DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,010 $240K 0.05% -327 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 1,007 $240K 0.1% -236 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,000 $238K 0.07% +1 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 1,000 $238K 0.12% new 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 993 $236K 0.01% 0 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 992 $236K 0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 992 $236K 0.03% 0 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 991 $236K 0.08% new 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 990 $236K 0.09% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 990 $236K 0.07% -25 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 990 $236K 0.01% -287 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 986 $235K 0.13% -17 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 985 $234K 0.02% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 985 $234K 0.04% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 984 $234K 0.02% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 982 $234K 0.01% new 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 980 $233K 0.04% -31 13F-HR Timeline MOTCO More: the full row for MOTCO 1,030 $231K 0.02% 0 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 975 $231K 0.1% -2,906 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 968 $230K <0.01% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 968 $230K 0.22% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 968 $230K 0.02% -11,834 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 965 $230K 0.01% -457 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 960 $228K 0.06% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 959 $228K 0.13% -917 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 958 $228K 0.17% -197 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 957 $228K 0.02% new 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 956 $228K 0.05% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 954 $227K 0.07% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 953 $227K 0.02% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 953 $227K 0.02% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 952 $227K 0.13% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 949 $226K 0.03% -80 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 948 $226K 0.03% +3 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 945 $225K 0.03% -141 13F-HR/A Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 941 $224K 0.08% -3,853 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 938 $223K 0.02% -304 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 935 $222K 0.04% -61 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 925 $220K 0.01% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 923 $220K 0.03% new 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 920 $219K 0.19% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 917 $218K 0.03% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 912 $217K <0.01% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 911 $217K 0.14% -236 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 910 $217K 0.08% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 907 $216K 0.01% +125 13F-HR Timeline Group Strategic Advisors LLC More: the full row for Strategic Advisors LLC 906 $216K 0.04% new 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 906 $216K 0.14% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 906 $216K 0.13% -3,448 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 891 $214K 0.05% -9 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 895 $213K 0.02% -515 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 892 $212K 0.04% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 891 $212K 0.1% new 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 890 $212K 0.21% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 887 $211K 0.02% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 882 $210K 0.01% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 882 $210K 0.01% new 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 882 $210K 0.16% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 882 $210K 0.05% +119 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 881 $210K 0.02% -145 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 880 $209K 0.14% -646 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 879 $209K 0.05% new 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 879 $209K 0.02% -18,299 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 879 $209K 0.14% new 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 878 $209K 0.05% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 878 $209K 0.12% new 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 873 $208K <0.01% -538,846 13F-HR/A Timeline Group Invst, LLC More: the full row for Invst, LLC 872 $208K 0.03% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 872 $208K 0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 871 $207K 0.12% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 871 $207K 0.05% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 870 $207K 0.02% -5 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 867 $206K 0.04% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 867 $206K 0.03% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 864 $206K 0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 863 $205K 0.1% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 862 $205K 0.06% -429 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 854 $203K 0.03% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 851 $203K 0.01% new 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 850 $202K 0.12% new 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 850 $202K 0.16% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 850 $202K 0.08% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 850 $202K 0.24% new 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 846 $201K 0.03% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 846 $201K 0.03% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 845 $201K <0.01% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 819 $201K 0.09% new 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 843 $201K 0.15% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 796 $189K 0.07% -1,239 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 742 $177K 0.01% -1 13F-HR Timeline Group HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 689 $164K 0.08% -68 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 682 $162K 0.01% -113 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 671 $160K 0.06% +95 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 670 $159K 0.04% +54 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 662 $158K 0.02% -105 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 641 $153K 0.12% -31 13F-HR Timeline City State Bank More: the full row for City State Bank 635 $151K 0.05% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 631 $150K 0.14% 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 621 $148K 0.05% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 618 $147K 0.05% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 608 $144K 0.04% -16 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 598 $142K 0.05% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 583 $139K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 554 $132K 0.03% +10 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 545 $130K 0.01% +81 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 532 $127K 0.06% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 532 $126K 0.02% -6 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 541 $126K 0.04% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 520 $124K 0.09% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 500 $119K 0.04% +31 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 499 $119K 0.03% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 494 $118K 0.03% -55 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 493 $117K 0.08% -4 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 478 $114K 0.04% +16 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 478 $114K 0.01% +5 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 470 $112K 0.07% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 442 $105K 0.03% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 431 $103K 0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 420 $100K 0.09% -15 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 417 $99.3K 0.16% -22 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 400 $95.2K 0.04% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 399 $95K 0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 395 $94K 0.06% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 395 $94K 0.08% -212 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 381 $91.7K 0.06% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 382 $90.9K 0.02% +29 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 381 $90.8K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 379 $90.2K 0.03% +1 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 371 $88.4K 0.04% +1 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 369 $88K 0.04% +1 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 358 $85.2K 0.04% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 354 $84.3K 0.01% -204 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 355 $84K 0.03% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 336 $80K <0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 328 $78.2K 0.01% +1 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 325 $77.4K 0.01% +85 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 321 $76.4K 0.02% -13 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 314 $74.7K 0.04% -304 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 312 $74.2K 0.03% +31 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 307 $73.1K 0.05% -11 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 299 $71.2K 0.06% -13 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 288 $68.6K 0.01% +1 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 285 $67.8K <0.01% -245 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 297 $65.6K 0.01% -8 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 275 $65.5K 0.02% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 271 $64K 0.01% +1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 266 $63.3K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 262 $62.4K 0.01% -7 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 258 $61.4K 0.02% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 254 $60.5K 0.04% +20 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 253 $60.2K 0.01% -105 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 253 $60.2K 0.05% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 268 $60K 0.04% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 242 $57.6K 0.06% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 241 $57K <0.01% -52 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 252 $56.6K 0.03% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 237 $56.4K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 229 $56K 0.03% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 231 $55K 0.02% +190 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 230 $54.7K <0.01% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 222 $52.8K 0.01% -84 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 222 $52.8K 0.01% +1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 217 $52K 0.03% -55 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 206 $49.1K 0.03% -5 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 200 $47.6K 0.02% -66 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 199 $47K <0.01% +103 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 196 $46.7K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 196 $46.7K 0.01% 0 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 194 $46.2K 0.01% -39 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 192 $45K 0.01% +1 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 189 $45K 0.01% 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 188 $44.7K 0.02% -57 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 186 $44.3K <0.01% -21 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 185 $44K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 184 $43.8K 0.01% -45 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 182 $43.3K 0.03% -28 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 182 $43.3K 0.04% +25 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 178 $42.4K 0.04% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 176 $41.9K <0.01% +20 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 176 $41.9K 0.02% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 169 $40.2K 0.01% -4 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 169 $40.2K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 163 $39K 0.03% -37 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 162 $38.6K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 161 $38.3K <0.01% -58 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 160 $38.1K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 163 $38K 0.01% +38 13F-HR/A Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 158 $37.6K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 155 $36.9K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 154 $36.7K 0.02% +9 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 148 $35.2K 0.01% -11 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 146 $34.8K 0.02% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 144 $34.6K 0.01% +24 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 145 $34.5K <0.01% -249 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 145 $34.5K 0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 139 $33.1K 0.03% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 137 $33K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 137 $32.5K <0.01% +1 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 131 $31.2K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 131 $31.2K <0.01% +78 13F-HR Timeline