RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 715 $211K <0.01% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 715 $211K 0.05% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 713 $211K 0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 710 $210K <0.01% +8 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 710 $210K 0.18% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 709 $210K 0.12% +11 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 707 $209K 0.13% +7 13F-HR Timeline Group Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 701 $207K 0.09% -36 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 664 $207K 0.18% 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 697 $206K 0.01% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 696 $206K 0.01% new 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 693 $205K 0.15% 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 688 $203K 0.05% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 686 $203K 0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 672 $203K 0.01% -38 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 685 $202K 0.02% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 683 $202K <0.01% -433 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 683 $202K 0.02% new 13F-HR/A Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 682 $202K 0.09% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 680 $201K 0.02% new 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 658 $194K 0.12% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 616 $182K <0.01% -3 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 613 $181K 0.02% -76 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 604 $179K 0.07% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 595 $176K 0.16% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 584 $173K 0.02% +3 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 575 $169K 0.04% 0 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 547 $163K 0.01% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 549 $162K 0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 540 $160K 0.16% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 536 $158K 0.02% +9 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 531 $157K 0.02% +119 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 530 $157K <0.01% -8 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 503 $149K 0.01% +42 13F-HR Timeline Group Natixis Investment Managers Internation… More: the full row for Natixis Investment Managers International 497 $147K 0.01% +106 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 492 $145K 0.02% 0 13F-HR Timeline ADAPT Investment Managers SA More: the full row for ADAPT Investment Managers SA 479 $143K 0.07% 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 473 $140K 0.15% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 450 $133K 0.01% -24 13F-HR Timeline Security National Bank More: the full row for Security National Bank 450 $133K 0.02% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 450 $133K 0.03% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 446 $132K 0.01% -109 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 445 $132K <0.01% -2 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 440 $130K 0.02% +37 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 418 $124K 0.08% +100 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 408 $121K 0.06% -100 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 387 $114K <0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 376 $111K 0.02% +28 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 374 $111K 0.07% -120 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 357 $106K 0.02% +38 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 355 $105K 0.11% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 315 $93.1K 0.01% +13 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 308 $91K 0.01% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 300 $88.7K 0.08% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 297 $87.8K 0.06% 0 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 295 $87.2K 0.11% new 13F-HR Timeline TOBAM More: the full row for TOBAM 296 $87K 0.03% -657 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 288 $85.1K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 281 $83K 0.02% -5 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 277 $82.4K 0.01% +151 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 278 $82.2K 0.04% +78 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 262 $77.4K 0.01% -37 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 250 $73.9K 0.02% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 232 $68.6K <0.01% new 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 229 $67.7K 0.01% +118 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 227 $67.1K 0.01% 0 13F-HR/A Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 225 $66.5K 0.02% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 224 $66.2K <0.01% -34 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 224 $66.2K 0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 207 $61.2K <0.01% +164 13F-HR Timeline Group Putney Financial Group LLC More: the full row for Putney Financial Group LLC 205 $60.6K 0.05% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 204 $60.3K 0.01% +25 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 204 $60.3K 0.02% 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 200 $59.1K 0.02% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 197 $58.2K 0.01% -1 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 194 $57K 0.03% -7,222 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 181 $56.4K <0.01% +42 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 185 $54.7K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 180 $53.2K 0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 178 $52.6K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 174 $51.4K 0.03% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 171 $50.5K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 160 $47.3K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 158 $46.7K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 156 $46.1K <0.01% +106 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 155 $45.8K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 151 $44.6K 0.1% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 149 $44K 0.01% +55 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 149 $44K 0.03% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 147 $43.8K 0.04% 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 143 $42.3K 0.02% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 143 $42K <0.01% -5 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 140 $41.4K 0.02% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 139 $41.1K 0.01% +15 13F-HR Timeline ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 138 $40.8K <0.01% +17 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 138 $40.8K 0.02% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 136 $40.2K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 133 $39.3K 0.03% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 130 $38.4K <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 126 $37.2K 0.01% -3 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 125 $36.9K 0.01% +11 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 125 $36.9K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 124 $36.7K 0.02% -33 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 121 $35.8K 0.01% +74 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 119 $35.2K <0.01% +21 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 117 $35K 0.05% -30 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 115 $34K 0.02% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 111 $32.8K 0.04% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 110 $32.5K 0.01% -10 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 107 $31.6K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 106 $31.3K 0.06% -351 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 105 $31K 0.01% +2 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 104 $30.7K 0.02% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 103 $30.4K <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 102 $30.1K <0.01% -18 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 102 $30.1K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 103 $30K <0.01% +2 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 101 $29.9K <0.01% 0 13F-HR Timeline Mizuho Securities Co. Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Securities Co. Ltd. 100 $29.8K 0.45% new 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 100 $29.6K <0.01% -65 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 100 $29.6K 0.01% +50 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 100 $29.6K 0.01% -1,339 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 100 $29.6K <0.01% 0 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 100 $29.6K 0.02% 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 97 $28.7K 0.03% 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 97 $28.7K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 96 $28.4K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 96 $28.4K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 91 $26.9K 0.01% +5 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 86 $25.4K <0.01% 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 85 $25K 0.01% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 83 $24.5K <0.01% -1,248 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 81 $24K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 80 $23.6K 0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 80 $23.6K 0.02% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 79 $23.4K <0.01% -30 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 75 $22.2K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 75 $22.2K <0.01% +73 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 74 $21.9K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 74 $21.9K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 71 $21K 0.01% -34 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 71 $21K 0.01% -8 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 70 $20.7K 0.02% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 70 $20.7K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 68 $20.1K 0.01% +3 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 65 $19.2K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 65 $19.2K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 63 $18.6K 0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 62 $18.3K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 62 $18.3K <0.01% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 61 $18K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 60 $17.7K <0.01% 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 59 $17.4K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 57 $16.8K <0.01% -79 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 56 $16.6K 0.01% +1 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 55 $16.3K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 59 $16K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 53 $15.7K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 50 $15.6K 0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 52 $15.4K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 51 $15.1K <0.01% +13 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 50 $14.8K <0.01% +8 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 50 $14.8K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 50 $14.7K 0.01% -60 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 48 $14.2K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 47 $14.1K <0.01% -6 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 47 $13.9K <0.01% +8 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 46 $13.6K <0.01% +16 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 45 $13.3K 0.01% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 43 $12.7K 0.01% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 41 $12.1K <0.01% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 39 $11.5K 0.01% 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 38 $11.2K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 40 $11K <0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 37 $10.9K <0.01% 0 13F-HR/A Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 37 $10.9K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 35 $10.3K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 35 $10.3K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 35 $10.3K <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 35 $10.3K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 35 $10.3K 0.02% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 34 $10K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 33 $9.75K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 32 $9.46K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 31 $9K <0.01% -38 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 35 $8.66K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 29 $8.57K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 28 $8.28K <0.01% 0 13F-HR Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 27 $7.98K 0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 26 $7.68K 0.01% 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 25 $7.39K <0.01% +2 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 25 $7.39K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 25 $7.39K <0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 25 $7.39K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 25 $7.39K 0.01% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 27 $7K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 23 $6.8K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 22 $6.5K <0.01% -3 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 22 $6.5K 0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 21 $6.21K <0.01% +7 13F-HR Timeline