Trust Investment Advisors More: the full row for Trust Investment Advisors 2,342 $259K 0.17% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,336 $258K 0.06% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,336 $258K 0.09% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,335 $258K 0.32% 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,335 $258K 0.1% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,331 $258K 0.03% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,316 $256K 0.14% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,313 $256K new Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,309 $255K 0.02% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 2,300 $254K 0.03% new 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,292 $253K 0.14% new 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 2,288 $253K 0.04% new 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,284 $252K 0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,284 $252K 0.02% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,273 $251K 0.06% new 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,268 $251K 0.01% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,260 $250K 0.04% 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,168 $250K 0.05% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,259 $250K 0.05% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,248 $248K 0.02% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,237 $247K 0.03% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,236 $247K 0.02% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,226 $246K 0.07% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,223 $246K 0.14% new 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 2,220 $245K 0.02% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,204 $244K 0.03% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,192 $242K 0.01% new 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 2,188 $242K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,182 $241K 0.03% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,176 $241K 0.04% new 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 2,152 $238K 0.02% new 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,147 $237K 0.13% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,136 $236K 0.06% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,132 $236K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,128 $235K 0.08% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,109 $233K <0.01% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,101 $232K 0.05% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,091 $231K <0.01% new 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,090 $231K 0.07% new 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 2,068 $229K 0.14% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,056 $227K <0.01% new 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2,048 $226K 0.04% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 2,047 $226K 0.04% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,044 $226K 0.01% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,040 $225K 0.02% new 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 2,040 $225K 0.05% new 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,040 $225K 0.33% 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,036 $225K 0.02% new 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,032 $225K 0.12% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,024 $224K 0.04% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,019 $223K 0.04% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,010 $222K 0.09% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,000 $221K <0.01% new 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 2,000 $221K 0.06% new 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 2,000 $221K <0.01% new 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 2,000 $221K 0.49% new 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 2,000 $221K 0.13% 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 2,000 $221K 0.19% 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,000 $221K 0.08% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,995 $221K 0.03% 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,986 $220K 0.15% 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 1,976 $218K <0.01% new 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 1,976 $218K 0.19% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,963 $217K 0.03% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,952 $216K 0.02% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,950 $216K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,944 $215K 0.16% 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,944 $215K 0.03% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,929 $213K 0.07% new 13F-HR/A Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,926 $213K <0.01% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,925 $212K 0.06% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,916 $212K 0.01% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,906 $211K 0.07% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,906 $211K 0.03% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,904 $210K 0.03% new 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1,904 $210K 0.23% 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,892 $209K 0.03% new 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,883 $208K 0.13% 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,876 $207K 0.03% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,876 $207K 0.15% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,873 $207K 0.08% new 13F-HR Timeline Buckingham Capital Management, Inc. More: the full row for Buckingham Capital Management, Inc. 1,872 $207K 0.02% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,872 $207K 0.03% new 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,868 $206K 0.12% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,868 $206K 0.02% new 13F-HR/A Timeline First National Trust Co More: the full row for First National Trust Co 1,844 $204K 0.01% new 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,825 $202K 0.11% new 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,820 $201K 0.02% new 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 1,816 $201K 0.09% new 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 1,810 $200K 0.05% new 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 1,800 $199K 0.05% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,799 $199K 0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,680 $186K 0.06% new 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 1,668 $184K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,651 $182K 0.06% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,616 $179K 0.03% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,552 $172K 0.13% 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,520 $168K 0.02% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,516 $168K 0.02% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,485 $164K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,480 $164K 0.02% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,452 $160K 0.03% new 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,450 $160K 0.05% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,444 $160K 0.02% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,408 $156K 0.03% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,396 $154K 0.02% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,396 $154K 0.02% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,352 $149K 0.1% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,328 $147K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,300 $144K 0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,291 $143K 0.04% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,272 $141K 0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1,264 $140K 0.03% new 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 1,258 $139K 0.1% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,060 $117K 0.02% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 976 $108K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,225 $103K 0.05% 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 926 $102K 0.04% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 908 $100K 0.02% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 900 $99.5K 0.09% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 875 $96.7K 0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 856 $94.6K 0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 856 $94.6K 0.09% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 837 $92.5K 0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 832 $92K 0.08% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 816 $90.2K 0.03% 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 812 $89.8K 0.04% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 800 $88.4K 0.01% new 13F-HR Timeline Group Horizons Wealth Management More: the full row for Horizons Wealth Management 800 $88.4K 0.07% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 775 $85.7K 0.04% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 760 $84K <0.01% new 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 760 $84K 0.05% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 748 $82.7K 0.02% new 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 738 $81.6K 0.02% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 716 $79.1K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 712 $78.7K 0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 688 $76K 0.02% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 665 $73.5K <0.01% new 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 664 $73.4K <0.01% new 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 636 $70.4K <0.01% new 13F-HR/A Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 626 $69.2K 0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 604 $67K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 580 $64.1K 0.02% new 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 576 $63.7K 0.04% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 572 $63.2K 0.02% 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 568 $62.8K 0.01% 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 544 $60.1K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 540 $59.7K 0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 528 $58.4K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 527 $58.2K 0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 512 $56.6K 0.03% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 480 $53.1K 0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 480 $53.1K 0.03% 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 472 $52.2K 0.05% new 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 456 $50.4K 0.04% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 400 $46.1K 0.02% 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 400 $44.2K 0.02% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 400 $44.2K 0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 400 $44.2K 0.01% new 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 400 $44.2K 0.02% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 379 $41.9K 0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 372 $41.1K <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 368 $40.7K 0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 348 $38.5K 0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 348 $38.5K 0.03% 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 348 $38.5K 0.03% 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 335 $37K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 328 $36.3K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 329 $36K 0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 320 $35.4K 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 320 $35.4K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 312 $34.5K 0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 316 $34K 0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $33.2K 0.02% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 280 $30.9K 0.02% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 278 $30.7K 0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 264 $29.2K <0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 264 $29.2K 0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 263 $29K 0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 260 $28.7K 0.02% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 260 $28.7K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 248 $27K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 239 $26.4K 0.02% new 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 220 $24.3K 0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 218 $24.1K 0.01% new 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 216 $24K 0.01% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 204 $22.5K 0.02% 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 187 $22.2K 0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 187 $22.2K 0.01% new 13F-HR Timeline Group BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 192 $21.2K 0.02% new 13F-HR/A Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 180 $19.9K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 172 $19K 0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 161 $17.8K 0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 156 $17.2K 0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 156 $17.2K 0.03% new 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 152 $16.8K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 163 $16.3K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 40 $16.2K 0.02% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 152 $16K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 144 $15.9K <0.01% +118 13F-HR Timeline