LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 1,606 $317K 0.04% +88 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,602 $316K 0.02% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,599 $316K 0.02% -78 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,598 $316K 0.01% +429 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,597 $315K 0.03% -82 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,592 $314K 0.03% +4 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,578 $312K 0.08% +311 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,575 $311K 0.04% -490 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,574 $311K 0.01% -87 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,569 $310K 0.11% -432 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,547 $305K 0.05% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,543 $305K 0.01% +314 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,541 $304K 0.01% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,535 $303K <0.01% +412 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,527 $302K <0.01% +93 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 1,525 $301K 0.24% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,522 $301K 0.05% -56,202 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 1,519 $300K 0.13% -5,067 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 1,507 $298K 0.12% -174 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,505 $297K 0.03% 0 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 1,489 $294K 0.12% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,487 $294K 0.01% -355 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,486 $293K 0.02% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,482 $293K 0.32% -187 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,480 $292K <0.01% +8 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,479 $292K 0.13% -52 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,479 $292K 0.04% -12 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,477 $292K 0.08% +138 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,476 $291K 0.16% +4 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,475 $291K 0.04% 0 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 1,472 $291K 0.09% +3 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,469 $290K 0.04% -124 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,467 $290K 0.07% +4 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,466 $289K 0.2% -2,135 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,462 $289K 0.01% new 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,458 $288K 0.17% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,433 $283K 0.07% +1 13F-HR Timeline Arlington Capital Management, Inc. 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More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,415 $279K 0.14% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,414 $279K 0.04% -2 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,403 $277K 0.02% +89 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,400 $276K 0.08% +469 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,394 $275K 0.06% +48 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,391 $275K 0.04% -7 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,390 $274K 0.02% -22 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,389 $274K 0.13% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,388 $274K 0.13% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,385 $273K <0.01% -228 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,382 $273K 0.06% +1 13F-HR/A Timeline Farmers National Bank More: the full row for Farmers National Bank 1,381 $273K 0.08% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,381 $273K 0.13% new 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 1,379 $272K 0.06% -4 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,379 $272K 0.04% 0 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 1,428 $271K 0.23% +57 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,366 $270K 0.02% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,365 $270K 0.12% -540 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 1,363 $269K 0.11% -125 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,358 $268K 0.04% +187 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 1,360 $268K <0.01% -73,150 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,194 $268K 0.01% +36 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,355 $268K 0.04% -12 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 1,351 $267K <0.01% -76,221 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,342 $265K 0.06% +1,000 13F-HR Timeline Group Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 1,338 $264K 0.14% new 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,335 $264K 0.1% +1,095 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,334 $263K 0.07% +255 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,325 $262K 0.02% 0 13F-HR Timeline Hopwood Financial Services, Inc. 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More: the full row for Hurlow Wealth Management Group, Inc. 1,295 $256K 0.08% 0 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 1,295 $256K 0.19% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,286 $254K -69 Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 1,281 $253K 0.03% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,281 $253K 0.02% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,274 $252K 0.05% 0 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 1,273 $251K 0.08% +3 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,272 $251K 0.01% -594 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 1,266 $250K 0.18% +5 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 1,258 $248K 0.14% +3 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,256 $248K 0.13% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,240 $245K 0.05% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,240 $245K 0.25% -179 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,230 $243K 0.03% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,230 $243K 0.04% -386 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,225 $242K <0.01% new 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,221 $241K 0.05% -101 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,219 $241K 0.04% +527 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,218 $240K 0.01% +3 13F-HR/A Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,213 $240K <0.01% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 1,213 $239K 0.12% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,206 $238K 0.03% -88 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,200 $237K 0.05% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,187 $234K 0.08% -451 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 1,183 $234K 0.13% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,181 $233K 0.01% +254 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,177 $232K 0.02% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 1,175 $232K 0.1% +1,000 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,163 $230K 0.02% -430 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,163 $230K 0.02% -150 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,161 $229K 0.01% 0 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 1,159 $229K 0.15% -19 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,158 $229K 0.02% new 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,153 $228K 0.16% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,153 $228K 0.13% -91 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,151 $227K 0.03% -85 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 1,144 $226K 0.17% -33 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 1,140 $225K 0.06% -15 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,139 $225K 0.02% +67 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,131 $223K 0.01% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,131 $223K 0.03% -45 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,127 $223K 0.13% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1,123 $222K 0.11% +23 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 1,117 $221K 0.06% new 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 1,114 $220K 0.09% -56 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 1,100 $218K <0.01% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,101 $217K 0.02% +77 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,100 $217K 0.02% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,098 $217K 0.02% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 1,092 $216K 0.05% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,135 $215K 0.02% +97 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,090 $215K 0.1% +5 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 1,090 $215K 0.14% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,087 $215K <0.01% -279 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,087 $215K 0.05% -52 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,136 $215K 0.08% -2,006 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,084 $214K 0.01% -6 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,082 $214K 0.06% -713 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,069 $211K 0.12% -48 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,051 $208K 0.05% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,047 $207K <0.01% new 13F-HR Timeline Group Finivi Inc. More: the full row for Finivi Inc. 1,044 $206K 0.17% -138 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,042 $206K 0.01% -74 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,041 $206K <0.01% new 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1,041 $206K 0.22% -129 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,040 $205K 0.01% -153 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 1,037 $205K 0.08% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,034 $204K 0.02% +2 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 1,029 $203K 0.17% +2 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 1,020 $201K 0.07% -7 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,017 $201K 0.03% -699 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,016 $201K 0.2% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,015 $200K 0.01% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,014 $200K 0.05% +21 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,010 $199K 0.01% 0 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,010 $199K 0.15% +70 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,005 $198K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 998 $197K 0.01% -48 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 959 $190K <0.01% -444 13F-HR Timeline Group Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 955 $189K 0.04% new 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 921 $182K 0.08% 0 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 910 $180K 0.08% -14 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 901 $178K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 899 $178K 0.05% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 877 $173K 0.01% -9 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 859 $171K <0.01% -212 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 868 $171K 0.01% -909 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 861 $170K 0.1% 0 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 858 $169K 0.12% 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 854 $169K <0.01% -39 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 851 $168K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 844 $167K <0.01% -1,474 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 810 $160K 0.06% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 737 $146K 0.06% +12 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 736 $145K <0.01% 0 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 727 $144K 0.01% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 724 $143K 0.04% new 13F-HR/A Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 710 $140K 0.02% -1,389 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 700 $138K 0.07% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 696 $137K 0.01% -218 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 696 $137K 0.03% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 690 $136K 0.05% +7 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 676 $133K 0.05% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 676 $133K 0.02% +96 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 665 $131K +1 Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 661 $130K 0.01% -1,020 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 650 $128K 0.03% -1 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 649 $128K 0.01% -119 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 570 $127K 0.03% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 640 $126K 0.05% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 634 $125K 0.1% -235 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. 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More: the full row for BARRETT & COMPANY, INC. 564 $111K 0.05% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 561 $111K <0.01% 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 551 $110K 0.05% -107 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 556 $110K 0.11% +200 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 537 $106K 0.02% +37 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 533 $105K 0.03% 0 13F-HR Timeline