Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,400 $209K 0.1% +1 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,399 $209K 0.1% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,392 $208K 0.01% -61 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 1,392 $208K 0.13% new 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 1,389 $208K 0.05% new 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 1,382 $207K 0.17% new 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 1,380 $206K 0.02% -125 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,380 $206K 0.04% new 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 1,375 $206K 0.1% new 13F-HR Timeline City State Bank More: the full row for City State Bank 1,372 $205K 0.06% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,366 $204K 0.03% -106 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,363 $204K 0.17% -240 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,365 $204K 0.15% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,365 $204K 0.07% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 1,196 $203K 0.05% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,353 $202K 0.05% new 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,352 $202K 0.02% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,352 $202K 0.03% new 13F-HR/A Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,350 $202K 0.05% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,346 $201K 0.08% +5 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 1,340 $200K 0.08% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,330 $199K <0.01% +375 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,313 $196K 0.07% 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 1,298 $194K <0.01% -90 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,292 $193K 0.11% +5 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,290 $193K 0.08% +446 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,280 $191K 0.03% -311 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,233 $184K 0.18% +544 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,202 $180K 0.81% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,200 $179K 0.04% 0 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 1,175 $176K 0.07% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,173 $175K 0.12% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,149 $172K 0.06% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,137 $170K 0.03% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,116 $167K 0.1% +193 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,110 $166K 0.03% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,072 $160K 0.14% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,069 $160K 0.1% +50 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,065 $159K 0.01% 0 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,058 $158K 0.01% new 13F-HR/A Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,039 $155K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,006 $150K 0.04% +6 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,002 $150K 0.02% -25 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1,000 $150K 0.1% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,000 $150K 0.1% +100 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 987 $148K 0.05% -109 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 980 $147K 0.01% -124 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 957 $143K 0.02% -660 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 951 $142K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 948 $142K 0.06% +4 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 941 $141K 0.05% +44 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 940 $141K 0.04% +200 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 930 $139K <0.01% +180 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 915 $137K 0.02% +32 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 899 $134K 0.03% -302 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 893 $134K 0.01% -105 13F-HR Timeline Group Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 850 $130K 0.05% -309 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 833 $125K 0.05% -262 13F-HR/A Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 830 $124K 0.01% +151 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 827 $124K 0.02% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 808 $121K 0.01% +30 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 800 $120K 0.05% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 785 $117K 0.06% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 778 $116K 0.01% +369 13F-HR Timeline QVR LLC More: the full row for QVR LLC 767 $115K 0.12% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 765 $114K 0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 764 $114K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 755 $113K 0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 750 $112K 0.03% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 750 $112K 0.08% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 750 $112K 0.07% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 740 $111K 0.01% -8,066 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 739 $110K 0.02% +8 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 712 $106K 0.01% -160 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 702 $105K 0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 700 $105K 0.04% +4 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 700 $105K <0.01% 0 13F-HR Timeline Group Pingora Partners LLC More: the full row for Pingora Partners LLC 700 $105K 0.08% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 688 $103K 0.03% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 683 $102K 0.02% +30 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 674 $101K 0.02% +5 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 667 $99.8K <0.01% +639 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 655 $98K 0.01% -108 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 650 $97.2K 0.01% 0 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 635 $97.1K 0.02% +179 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 645 $96.5K 0.06% -731 13F-HR/A Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 641 $95.9K 0.07% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 640 $95.7K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 639 $95.6K 0.07% -88 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 635 $95K 0.02% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 633 $94.7K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 628 $94K 0.09% 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 628 $93.9K 0.01% -1,250 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 627 $93.8K 0.01% -54 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 602 $90K 0.03% +2 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 600 $89.7K 0.03% +200 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 594 $89K 0.03% +4 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 593 $88.8K 0.02% +4 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 589 $88.1K 0.06% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 583 $87.2K <0.01% -312 