CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 650 $105K 0.29% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 632 $102K 0.05% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 626 $101K 0.07% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 619 $100K 0.02% +53 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 617 $99.8K 0.05% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 616 $99.7K 0.03% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 411 $98.9K 0.02% -105 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 610 $98.7K 0.07% -4 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 606 $98K 0.03% -362 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 600 $97.1K 0.06% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 400 $95.2K 0.03% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 580 $93.8K 0.05% new 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 560 $90.6K 0.04% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 560 $90.6K 0.03% -34 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 560 $90.6K 0.03% +402 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 564 $90K 0.05% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 551 $89.1K 0.02% +6 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 547 $88.5K 0.03% -11 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 537 $86.9K 0.01% +34 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 535 $86.6K 0.03% +55 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 529 $85.6K 0.03% -49,471 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 523 $84.6K 0.03% +336 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 516 $83.5K 0.02% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 500 $80.9K <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 497 $80.4K 0.11% -49 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 494 $79.9K <0.01% +26 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 491 $79.4K 0.03% -52 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 487 $78.8K 0.14% -63 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 475 $76.9K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 472 $76.4K 0.05% +42 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 470 $76K 0.04% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 455 $73.6K 0.03% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 452 $73.1K 0.04% 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 450 $72.8K 0.03% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 441 $71.3K 0.07% -4 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 430 $69.6K 0.02% +155 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 430 $69.6K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 429 $69.5K <0.01% +185 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 422 $68.3K 0.02% -372 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 420 $68K 0.05% new 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 417 $67.5K <0.01% +7 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 415 $67.1K 0.01% +25 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 415 $67.1K 0.03% +43 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 415 $67.1K 0.04% 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 413 $66.8K 0.03% +8 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 409 $66.2K 0.05% +21 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 408 $66K 0.07% -6 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 405 $65.5K 0.03% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 400 $64.7K 0.02% +45 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 390 $63.1K 0.03% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 383 $62K 0.02% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 379 $61.3K 0.02% -52 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 375 $60.7K 0.05% +157 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 374 $60.5K 0.03% +76 13F-HR Timeline CNB Bank More: the full row for CNB Bank 372 $60.2K 0.03% +126 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 372 $60.2K 0.02% -30 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 372 $60K <0.01% +367 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 367 $59.4K 0.01% +62 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 365 $59.1K 0.02% -679 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 239 $58.3K 0.01% -36 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 359 $58.1K 0.01% -500 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 358 $57.9K 0.03% +9 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 358 $57.9K 0.02% +29 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 356 $57K 0.01% +138 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 352 $57K 0.02% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 350 $56.6K 0.04% +100 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 350 $56.6K 0.02% -56 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 349 $56.5K 0.03% -1 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 340 $55K 0.06% +280 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 340 $54.9K 0.18% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 338 $54.7K 0.01% +168 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 334 $54K 0.03% +64 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 330 $53.4K 0.03% +140 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 329 $53.2K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 326 $52.7K <0.01% -897 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 326 $52.7K 0.01% +60 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 326 $52.7K 0.02% +54 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 325 $52.6K 0.02% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 317 $51.3K 0.03% -150 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 314 $50.8K 0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 311 $50.3K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 303 $49K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 298 $48.3K 0.02% +1 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 294 $47.6K 0.04% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 289 $46.8K 0.01% +273 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 287 $46.4K 0.02% +70 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 275 $44.5K <0.01% +112 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 270 $43.7K <0.01% +5 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 268 $43.4K 0.02% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 265 $42.9K 0.03% +178 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 264 $42.7K 0.02% -855 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 260 $42.1K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 258 $41.7K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 258 $41.7K 0.01% -56 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 255 $41.3K <0.01% +206 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 255 $41.3K <0.01% +57 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 252 $40.8K 0.02% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 250 $40.4K 0.01% +35 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 250 $40.4K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 250 $40.4K 0.01% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 248 $40K <0.01% +124 13F-HR Timeline Group PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 242 $39.2K 0.08% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 235 $38K <0.01% -182 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 235 $38K 0.02% +100 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 233 $37.7K 0.02% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 230 $37.2K 0.01% -1 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 228 $36.9K 0.02% +15 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 227 $36K 0.01% +14 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 221 $35.8K 0.02% +4 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 219 $35.4K 0.02% +138 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 218 $35.3K 0.04% -25 13F-HR/A Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 304 $34.8K 0.31% -6,881 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 214 $34.6K 0.01% +10 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 208 $33.7K <0.01% -626 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 200 $32.4K 0.03% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 200 $32.4K 0.02% +100 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 200 $32.4K <0.01% +160 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 199 $32.2K 0.01% -150 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 146 $31.7K 0.04% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 190 $30.7K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 183 $30K <0.01% +11 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 180 $29.1K 0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 180 $29.1K 0.02% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 179 $29K 0.01% -1,198 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 174 $28.2K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 168 $27.2K <0.01% -30 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 168 $27.2K 0.03% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 166 $26.9K 0.01% +36 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 165 $26.7K <0.01% -376 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 164 $26.5K 0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 161 $26.1K 0.01% +61 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 160 $25.9K 0.01% -85 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 158 $25.6K 0.02% +33 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 150 $24.3K <0.01% new 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 149 $24.1K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 143 $23.1K 0.01% -25 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 142 $23K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 138 $22.3K <0.01% +43 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 138 $22.3K <0.01% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 150 $21.3K 0.02% new 13F-HR/A Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 131 $21.2K 0.01% +30 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 130 $21K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 129 $20.9K 0.01% -7 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 122 $19.7K 0.01% -29 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 122 $19.7K 0.02% -46 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 113 $18.3K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 111 $18K <0.01% +11 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 109 $17.6K <0.01% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 109 $17.6K 0.01% +10 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 104 $16.8K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 103 $16.7K <0.01% 0 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 102 $16.5K 0.01% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 102 $16.5K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 101 $16.3K <0.01% +26 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 100 $16.2K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 100 $16.2K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 100 $16.2K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 100 $16.2K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 99 $16K <0.01% +21 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 95 $15.4K 0.02% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 94 $15.2K 0.01% -70 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 93 $15K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 93 $15K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 91 $14.7K 0.01% +11 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 90 $14.6K 0.01% 0 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 89 $14.4K <0.01% -15 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 89 $14.4K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 83 $13.4K <0.01% +5 13F-HR/A Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 83 $13.4K <0.01% +31 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 60 $12.8K 0.01% +27 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 78 $12.6K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 76 $12.3K 0.01% -1,117 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 75 $12.1K <0.01% 0 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 75 $12.1K <0.01% -1 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 74 $12K 0.01% -4,111 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 65 $10.5K 0.01% -25 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 65 $10.5K <0.01% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 29 $10.2K <0.01% new 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 60 $9.71K <0.01% -29 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 60 $9.71K <0.01% -2,224 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 58 $9.38K <0.01% +47 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 56 $9.06K 0.01% -70 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 65 $9K <0.01% +4 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 58 $9K 0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 55 $8.97K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 55 $8.9K <0.01% -160 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 53 $8.57K <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 52 $8.41K 0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 52 $8.35K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 50 $8.09K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 50 $8.09K 0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 49 $7.94K 0.01% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 36 $6K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 36 $5.82K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 32 $5.18K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 31 $5.01K <0.01% +6 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 30 $4.92K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 30 $4.85K <0.01% -2,254 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 30 $4.85K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 30 $4.79K 0.17% +1 13F-HR Timeline