FLC Capital Advisors More: the full row for FLC Capital Advisors 4,216 $239K 0.04% -104 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 4,208 $238K 0.08% 0 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 4,184 $237K 0.2% 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,165 $236K 0.01% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,146 $235K 0.01% +353 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 4,092 $235K 0.14% +269 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,125 $234K 0.01% -2,151 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 4,113 $233K 0.01% -400 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,082 $231K 0.04% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,774 $230K 0.08% new 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 4,041 $229K 0.02% -1,235 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,980 $225K 0.02% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,969 $225K 0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,964 $224K 0.01% +114 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 3,960 $224K 0.15% -69 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,953 $224K 0.04% new 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 3,943 $223K 0.02% -700 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,855 $218K <0.01% -200 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 3,843 $218K 0.22% 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,840 $217K 0.03% +35 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,824 $217K 0.01% +441 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,827 $217K 0.07% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,810 $216K 0.08% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 3,786 $214K 0.02% 0 13F-HR Timeline Group Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,725 $214K 0.04% -300 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,752 $212K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,738 $212K <0.01% +43 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 3,736 $212K 0.08% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,734 $211K 0.01% new 13F-HR/A Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,700 $209K 0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,648 $207K 0.02% new 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 3,644 $206K 0.01% new 13F-HR Timeline Group Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,611 $204K 0.03% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,608 $204K <0.01% new 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 3,603 $204K 0.08% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,557 $201K 0.01% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,553 $201K 0.04% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 3,228 $183K 0.13% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 3,138 $178K 0.02% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,908 $165K 0.04% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,775 $157K <0.01% +164 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,750 $156K 0.02% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,475 $149K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,578 $146K <0.01% +16 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. 2,543 $144K 0.01% -21 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,447 $139K 0.03% -221 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,435 $138K <0.01% +32 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,415 $137K 0.01% -180 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,380 $135K <0.01% +387 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,362 $134K 0.09% -139 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,359 $134K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,226 $126K <0.01% +280 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,188 $124K 0.01% -843 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,152 $122K 0.02% +1,147 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,117 $120K 0.09% -1,377 13F-HR Timeline City State Bank More: the full row for City State Bank 2,105 $119K 0.03% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 2,105 $119K 0.07% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,072 $117K 0.02% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,057 $116K 0.03% -9 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,990 $113K 0.01% +6 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,566 $88.7K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,524 $86.3K 0.02% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,467 $83.1K 0.03% -323 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,440 $81.5K 0.03% +20 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,325 $75K 0.03% -35 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,305 $73.9K <0.01% +17 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,281 $73K 0.02% -49 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,242 $70.3K 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,233 $69.8K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,225 $69.4K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,110 $62.8K 0.03% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,131 $62.7K 0.01% +72 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,033 $58.5K 0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,000 $56.6K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 998 $56.5K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 854 $48.4K 0.01% +629 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 831 $47.1K 0.03% 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 792 $44.8K <0.01% +603 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 782 $44.2K 0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 774 $43.8K 0.03% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 750 $42.5K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 672 $38K <0.01% +64 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 666 $38K 0.02% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 650 $37.3K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 591 $35.6K 0.01% +346 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 622 $35.2K <0.01% +20 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 621 $35K <0.01% +83 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 617 $34.9K <0.01% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 609 $34.5K <0.01% +9 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 600 $34K 0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 600 $34K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 598 $33K 0.01% +9 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 571 $32.3K 0.02% -3 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 574 $32K <0.01% +74 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 514 $29.1K <0.01% -16 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 507 $28.7K <0.01% new 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 505 $28.6K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 498 $28.2K <0.01% +107 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 493 $27.9K <0.01% -100 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 486 $27.5K 0.02% -66 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 468 $26.5K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 465 $26K 0.01% -37 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 455 $25.8K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 446 $25.3K <0.01% +416 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 430 $24.3K 0.02% +22 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 417 $23.6K 0.01% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 416 $23.6K <0.01% -186 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 410 $23.2K 0.02% -268 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 404 $22.9K 0.02% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 400 $22.6K 0.03% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 400 $22.6K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 400 $22.6K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 376 $21.3K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 340 $19.3K 0.01% -200 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 324 $18.3K 0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 315 $17.8K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 313 $17.7K <0.01% +89 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 308 $17.4K 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 304 $17.2K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 304 $17.2K 0.01% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 300 $17K 0.01% 0 13F-HR Timeline Group Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 300 $17K 0.02% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 288 $16.3K <0.01% new 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 279 $15.8K -93,200 Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 267 $15K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 262 $14.8K <0.01% +4 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 257 $14.7K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 250 $14.2K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 248 $14K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 246 $13.9K <0.01% +159 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 231 $13.1K <0.01% +49 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 227 $12.9K <0.01% +77 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 226 $12.8K <0.01% +200 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 221 $12.7K 0.01% +3 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 224 $12.7K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 221 $12.5K <0.01% +18 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 217 $12.3K <0.01% +67 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 212 $12K 0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 210 $11.9K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 205 $11.6K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 205 $11.6K <0.01% 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 200 $11.3K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 193 $10.9K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 186 $10.5K <0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 181 $10.2K <0.01% +160 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 170 $9.63K <0.01% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 158 $8.95K <0.01% 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 154 $8.72K 0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 150 $8.49K <0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 150 $8.49K <0.01% 0 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 141 $7.98K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 138 $7.81K <0.01% new 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 123 $6.96K 0.01% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 119 $6.83K <0.01% new 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 120 $6.79K 0.01% 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 115 $6.51K <0.01% -16 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 114 $6.46K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 112 $6.34K <0.01% +5 13F-HR Timeline Trust Co More: the full row for Trust Co 110 $6.23K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 109 $6.17K <0.01% +7 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 106 $6K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 103 $5.83K <0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 100 $5.74K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 100 $5.66K <0.01% 0 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 100 $5.66K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 96 $5.44K <0.01% +86 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 94 $5.32K <0.01% -130 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 91 $5.15K 0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 86 $4.87K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 80 $4.53K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 79 $4.47K <0.01% +23 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 76 $4.3K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 74 $4.19K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 72 $4.08K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 71 $4.02K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 70 $3.96K <0.01% -100 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 65 $3.68K <0.01% -227 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 61 $3.45K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 60 $3.4K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 60 $3.4K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 59 $3.34K <0.01% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 55 $3.12K <0.01% -187 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 55 $3.11K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 54 $3.06K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 54 $3.06K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 51 $2.89K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 49 $2.77K <0.01% 13F-HR/A Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 46 $2.6K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 38 $2.14K <0.01% +14 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 37 $2.1K <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 40 $2K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 35 $1.98K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 34 $1.93K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 29 $1.64K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 29 $1.64K <0.01% -1 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 28 $1.59K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 25 $1.42K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 22 $1.25K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 20 $1.13K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 20 $1.13K <0.01% 0 13F-HR Timeline