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 585 $87K 0.03% +278 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 583 $87K <0.01% +356 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 566 $84.7K 0.01% +6 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 560 $83.8K 0.03% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 557 $83.3K <0.01% -537 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 556 $83.2K 0.04% +3 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 551 $82.4K 0.01% -11 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 547 $81.8K 0.01% -2,202 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 538 $80.5K 0.01% +7 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 503 $75.2K 0.02% +34 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 500 $74.8K 0.03% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 499 $74.6K 0.01% -214 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 499 $74.6K 0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 493 $73.7K 0.02% +488 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 487 $72.9K 0.01% -86 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 480 $71.8K 0.02% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 479 $71.6K 0.01% +19 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 472 $70.6K 0.04% +2 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 453 $67.8K <0.01% -74 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 452 $67.6K 0.05% +215 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 451 $67.5K 0.03% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 450 $67.3K 0.02% +292 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 439 $65.7K 0.01% +157 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 432 $64.7K 0.04% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 431 $64.5K 0.04% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 417 $62.4K 0.04% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 409 $61.2K 0.08% 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 400 $59.8K <0.01% -200 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 388 $58K 0.01% +23 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 378 $57K <0.01% -20 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 380 $56.9K 0.02% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 364 $54.4K 0.05% -1 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 364 $54.4K 0.01% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 352 $52.7K 0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 346 $51.8K 0.03% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 339 $50.8K 0.01% +4 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 300 $50.7K 0.01% -21 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 337 $50.4K 0.01% +216 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 334 $50K 0.01% -205 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 321 $48K 0.02% +260 13F-HR Timeline Group OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 342 $47.8K 0.02% 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 315 $47.1K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 314 $47K 0.02% +7 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 312 $46.7K 0.02% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 269 $46.2K 0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 301 $45K 0.04% +21 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 271 $40K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 269 $40K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 245 $39.5K 0.03% +20 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 255 $38.1K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 254 $38K 0.04% +2 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 250 $37.4K 0.03% -5 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 244 $36.5K 0.01% +19 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 240 $35.9K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 239 $35.8K 0.01% +32 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 235 $35K <0.01% +8 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 232 $34.7K 0.03% 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 231 $34.6K 0.04% new 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 230 $34.4K 0.02% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 225 $33.7K 0.01% new 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 222 $33.3K 0.02% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 210 $31.4K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 210 $31.4K <0.01% -16 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 210 $31.4K 0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 200 $29.9K 0.01% new 13F-HR Timeline Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 200 $29.9K 0.58% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 200 $29.9K 0.02% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 200 $29.9K 0.02% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 200 $29.9K 0.03% 0 13F-HR/A Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 196 $29.8K 0.01% -506 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 199 $29.7K 0.02% +1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 180 $27.6K <0.01% 0 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 184 $27.5K 0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $26.9K 0.02% 13F-HR Timeline Amount filed as zero, left out of ratios. Traub Capital Management LLC More: the full row for Traub Capital Management LLC 179 $26.8K 0.02% 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 176 $26.3K <0.01% -508 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 173 $25.9K 0.04% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 172 $25.7K 0.02% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 164 $24.5K 0.01% -7 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 162 $24.2K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 162 $24.2K 0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 162 $24.2K 0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 158 $23.6K 0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 158 $23.6K 0.02% -19 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 168 $23K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 150 $22.4K <0.01% -212 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 145 $21.7K <0.01% +12 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 145 $21.7K 0.01% +67 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 140 $20.9K 0.01% +131 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 133 $20K <0.01% -7 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 133 $19.9K 0.01% +23 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 131 $19.7K <0.01% -11 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 116 $19.5K <0.01% -614 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 126 $18.9K 0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 146 $18K 0.01% -144 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 121 $18K <0.01% +33 13F-HR/A Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 119 $17.8K <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 105 $17.8K <0.01% -18 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 112 $16.8K 0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 111 $16.6K 0.01% 0 13F-HR Timeline