K <0.01% 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 89 $4.03K <0.01% +45 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 102 $4K <0.01% +51 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 90 $4K <0.01% -8 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 80 $4K <0.01% +40 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 88 $3.97K <0.01% +44 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 76 $3.45K <0.01% +38 13F-HR Timeline Group Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 76 $3.44K <0.01% 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 75 $3.4K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 75 $3.4K <0.01% +65 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 74 $3.36K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 66 $3K <0.01% +33 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 65 $2.94K <0.01% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 62 $2.81K <0.01% +31 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 60 $2.72K <0.01% -74 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 60 $2.72K <0.01% +30 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 54 $2.46K <0.01% +27 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 52 $2.36K <0.01% +26 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 50 $2.27K <0.01% +25 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 44 $2K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 38 $1.72K <0.01% +19 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 36 $1.63K <0.01% +18 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 36 $1.63K <0.01% +18 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 34 $1.56K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 34 $1.55K <0.01% +16 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 30 $1.36K <0.01% +15 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 30 $1.34K <0.01% +15 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 28 $1.28K <0.01% +14 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 26 $1.18K <0.01% +13 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 16 $726 <0.01% +8 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 12 $544 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 10 $454 <0.01% +5 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 10 $454 <0.01% 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 6 $272 <0.01% +3 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2 $91 <0.01% +1 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2 $91 <0.01% +1 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,488 $59 +832 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.