BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 808 $250K 0.07% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 955 $249K 0.35% 13F-HR/A Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 800 $246K 0.2% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 790 $245K 0.01% +116 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 782 $242K 0.08% -96 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 781 $242K 0.02% -109 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 777 $241K 0.06% +53 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 771 $239K 0.01% +25 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 770 $239K <0.01% -17 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 769 $238K 0.02% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 767 $238K 0.03% +42 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 762 $236K 0.04% 0 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 772 $236K <0.01% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 760 $235K <0.01% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 760 $235K <0.01% +17 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 755 $234K <0.01% -19,401 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 928 $234K 0.08% +135 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 752 $233K 0.05% 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 750 $232K 0.09% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 749 $232K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 746 $231K 0.16% +720 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 744 $230K 0.02% new 13F-HR Timeline Trust Co More: the full row for Trust Co 741 $230K 0.02% +2 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 740 $229K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 737 $228K 0.02% +18 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 737 $228K 0.08% 0 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 736 $228K 0.04% -7 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 735 $228K 0.06% -69 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 731 $227K 0.03% +21 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 725 $224K 0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 721 $223K 0.04% -371 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 717 $222K 0.02% -106 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 715 $221K 0.17% -4 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 710 $220K 0.05% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 708 $219K <0.01% +31 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 705 $218K 0.01% -161 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 701 $217K 0.03% +1 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 700 $217K 0.12% new 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 700 $217K <0.01% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 700 $217K 0.02% -107 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 700 $217K 0.19% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 699 $216K <0.01% -156 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 697 $216K 0.18% -241 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 695 $215K 0.01% +2 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 669 $214K 0.03% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 691 $214K <0.01% -84 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 690 $214K 0.05% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 688 $213K 0.13% -3 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 686 $212K 0.02% -15 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 683 $212K 0.04% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 682 $211K 0.03% -34 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 679 $211K 0.01% -153 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 680 $211K 0.09% new 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 678 $210K 0.17% -8 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 839 $210K 0.03% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 676 $209K 0.13% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 675 $209K 0.01% 0 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 675 $209K 0.07% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 671 $208K 0.01% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 671 $208K 0.02% -3 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 671 $208K <0.01% -165 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 665 $206K 0.02% -39 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 663 $205K 0.03% new 13F-HR Timeline Group ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 663 $205K 0.07% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 661 $205K <0.01% +2 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 661 $205K 0.14% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 661 $205K 0.02% new 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 660 $204K 0.04% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 660 $204K 0.04% new 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 659 $204K <0.01% +25 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 911 $203K 0.01% -39 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 660 $203K 0.14% -126 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 655 $203K <0.01% new 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 655 $202K 0.02% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 653 $202K 0.02% -45 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 652 $202K 0.03% +11 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 650 $201K 0.01% -478 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 649 $201K 0.02% -15 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 649 $201K 0.03% -132 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 648 $201K 0.02% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 648 $201K 0.1% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 637 $197K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 641 $196K 0.04% +4 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 629 $195K 0.02% +59 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 621 $192K 0.05% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 600 $186K 0.13% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 599 $186K 0.02% -52 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 588 $182K 0.12% +20 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 580 $180K 0.08% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 569 $176K <0.01% -99 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 673 $175K 0.03% +1 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 543 $168K 0.05% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 542 $168K 0.01% 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 527 $163K 0.01% +200 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 526 $163K 0.05% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 507 $157K 0.08% +175 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 503 $156K 0.04% -159 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 503 $156K 0.01% -34 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 493 $153K 0.08% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 475 $147K 0.07% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 468 $145K 0.03% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 467 $145K 0.04% -4 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 451 $140K 0.04% -3 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 443 $137K 0.05% -516 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 434 $134K <0.01% -19 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 433 $134K <0.01% new 13F-HR/A Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 418 $129K 0.03% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 414 $128K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 401 $124K <0.01% -200 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 395 $122K 0.02% -1,459 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 455 $119K 0.02% +167 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 378 $117K 0.03% +65 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 368 $114K 0.01% -2,237 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 400 $113K <0.01% +115 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 338 $105K 0.11% +22 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 329 $102K 0.01% 0 13F-HR/A Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 328 $102K <0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 324 $100K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 321 $99.4K 0.07% -11 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 318 $98.5K 0.02% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 308 $95.7K 0.02% +67 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 300 $93.4K 0.11% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 291 $90.1K 0.05% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 289 $89.5K 0.04% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 288 $89.2K 0.01% +16 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 288 $89.2K 0.01% -4 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 276 $85.7K 0.01% +132 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 266 $82.4K <0.01% -652 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 265 $82.1K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 257 $79.6K 0.01% +1 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 256 $79.3K 0.02% -45 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 255 $78K 0.01% -73 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 237 $73.4K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 230 $71K 0.04% -80 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 219 $67.9K 0.02% +5 13F-HR/A Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 216 $66.9K 0.04% +52 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 206 $63.8K <0.01% +144 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 205 $63.6K 0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 205 $63.5K 0.01% -9 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 205 $63.5K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 200 $61.9K 0.01% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 200 $61.9K 0.05% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 200 $61.9K 0.05% -63,824 13F-HR/A Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 197 $61K <0.01% -275 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 186 $57.6K 0.01% +1 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 181 $56.1K 0.01% -3,774 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 174 $53.9K <0.01% +31 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 171 $53K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 170 $52.7K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 170 $52.7K 0.04% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 164 $50.8K 0.02% +130 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 163 $50.5K 0.02% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 162 $50.2K <0.01% -8,780 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 162 $50.2K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 159 $49K 0.01% +1 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 157 $48.6K 0.02% +4 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 155 $47.9K 0.01% +1 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 153 $47.4K 0.02% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 152 $47.1K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 150 $46.5K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 148 $45.8K 0.01% -111 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 146 $45.2K <0.01% 0 13F-HR Timeline Group Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 146 $45.2K 0.04% +21 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 141 $43.7K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 135 $41.8K 0.01% 0 13F-HR/A Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 135 $41.8K 0.01% +39 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 136 $41.6K 0.01% +68 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 133 $41.2K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 130 $40.3K 0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 129 $40K 0.02% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 125 $38.8K 0.03% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 122 $37.7K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 119 $36.7K <0.01% -40 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 115 $35.6K 0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 114 $35.3K <0.01% +12 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 113 $35K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 112 $34.7K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 112 $34.7K 0.01% -10 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 109 $33.9K 0.01% +84 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 109 $33K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 103 $31.9K 0.02% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 103 $31.9K 0.02% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 102 $31.6K 0.02% -1 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 100 $31K 0.01% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 100 $31K 0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 99 $30.7K <0.01% -48 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 97 $30K <0.01% +87 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 99 $30K <0.01% -6 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 96 $29.7K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 94 $29.1K 0.01% +38 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 94 $29K <0.01% +3 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 93 $28.8K 0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 84 $26K 0.08% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 81 $25.1K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 79 $24.5K <0.01% +30 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 79 $24.5K <0.01% +2 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 75 $23.2K 0.02% -75 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 74 $22.9K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 74 $22.9K 0.01% -33 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 73 $22.6K <0.01% +16 13F-HR Timeline