Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 858 $95.4K 0.08% -410 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 843 $93.7K 0.01% +1 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 842 $93.6K <0.01% +217 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 828 $92.1K 0.13% new 13F-HR/A Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 831 $91K 0.02% -1,621 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 800 $89K 0.07% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 790 $87.8K 0.03% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 771 $85.7K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 770 $85.6K 0.01% -335 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 759 $84.4K 0.01% +2 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 736 $81.8K 0.11% -552 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 720 $80.1K 0.07% +220 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 718 $79.8K 0.04% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 709 $78.9K 0.01% -377 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 699 $78K 0.02% new 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 700 $77.8K <0.01% new 13F-HR Timeline Group MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 695 $77.3K 0.04% +3 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 676 $75.2K 0.01% +62 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 654 $72.7K 0.04% +4 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 689 $70.9K <0.01% +308 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 626 $69.6K 0.03% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 612 $68K 0.05% -9 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 608 $67.6K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 608 $67.6K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 575 $63.9K 0.06% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 573 $63.7K 0.03% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 554 $61.6K 0.04% +3 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 552 $61.4K 0.02% -64 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 541 $60.2K 0.01% -100 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 522 $58K 0.01% +26 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 520 $57.8K 0.01% +247 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 519 $57.7K 0.02% +119 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 505 $56.2K 0.04% 0 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 500 $55.6K 0.03% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 500 $55.6K 0.05% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 500 $55.6K 0.05% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 495 $55.1K 0.03% +97 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 473 $52.6K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 472 $52.5K 0.02% +1 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 470 $52.3K 0.04% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 460 $51.1K 0.02% +20 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 458 $50.9K 0.02% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 438 $48.7K 0.04% new 13F-HR/A Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 418 $47K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 405 $45K 0.02% -153 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 405 $45K 0.01% +5 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 400 $44.5K 0.02% new 13F-HR Timeline Trust Co More: the full row for Trust Co 400 $44.5K 0.01% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 400 $44.5K 0.02% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 400 $44.5K 0.02% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 400 $44.5K 0.01% 0 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 400 $44.5K 0.05% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 400 $44K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 396 $44K 0.01% +232 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 393 $43.7K 0.01% +87 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 388 $43.1K <0.01% +15 13F-HR/A Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 381 $42.4K 0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 363 $40.4K 0.04% -8 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 367 $40.3K 0.01% +2 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 359 $39.9K 0.01% -29 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 353 $39.3K 0.02% -6 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 351 $39K <0.01% 0 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 344 $38.2K <0.01% -28 13F-HR/A Timeline First PREMIER Bank More: the full row for First PREMIER Bank 343 $38K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 333 $37K <0.01% 0 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 333 $37K 0.01% 0 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 329 $36.6K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 329 $36.6K 0.03% +42 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 324 $36K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 317 $35.2K 0.01% +4 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 315 $35K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 311 $35K 0.02% +6 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 306 $34K 0.02% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 328 $33.9K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 304 $33.8K 0.01% +167 13F-HR/A Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 305 $33.8K <0.01% new 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 302 $33.6K 0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 300 $33.4K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 295 $32.8K <0.01% +5 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 293 $32.5K 0.02% +128 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 290 $32.3K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 291 $32K <0.01% -6 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 287 $31.9K 0.02% 0 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 306 $31.7K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 273 $30.4K <0.01% -185 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 272 $30.2K <0.01% +1 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 259 $28.8K 0.01% +27 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 248 $27.6K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 15 $27.1K 0.02% -234 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 242 $26.9K <0.01% +131 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 238 $26.5K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 230 $25.6K <0.01% -41 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 227 $25.2K <0.01% 0 13F-HR/A Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 226 $25.1K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 220 $24.5K 0.02% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 220 $24.5K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 218 $24.3K 0.01% 0 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 215 $23.9K 0.02% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 218 $23.9K 0.02% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 210 $23.4K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 208 $23.1K 0.12% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 200 $22.2K <0.01% 0 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 200 $22.2K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 200 $22.2K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 195 $21.7K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 193 $21.5K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 177 $19.7K <0.01% +111 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 174 $19.3K 0.01% -3 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 171 $19.1K <0.01% +1 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 170 $18.9K 0.02% -52 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 167 $18.6K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 168 $18.2K <0.01% +10 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 163 $18.1K 0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 157 $17.5K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 154 $17.1K <0.01% -72 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 141 $15.7K 0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 138 $15.3K 0.01% 0 13F-HR/A Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 137 $15.2K 0.01% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 139 $14.7K <0.01% +40 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 126 $14K <0.01% +94 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 124 $13.8K <0.01% +28 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 120 $13.3K <0.01% 0 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 120 $13.3K <0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 119 $13.2K 0.01% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 118 $13.1K 0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 125 $13K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 111 $12.3K 0.01% -420 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 105 $11.7K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 104 $11.6K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 98 $10.9K <0.01% +20 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 96 $10.7K <0.01% -52 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 93 $10.3K <0.01% 0 13F-HR/A Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 92 $10.2K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 95 $10K <0.01% -28 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 87 $9.64K <0.01% +35 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 84 $9.29K 0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 8,145 $9.06K 0.35% -1,065 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 80 $8.93K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 79 $8.78K 0.01% +29 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 78 $8.76K <0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 78 $8.67K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 76 $8.45K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 74 $8.23K <0.01% +73 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 76 $8K <0.01% 0 13F-HR Timeline Group McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 74 $8K 0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 70 $7.78K <0.01% -3 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 68 $7.56K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 65 $7.23K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 64 $7.12K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 60 $6.67K <0.01% new 13F-HR/A Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 58 $6.45K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 57 $6.34K <0.01% new 13F-HR Timeline Group MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 55 $6.12K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 60 $6K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 53 $5.89K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 51 $5.67K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 50 $5.56K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 46 $5.11K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 46 $5K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 44 $4.91K <0.01% -29 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 44 $4.89K <0.01% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 42 $4.67K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 40 $4.47K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 36 $4K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 35 $3.89K <0.01% -400 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 33 $3.67K <0.01% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 33 $3.67K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 32 $3.56K <0.01% 0 13F-HR Timeline Group RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 30 $3.34K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 29 $3.23K <0.01% +12 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 27 $3K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 25 $2.78K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 23 $2.56K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 22 $2.45K <0.01% +5 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 20 $2.15K <0.01% +7 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 19 $2.11K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 18 $2K <0.01% new 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 17 $1.89K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 15 $1.67K <0.01% +10 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 15 $1.67K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 15 $1.67K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 15 $1.67K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 15 $1.58K <0.01% +2 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 13 $1.45K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 12 $1.34K <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 12 $1.33K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 11 $1.22K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 10 $1.11K <0.01% +4 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 10 $1.08K <0.01% -50 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 9 $1K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8 $890 <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 8 $865 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $779 <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 6 $667 <0.01% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 5 $556 <0.01% new 13F-HR/A Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 4 $441 <0.01% new 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3 $334 <0.01% -102,825 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2 $222 <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2 $174 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 0 $18 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.