Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,877 $288K 0.01% -252 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,964 $288K 0.01% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,954 $287K 0.01% +868 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,949 $286K 0.02% -215 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,925 $284K -150 Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,916 $283K 0.01% -80 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,916 $283K 0.01% -165 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,877 $279K 0.04% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,876 $279K <0.01% +265 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 2,875 $279K 0.19% -273,096 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,867 $278K 0.05% -183 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,849 $277K 0.02% -5,008 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,835 $275K 0.01% -3,934 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 2,781 $270K 0.08% 0 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 2,777 $270K 0.16% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,707 $263K 0.01% -1,276 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,646 $262K 0.01% +72 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,695 $262K <0.01% -45 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,671 $259K <0.01% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,664 $259K 0.03% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,651 $257K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,646 $257K <0.01% -460 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,636 $256K <0.01% +454 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 2,622 $254K 0.11% -100 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,609 $253K 0.03% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,566 $249K 0.05% -15 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 2,563 $249K 0.19% +54 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,440 $247K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,523 $245K 0.01% -1,881 13F-HR Timeline Group STEPH & CO More: the full row for STEPH & CO 2,513 $244K 0.06% +242 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,492 $242K 0.04% -1 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 2,489 $242K 0.01% -540 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,484 $241K 0.06% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,475 $240K 0.03% new 13F-HR Timeline American Trust More: the full row for American Trust 2,433 $236K 0.02% -162 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 2,396 $233K <0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,341 $227K 0.01% +15 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,338 $227K 0.01% new 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,340 $227K 0.03% -26 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,309 $224K 0.01% -5 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,304 $224K 0.01% -133 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,281 $221K 0.04% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,271 $220K <0.01% +143 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2,251 $218K 0.02% -127 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,233 $217K <0.01% -231 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,232 $217K 0.06% -213 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,230 $216K 0.03% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,220 $215K 0.01% +1,027 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,202 $214K <0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,201 $214K <0.01% -379 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,200 $214K <0.01% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,193 $213K <0.01% new 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,193 $213K 0.04% +31 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 2,193 $213K 0.13% -1,530 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,163 $210K 0.02% -339 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 2,146 $208K 0.03% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,131 $207K 0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,081 $202K <0.01% new 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,064 $200K 0.05% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,009 $195K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,979 $192K <0.01% -30 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,925 $187K <0.01% -94 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,860 $181K 0.02% +430 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,842 $179K <0.01% -126 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,823 $177K 0.01% -2,929 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,800 $175K 0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,720 $169K <0.01% -276 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,729 $168K <0.01% -854 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,674 $162K 0.19% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,643 $161K 0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,640 $159K 0.07% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,272 $123K 0.01% +601 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,212 $118K 0.01% +51 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,134 $110K <0.01% -36 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,017 $98.7K <0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,000 $97.1K 0.04% +456 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 990 $96.1K <0.01% +36 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 968 $94K 0.02% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 947 $91.9K 0.05% -44 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 879 $85.3K 0.03% +873 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 812 $78.8K 0.01% +83 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 809 $78.5K 0.02% +760 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 753 $73.1K <0.01% -11 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 739 $71.7K <0.01% -1,134 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 730 $71K <0.01% -560 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 722 $70.1K <0.01% 0 13F-HR Timeline Group Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 675 $68.9K 0.04% 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 647 $62.8K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 636 $62K 0.04% -581 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 618 $60K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 613 $59.5K <0.01% -87 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $53.4K 0.04% new 13F-HR Timeline Amount filed as zero, left out of ratios. Index Technologies Group LLC More: the full row for Index Technologies Group LLC 527 $51.2K 0.04% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 514 $49.9K <0.01% -53 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 502 $48.7K 0.02% +257 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 495 $48K <0.01% +13 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 480 $46.6K <0.01% +43 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 474 $46K <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 441 $42.8K 0.01% +5 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 437 $42.4K <0.01% +2 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 420 $40.8K 0.01% +301 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 415 $40.3K <0.01% +319 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 414 $40.2K <0.01% -96 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 410 $39.8K <0.01% -47,544 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 408 $39.6K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 407 $39.5K 0.04% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 396 $39K 0.02% 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 400 $38.8K 0.02% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 395 $38.3K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 389 $37.8K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 367 $36.2K <0.01% -58 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 358 $34.7K 0.01% -100 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 355 $34.5K <0.01% +45 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 341 $33.1K <0.01% -152 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 340 $33K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 326 $32K <0.01% -49 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 322 $31.3K 0.01% -106 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 319 $31K 0.01% +5 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 319 $31K 0.02% -252 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 313 $30.4K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 309 $30K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 308 $29.9K 0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 306 $29.7K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 306 $29.7K <0.01% +18 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 300 $29.1K <0.01% -650 13F-HR Timeline City State Bank More: the full row for City State Bank 300 $29.1K 0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 292 $28.4K 0.01% +117 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 291 $28.2K 0.01% +54 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 283 $27.5K <0.01% 0 13F-HR Timeline Group SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 278 $27K 0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 264 $25.6K 0.01% -32 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 256 $24.8K 0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 250 $24.3K <0.01% +194 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 235 $23K <0.01% +108 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 232 $22.5K 0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 224 $21.7K <0.01% -4 13F-HR Timeline Group Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 215 $20.9K <0.01% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 210 $20.4K <0.01% -182 13F-HR Timeline Quarry LP More: the full row for Quarry LP 210 $20.4K <0.01% +30 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 201 $19.5K <0.01% -151 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 195 $19K <0.01% -69 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 190 $18.4K <0.01% +41 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 186 $17.5K <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 179 $17.4K 0.01% +162 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 165 $16K <0.01% 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 157 $15.2K <0.01% 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 152 $15K <0.01% -134 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 150 $14.9K <0.01% +37 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 153 $14.8K <0.01% +143 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 146 $14.2K 0.01% +75 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 145 $14.1K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 145 $14.1K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 142 $13.8K <0.01% +6 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 137 $13.3K <0.01% +4 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 135 $13.1K <0.01% +25 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 130 $12.6K <0.01% -146 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 129 $12.5K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 127 $12.3K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 122 $11.8K <0.01% -1 13F-HR/A Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 119 $11.6K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 118 $11.5K <0.01% +58 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 117 $11K <0.01% +23 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 113 $11K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 112 $10.9K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 110 $10.7K <0.01% -45 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 109 $10.6K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 108 $10.5K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 105 $10.2K <0.01% +3 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 99 $9.61K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 97 $9.41K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 91 $8.83K <0.01% -151 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 91 $8.83K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 91 $8.83K 0.01% +29 13F-HR/A Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 89 $8.66K <0.01% -2 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 89 $8.64K 0.01% -60 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 86 $8.43K <0.01% +40 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 85 $8.29K <0.01% -54 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 83 $8.06K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 83 $8.06K <0.01% +16 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 81 $7.86K <0.01% +22 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 79 $7.79K <0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 80 $7.76K <0.01% +19 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 77 $7.47K <0.01% -33 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 75 $7.28K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 74 $7.18K <0.01% +5 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 73 $7.09K <0.01% +30 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 71 $6.89K <0.01% +17 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 69 $6.7K <0.01% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 66 $6.41K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 64 $6.21K <0.01% -143 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 63 $6.12K <0.01% -93 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 63 $6.12K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 61 $5.92K <0.01% -71 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 60 $5.82K <0.01% +18 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 57 $5.53K <0.01% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 55 $5.42K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 55 $5.34K 0.05% -62 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 55 $5.34K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 55 $5.34K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 55 $5.34K 0.03% 0 13F-HR Timeline